Sunday links: opinions and hot hands

03May09

The best performing stocks (and sectors) during the rally.  (Bespoke, StockCharts Blog)

Is “Sell in May” just an exercise in data mining?  (Big Picture, Clusterstock)

Comparing bear market rallies.  (Trader’s Narrative)

Is excessive cash on the sidelines a good indicator of future stock market performance?  (Sentiment’s Edge, Disciplined Approach)

A longer term look at stock market performance shows that “Stock investing is hardly a game for all seasons.”  (Crossing Wall Street)

Dividend increases outpace reductions in 2009, but that statistic is misleading.  (NYTimes.com)

A half-and-half approach to stock ownership that uses short put positions to help establish a position.  (Barrons.com)

Top five quotes from Warren Buffettt and Charlie Munger.  (Ideas Report)

Warren Buffett really, really likes Wells Fargo (WFC).  (Clusterstock)

19 ETFs are on the chopping block.  (IndexUniverse.com)

Why is Goldman Sachs (GS) seemingly dominating program trading these days?  (Zero Hedge)

“Over all, REIT bears see a slow-motion train wreck as declining rents, which often are locked in for years, pressure profits at the same time that borrowing costs rise and stock sales dilute existing holders.”  (Barrons.com also WSJ.com)

(T)here are no such thing as stock market gurus, just people with opinions and ‘hot hands’.”  (Howard Lindzon)

Personal finance “gurus” have failed their clientele.  (The Big Money)

If you missed it, a recommendation of a detailed examination of the heath of AIG.  (A Dash of Insight)

“The idea that bondholders should share the bank pain is finally gaining some momentum.”  (Clusterstock)

Citigroup (C) is short $10 billion in capital.  (WSJ.com)

The Federal Reserve makes good money for the U.S. taxpayer.  Has it taken on too much risk of late?  (Economist.com)

Is too much liquidity actually counterproductive for markets?  (naked capitalism)

Great Depression fears happen every 15 years or so.  (NYTimes.com)

An interview with Robert Barro on the lessons of the Great Depression.  (The Browser via Marginal Revolution)

The Feds are not hesitant in pushing business around these days. (finem respice, Zero Hedge, Atlantic Business)

Hedge funds have become a political punching bag.  (Atlantic Business, Dealbreaker)

30-day bankruptcy for Chrysler?  Not likely.  (Deal Journal also Econbrowser)

Be careful what you wished for Chrysler creditors.  (Felix Salmon)

Just what are “In-arrears convertible cumulative preferred equity” and how could they help creditors?  (Interfluidity)

“(W)hen you have a few people taking home billions, that’s a sign of either very good luck or some brilliant new strategy. When you have a lot of people in finance taking home billions, then something has gone badly wrong.”  (Ryan Avent)

Given the vast uncertainty, is prediction in this environment “pointless”?  (Free exchange)

It is always nice to be recognized.  (Ultimi Barbarorum)

Why you feel “tired, sluggish and weary” during caffeine withdrawal.  (LiveScience.com)

On the future of the iPhone.  (Daring Fireball)

Curious what other bloggers are saying about Abnormal Returns? So are we. Feel free to check out a compilation of reviews.

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