Tuesday links: alternate states

• abnormalreturns
• July 12th, 2011

Don’t miss out on our big summer book giveaway!  Check out the details here.

Quote of the day

Jared Woodard, “The slogan, popular among many traders, that “we eat what we kill” isn’t just absurd, it’s dangerous.” (Condor Options)

Chart of the day

Amazing in retrospect but for a decade Greek bonds traded in line with German bonds.  (MarketBeat)

Markets

The 2011 S&P 500 trading range.  (Afraid to Trade)

The bull trap illustrated.  (Market Anthropology)

What happens when industry groups all trade together.  (Bespoke)

The past year in charts.  (research puzzle pix)

Strategy

What a very high TRIN reading implies for the market.  (My Simple Quant)

Checking in on the seasonality timing system.  (Mark Hulbert)

Companies

Cisco ($CSCO) reportedly set to cut 10,000 jobs.  (Bloomberg, SAI)

Using Fastenal ($FAST) as a manufacturing bellwether.  (WSJ)

Social media as a threat to News Corp ($NWS). (Big Picture)

Inside the turnaround (and sale) at Skype.  (Fortune)

Another way in which 2011 has been a bad year – insurance losses.  (Infectious Greed)

Hedge funds

Hedge funds are sniffing around private technology companies.  (WSJ, Dealbreaker)

Banks are vying for hedge fund business with cheap loans.  (FT)

Schadenfreude and the coverage of John Paulson.  (Term Sheet)

Finance

In this environment bank net interest margins have nowhere to go but down.  (Economic Musings)

Wall Street trading desks are getting rationalized as profits stagnate.  (Clusterstock)

Steve Randy Waldman, “The economic value of a bank franchise, both to shareholders and managers, is intimately wound up with its accounting position.”  (Interfluidity)

Global

The endgame for Europe.  (Free exchange)

Italy=Lehman Brothers.  (The Reformed Broker)

Why ask why?  It is simply Italy’s turn in the spotlight.  (The Source)

George Soros saved the UK a lot of headaches.  (Megan McArdle)

Economy

Only 58% of adult Americans are employed.  (Atlantic Business)

Temp staffing up, but sluggish.  (ValuePlays)

Four charts on this odd economic recovery.  (Pragmatic Capitalism)

Have we learned nothing?  Proposed housing solutions don’t make sense.  (Kid Dynamite)

Earlier on Abnormal Returns

What you missed in our Eurozone-focused Tuesday morning linkfest.  (Abnormal Returns)

If trading is a small business then traders need to manage all of their expenses including taxes and commissions.  (AR Screencast)

Mixed media

Phone call patterns as alternate states.  (strange maps)

Why Gatorade works.  (The Frontal Cortex)

Abnormal Returns is a founding member of the StockTwits Blog 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.

blog comments powered by Disqus