Archive for March, 2010

• Wednesday links: beta breather
  abnormalreturns, March 31st, 2010 at 12:10 pm, Comments: 0

  Sector returns YTD: industrials lead, utilities lag.  (Afraid to Trade) IPO volume is coming back, but is still well below the peaks.  (Bespoke) Is the [...]

• A crisis in quant confidence
  abnormalreturns, March 30th, 2010 at 2:18 pm, Comments: 0

  We have recently finished reading The Quants by Scott Patterson.  We enjoyed the book and recommend it as a non-technical introduction to quantitative investing.  The [...]

• Tuesday links: April showers
  abnormalreturns, March 30th, 2010 at 11:39 am, Comments: 0

  April has historically been the best month of the year for the stock market.  (Bespoke) With the US equity market overbought, maybe China is worth [...]

• Investment prophets and profits
  abnormalreturns, March 29th, 2010 at 12:48 pm, Comments: 0

  Sometimes it takes a good old fashioned spat to remind you what really matters.  The Henry Blodget-Felix Salmon argument over the proper form (and function) [...]

• Monday links: dollar doubters
  abnormalreturns, March 29th, 2010 at 11:22 am, Comments: 0

  Easter week returns.  (Bespoke) Just what is the state of investor sentiment?  (Big Picture) Stocks are cheap relative to high yield bonds.  (BusinessWeek, Bloomberg) Has [...]

• Sunday links: milquetoast market
  abnormalreturns, March 28th, 2010 at 2:13 pm, Comments: 0

  “Much more than philosophy, investing should be a solitary activity. A group of people or colleagues you can check your ideas with is a good [...]

• Top clicks this week on Abnormal Returns
  abnormalreturns, March 26th, 2010 at 8:52 pm, Comments: 0

  We are going to try and get back to providing a list of items that Abnormal Returns Now readers clicked on on a weekly basis.  This [...]

• The great baseball card bubble
  abnormalreturns, March 26th, 2010 at 2:21 pm, Comments: 0

  Sometimes it is helpful to look outside finance to help illustrate the supply and demand dynamics that can drive markets.  In some cases the results [...]

• Friday links: read widely and well
  abnormalreturns, March 26th, 2010 at 11:59 am, Comments: 0

  Is the US Treasury give-up finally here?  (WSJ, Bespoke) The Fed is going to hike rates some day.  Are you ready? (The Reformed Broker) Should [...]

• Social media and the need for solitude
  abnormalreturns, March 25th, 2010 at 2:49 pm, Comments: 0

  A quick follow-up to our post on whether obsession is necessary for success in the markets.  One byproduct of obsession is in all likelihood, solitude.  [...]