Monday links: partial positions

12Nov07

A Super-Bull capitulates. (FT Alphaville)

They shall call it 144a-daq! (WSJ.com)

Low confidence in the Super-SIV. (Calculated Risk, naked capitalism)

Is increased volatility a sign of a bear market? (Bespoke Investment Group)

How sick is the U.S. dollar? (Big Picture)

Winners and losers from the soaring Canadian dollar. (WSJ.com)

Real rather than nominal events are likely driving the price of gold and oil. (Econbrowser)

“The creative person [trader] thinks and performs in novel and productive ways.” (TraderFeed)

On the utility of establishing a “partial position.” (A Dash of Insight)

The value of breadth in managing a 1X0/X0 portfolio. (All About Alpha)

What have the quants been up to recently? (NakedShorts)

Stock buybacks not all they are cracked up to be. (Financial Week)

“On average, stocks of low-growth companies consistently outperform stocks of high-growth companies.” (CXO Advisory Group)

Blackstone Group (BX) is not off to a great start as a public company. (MarketBeat)

Should Sprint (S) essentially break itself up? (GigaOM.com)

“I believe the entertainment industry is in the early stages of being rebuilt in the image of Silicon Valley.” (blog.pmarca.com)

Al Gore and John Doerr look to a “makeover of the $6 trillion global energy business.” (Fortune.com)

Behavioral economics and the logic of the writers’ strike. (NewYorker.com)

Thanks to everyone who has generously donated to Abnormal Returns. Your visits to the tip jar are greatly appreciated.

Advertisements


%d bloggers like this: