Archive for October, 2011

• Thursday 7atSeven: Euro relief
  abnormalreturns, October 27th, 2011 at 7:12 am, Comments: 0

  Here are seven (or so) links at 7AM Eastern.  Good luck out there today. Source:  Bloomberg European equity markets are rallying on the Euro deal [...]

• Wednesday links: market selection
  abnormalreturns, October 26th, 2011 at 1:12 pm, Comments: 0

  Quote of the day Karl Smith, “The process of market selection makes it appear as if there was intelligent design but no intelligence and no design is [...]

• Faith, reality and financial models
  abnormalreturns, October 26th, 2011 at 9:34 am, Comments: 0

  Wall Street runs on models.  Indeed one could argue that the misapplication of models helped cause the financial crisis. As Felix Salmon wrote back in [...]

• Wednesday 7atSeven: dividends and coupons
  abnormalreturns, October 26th, 2011 at 7:02 am, Comments: 0

  Here are seven (or so) links at 7AM Eastern.  Good luck out there today. Dividend stocks are not bonds.  (Total Return) A dividend may soon [...]

• Tuesday links: purchase decisions
  abnormalreturns, October 25th, 2011 at 12:56 pm, Comments: 0

  Quote of the day Hunter, “In no way, shape or form, am I using a sell side recommendation of overweight, underweight, buy, sell, etc in [...]

• The behavior gap illustrated
  abnormalreturns, October 25th, 2011 at 10:35 am, Comments: 0

  Carl Richards writing at the Bucks Blog and at his own site Behavior Gap has helped popularize the idea that investors are oftentimes their own [...]

• There is a thin line between success and failure
  abnormalreturns, October 25th, 2011 at 9:30 am, Comments: 0

  Netflix is far from a failure, but its current predicament shows the fragility of business models in the modern age.  One need only look at [...]

• Tuesday 7atSeven: the need to chase
  abnormalreturns, October 25th, 2011 at 6:40 am, Comments: 0

  Here are seven (or so) links at 7AM Eastern.  Good luck out there today. Going into year-end portfolio managers may feel the need to ‘chase.’  [...]

• Margin Call review round-up
  abnormalreturns, October 24th, 2011 at 10:27 pm, Comments: 0

  We don’t exactly truck much in movie reviews here at Abnormal Returns.  Then again they don’t make many movies about the financial crisis.  The movie [...]

• Monday links: unpalatables facts
  abnormalreturns, October 24th, 2011 at 12:38 pm, Comments: 0

  Quote of the day Satyajit Das, “The unpalatable fact remains that Europe may not have the capacity to rescue everybody that now seems to need [...]