Archive for August, 2008

• Sunday links: variant perceptions
  abnormalreturns, August 31st, 2008 at 8:14 pm, Comments: 0

  Take a closer look at companies that engage in significant R&D expenditures.  (NYTimes.com) The 8 stock portfolio is off to a good start.  (8stockportfolio.com) You [...]

• Friday links: accuracy and usefulness
  abnormalreturns, August 29th, 2008 at 1:02 pm, Comments: 0

  Fannie and Freddie employees have taken a hit in the value of their ESOP accounts.  (NYTimes.com) Without some plausible reason it is difficult to believe [...]

• Thursday links: competitive pressures
  abnormalreturns, August 28th, 2008 at 12:48 pm, Comments: 0

  Three catalysts that could push the S&P 500 higher.  (Deal Journal) Emerging markets are taking it on the chin in 2008.  (MarketBeat) Infrastructure deals will [...]

• Wednesday links: implicit learning
  abnormalreturns, August 27th, 2008 at 12:19 pm, Comments: 0

  “By several measures, natural gas looks awfully cheap compared with crude oil.”  (WSJ.com) When hurricanes threaten look for a move in natural gas prices.  (VIX [...]

• Tuesday links: reversion effect
  abnormalreturns, August 26th, 2008 at 11:48 am, Comments: 0

  What is taking so long for the GSE bailout?  (naked capitalism also Dash of Insight, Accrued Interest) Dedicated short-sellers are a very small minority of [...]

• Monday links: allocating capital
  abnormalreturns, August 25th, 2008 at 12:13 pm, Comments: 0

  Don’t confuse investing and saving.  (Market Movers) “(T)he dollar’s decline, now more than six years old, is looking long in the tooth.”  (WSJ.com) No one [...]

• Sunday links: struggles with selling
  abnormalreturns, August 24th, 2008 at 9:23 pm, Comments: 0

  “Individual and professional investors alike struggle with selling.”  Especially at a loss.  (WSJ.com also Street Capitalist) Global market returns since March 2003.  (Bespoke Investment Group) [...]

• Friday links: decoupling denied
  abnormalreturns, August 22nd, 2008 at 12:57 pm, Comments: 0

  Corporate bond spreads have widened out once again.  (WSJ.com) The market in private equity secondaries is booming.  (Deal Journal) Ten, no eleven, financial entities “on [...]

• Friday links: decoupling denied
  abnormalreturns, August 22nd, 2008 at 12:57 pm, Comments: 0

  Corporate bond spreads have widened out once again.  (WSJ.com) The market in private equity secondaries is booming.  (Deal Journal) Ten, no eleven, financial entities “on [...]

• Thursday links: ads about nothing
  abnormalreturns, August 21st, 2008 at 12:43 pm, Comments: 0

  Everyone thinks Fannie and Freddie need to be restructured so they no longer dominate the mortgage market.  (Accrued Interest, NYTimes.com) Beware commentators with “too much [...]