Thursday links: gold sentiment

• abnormalreturns
• January 29th, 2009

Gold sentiment is decidedly bullish.  (FT Alphaville, BusinessWeek.com, Marketwatch.com also greenfaucet.com)

The S&P 500 is trading at an implied annual sales growth rate of -3.7%.  (Value Expectations)

Bill Gross is talking his book…again.  (Infectious Greed)

What some big investing names are doing with their money.  (WSJ.com)

Large hedge funds underperform smaller hedge funds.  (CXO Advisory Group)

What are the pros and cons of public disclosure of hedge fund short positions?  (market folly)

One half of SPAC deals immediately destroy value.  (SSRN.com)

Is Google (GOOG) the way to better management or has it gotten too big to trust?  (The Daily Beast, Market Movers)

The data on the economy still stinks.  (Clusterstock, Calculated Risk, Capital Spectator)

How is that bankers at the worst-performing banks did best on compensation?  (breakingviews.com also Market Movers, Economist.com)

There is no getting rid of government influence in the credit markets.  (Baseline Scenario)

“The problem with the current stimulus plan is not that it is too big but that it delivers too little extra employment and income for such a large fiscal deficit.”   (WashingtonPost.com)

For better or worse, the credit crisis is giving the Obama administration the opportunity to reshape the economy.  (NYTimes.com)

Building a better NFL overtime, via auction.  (Slate.com)

Thanks for checking in with Abnormal Returns. Feel free to contact us with any questions and/or comments.

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.

blog comments powered by Disqus