Archive for August, 2010

• Tuesday links: helicopter cash
  abnormalreturns, August 31st, 2010 at 12:36 pm, Comments: 0

  James Montier, “In essence, the [bond] market is implying a 70% probability that the US turns Japanese.” (Behavioural Investing) Muni bond yields have not been this low [...]

• Tuesday screencast: Microsoft softness
  abnormalreturns, August 31st, 2010 at 12:29 pm, Comments: 0

  By many measures Microsoft (MSFT) stock is cheap.  The question for today’s screencast is whether it is cheap for a reason?  The stock has become [...]

• Merger arbitrage fund follow-up
  abnormalreturns, August 30th, 2010 at 2:47 pm, Comments: 0

  Late last year we wrote a post on the launch of the IQ Merger Arbitrage ETF (MNA).  At the time we were somewhat skeptical that [...]

• Monday links: subtle signals
  abnormalreturns, August 30th, 2010 at 12:13 pm, Comments: 0

  The high yield bond rally seems to be slowing.  (EconomPic Data, research puzzle) The state of asset class momentum.  (The Capital Spectator) An enhanced momentum [...]

• Monday screencast: earnings ennui
  abnormalreturns, August 30th, 2010 at 12:11 pm, Comments: 0

  Today’s screencast is a follow-up to Friday’s screencast in which we discussed the sentiment situation.  Some more data and articles came out that point towards [...]

• Sunday links: muddling through
  abnormalreturns, August 29th, 2010 at 5:46 am, Comments: 0

  The 220-year bull market in bonds.  (Pragmatic Capitalism) Citi says the market is cheap and sentiment is too bearish.  (Money Game) Equity sentiment at week-end.  [...]

• Top clicks this week on Abnormal Returns
  abnormalreturns, August 27th, 2010 at 3:43 pm, Comments: 0

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

• Friday links: dividend demand
  abnormalreturns, August 27th, 2010 at 1:52 pm, Comments: 0

  The market should be down today.  Why not?  Sentiment.  (AR Screencast) The presidential election cycle is about to turn positive.  (Crossing Wall Street) Can you [...]

• Friday screencast: panic rarely pays
  abnormalreturns, August 27th, 2010 at 1:52 pm, Comments: 0

  The market should be down today.  Poor GDP numbers, talk of deflation from Ben Bernanke and a big earnings miss from Intel should all spell [...]

• ARTV on personal finance and trading success
  abnormalreturns, August 27th, 2010 at 11:04 am, Comments: 0

  Yesterday we aired a guest-free version of Abnormal Returns on StockTwits TV.  We reflected on the disparate nature of our past two guests and how [...]