Archive for November, 2009

• Creating order out of aggregation
  abnormalreturns, November 18th, 2009 at 10:08 pm, Comments: 0

  “Investing is hard.”  (Abnormal Returns) “Investment blogging is difficult.”  (Abnormal Returns) You would think, by transitive properties, that investment blog aggregation would also be difficult.  [...]

• Wednesday links: the risk of unemployment
  abnormalreturns, November 18th, 2009 at 11:26 am, Comments: 0

  Tom Petruno, “After the horrors of 2008, a money manager who doesn’t keep up with the market’s comeback this year is facing his or her [...]

• Tuesday links: outcome vs. process
  abnormalreturns, November 17th, 2009 at 1:48 pm, Comments: 0

  Companies are rushing to get through the IPO window.  (WSJ, SmartMoney) The gold market has all the makings of a bubble.  (Buttonwood, Fund My Mutual [...]

• Arbitrage-free merger arbitrage
  abnormalreturns, November 16th, 2009 at 9:38 pm, Comments: 0

  When Mebane Faber of World Beta blog fame says something we take note.  On the imminent launch of the IQ ARB Merger Arbitrage ETF (MNA) [...]

• Monday links: subsidizing debt
  abnormalreturns, November 16th, 2009 at 12:40 pm, Comments: 0

  The best of the bull market may already be behind us.  (Barron’s) The performance gap YTD between large caps and small caps has evaporated.  (MarketBeat) [...]

• Sunday links: the new, new economy
  abnormalreturns, November 15th, 2009 at 1:47 pm, Comments: 0

  Paul J. Lim, “By almost every measure, stocks are far cheaper at Dow 10,000 today than at Dow 10,000 in March 1999.”  (NYTimes also Big [...]

• Top clicks this week on Abnormal Returns
  abnormalreturns, November 13th, 2009 at 8:49 pm, Comments: 0

  Last week’s top clicks were a pretty diverse bunch.  Without any further ado here are the top ten posts Abnormal Returns readers clicked on for [...]

• Friday links: forever funds
  abnormalreturns, November 13th, 2009 at 12:53 pm, Comments: 0

  On the search for a true “safe haven” investment.  (Felix Salmon) How do you create a “forever fund” with long term wealth preservation in mind? [...]

• Thursday links: odd call buying
  abnormalreturns, November 12th, 2009 at 7:01 am, Comments: 0

  Bond fund managers are closing their books early to lock in gains before year-end.  (WSJ) Most people investing by the seat of your pants.  On [...]

• Investing by the seat of their pants
  abnormalreturns, November 11th, 2009 at 3:11 pm, Comments: 0

  We have been in the midst of a debate as to the benefits (or not) of a buy-and-hold investment methodology.  Barry Ritholtz at the Big [...]