StockTwits
08-24-2011, 11:50 AM
Quote of the day
Barry Ritholtz, “The US banking sector is not healthy.”* (Big Picture (http://www.ritholtz.com/blog/2011/08/big-banks-under-capitalized-overexposed-opaque/))
Chart of the day
http://abnormalreturns.com/wp-content/uploads/INTC_ED.jpg (http://tickersense.typepad.com/ticker_sense/2011/08/role-reversal.html)
Intel ($INTC (http://stocktwits.com/symbol/INTC)) has a higher dividend yield than Consolidated Edison ($ED (http://stocktwits.com/symbol/ED)).* (Ticker Sense (http://tickersense.typepad.com/ticker_sense/2011/08/role-reversal.html))
Markets
The market seems to be tracing out a higher low.* (Crossing Wall Street (http://www.crossingwallstreet.com/archives/2011/08/possible-bottom-forming.html), TheArmoTrader (http://jerrykhachoyan.com/the-market-is-making-a-higher-low/))
Is the Brazilian stock market down 25% a buy?* (FT Tilt (http://tilt.ft.com/#%21posts/2011-08/28616/brazilian-bear-isnt-cheap-2))
ETF investors are just as nervous as mutual fund investors.* (IndexUniverse (http://www.indexuniverse.com/sections/blog/9765-resisting-the-urge-to-trade.html))
How long before so-called ‘double-decker funds‘ come to the US?* (WSJ (http://online.wsj.com/article/SB10001424053111903327904576526453714784720.html))
Strategy
There is not one beta, but many betas.* (All About Alpha (http://allaboutalpha.com/blog/2011/08/23/alpha-schmalpha-its-not-just-greek-to-investors/))
On the importance of trend following.* (Pragmatic Capitalism (http://pragcap.com/on-the-importance-of-understanding-trend-following))
The nuance behind the practice of portfolio rebalancing.* (ETF Replay (http://www.etfreplay.com/blog/post/2011/08/23/Rebalancing-Theory-Nuances.aspx))
What capitulation looks like.* (DowntownTrader (http://downtowntrader.com/what-capitulation-looks-like/))
Unconventional wisdom
Commission-free ETFs are not necessarily cheap.* (Wealthfront (https://www.wealthfront.com/blog/call-bullshit-commissionfree-etfs-free/))
Individual investors has some very real advantages over professional investors.* (Minyanville (http://www.minyanville.com/businessmarkets/articles/wall-street-beat-the-street-investing/8/23/2011/id/36508))
Don’t believe the hype from system salesmen.* (Peter L. Brandt (http://peterlbrandt.com/the-myth-of-a-7030-win-loss-ratio/))
Why writing headlines about market action is a suckers game.* (A Dash of Insight (http://oldprof.typepad.com/a_dash_of_insight/2011/08/interpreting-the-market-good-luck.html))
Companies
Product momentum is now more important than ever in the tech sector.* (NYTimes (http://www.nytimes.com/2011/08/24/technology/technology-devices-either-sell-big-or-die-fast.html))
Kindle Plus:* how Amazon ($AMZN (http://stocktwits.com/symbol/AMZN)) could create a viable competitor to the iPad.* (Slate (http://www.slate.com/id/2302203/pagenum/all/))
The regulations surrounding mobile payments is exceedingly complicated.* (Felix Salmon (http://blogs.reuters.com/felix-salmon/2011/08/23/how-to-regulate-payments/))
Caterpillar ($CAT (http://stocktwits.com/symbol/CAT)) as a bellwether for global growth.* (research puzzle pix (http://rp-pix.com/gn))
Finance
Why bank stock prices matter.* (NetNet (http://www.cnbc.com//id/44257026) also FT Alphaville (http://ftalphaville.ft.com/blog/2011/08/24/661341/bank-of-america-not-citi-and-not-being-bought-by-jpm/))
NYSE vs. Nasdaq for the big tech IPOs.* (Institutional Investor (http://www.institutionalinvestor.com/Article/2887252/NYSE-Challenges-Nasdaq-in-the-Race-for-Tech-IPOs.html))
Complex products work for the banks, but not their customers.* (Expect[ed] Loss (http://expectedloss.blogspot.com/2011/08/complexity-is-cash-cow-but-not-for-you.html))
What goes on behind the scenes when a broker leaves a firm.* (I Heart Wall Street (http://iheartwallstreet.com/2011/08/24/the-break-up/))
Global
Japan is pulling out some unconventional tools to offset the strong Yen. (WSJ (http://online.wsj.com/article/SB10001424053111903461304576527412989096014.html), HuffPo (http://www.huffingtonpost.com/2011/08/24/japan-loans-program-strong-yen_n_934954.html), The Source (http://blogs.wsj.com/source/2011/08/24/is-japan-accepting-yen-reality/))
China has had enough of the Euro.* (The Source (http://blogs.wsj.com/source/2011/08/24/end-of-mariage-blanc-is-nigh/))
