Last week went so well we are going to do it again.  Without any further ado here are the items readers clicked most frequently on both Abnormal Returns Now and Abnormal Returns Classic for the week ended Friday, April 30th.  Where applicable the description is as it reads in the relevant  linkfest.

Abnormal Returns Now:

  1. Doug Kass’ checklist for a market top.  (TheStreet)
  2. Should we fear a second half slowdown now that rate of growth in some economic indicators have rolled over?  (Credit Writedowns)
  3. The stock market is cheap on forecast earnings.  (Bloomberg contra The Money Game, Big Picture)
  4. Jeremy Grantham on the disconnect between the markets and the economy.  (Trader’s Narrative, Scribd, naked capitalism)
  5. Are rising rates a good sign for commodities?  (WSJ)
  6. Warren Buffett is ready for questions about Goldman.  (WSJ also Reuters)
  7. Jeremy Grantham is not complimentary about his industry.  (FT)
  8. What is the yield curve telling us at the moment?  (Trader’s Narrative)
  9. Is China forecasting a decline in commodity prices?  (The Pragmatic Capitalist)
  10. Are technicals or fundamentals driving this market?  (Big Picture)

Abnormal Returns Classic:

  1. The smart money is reducing its equity exposure.  (Market Folly)
  2. Doug Kass’ checklist for a market top.  (TheStreet)
  3. Institutions pull back from the stock market while individuals gear up to buy stocks.  (The Pragmatic Capitalist, Fortune)
  4. If you sell stocks now you have to buy something else… (The Reformed Broker)
  5. A macro overview of the economy and markets.  (Big Picture)
  6. Why Harvard kids go to work at Goldman Sachs.  (Ezra Klein)
  7. An update on Warren Buffett’s “big bet.” (Fortune)
  8. Jeremy Grantham on the disconnect between the markets and the economy.  (Trader’s Narrative, Scribd, naked capitalism)
  9. The myth of the sophisticated investor. (The Big Money)
  10. On the benefits of a nap.  (Simoleon Sense)

Just a couple of additional Abnormal Returns-authored post this week:

  1. The inconceivable economic recovery.  (Abnormal Returns)
  2. If the characters in Michael Lewis’ The Big Short profited who ultimately lost?  (Abnormal Returns)

As always thanks for checking in with Abnormal Returns.  There are a number of new (and exciting) ways to follow Abnormal Returns including:  @ARupdates, free e-mails:  AR Energy, AR Options, and the new Abnormal Returns widget.

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