Top Clicks This Week On Abnormal Returns
- September 3rd, 2010
- View classic AR
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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 for the week ended Friday, September 3rd. Where applicable the description is as it reads in the relevant linkfest.
Abnormal Returns Now:
- Obituaries for the P/E ratio are premature. (Crossing Wall Street)
- State default risk. (Bespoke)
- Peak Oil and the German government. (Spiegel Online)
- Did the P/E ratio ever work? (Pragmatic Capitalism)
- Should we listen to Mohamed El-Erian’s op-eds? (Felix Salmon)
Abnormal Returns Classic:
- James Montier, “In essence, the [bond] market is implying a 70% probability that the US turns Japanese.” (Behavioural Investing)
- The 220-year bull market in bonds. (Pragmatic Capitalism)
- Should we listen to Mohamed El-Erian’s op-eds? (Felix Salmon)
- Is the “cult of equity” dead and buried? (FT Alphaville)
- Check out the performance of the “secret sauce.” (EconomPic Data)
We also had a few posts over at Abnormal Returns Classic:
- Noise, economic indicators and human action. (Abnormal Returns)
- How has the IQ Merger Arbitrage ETF (MNA) done in its first nine months of existence? (Abnormal Returns)
- Abnormal Returns TV with David Merkel. (Abnormal Returns)
Screencasts for the week that was:
- Friday: Liquidity patience and the value of dividends. (AR Screencast)
- Thursday: Economic pessimists have some explaining to do. (AR Screencast)
- Wednesday: Forex trading is booming. In search of a pure-play. (AR Screencast)
- Tuesday: Some smart hedge fund managers think Microsoft (MSFT) stock is cheap. But is it cheap for a reason? (AR Screencast)
- Monday: Analyst reaction to better earnings indicative of gloomy sentiment. (AR Screencast)
Per usual, there are now a number of ways to follow Abnormal Returns including: @ARupdates, free e-mails: AR Classic, AR Energy, AR Options, the Abnormal Returns widget, our daily screencasts, and Abnormal Returns TV.
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2010 Country Stock Market Performance - Think BIG - Bespoke Investment Group
Below we highlight the year to date performance of the major stock market indices for 82 countries around the world. The avera...
(www.bespokeinvest.com) • via abnormalreturns about 8 hours ago -
The Big Boys Discover Options - The Striking Price - Barrons.com
Other institutions follow Pimco in using puts and calls to battle stock-market risk. Global volatility leads to less reliance o...
(online.barrons.com) • via abnormalreturns about 8 hours ago -
Breaking the Guild of Macroeconomists - The Psy-Fi Blog
In an entertaining piece Economics is Hard. Don't Let Bloggers Tell You Otherwise Kartik Athreya of the Fed in Richmond has sug...
(www.psyfitec.com) • via abnormalreturns about 10 hours ago -
Can Ping be saved? - Apple 2.0 - Fortune Tech
Apple (AAPL) announced Friday that less than 48 hours after its launch more than 1 million people had signed up for Ping, its n...
(tech.fortune.cnn.com) • via howardlindzon about 11 hours ago • Tickers: $AAPL -
Petrobras Seeks $65 Billion From Share Sale - WSJ.com
After disclosing plans for a long-awaited stock offering that would rank as the biggest ever world-wide, Petroleo Brasileiro SA...
(online.wsj.com) • via abnormalreturns about 11 hours ago • Tickers: $PBR -
Culture Change - Peak Oil is History
The marketing blurb on the back cover of the first edition of my first book, Reinventing Collapse, described me as "a leading P...
(www.culturechange.org) • via stein 1 day ago -
Here's How Apple Is Beginning To Destroy Google's Core Search Business - SAI
Earlier we pointed out that thousands of iPad owners have been paying money for third-party Facebook apps -- bootlegs, basicall...
(www.businessinsider.com) • via abnormalreturns 1 day ago • Tickers: $AAPL $GOOG $FBOOK -
Kass: Beware of Bonds - TheStreet.com
At current yields, bonds represent certificates of confiscation, and bond holders face the likelihood of large capital losses.
(www.thestreet.com) • via abnormalreturns 1 day ago • Tickers: $TNX -
The QE Case for Gold & Silver : Ashraf Laidi
Rising metals remained the consistent play over the past 2 months, supporting my near-term gold outlook for $1270/oz and $1,330...
(www.ashraflaidi.com) • via alaidi 1 day ago • Tickers: $GLD $USDX -
Goldman Sachs Said to Be Disbanding Principal Strategies Unit - Bloomberg.com
Goldman Sachs Group Inc. is shutting its principal-strategies business, a group that makes bets with the firm’s own capital, to...
(www.bloomberg.com) • via abnormalreturns 1 day ago • Tickers: $GS -
Airline Era Ends as Carriers Cull 50-Seat Jets `Nobody Wants' - Bloomberg.com
The 50-seat jets once prized by carriers such as Delta Air Lines Inc. are being culled from U.S. fleets as higher fuel and main...
