A surprisingly light day given the week-to-date. If you are new to Abnormal Returns you might enjoy a couple of of our previous posts: Crying wolf, and Proxy investing.
Google is at it again. Google Trends is another tool for your viewing pleasure. Paul Kedrosky is frankly sick of the media attention receives for their admittedly underwhelming releases.
Michael Panzner at the US Market Blog uses the tool to track stock market sentiment. We were disappointed when we typed in "oil, silver, gold."
The US Market Blog tracks down Jeremy Grantham's most recent public missive and finds him decidedly bearish. Despite the risk of being early he enumerates a growing list of negatives for the US stock market.
The Peridot Capitalist wonders whether the long-awaited correction is finally here?
Jonathan Ford at breakingviews notes the drop in price for KKR's Amsterdam deal, but cleverly points out that this might not be all bad for the mega-buyout group. (via DealBook)
CXO Advisory Group has another of their synthesis pieces – this time they examine the (limited) value of sentiment indicators.
James Picerno at the Capital Spectator notes the market will be in guessing-mode until the Fed meets again in June.
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