Archive for October, 2008
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Friday links: faltering growth
abnormalreturns, October 31st, 2008 at 12:44 pm, Comments: 0“(T)hose who thought Yale had found the key to success have been disappointed.” (Economist.com also Bull Bear Trader) Yet another look at the statistical validity [...]
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Thursday links: change is good
abnormalreturns, October 30th, 2008 at 12:21 pm, Comments: 0“Churning is a sign of change and change is good following a long bear market.” (Barrons.com) “In finance, we know less than we think, so [...]
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Wednesday links: utterly schizophrenic
abnormalreturns, October 29th, 2008 at 12:48 pm, Comments: 0At today’s prices TIPS are an attractive alternative to cash. (Barrons.com, WSJ.com) “It is a confusing time to be running money, especially using quantitative approaches, [...]
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Tuesday links: always a bubble somewhere
abnormalreturns, October 28th, 2008 at 2:32 pm, Comments: 0The Pickens Purge. Investors ask for their money back. (WSJ.com) Hedge funds are on track for another horrible month. (NYPost.com) Investing like Yale is not [...]
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Monday links: brash market calls
abnormalreturns, October 27th, 2008 at 12:22 pm, Comments: 0“For the first time in a couple of decades, stocks are now relatively cheap (US, developed markets, emerging). Now is not the time to abandon [...]
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False diversification and the rise of novel asset classes
abnormalreturns, October 24th, 2008 at 12:13 pm, Comments: 0One of the many disappointments of the current crisis has been the utter failure of diversification to shield investors from harm. Absent an investment in [...]
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Thursday links: absent edition
abnormalreturns, October 23rd, 2008 at 2:05 pm, Comments: 0Due to unforeseen circumstances there will be no linkfest for a few days. In the meantime you can check out some of the other notable [...]
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Wednesday links: we get letters
abnormalreturns, October 22nd, 2008 at 12:51 pm, Comments: 0Hedge fund managers are trying to assuage investors with their dear investor letters. (WSJ.com also The Big Money) At least some one made money on [...]
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Tuesday links: buyback blow-ups
abnormalreturns, October 21st, 2008 at 12:41 pm, Comments: 0More signs the credit markets are tentatively returning to normalcy. (Alea, WSJ.com, Curious Capitalist) Can value investors time the market? (Market Movers) One market valuation [...]
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Monday links: reasons for optimism
abnormalreturns, October 20th, 2008 at 3:39 pm, Comments: 0Credit market conditions are improving. (Alea, MarketBeat, Market Movers) Fiscal stimulus, part two. (Real Time Economics) There have been no IPOs for ten weeks. That’s [...]
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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
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