(www.bloomberg.com) • via abnormalreturns 1 day ago • Tickers: $BA $DAL -
ECRI HITS 3 WEEK LOW, INFLATION FEARS HIGHER - PRAGMATIC CAPITALISM
The ECRI’s Weekly Leading Index fell to a 3-week low at 120.6 down from 120.9 last week. The growth rate fell to -10.1% from 9...
(pragcap.com) • via abnormalreturns 1 day ago -
Sale of Russell Investments Could Be A Whopper - peHUB.com
While many people may still be talking about the BK sale, there is another deal that has the potential to be a whopper. Northwe...
(www.pehub.com) • via abnormalreturns 1 day ago -
Gold price and bond price - a comment on the efficient market hypothesis - Bronte Capital
We live in a strange world - the 10 year US Treasury is trading with a 2.63 percent yield. The market is presuming that there ...
(brontecapital.blogspot.com) • via abnormalreturns 1 day ago • Tickers: $TNX $GLD -
Hedge fund closures - Lex - FT.com
Ever get that fin de siècle feeling? Some hedge fund managers seem to be a bit world-weary. They are handing back external capi...
(www.ft.com) • via abnormalreturns 1 day ago -
The New York Times >YouTube Ads Turn Videos Into Revenue
SAN BRUNO, Calif. — Last month, a YouTube user, TomR35, uploaded a clip from the AMC series “Mad Men” in which Don Draper ...
(www.nytimes.com) • via AshRust 1 day ago • Tickers: $GOOG -
Divvying up returns - Buttonwood - Economist.com
Dividends do not get the respect they deserve. Over the long run they provide the bulk of equity investors’ returns. Work by El...
(www.economist.com) • via abnormalreturns 1 day ago -
But... The ISM Services Index Misses Expectations - Money Game
August's ISM services index (non-manufacturing) came in at 51.5 vs. 53 expected, and 54.3 in July.
(www.businessinsider.com) • via abnormalreturns 1 day ago -
Quantifiable Edges: A Large Gap Up From A High Level
Looks like there is going to be a sizable gap up this morning. I've shown before how large gaps up from 10 and 20-day highs in ...
(quantifiableedges.blogspot.com) • via Attitrade 1 day ago • Tickers: $SPY -
Howard Lindzon » Blog Archive » If The Web is Dead, Nobody Told Akamai $AKAM
One look at Akamai $AKAM is all I need to know the web is not dead. This morning the stock is at 8 year highs. Akamai will ...
(howardlindzon.com) • via howardlindzon 1 day ago • Tickers: $AKAM -
Thanks China, You Just Vetted BHP's Potash Acquisition By Trying To Kill It - Money Game
BHP's (BHP) hostile takeover bid for the fertilizer giant Potash Corp of Saskatchewan (POT) has awoken markets to the bright fu...
(www.businessinsider.com) • via abnormalreturns 1 day ago • Tickers: $BHP $POT -
YCharts: — Maybe The 787 Isn't Boeing's Biggest Problem
Maybe The 787 Isn't Boeing's Biggest Problem Boeing (BA) delayed the delivery of its first 787 Dreamliner yet again last week (...
(blog.ycharts.com) • via ycharts 1 day ago • Tickers: $BA -
Are Dell’s shareholders on Xanax? - Reuters Breakingviews
Are Dell’s shareholders on Xanax? The company has finally bowed out of its mad bidding war for 3PAR. Yet its investors displaye...
(blogs.reuters.com) • via abnormalreturns 1 day ago • Tickers: $DELL -
Price versus earnings - Mark Hulbert - Marketwatch.com
Are stocks hugely undervalued? It certainly would seem to be a big stretch to argue that they are, even to advisers who are ...
(www.marketwatch.com) • via abnormalreturns 1 day ago • Tickers: $SPX -
Nonfarm payrolls down 54,000 in Aug. rate at 9.6% - Marketwatch.com
The U.S. lost 54,000 nonfarm jobs in August, the Labor Department said Friday. The decline was smaller than the 105,000 loss ex...
(www.marketwatch.com) • via abnormalreturns 1 day ago -
Why Earnings’ Surprises Matter « Ivanhoff Capital
One of the most powerful combinations that cause rapid price appreciation consist of neglected stock, low float, big upside sur...
(ivanhoff.com) • via ivanhoff 1 day ago • Tickers: $BTH $STUDY -
Fearless Fall Predictions? « Derek Hernquist
“The greatest enemy of knowledge is not ignorance, it is the illusion of knowledge.” Stephen Hawking Between the shaky econ...
(derekhernquist.com) • via derekhernquist 1 day ago -
Spare capacity - Lex - FT.com
Remember the joy of bagging four empty seats in a row on long-haul flights? It does not happen so much any more because airline...
(www.ft.com) • via abnormalreturns 2 days ago -
The housing bubble reconsidered - FT Alphaville
Maybe it was Jackson Hole or the August slowdown, but academics are in a reflective mood these days. And some of them are es...
(ftalphaville.ft.com) • via abnormalreturns 2 days ago -
Volatility Reverting to the Mean - SurlyTrader.com
It is fortunate that I wrote my previous article about stagnant volatility the day before a strong ISM number came out which cr...
(www.surlytrader.com) • via abnormalreturns 2 days ago • Tickers: $VIX
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