Archive for March, 2009
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Tuesday links: contracts under assault
abnormalreturns, March 31st, 2009 at 11:55 am, Comments: 0Why are we protecting bank bondholders at the expense of the larger economy and financial system? (Clusterstock, Hussman Funds) Hitting bank bondholders remains the “nuclear [...]
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Monday links: long run risks
abnormalreturns, March 30th, 2009 at 1:31 pm, Comments: 0The bet on corporate bonds vs. stocks at this point is a deflation vs. inflation argument. (FT Alphaville also Fortune.com, Capital Spectator) More on the [...]
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Monday links: long run risks
abnormalreturns, March 30th, 2009 at 1:31 pm, Comments: 0The bet on corporate bonds vs. stocks at this point is a deflation vs. inflation argument. (FT Alphaville also Fortune.com, Capital Spectator) More on the [...]
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Sunday links: stocks vs. bonds
abnormalreturns, March 29th, 2009 at 11:28 am, Comments: 0Is the economic crisis ultimately going to be good for America? (Time.com) Are stocks really less risky over the long run? (NYTimes.com, Big Picture) Sell [...]
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Friday links: equity culture crash
abnormalreturns, March 27th, 2009 at 6:36 am, Comments: 0Due to travel, today’s edition of the linkfest is early and abbreviated. We will get back to it this weekend. “The challenges the United States [...]
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Thursday links: simple but not easy
abnormalreturns, March 26th, 2009 at 11:24 am, Comments: 0Despite an equity market rally, the bond market is still skeptical of sustained financial stability. (WSJ.com) Bond auction failures. Time to worry? (MarketBeat, Free exchange) [...]
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Thursday links: simple but not easy
abnormalreturns, March 26th, 2009 at 11:24 am, Comments: 0Despite an equity market rally, the bond market is still skeptical of sustained financial stability. (WSJ.com) Bond auction failures. Time to worry? (MarketBeat, Free exchange) [...]
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Wednesday links: play in the PPIP pool
abnormalreturns, March 25th, 2009 at 1:52 pm, Comments: 0Given where some banks have their toxic assets marked, it will be difficult to find any takers via the PPIP. (Zero Hedge, ibid also FT [...]
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Tuesday links: power plays
abnormalreturns, March 24th, 2009 at 12:55 pm, Comments: 0It looks like we beginning to see some of the cash on the sidelines come back into the stock market. (VIX and More) Doug Kass, [...]
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Monday links: a CLO to buy a CLO
abnormalreturns, March 23rd, 2009 at 4:43 pm, Comments: 0The toxic asset plan, “a CLO to buy a CLO.” (MarketBeat, Real Time Economics) The stock market loves the toxic asset plan. Every one else [...]
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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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