Archive for December, 2009

• Thursday links: bear market in bears
  abnormalreturns, December 31st, 2009 at 11:19 am, Comments: 0

  Here’s wishing all of our readers a happy (and safe) New Year!  Thank you for all your support in 2009. Individual investor bears are a [...]

• Wednesday links: as steep as it gets
  abnormalreturns, December 30th, 2009 at 11:44 am, Comments: 0

  The yield curve is about as steep as it gets.  What it means for stocks.  (Bespoke also Crossing Wall Street) Have equities already priced in [...]

• Tuesday links: historic lows
  abnormalreturns, December 29th, 2009 at 9:28 am, Comments: 0

  Joel Kotkin, “If the U.S. were a stock, it would be trading at historic lows.”  Don’t give up on the U.S. just yet.  (New Geography [...]

• Monday links: adjusting for inflation
  abnormalreturns, December 28th, 2009 at 10:45 am, Comments: 0

  Adjusting for inflation makes the past decade look even worse for stocks.  (WSJ) 2009 was the year of the junk bond.  (VIX and More) Is [...]

• Sunday links: forecast frenzy
  abnormalreturns, December 27th, 2009 at 8:07 am, Comments: 0

  Well said.  “The end-of-year forecast frenzy is simply a bit of temporally induced fun which shouldn’t be taken seriously.”  (The Psy-Fi Blog) Roger Nusbaum, “The [...]

• Thursday links: a true bull market
  abnormalreturns, December 24th, 2009 at 10:34 am, Comments: 0

  Happy holidays to all of loyal Abnormal Returns readers.  Be safe and enjoy some time off.  The markets will be there when you get back. [...]

• Wednesday links: momentum moves
  abnormalreturns, December 23rd, 2009 at 12:44 pm, Comments: 0

  The VIX edges below 20.  (VIX and More) The US Bloomberg Financial Conditions Index is in positive territory for the first time in over two [...]

• Ten thoughts on the past decade in equities
  abnormalreturns, December 22nd, 2009 at 2:52 pm, Comments: 0

  In this case we are talking about domestic equities.  And talk about what a bad decade it was.  As 2009 winds down it is clear [...]

• Tuesday links: no hold bonds
  abnormalreturns, December 22nd, 2009 at 12:44 pm, Comments: 0

  Jeff Miller, “I have never seen a great investment where the first information came through advertising.” (A Dash of Insight) Andrew Smithers, “We see no [...]

• Monday links: lost decade for stocks
  abnormalreturns, December 21st, 2009 at 12:44 pm, Comments: 0

  By all accounts this was the worst decade for stocks in well over a century.  (WSJ also Calculated Risk, Falkenblog, Big Picture) Is the equity [...]