Archive for February, 2010

• Sunday links: insider insights
  abnormalreturns, February 28th, 2010 at 10:21 am, Comments: 0

  As a timing indicator how reliable is corporate insider buying and selling?  (NYTimes) You don’t want your firm’s CEO to hedge his stock holdings.  (Farnam [...]

• Friday links: uncompensated risks
  abnormalreturns, February 26th, 2010 at 11:57 am, Comments: 0

  Charles Kirk, “I’ve learned that while many have the desire to be successful in the markets, when it comes right down to it they don’t [...]

• Thursday links: nuanced voices
  abnormalreturns, February 25th, 2010 at 1:09 pm, Comments: 0

  Tom Brakke, “Myopia is the enemy of the investor.  Structured myopia makes no sense whatsoever, for the individual investor or for the biggest firms in [...]

• Welcome to the revolution Mr. Weidner
  abnormalreturns, February 25th, 2010 at 10:13 am, Comments: 0

  David Weidner writing at WSJ.com has a list of “Ten Wall Street Blogs You Need to Bookmark Now.”  This list is a good one and [...]

• Wednesday links: confidence chilled
  abnormalreturns, February 24th, 2010 at 12:32 pm, Comments: 0

  February was a bad month for consumer confidence.  (The Money Game, EconomPic Data, Zero Hedge) What happens to the stock market after consumer confidence tanks.  [...]

• Tuesday links: volatility contraction
  abnormalreturns, February 23rd, 2010 at 12:37 pm, Comments: 0

  A volatility contraction implies a big move soon.  (Quantifiable Edges) Earnings have normalized but stocks are no longer cheap.  (Big Picture) How one hedge fund [...]

• Monday links: record steepness
  abnormalreturns, February 22nd, 2010 at 12:47 pm, Comments: 0

  Emerging markets have underperformed during this most recent rally.  (Bespoke) Mixed market performance YTD.  (StockCharts Blog) How should we read the record steepness of the [...]

• Sunday links: bond blog blues
  abnormalreturns, February 21st, 2010 at 2:41 pm, Comments: 0

  The case against emerging markets.  (The Psy-Fi Blog, The Reformed Broker) The surprising state of the high yield bond market.  (IDD via TheStreet) Just because [...]

• Friday links: a tightening cycle
  abnormalreturns, February 19th, 2010 at 12:29 pm, Comments: 0

  Ian Salisbury, “In 2009, ETFs missed their targets by an average of 1.25 percentage points, a gap more than twice as wide as the 0.52-percentage-point [...]

• Everybody talks their book, everybody.
  abnormalreturns, February 18th, 2010 at 4:46 pm, Comments: 0

  Everybody talks their book, everybody. And no I am not talking about the “Talk Your Book” show on StockTwits TV. It is one thing to [...]