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Archive for August, 2009

  • Monday links: junky expectations
    , August 31st, 2009 at 11:24 am, Comments: 0

    Merger Monday is back!  (Clusterstock) Do world stock markets discount the volatility of the Shanghai market?  (Felix Salmon) “This is why the speculative grade market [...]

  • Sunday links: the new frugality
    , August 30th, 2009 at 9:56 am, Comments: 0

    “Frugality is the new normal.”  (Big Picture) “But a funny thing happened on the way to the new frugality…this advice was the exact opposite of [...]

  • Friday links: taxing transactions
    , August 28th, 2009 at 10:20 am, Comments: 0

    Insider sales surge as short interest plunges.  (TrimTabs via Kirk Report) WTF AIG (AIG)?  (NYTimes, WSJ) “So…if we have many panic buyers who have been [...]

  • Thursday links: panic buying
    , August 27th, 2009 at 11:59 am, Comments: 0

    The four stages of secular bear markets.  (Big Picture) Speculation is back in vogue.  (Barron’s) Putting the rally in AIG (AIG) into perspective.  (Bespoke, Daily [...]

  • Zombie ETFs
    , August 26th, 2009 at 1:52 pm, Comments: 0

    As we have discussed in this space before you just never know when a particular idea is going to (if ever) take hold in the [...]

  • Wednesday links: extreme days
    , August 26th, 2009 at 11:39 am, Comments: 0

    A near record percentage of stocks are trading above their 200 day moving averages. (Quantifiable Edges) Should the stock market fear September?  (dshort, Bespoke) Four [...]

  • Tuesday links: risk appetites
    , August 25th, 2009 at 9:33 am, Comments: 0

    Five ETFs that are more than 40% above their 200 day moving average.  (ETF Expert) Tracking risk appetites via the bond market.  (Barron’s) Bigger is [...]

  • Monday links: preferential access
    , August 24th, 2009 at 12:06 pm, Comments: 0

    Is Goldman Sachs (GS) giving preferential research access to select clients and internal traders?  (WSJ also DailyFinance, FT Alphaville, Clusterstock, Peter Thal Larsen, Zero Hedge, [...]

  • Natural gas quandary
    , August 24th, 2009 at 9:45 am, Comments: 0

    In compiling our linkfests it seems like we are noting the happenings in the natural gas market on a daily basis.  There has been a [...]

  • Sunday links: bottom lines
    , August 23rd, 2009 at 3:37 pm, Comments: 0

    “The S&P 500 is now up 51.68% in the 165 calendar days since its March 9th closing low.”  (Bespoke) What your favorite bloggers were saying [...]


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