Archive for March, 2011

• Wednesday look-in: a warning shot
  abnormalreturns, March 23rd, 2011 at 5:57 am, Comments: 0

  Thanks for checking in with us for this early morning linkfest.  Good luck today! What did corporate insiders do in the face of the Japanese [...]

• Tuesday links: critically dependent
  abnormalreturns, March 22nd, 2011 at 12:03 pm, Comments: 0

  Quote of the day John Hempton, “Be very wary of fast-growing hyper profitable companies (especially companies in competitive industries) where the earnings are critically dependent [...]

• Tuesday screencast: ETFs as imperfect proxies
  abnormalreturns, March 22nd, 2011 at 11:13 am, Comments: 0

  We have often stated that “ETFs are tools”, easily used and abused.  Maybe we need a corollary to that axiom:  ETFs are proxies.  Indeed they [...]

• Tuesday look-in: rapid rebound
  abnormalreturns, March 22nd, 2011 at 6:06 am, Comments: 0

  Thanks for checking in with us for this early morning linkfest.  Good luck today! The stock market is higher than it was before the Japanese [...]

• Monday links: sums to zero
  abnormalreturns, March 21st, 2011 at 11:59 am, Comments: 0

  Quote of the day James Picerno, “Alpha still sums to zero, no matter how broad your asset allocation horizons.” (Capital Spectator) Chart of the day [...]

• Monday screencast: split screens
  abnormalreturns, March 21st, 2011 at 11:32 am, Comments: 0

  Stock splits and $0.01 dividends shouldn’t matter.  But they seemingly do.  In part because they provide signals to market participants.  From a logical perspective it [...]

• Monday look-in: mobile merger
  abnormalreturns, March 21st, 2011 at 5:48 am, Comments: 0

  Thanks for checking in with us for this early morning linkfest.  Good luck today! A T-Mobile deal happened.  Just not with Sprint (S).  (WSJ, Bloomberg, [...]

• Sunday links: intermediate interest
  abnormalreturns, March 20th, 2011 at 6:57 am, Comments: 0

  Quote of the day David Merkel, “When much money plays for the short-run, why not play for the intermediate-term?”  (Aleph Blog) Chart of the day [...]

• Top clicks this week on Abnormal Returns
  abnormalreturns, March 20th, 2011 at 5:37 am, Comments: 0

  Thanks for checking in with us this weekend.  Here are the items our readers clicked most frequently on  Abnormal Returns for the week ended Saturday, [...]

• Saturday links: true grit
  abnormalreturns, March 19th, 2011 at 6:01 am, Comments: 0

  The weekend is a great time to catch up on some of the reading you skipped during the week.  So for all you “time shifters” [...]