Archive for May, 2010

• Monday links: sharp commentary
  abnormalreturns, May 31st, 2010 at 6:02 am, Comments: 0

  Expect a lot of head-and-shoulder talk.  (The Reformed Broker also chessNwine) Jeff Miller, “The European situation is going to take many months — perhaps even [...]

• Sunday links: market repetition
  abnormalreturns, May 30th, 2010 at 6:05 am, Comments: 0

  Making the case for a continuation of the secular bear market.  (WSJ also The Reformed Broker) 2010 is not a repeat of 2008.  (WSJ, Investment [...]

• Top clicks this week on Abnormal Returns
  abnormalreturns, May 28th, 2010 at 4:09 pm, Comments: 0

  Thanks for checking in with us this weekend.  Here are the items readers clicked most frequently on both Abnormal Returns Now and Abnormal Returns Classic for [...]

• Pundit Nation
  abnormalreturns, May 28th, 2010 at 2:04 pm, Comments: 0

  Any one who turns on financial television should quickly realize that we like in a kind of “pundit nation.”  The question is do we need [...]

• Friday links: the rational buyer
  abnormalreturns, May 28th, 2010 at 11:46 am, Comments: 0

  Doug Kass, “Fear is the friend of the rational buyer.”  (TheStreet) We are all technicians now.  (Derek Hernquist) “Markets are thus trying to make sense [...]

• Thursday links: avoiding anchoring
  abnormalreturns, May 27th, 2010 at 12:05 pm, Comments: 0

  The calendar says buy.  (Crossing Wall Street) A spike in bearish sentiment.  (Bespoke) 10% monthly declines are rare for the stock market.  (Big Picture) Small [...]

• Back to square one
  abnormalreturns, May 26th, 2010 at 2:12 pm, Comments: 0

  With the stock market correcting off of its April highs it is once again worth taking a look at the market valuation backdrop.  Why?  Day [...]

• Wednesday links: plain old cash
  abnormalreturns, May 26th, 2010 at 11:50 am, Comments: 0

  Oversold for sure now.  (Market Rewind, Trader’s Narrative) Two models are now bullish on the stock market.  (Marketwatch also MarketBeat) A nice graph of how [...]

• Tuesday links: May drawdowns
  abnormalreturns, May 25th, 2010 at 11:37 am, Comments: 0

  The month of the drawdown.  (EconomPic Data) The bearish camp is getting crowded.  (Marketwatch) Are quality US stocks the true safe haven?  (The Money Game [...]

• Monday links: libor lifts
  abnormalreturns, May 24th, 2010 at 11:27 am, Comments: 0

  The flight to safety in pictures.  (VIX and More) The low-quality bond rally unwinds.  (EconomPic Data, FT Alphaville) A turn in the McClellan Oscillator.  (The [...]