Archive for April, 2010

• Top clicks this week on Abnormal Returns
  abnormalreturns, April 30th, 2010 at 8:40 pm, Comments: 0

  Last week went so well we are going to do it again.  Without any further ado here are the items readers clicked most frequently on [...]

• Friday links: reputational contagion
  abnormalreturns, April 30th, 2010 at 11:32 am, Comments: 0

  Newsletter writers are (dangersously) bullish on the Nasdaq.  (Marketwatch also Sentiment’s Edge) What is the yield curve telling us at the moment?  (Trader’s Narrative) Some [...]

• The Big Short
  abnormalreturns, April 30th, 2010 at 9:09 am, Comments: 0

  Michael Lewis‘ The Big Short received a huge amount of attention when it first came out.  Including a two-segment hit on 60 Minutes.  Nor has [...]

• Thursday links: stocks vs. flows
  abnormalreturns, April 29th, 2010 at 12:13 pm, Comments: 0

  A macro overview of the economy and markets.  (Big Picture) Using a pop in volatility to sell options.  (Barron’s) Why it is hard to profit [...]

• Wednesday links: selling risk
  abnormalreturns, April 28th, 2010 at 11:49 am, Comments: 0

  If you would like to receive our links in real-time please follow us at @ARupdates. Institutions pull back from the stock market while individuals gear [...]

• Tuesday links: sticky capital
  abnormalreturns, April 27th, 2010 at 11:33 am, Comments: 0

  If you would like to receive our links in real-time please follow us at @ARupdates. Portugal (and Greece) catch a downgrade.  (WSJ also Calculated Risk) [...]

• The inconceivable recovery
  abnormalreturns, April 26th, 2010 at 2:22 pm, Comments: 0

  A year ago a recovery in sales of consumer discretionary items like appliances and autos would have seemed inconceivable.  Floyd Norris at his blog notes [...]

• Monday links: technicals or fundamentals
  abnormalreturns, April 26th, 2010 at 10:57 am, Comments: 0

  If you would like to receive our links in real-time please follow us at @ARupdates. Are technicals or fundamentals driving this market?  (Big Picture) What [...]

• Sunday links: disclosure dilemma
  abnormalreturns, April 25th, 2010 at 8:06 am, Comments: 0

  If you would like to receive our links in real-time please follow us at @ARupdates. If you sell stocks now you have to buy something [...]

• Top clicks this week on Abnormal Returns
  abnormalreturns, April 23rd, 2010 at 8:43 pm, Comments: 0

  We are going to change things up a bit this week.  This week we are going to show the top clicks on both Abnormal Returns Now [...]