Monday Links: Momentum Power
- September 13th, 2010
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Whatever happend to the Hindenburg Omen? (FT Alphaville)
Buy-and-hold vs. buy-and-rebalance. (The Capital Spectator)
Taking another look at the “power of momentum.” (EconomPic Data, FT Alphaville)
What high implied correlations tell us about investor behavior. (Pragmatic Capitalism)
Emerging markets break out. (Bespoke)
Fund managers are looking for the next BRICs. (beyondbrics)
Is equity mutual fund cash still a useful market indicator? A skeptical take. (AR Screencast)
When the yield on cash is so low, even expensive acquisitions can enhance earnings. (Deal Journal)
Ten Dow stocks that yield more than the ten-year Treasury note. (YCharts Blog)
On the dangers of daily options. (Daily Options Report)
VIX futures are pricing in a big move up in volatility. (Bloomberg)
How to play the agribusiness boom. (The Reformed Broker)
Market structure and the Flash Crash. (Points and Figures, CNBC)
Sorting what’s abusive and legitimate in high frequency trading. (FT)
The “man made disaster” that was the demise of Bear Stearns. (Jeff Matthews)
Basel III is here. Pull out your spreadsheets. (WSJ, Felix Salmon, BIS, FT Alphaville, Lex, Street Sweep, NetNet, Marginal Revolution, Planet Money, DJ Market Talk, Market Blog)
Why should home prices stabilize? (Big Picture also Calculated Risk)
Should the Fed try to further depress long term interest rates? (Econbrowser)
How economic data has been trending. (VIX and More)
How much more deleveraging does the American consumer have to do? (Bloomberg)
A closer look at the so-called jobless recovery. (Big Picture)
2010, the year of no inflation. (Economix)
How “stimulus” became a bad word. (New Yorker)
Are you sure the markets want a Republican sweep in November? (Money Game)
China’s growth is back on track. (Gavyn Davies)
Non-OPEC oil supplies have been essentially flat for the past six years. (Gregor Macdonald)
The bubble in stocks with “China” in their name. (Justin Paterno)
Africa is the latest and greatest emerging market opportunity. (Lex)
Amass farmland in distant lands at your own risk. (Telegraph, Money Game)
Interesting look at de-partnering at Goldman Sachs (GS). (Dealbook, Dealbreaker)
Hewlett-Packard (HPQ) buys ArcSight (ARST). Who is next? (Financial Adviser also Term Sheet)
An interview with Bill Fleckenstein. (Mad Hedge Fund Trader)
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Weak Dollar, Strong Economy? - Points and Figures
SPU’s have been up 8/9 days. Bonds were destroyed late last week. However, so was the dollar. Sometimes I think that Washi...
(pointsandfigures.com) • via pointsnfigures 3 minutes ago -
YCharts: — William Shatner Can’t Get You a Bargain on Priceline Stock
Among the survivors of the original dot-com bubble – and there are very few aside from Amazon (AMZN), Ebay (EBAY) and Priceline...
(blog.ycharts.com) • via ycharts 3 minutes ago • Tickers: $PCLN $AMZN $EBAY -
Green Mountain Buys Van Houtte for $890 Million - NYTimes.com
Green Mountain Coffee Roasters said Tuesday that it had agreed to buy the Canadian gourmet coffee roaster Van Houtte from its p...
(dealbook.blogs.nytimes.com) • via MikeHuckman 36 minutes ago • Tickers: $GMCR -
Retail Sales in U.S. Probably Rose in August for Second Month - Bloomberg
Sales at U.S. retailers probably rose in August for a second consecutive month, easing concern the economy will stumble in the ...
(www.bloomberg.com) • via stein 37 minutes ago -
The Swissy Olympic Dive - StockTwits FX
Today is a critical day for the $USDCHF. On a short-term basis, it’s trying to breach and close below parity. There is also a k...
(www.stocktwitsfx.com) • via RemixTrades 43 minutes ago • Tickers: $USDCHF $EURCHF -
Howard Lindzon » Next Step for Facebook $FBOOK…Debt Sale
There is no GOOD reason for Facebook ( $FBOOK ) to go public. For all intense and purposes, Facebook has been a public compa...
(howardlindzon.com) • via stein 44 minutes ago • Tickers: $FBOOK -
Microsoft Said to Plan Debt Sale to Pay for Dividends, Buybacks - Bloomberg.com
Microsoft Corp. is planning to sell debt this year to pay for dividends and share repurchases because too much of its cash is h...
(www.bloomberg.com) • via abnormalreturns about 11 hours ago • Tickers: $MSFT -
SEC Questions Trading Crusade as Market Makers Disappear - Bloomberg
The U.S. Securities and Exchange Commission has spent 15 years remaking the stock market into 11 competing exchanges and hundre...
(www.bloomberg.com) • via TraderFlorida about 11 hours ago • Tickers: $NYX $NDAQ $NITE $LAB -
Renaissance Will Keep RIEF and RIFF Funds Open - WSJ.com
Renaissance Technologies LLC, among the most successful hedge-fund firms of all time, will continue to manage money for outside...
(online.wsj.com) • via abnormalreturns about 12 hours ago -
The Folly of Tracking Investor Sentiment - Bucks Blog - NYTimes.com
Investors feel like buying again! According to the weekly survey of investor sentiment done by the American Association of I...