What the case of Italy tells us about the Eurozone crisis.* (Curious Capitalist (http://curiouscapitalist.blogs.time.com/2011/08/24/what-italy-tells-us-about-europe%E2%80%99s-debt-crisis/))
The global economy could take any number of diverging paths.* (Deus ex Macchiato (http://blog.rivast.com/?p=4775))
Economy
Where QE2 went off the rails.* (FT Alphaville (http://ftalphaville.ft.com/blog/2011/08/24/661146/an-important-lesson-from-jackson-hole-2010/))
Durable and capital goods orders don’t point toward a recession, yet. (Capital Spectator (http://www.capitalspectator.com/archives/2011/08/new_orders_for.html), CBP (http://scottgrannis.blogspot.com/2011/08/business-investment-continues-to-rise.html))
The Baltic Dry Index is showing signs of life.* (MarketBeat (http://blogs.wsj.com/marketbeat/2011/08/24/baltic-dry-index-lives-but-dont-get-too-excited/))
Earlier on Abnormal Returns
What you missed in our Wednesday morning linkfest.* (Abnormal Returns (http://abnormalreturns.com/wednesday-7atseven-twisting-by-the-pool/))
Mixed media
Too bad the country of Greece isn’t earning royalties off increasingly popular Greek yogurt.* (Atlantic Business (http://www.theatlantic.com/business/print/2011/08/how-did-greek-yogurt-get-so-popular/244025/))
Feeling a bit chunky?* Blame the bear market.* (LiveScience (http://www.livescience.com/15722-picking-high-calorie-food-survival-mindset.html))
Abnormal Returns (http://abnormalreturns.com/) is a founding member of the StockTwits Blog Network (http://stocktwits.com/blogs).
http://abnormalreturns.com/709acc8d/d155e059/FeedBurner/1.0 (http://www.FeedBurner.com).gifhttp://feedads.g.doubleclick.net/~a/mFRnHXnVuXRgDdWhXd6i2DjQfA0/0/di (http://feedads.g.doubleclick.net/~a/mFRnHXnVuXRgDdWhXd6i2DjQfA0/0/da)
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http://feeds.feedburner.com/~ff/abnormalreturns?d=yIl2AUoC8zA (http://feeds.feedburner.com/~ff/abnormalreturns?a=atKqThexYd8:RqALkvho0D4:yIl2AUoC 8zA) http://feeds.feedburner.com/~ff/abnormalreturns?d=qj6IDK7rITs (http://feeds.feedburner.com/~ff/abnormalreturns?a=atKqThexYd8:RqALkvho0D4:qj6IDK7r ITs) http://feeds.feedburner.com/~ff/abnormalreturns?i=atKqThexYd8:RqALkvho0D4:F7zBnMyn 0Lo (http://feeds.feedburner.com/~ff/abnormalreturns?a=atKqThexYd8:RqALkvho0D4:F7zBnMyn 0Lo)
http://feeds.feedburner.com/~r/abnormalreturns/~4/atKqThexYd8
see story at Abnormal Returns site...(RSS feed) (http://feedproxy.google.com/~r/abnormalreturns/~3/atKqThexYd8/)
Barry Ritholtz, “The US banking sector is not healthy.”* (Big Picture (http://www.ritholtz.com/blog/2011/08/big-banks-under-capitalized-overexposed-opaque/))
Chart of the day
http://abnormalreturns.com/wp-content/uploads/INTC_ED.jpg (http://tickersense.typepad.com/ticker_sense/2011/08/role-reversal.html)
Intel ($INTC (http://stocktwits.com/symbol/INTC)) has a higher dividend yield than Consolidated Edison ($ED (http://stocktwits.com/symbol/ED)).* (Ticker Sense (http://tickersense.typepad.com/ticker_sense/2011/08/role-reversal.html))
Markets
The market seems to be tracing out a higher low.* (Crossing Wall Street (http://www.crossingwallstreet.com/archives/2011/08/possible-bottom-forming.html), TheArmoTrader (http://jerrykhachoyan.com/the-market-is-making-a-higher-low/))
Is the Brazilian stock market down 25% a buy?* (FT Tilt (http://tilt.ft.com/#%21posts/2011-08/28616/brazilian-bear-isnt-cheap-2))
ETF investors are just as nervous as mutual fund investors.* (IndexUniverse (http://www.indexuniverse.com/sections/blog/9765-resisting-the-urge-to-trade.html))
How long before so-called ‘double-decker funds‘ come to the US?* (WSJ (http://online.wsj.com/article/SB10001424053111903327904576526453714784720.html))
Strategy
There is not one beta, but many betas.* (All About Alpha (http://allaboutalpha.com/blog/2011/08/23/alpha-schmalpha-its-not-just-greek-to-investors/))
On the importance of trend following.* (Pragmatic Capitalism (http://pragcap.com/on-the-importance-of-understanding-trend-following))
The nuance behind the practice of portfolio rebalancing.* (ETF Replay (http://www.etfreplay.com/blog/post/2011/08/23/Rebalancing-Theory-Nuances.aspx))
What capitulation looks like.* (DowntownTrader (http://downtowntrader.com/what-capitulation-looks-like/))
Unconventional wisdom
Commission-free ETFs are not necessarily cheap.* (Wealthfront (https://www.wealthfront.com/blog/call-bullshit-commissionfree-etfs-free/))
