Monday links: equity demand

• abnormalreturns
• January 11th, 2010

And you thought the rally in equities was impressive.  Check out corporate bonds.  (Bespoke)

Have individual investors permanently changed their demand for equities?  (The Globe and Mail)

Some 85% of S&P 500 stocks are trading above their 50-day moving average.  (The Pragmatic Capitalist)

Henry Blodget, “Today’s valuations also suggest that stocks may have gotten way ahead of themselves, especially in light of the structural problems that will continue to bog down the economy.” (The Money Game)

Don’t abandon the VIX just yet.  (Daily Options Report also MarketBeat)

Even DE Shaw is reducing fees and increasing transparency for its new fund.  (FT)

Buy Norway.  (FT Alphaville)

Private equity wants out.  Expect more IPOs in 2010.  (WSJ)

Chinese banks lead the world in valuations.  (FT Alphaville)

Does a “get rich quick mentality” doom China to boom-and-busts cycles?  (The Money Game)

Nine stocks “ultimate stock-pickers” are buying.  (Morningstar)

Is Berkshire Hathaway (BRK-A) undervalued?  (Street Capitalist)

Bond investors want TIPS.  The Treasury will accommodate them.  (WSJ also Curious Capitalist)

Gold has no intrinsic value.  Stop the incessant arguments already.  (The Reformed Broker)

What the “optimism hypothesis” tells us about the performance of a sector seasonality system.  (CSS Analytics also MarketSci Blog)

Brett Steenbarger, “Unless a trader has a true institutional advantage, great training, and a real edge in the markets, the casino’s edge will eventually erode all of his or her capital.”  (TraderFeed)

A sovereign default here in the US.  (Felix Salmon)

Bank bonuses are expected to be “offensive.”  (WSJ also Baseline Scenario, Atlantic Business)

James Hamilton, “The U.S. economy continues to recover at a painfully slow pace.”  (Econbrowser)

John Taylor vs. Ben Bernanke.  (Real Time Economics, Zero Hedge)

On the effect of bubbles on unemployment.  (Calculated Risk)

An alternative unemployment rate that is pushing 12%.  (EconomPic Data)

On the link between the slope of the yield curve and the business cycle.  (SSRN)

Apple (AAPL) shouldn’t pay a dividend.  (Felix Salmon)

Do we rely too much on human intuition?  (Andrew McAfee via Simoleon Sense)

Abnormal Returns is a proud member of the StockTwits Network.

Abnormal Returns is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com. If you click on my Amazon.com links and buy anything, even something other than the product advertised, I earn a small commission, yet you don't pay any extra. Thank you for your support.

The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.

Tickers: $AAPL, $BRK-A, BRK-B

blog comments powered by Disqus