(bucks.blogs.nytimes.com) • via abnormalreturns about 12 hours ago -
Bonds Can Avoid Bear Territory - Getting Technical - Barrons.com
After a sharp drop in prices over the past few weeks, the Treasury and corporate markets have found their footing.
(online.barrons.com) • via abnormalreturns about 12 hours ago • Tickers: $TLT $LQD -
I Hate Changing Brokers - StockTwits FX
I hate looking for a new broker. It is exhausting. I remember my first broker experience and I remember reading Trading for a L...
(www.stocktwitsfx.com) • via StockTwitsFX about 12 hours ago • Tickers: $EURGBP $GBPUSD $GBPAUD $STUDY -
You’re Gonna Need a Bigger Stop | chessNwine
Stocks turned in another steady move higher today, while the pullback that everyone wants to see is missing in action. With the...
(ibankcoin.com) • via chessNwine about 12 hours ago • Tickers: $EEM $IWM $IYT $XLF $SPX -
Rich Americans Save Tax Cuts Instead of Spending, Moody's Says - Bloomberg
Hand the wealthiest Americans a tax cut and history suggests they will save the money rather than spend it. Tax cuts in 2001...
(www.bloomberg.com) • via ReformedBroker about 17 hours ago -
EARLY LOOK: China Is What It Is - Hedgeye Blog
Upholding the principle of that Einstein quote has to be one of the most challenging aspects of this risk management game. Most...
(www.hedgeyeblog.com) • via stein about 18 hours ago -
Buffett Rules Out Double-Dip Recession Amid Growth - Bloomberg.com
Warren Buffett ruled out a second recession in the U.S. and said businesses owned by his Berkshire Hathaway Inc. are growing.
(www.bloomberg.com) • via abnormalreturns about 19 hours ago • Tickers: $BRKA $BRKB -
Was the June Quarter GDP a Fluke? - Morningstar
The economic calendar this week was extremely thin. The trade deficit for July came in far better than anticipated, possibly p...
(news.morningstar.com) • via ToddSullivan about 19 hours ago -
NOT A STOCK PICKERS MARKET - PRAGMATIC CAPITALISM
The stock market has turned into a schizophrenic herd of sheep. Correlations have entirely converged in recent months as money...
(pragcap.com) • via abnormalreturns about 20 hours ago • Tickers: $SPY $PEZ -
Emerging Markets Shine - Think BIG - Bespoke Investment Group
While nearly all global equities have rallied in the last few weeks, emerging markets have shined even brighter. The chart bel...
(www.bespokeinvest.com) • via abnormalreturns about 20 hours ago • Tickers: $EEM $SPY -
Bespoke Investment Group - Think BIG - The Monday Bull Market Resumes
Today's 0.9% gap higher in the S&P; 500 ETF (SPY) highlights once again how Monday has been the friendliest day for the bulls. ...
(www.bespokeinvest.com) • via alphatrends about 20 hours ago -
Whatever happened to the Hindenburg Omen? - FT Alphaville
It’s now been just over a month since the first sighting of the Hindenburg Omen — the fearsome indicator which supposedly foret...
(ftalphaville.ft.com) • via abnormalreturns about 20 hours ago • Tickers: $DJIA -
VIX and More: Chart of the Week: Updated Economic Data Trends
First unveiled on July 2nd in Trends in Economic Data Relative to Expectations, I was pleasantly surprised by the positive rece...
(vixandmore.blogspot.com) • via VIXandMore about 20 hours ago -
HUGE: First High Frequency Trading Firm Is Fined For Quote Stuffing And Manipulation - Clusterstock
In a landmark move, Trillium Capital, a high frequency trading firm in New York, has been fined by FINRA for quote stuffing and...
(www.businessinsider.com) • via alphatrends about 21 hours ago -
Apple To Sell WiFi iPads In China Starting September 17 - TechCrunch
Apple just announced that Wi-Fi models the iPad will become available to users in China from Apple Retail Stores, and Apple Au...
(techcrunch.com) • via AshRust about 22 hours ago • Tickers: $AAPL -
research puzzle pix by tom brakke - analysts and markets
In considering expectations, it’s always good to have a variety of inputs to help you triangulate. Here’s a simple look at the...
(rp-pix.com) • via abnormalreturns about 22 hours ago • Tickers: $EURUSD -
The “China” Bubble - Justin Paterno
f you have been following the markets lately, you may have noticed that there has been issues with some stocks out of China. ...
(justinpaterno.com) • via stein about 22 hours ago -
Weighing the Week Ahead: Perception vs. Objectivity - A Dash of Insight
n the ongoing debate over market prospects, confirmation bias is probably the most powerful force. We all look at fresh evid...
(oldprof.typepad.com) • via abnormalreturns about 23 hours ago -
HP Acquires ArcSight - What’s Next? - Financial Adviser - WSJ.com
In March, I wrote about which stocks might go up because of the “Times Square Bomb”. I recommended ArcSight (ARST).
(blogs.wsj.com) • via abnormalreturns about 23 hours ago • Tickers: $HPQ $ARST $NICE $DGI $GEOY -
Daily Doubles - Daily Options Report
The great thing about these (alleged) new daily options? They let you make incredibly specific bets. Like let’s say you want t...
(dailyoptionsreport.com) • via stein about 23 hours ago -
EconomPic: The Power of Momentum
Bank of England’s Andrew Haldane (hat tip Felix Salmon) with some rather jaw dropping analysis showing that a momentum investme...
(econompicdata.blogspot.com) • via sssc about 24 hours ago • Tickers: $STUDY $SPX
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