Archive for August, 2008
-
Sunday links: variant perceptions
abnormalreturns, August 31st, 2008 at 8:14 pm, Comments: 0Take 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: 0Fannie 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: 0Three 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: 0What 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: 0Don’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: 0Corporate 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: 0Corporate 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: 0Everyone 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 [...]
-
Abnormal Returns has over its six-year life become fixture in the financial blogosphere. Over thousands of posts we have striven to bring the best of the financial blogosphere to readers. In that time the idea of a “forecast-free investment blog” remains as useful as it did six years ago. More » -
Recent Posts
- Friday links: gold theology
- Friday 7atSeven: bull market stages
- Thursday links: sell side blues
- Thursday 7atSeven: big global themes
- Wednesday links: hedging on hedge funds
- Pre-filing Facebook IPO linkfest
- Wednesday 7atSeven: quiescent volatility
- Tuesday links: option attributes
- Tuesday 7atSeven: what works best
- Monday links: muddle through economics
-
Archives
-