Archive for November, 2008

• Sunday links: doubling down
  abnormalreturns, November 30th, 2008 at 3:20 pm, Comments: 0

  Government bonds have performed well, but what happens when new issuance really hits home?  (Economist.com) Keep an eye on 10 year Treasury yields for a [...]

• Wednesday links: day traders are back
  abnormalreturns, November 26th, 2008 at 12:52 pm, Comments: 0

  Abnormal Returns will be taking the rest of the Thanksgiving week off.  We trust you have a pleasant holiday.  See you next week. Don’t count [...]

• Tuesday links: money spent wisely
  abnormalreturns, November 25th, 2008 at 12:41 pm, Comments: 0

  Did you just miss the bottom?  (Silicon Alley Insider) Who’s to blame for the downfall of Citigroup (C)?  (Market Movers) The many misunderstandings surrounding Berkshire [...]

• Monday links: banks are different
  abnormalreturns, November 24th, 2008 at 12:38 pm, Comments: 0

  Citigroup (C) gets a (lenient) lifeline.  (breakingviews, Market Movers, The Baseline Scenario, Crossing Wall Street, Economist’s View, Big Picture) Why Citigroup and not General Motors?  [...]

• Sunday links: survival mode
  abnormalreturns, November 23rd, 2008 at 8:59 pm, Comments: 0

  The last best hope for Citigroup (C):  good bank, bad bank.  (NYTimes.com, WSJ.com, Finally the one of the few constants at Citigroup over the past [...]

• Friday links: terrific timing
  abnormalreturns, November 21st, 2008 at 1:27 pm, Comments: 0

  “So yes, Berkshire might be looking cheap — but other stocks are looking cheaper, and always remember that Berkshire, like any insurance company, is very [...]

• Thursday links: another $1 trillion
  abnormalreturns, November 20th, 2008 at 1:00 pm, Comments: 0

  Do we need another $1 trillion to recapitalize the financial system?  (FT Alphaville, Real Time Economics) We have been waiting for this story.  Financial services [...]

• Wednesday links: yield crossover
  abnormalreturns, November 19th, 2008 at 1:03 pm, Comments: 0

  An historic yield crossover.  The dividend yield of the S&P 500 now roughly equals that of the ten-year Treasury yield.  (Barrons.com, TheStreet.com) The behavior of [...]

• Wednesday links: yield crossover
  abnormalreturns, November 19th, 2008 at 1:03 pm, Comments: 0

  An historic yield crossover.  The dividend yield of the S&P 500 now roughly equals that of the ten-year Treasury yield.  (Barrons.com, TheStreet.com) The behavior of [...]

• Tuesday links: pirate punditry
  abnormalreturns, November 18th, 2008 at 12:39 pm, Comments: 0

  U.S. TIPS point to deflation.  (FT.com also Capital Spectator) Everything is trading together.  (MarketBeat) Stock market expected returns.  (Mankiw Blog) The S&P 500 is trading [...]