Tuesday links: sticky capital

• abnormalreturns
• April 27th, 2010

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Portugal (and Greece) catch a downgrade.  (WSJ also Calculated Risk)

Follow-on effects from the Greek downgrade.  (The Money Game, FT Alphaville)

Americans are warming to stocks once again.  (The Money Game contra Marketwatch)

Doug Kass’ checklist for a market top.  (TheStreet)

Distinguishing between insider selling and INSIDER SELLING.  (The Reformed Broker)

Technical reasons support the market’s move.  (Trader’s Narrative also Bespoke)

This bull market has gone 400 days without a 10% correction.  (Peridot Capitalist also Bespoke)

Taking a global approach to “wide moat” investing.  (Street Capitalist)

No signs that the end of Fed MBS purchases has affected spreads.  (Bespoke)

Ford (F) is back at its bull market high.  (Bespoke also NYTimes)

Tweaking a sector rotation strategy.  (MarketSci Blog)

Just how real are calendar effects?  (CXO Advisory Group)

On the limits of technical analysis.  (CSS Analytics)

On the use of the Kelly Criterion in event-driven investing.  (Distressed Debt Investing)

How do individual investors do when trading stocks in their own industry?  (SSRN)

Jeremy Grantham is not complimentary about his industry.  (FT)

An update on Warren Buffett’s “big bet.” (Fortune)

On the importance of ‘sticky capital‘ to a fund manager.  (Investor’s Consigliere)

There is no such thing as a typical ETF structure in Europe.  (FT Alphaville)

High frequency traders don’t mind the SEC’s proposal to track trades.  (Trader’s Magazine)

A bullet-proof mortgage bond deal.  (Calculated Risk)

Provincial and municipal debts are a global problem.  (WashingtonPost)

The inconceivable economic recovery.  (Abnormal Returns)

Should we fear a second half slowdown now that rate of growth in some economic indicators have rolled over?  (Credit Writedowns)

Mixed news on the Case-Shiller housing data front.  (EconomPic Data, NYTimes)

A sobering (but detailed) look at the state of the new housing market.  (Fortune)

You can’t have a monetary union without some sort of fiscal union.  (FT Alphaville)

The outlook for Greece is “depressing.”  (Felix Salmon)

How far above trend are Australian housing prices?  (Data Diary)

A discussion with William Bernstein.  (IndexUniverse also Random Roger)

How should we think about bubbles?  (Capital Spectator)

A rave review of  Confidence Game.  (ValuePlays, ibid)

A new documentary:  Quants:  The Alchemists of Wall Street.  (Infectious Greed)

Three things a new trader needs to learn.  (TraderFeed)

The payoff to betting longshots and our inability to distinguish probabilities.  (Planet Money)

What would have happened if you had bought Apple (AAPL) stock instead of its products?  (kottke, ibid)

On the benefits of a nap.  (Simoleon Sense)

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