Thanks for checking in with us this weekend. Here are the items our readers clicked most frequently on Abnormal Returns for the week ended Saturday, February 26th, 2011. The description is as it reads in the relevant linkfest.
- The spread between large caps and small caps is “frightening.” (Bronte Capital)
- Quality stocks are cheap, out of favor and under accumulation by some smart managers. (Morningstar)
- What has happened subsequent to a market that goes up in a straight line for six months? (Bespoke)
- An interesting new stock screener. (Empirical Finance via Tradestreaming)
- Don’t fight the Fed illustrated. (Money Game)
- 25 guys to avoid on Wall Street. (NetNet)
- Why hedge fund managers hate when their investor letters surface online. (Clusterstock)
- A look at market cap as a % of GDP. (Big Picture)
- Josh Brown, “Everyone is now wishing they were 100% invested in stocks. I’m not 100% long. You probably aren’t either. Sure, we’re long – but is anyone “long enough” for this?” (The Reformed Broker)
- The Saudis are getting nervous. (FT Alphaville)
We also had a handful of items on Abnormal Returns this week:
- Hedge funds may have a tendency to herd, but owning Apple (AAPL) has to-date been a boon not a mistake. (AR Screencast)
- Cyclical stocks are struggling. Time to worry? (AR Screencast)
- On the peril of position sizing: year-to date cocoa has surged, but ‘Choc Finger’ apparently hasn’t profited. (AR Screencast)
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