Thursday look-in: weather effects

abnormalreturns
March 31st, 2011

Thanks for checking in with us for this early morning linkfest. Good luck out there today.

The story behind the David Sokol resignation from Berkshire Hathaway (BRKB) is odd to say the least. (WSJ, Rational Walk, Dealbreaker, Deal Journal, Bloomberg, Breakingviews)

How about that first quarter for the stock market! (Mark Hulbert)

Volatility in March is going to lead to some unhappy hedge fund investors. (FT Alphaville)

Still tough times out there for fundamental stock pickers. (hedgefundinvest)

The run in technology stocks still has a ways to go. (Paul Kedrosky also Steve Blank)

The correction in grain prices is likely temporary. (WSJ)

Don’t forget the weather when it comes to forecasting economic surprises. (FT Alphaville)

Inflation is picking up in Europe. (Bloomberg, Smart Money Europe)

For those who still listen to Alan Greenspan. (Felix Salmon, Floyd Norris)

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