Tuesday links: a safer haven

02Jun09

“Underinvested funds could possibly extend the rally due to business decisions, not investment decisions. After all, underperformance is a b*tch.  (market folly)

Large institutional funds don’t trade the way you and I do.”  (Minyanville)

Mutual fund managers are still finding opportunities in corporate bonds.  (Morningstar)

Value fund Longleaf Partners (LLPFX) is killing it in 2009.  (Kiplinger’s)

With the stock market rally has come higher valuations. (Zero Hedge)

A skeptical take on the value of the Coppock Guide.  (The Technical Take)

Looking for signposts that a trade is wrong.  (Accrued Interest)

“The stock market may make no sense to you – it never does to me – so stop thinking and just listen. Your returns will improve.”  (Howard Lindzon)

The Market Vectors Brazil Small-Cap (BRF) is the new way to play the uber-hot Brazilian stock market.  (Fund My Mutual Fund)

AlphaClone makes following hedge fund managers easy.  (New Rules for Investing)

Post-earnings announcement drift varies highly on trading liquidity.  (SSRN)

Big banks are raising capital to pay off the TARP.  (Dealzone, 24/7 Wall St., DealBook)

“I am compelled to ask why it is in the country’s interest that 65% of the depository assets are held by only a handful of banks?”  (Big Picture)

Have the airlines ever covered their cost of capital?  (FT Alphaville)

Just how big a deal is the GM story to investors going forward?  (A Dash of Insight)

Many theories why General Motors failed.  (kottke)

Should the Feds have invested in Toyota (TM) instead of General Motors?  (24/7 Wall St. also Clusterstock)

Why are SUVs more profitable?  And why buying one may “save the planet.”  (Baseline Scenario also Freakonomics)

GM investment aside, “With an economy strong in fast-appreciating resources and a fiscally careful government, Canada looks a safer haven than its southern neighbor.”  (Breakingviews)

Why didn’t the five year surge in oil prices induce more production?  (Gregor.us)

“..GDI recovered much more sharply in Q1 than GDP (actually, the change in the rate of decline for GDI was much sharper), suggesting that a rise in rates may indeed reflect an improving economy.”  (The Stash)

Signs of life in the ISM Index and consumer sentiment.  (Real Time Economics, WashingtonPost)

“..about half the nominal interest rate movements are due to revisions to inflation expectations…”  (Econbrowser)

Felix Salmon reads Bill Ackman so we don’t have to.  (Felix Salmon also FT Alphaville)

Five favored financial blogs, north of the border.  (Market Blog)

Swapping day trading for online poker.  (DealBreaker)

“So much for the idea that Apple (AAPL) would be screwed without Steve Jobs.”  (Silicon Alley Insider)

Just in case the writers of Wall Street 2 need some help getting started.  (Minayanville)

Make sure you don’t miss any Abnormal Returns posts. Feel free to add our fan-friendly feed to your favorite feed reader.

About these ads


Follow

Get every new post delivered to your Inbox.

%d bloggers like this: