Archive for January, 2009
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Friday links: critical junctures
abnormalreturns, January 30th, 2009 at 12:42 pm, Comments: 0“Peter Schiff predicted a collapse of the U.S. financial system. The bust-up he didn’t foresee was the one that made mincemeat of investors who took [...]
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Thursday links: gold sentiment
abnormalreturns, January 29th, 2009 at 3:12 pm, Comments: 0Gold sentiment is decidedly bullish. (FT Alphaville, BusinessWeek.com, Marketwatch.com also greenfaucet.com) The S&P 500 is trading at an implied annual sales growth rate of -3.7%. [...]
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Wednesday links: dependent models
abnormalreturns, January 28th, 2009 at 3:50 pm, Comments: 0“A big reason so many people lost money in 2008 was that they built investment portfolios too dependent on rising markets.” (MarketBeat) “Financial models are [...]
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Tuesday links: dividend destruction
abnormalreturns, January 27th, 2009 at 12:44 pm, Comments: 02009 has already been a bad year for global equity markets and it’s not even 1/12th over. (Bespoke) Piggybacking on the TARP has not been [...]
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Monday links: an act of faith
abnormalreturns, January 26th, 2009 at 3:00 pm, Comments: 0A prominent investment advisor, Peter Schiff, who claims to have been “right” on the current crisis, failed to make money for his clients. (Mish also [...]
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Sunday links: big oil buys
abnormalreturns, January 25th, 2009 at 3:16 pm, Comments: 0Breaking down the source of stock market returns to build a better forecast. (WSJ.com) Ten rules of market survival. (InVivoAnalytics.com) Traders need to be aware [...]
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Friday links: model malaise
abnormalreturns, January 23rd, 2009 at 1:05 pm, Comments: 0“Every trading strategy draws upon a model, even if it is not expressed in mathematical symbols.” (Economist.com) Given the crash-like behavior of this bear market, [...]
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Friday links: model malaise
abnormalreturns, January 23rd, 2009 at 1:05 pm, Comments: 0“Every trading strategy draws upon a model, even if it is not expressed in mathematical symbols.” (Economist.com) Given the crash-like behavior of this bear market, [...]
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Thursday links: bank mitosis
abnormalreturns, January 22nd, 2009 at 12:56 pm, Comments: 0Investors pulled $152 billion from hedge funds in Q4 2008. Although top performers still gained assets. (DealBook) Was 2008 the year to give Warren Buffett [...]
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Wednesday links: the right data
abnormalreturns, January 21st, 2009 at 1:24 pm, Comments: 0State Street (STT) was supposed to be relatively immune to the credit crisis. Think again. (WSJ.com, breakingviews.com, 24/7 Wall St.) Do investors in the SPDR [...]
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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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