Wednesday links: a selling discipline

06May09

On the importance of having a selling discipline.  (Kirk Report)

A closer look at Nasdaq winning streaks.  (Aleph Blog)

What lessons can we learn from the bear market?  (VIX and More)

So market timers, listen up. Your hero says that it is okay to go ahead and play around. But recognize you’re doing it for bragging rights–and not for the money.”  (Deal Journal)

Warren Buffett’s successors are not covering themselves in glory.  (Tech Ticker, Investor’s Consigliere)

It is hard to believe that 3x leveraged funds didn’t exist 6 months ago.  (Daily Options Report)

52-week highs (and lows) tend to influence trading volume and prices.  (SSRN.com)

On the importance of (physically) stepping away to regain focus when trading.  (Sentiment’s Edge)

Live blogging the Value Investing Congress.  (Manual of Ideas)

The many ways the Efficient Markets Hypothesis fails.  (Rortybomb)

Leveraged loan prices have rebounded and junk bond offerings have increased.  (WSJ.com, ibid also Bespoke)

Is private equity on the comeback trail?  (Bespoke also 24/7 Wall St.)

What is the strategy behind the stress test leaks?  (Baseline Scenario also  WashingtonPost.com)

According to the stress tests, Bank of America (BAC) has a capital problem.  (WSJ.com, DealBook, Clusterstock, The Big Money, Felix Salmon)

General Motors (GM) shareholders are getting wiped out.  (Zero Hedge, Mish, The Market Ticker)

Just how much are we paying for each Chrysler job “saved”?  (Dealscape also Clusterstock)

“Could it be that there’s been some sort of paradigm shift in Americans’ attitudes toward their cars?”  (Esquire.com)

Tread carefully, because “Governments have unique power over credit markets.”  (Atlantic Business)

“(A)ny housing “recovery” will be about stabilization and stopping sales/price erosion — not about regaining higher prices anytime soon.”  (Big Picture also Value Plays)

Some one out there is hiring.  (NYTimes.com)

Americans are saving once again. (Atlantic Business)

The taps are open at Chinese banks.  (WSJ.com)

Chasing the biofuel dream looks increasingly like a prayer.”  (Gregor.us)

Ten things Apple (AAPL) should do with Twitter, except buy it.  (Silicon Alley Insider also 24/7 Wall St.)

Putting the swine flu into perspective.  (Foreign Policy)

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