Archive for January, 2010

• Sunday links: January hangover
  abnormalreturns, January 31st, 2010 at 8:33 am, Comments: 0

  The market pullback is getting a bit nasty.  (VIX and More) The so-called January indicator in perspective.  (dshort) The state of investor sentiment at week-end.  [...]

• Trading sabbaticals
  abnormalreturns, January 29th, 2010 at 3:22 pm, Comments: 0

  An investment in knowledge pays the best interest. – Benjamin Franklin Have you ever taken a structured break from your trading, not unlike that of [...]

• Friday links: rich fund, poor fund
  abnormalreturns, January 29th, 2010 at 12:22 pm, Comments: 0

  Equity fund managers are asset rich and cash poor.  (Sentiment’s Edge) A historical review of equity allocations.  (Big Picture) What happens when the S&P 500 [...]

• Thursday links: breaks and BRICs
  abnormalreturns, January 28th, 2010 at 12:16 pm, Comments: 0

  Two notable breaks of the 200 day moving average:  the US Dollar Index and China’s Shanghai Composite Index.  (Bespoke also Trader’s Narrative) The BRICs are [...]

• Wednesday links: zero yields
  abnormalreturns, January 27th, 2010 at 12:49 pm, Comments: 0

  S&P 500 sector performance over the past three decades.  (Big Picture, EconomPic Data) The time for small cap outperformance is coming to an end. (Marketwatch) [...]

• Tuesday links: news reading machines
  abnormalreturns, January 26th, 2010 at 12:46 pm, Comments: 0

  Was it really a “lost decade” for investors?  Rob Arnott begs to differ.  (IndexUniverse) With the carry trade on the backburner have fundamental reasserted themselves?  [...]

• Monday links: Tablet talk
  abnormalreturns, January 25th, 2010 at 12:49 pm, Comments: 0

  Anything fixed income is winning the YTD performance race.  (EconomPic Data) The bull market in Treasuries is dead and buried. (Gregor Macdonald) What to do [...]

• Abnormal Returns 3.0
  abnormalreturns, January 25th, 2010 at 11:16 am, Comments: 0

  The Internet is a massive content creation machine. We are witnessing an explosion in the amount of content getting created every day. Most of it [...]

• Sunday links: strategic defaults
  abnormalreturns, January 24th, 2010 at 9:30 am, Comments: 0

  Next week should be a busy one for the markets.  Get ready now.  (A Dash of Insight) More oversold readings.  (Bespoke, Chart.ly) The state of [...]

• Friday links: emerging overvaluation
  abnormalreturns, January 22nd, 2010 at 11:50 am, Comments: 0

  Emerging markets are “no longer cheap.”  (Capital Spectator) In the short-term the market seems a bit stretched on the downside.  (Quantifiable Edges also Bespoke) What [...]