Individual investors has some very real advantages over professional investors.* (Minyanville (http://www.minyanville.com/businessmarkets/articles/wall-street-beat-the-street-investing/8/23/2011/id/36508))
Don’t believe the hype from system salesmen.* (Peter L. Brandt (http://peterlbrandt.com/the-myth-of-a-7030-win-loss-ratio/))
Why writing headlines about market action is a suckers game.* (A Dash of Insight (http://oldprof.typepad.com/a_dash_of_insight/2011/08/interpreting-the-market-good-luck.html))
Companies
Product momentum is now more important than ever in the tech sector.* (NYTimes (http://www.nytimes.com/2011/08/24/technology/technology-devices-either-sell-big-or-die-fast.html))
Kindle Plus:* how Amazon ($AMZN (http://stocktwits.com/symbol/AMZN)) could create a viable competitor to the iPad.* (Slate (http://www.slate.com/id/2302203/pagenum/all/))
The regulations surrounding mobile payments is exceedingly complicated.* (Felix Salmon (http://blogs.reuters.com/felix-salmon/2011/08/23/how-to-regulate-payments/))
Caterpillar ($CAT (http://stocktwits.com/symbol/CAT)) as a bellwether for global growth.* (research puzzle pix (http://rp-pix.com/gn))
Finance
Why bank stock prices matter.* (NetNet (http://www.cnbc.com//id/44257026) also FT Alphaville (http://ftalphaville.ft.com/blog/2011/08/24/661341/bank-of-america-not-citi-and-not-being-bought-by-jpm/))
NYSE vs. Nasdaq for the big tech IPOs.* (Institutional Investor (http://www.institutionalinvestor.com/Article/2887252/NYSE-Challenges-Nasdaq-in-the-Race-for-Tech-IPOs.html))
Complex products work for the banks, but not their customers.* (Expect[ed] Loss (http://expectedloss.blogspot.com/2011/08/complexity-is-cash-cow-but-not-for-you.html))
What goes on behind the scenes when a broker leaves a firm.* (I Heart Wall Street (http://iheartwallstreet.com/2011/08/24/the-break-up/))
Global
Japan is pulling out some unconventional tools to offset the strong Yen. (WSJ (http://online.wsj.com/article/SB10001424053111903461304576527412989096014.html), HuffPo (http://www.huffingtonpost.com/2011/08/24/japan-loans-program-strong-yen_n_934954.html), The Source (http://blogs.wsj.com/source/2011/08/24/is-japan-accepting-yen-reality/))
China has had enough of the Euro.* (The Source (http://blogs.wsj.com/source/2011/08/24/end-of-mariage-blanc-is-nigh/))
What the case of Italy tells us about the Eurozone crisis.* (Curious Capitalist (http://curiouscapitalist.blogs.time.com/2011/08/24/what-italy-tells-us-about-europe%E2%80%99s-debt-crisis/))
The global economy could take any number of diverging paths.* (Deus ex Macchiato (http://blog.rivast.com/?p=4775))
Economy
Where QE2 went off the rails.* (FT Alphaville (http://ftalphaville.ft.com/blog/2011/08/24/661146/an-important-lesson-from-jackson-hole-2010/))
Durable and capital goods orders don’t point toward a recession, yet. (Capital Spectator (http://www.capitalspectator.com/archives/2011/08/new_orders_for.html), CBP (http://scottgrannis.blogspot.com/2011/08/business-investment-continues-to-rise.html))
The Baltic Dry Index is showing signs of life.* (MarketBeat (http://blogs.wsj.com/marketbeat/2011/08/24/baltic-dry-index-lives-but-dont-get-too-excited/))
Earlier on Abnormal Returns
What you missed in our Wednesday morning linkfest.* (Abnormal Returns (http://abnormalreturns.com/wednesday-7atseven-twisting-by-the-pool/))
Mixed media
Too bad the country of Greece isn’t earning royalties off increasingly popular Greek yogurt.* (Atlantic Business (http://www.theatlantic.com/business/print/2011/08/how-did-greek-yogurt-get-so-popular/244025/))
Feeling a bit chunky?* Blame the bear market.* (LiveScience (http://www.livescience.com/15722-picking-high-calorie-food-survival-mindset.html))
Abnormal Returns (http://abnormalreturns.com/) is a founding member of the StockTwits Blog Network (http://stocktwits.com/blogs).
http://abnormalreturns.com/709acc8d/d155e059/FeedBurner/1.0 (http://www.FeedBurner.com).gifhttp://feedads.g.doubleclick.net/~a/mFRnHXnVuXRgDdWhXd6i2DjQfA0/0/di (http://feedads.g.doubleclick.net/~a/mFRnHXnVuXRgDdWhXd6i2DjQfA0/0/da)
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http://feeds.feedburner.com/~r/abnormalreturns/~4/atKqThexYd8
see story at Abnormal Returns site...(RSS feed) (http://feedproxy.google.com/~r/abnormalreturns/~3/atKqThexYd8/)