StockTwits
08-30-2011, 11:20 AM
Quote of the day
Gillian Tett, “At the end of last week, trading in the credit derivatives markets implied that no less than 70 large US companies are now considered a better credit bet than the American government, according to Markit data.”* (FT (http://www.ft.com/intl/cms/s/0/9b46469e-d248-11e0-9137-00144feab49a.html) also MarketBeat (http://blogs.wsj.com/marketbeat/2011/08/30/here-they-are-all-70-companies-with-tighter-cds-spreads-than-the-usa/?mod=WSJBlog))
Chart of the day
http://abnormalreturns.com/wp-content/uploads/SPXinflection.png (http://www.ritholtz.com/blog/2011/08/sp-500-index-at-inflection-points-2/)
The S&P 500 at inflection points.* (Big Picture (http://www.ritholtz.com/blog/2011/08/sp-500-index-at-inflection-points-2/))
Markets
Ten reasons to look at the bright side of things.* (Brett Arends (http://www.marketwatch.com/story/te-2011-08-30) contra Jon Markman (http://www.marketwatch.com/story/dont-ditch-those-treasurys-yet-2011-08-30))
What the stock market typically does the last two days of the month.* (Bespoke (http://www.bespokeinvest.com/thinkbig/2011/8/30/average-market-performance-to-end-the-month.html))
Contango has eased across many commodity markets, except WTI.* (FT Alphaville (http://ftalphaville.ft.com/blog/2011/08/30/664386/the-feds-oil-easing/), ibid (http://ftalphaville.ft.com/blog/2011/08/30/664751/the-feds-convenient-wti-cushing-factor/))
Strategy
What fund managers are likely doing this week.* (Investing With Options (http://www.investingwithoptions.com/2011/08/30/think-like-a-lazy-fund-manager/))
What the ultimate stock pickers are buying and selling.* (Morningstar (http://news.morningstar.com/articlenet/article.aspx?id=393028))
Momentum generally works, just not at market turning points.* (Morningstar (http://news.morningstar.com/articlenet/article.aspx?id=392746))
Is all the bitching on Twitter worth something after all?* (The Reformed Broker (http://www.thereformedbroker.com/2011/08/30/the-spoiled-brat-data-feed/))
Why trading is nothing like sports.* (Minyanville (http://www.minyanville.com/businessmarkets/articles/trading-strategies-doug-hirshhorn-sports-psychology/8/30/2011/id/36612))
Spread trades
ExxonMobil ($XOM (http://stocktwits.com/symbol/XOM)) vs. Chevron ($CVX (http://stocktwits.com/symbol/CVX)).* (Dynamic Hedge (http://dynamichedge.com/2011/08/30/update-exxon-mobil-corporation-xom-vs-chevron-corp-cvx/))
Coal vs. gas:* a tale of the tape.* (Dragonfly Capital (http://dragonflycap.com/2011/08/30/the-coal-pit-vs-the-gas-pipeline/))
Companies
Winners and losers:* the Apple ($AAPL (http://stocktwits.com/symbol/AAPL)) disruption edition.* (Big Picture (http://www.ritholtz.com/blog/2011/08/apples-creative-destruction-of-competitors/))
Kevin C. Tofel, “Amazon has levers that few others can pull in the tablet space in terms of price flexibility.”* (GigaOM (http://gigaom.com/mobile/amazon-tablet-cost/))
College kids are going back to school in plush new apartments.* How to play the trend.* (YCharts (http://ycharts.com/analysis/story/luxury_college_housing_more_than_just_an_outrage_t o_parents_its_an_investment))
In praise of subscription fees for social sites, like Angie’s List.* (WSJ (http://online.wsj.com/article/SB10001424053111904199404576538653505823850.html))
Finance
The social media and greater access to information will upend current business models in finance.* (Data Diary (http://www.datadiary.com.au/2011/08/30/what-is-good-value-in-a-conflicted-world/))
Hedge funds are about marketing and fees, not performance.* (Clusterstock (http://www.businessinsider.com/hedge-funds-great-marketing-low-returns-high-fees-monetary-policy-2011-8))
Algorithms are smarter than people until they start interacting with each other.* (The Physics of Finance (http://physicsoffinance.blogspot.com/2011/08/algorithms-are-smarter-than-people.html))
The media, Warren Buffett and Bank of America ($BAC (http://stocktwits.com/symbol/BAC)).* (Value Plays (http://www.valueplays.net/2011/08/30/the-media-and-bank-of-america/))
Why (and how) the stock price of a mutual fund manager matters.* (SSRN (http://papers.ssrn.com/sol3/papers.cfm?abstract_id=1908580))
Global
Sino-Forest bonds are trading at 33 cents on the dollar.* (Globe and Mail (http://www.theglobeandmail.com/report-on-business/sino-forest-hit-by-debt-doubts/article2145664/))
Poland’s economy is a bright spot in Central Europe.* (beyondbrics (http://blogs.ft.com/beyond-brics/2011/08/30/poland-cee-economic-bright-spot/))
Economy
US consumer confidence falls even farther into the dumps.* (Bloomberg (http://www.bloomberg.com/news/2011-08-30/u-s-consumer-confidence-drops-to-lowest-since-09-as-index-slumps-to-44-5.html), EconomPic Data (http://econompicdata.blogspot.com/2011/08/consumer-confidence-smack-down-jobs.html), Credit Writedowns (http://www.creditwritedowns.com/2011/08/chart-of-the-day-consumer-confidence.html), TRB (http://www.thereformedbroker.com/2011/08/30/consumer-confidence-throws-a-pail-of-water-at-the-all-clear-bulls/))
The double dip in housing per Case-Shiller.* (Calculated Risk (http://www.calculatedriskblog.com/2011/08/case-shiller-home-prices-increased-in.html))
Is there anything that can be done about the economy?* (The New Republic (http://www.tnr.com/print/article/economy/93966/tnr-symposium-economy))
Would another round of bank stress tests boost confidence?* (Free exchange (http://www.economist.com/blogs/freeexchange/2011/08/federal-reserve))
Painful problems are normally not anticipated.* (Falkenblog (http://falkenblog.blogspot.com/2011/08/painful-problems-arent-anticipated.html))
Earlier on Abnormal Returns
The quest for alpha cuts both ways.* (Abnormal Returns (http://abnormalreturns.com/the-quest-for-alpha-cuts-both-ways/))
What you missed in our Tuesday morning linkfest.* (Abnormal Returns (http://abnormalreturns.com/tuesday-7atseven-mea-maxima-culpa/))
Mixed media
Pundits are prone to change their methods to fit their conclusion.* (A Dash of Insight (http://oldprof.typepad.com/a_dash_of_insight/2011/08/torturing-the-data-investors-take-heed.html))
How to get the most out of StockTwits.* (Howard Lindzon (http://howardlindzon.com/getting-started-on-stocktwits-the-ultimate-guide/), Chicago Sean (http://www.chicagosean.com/2011/08/29/how-i-keep-my-information-consumption-simple-and-focused-using-stocktwits/))
In praise of working less.* (The Atlantic (http://www.theatlantic.com/business/print/2011/08/why-summer-vacations-and-the-internet-make-you-more-productive/244289/))
Abnormal Returns (http://abnormalreturns.com/) is a founding member of the StockTwits Blog Network (http://stocktwits.com/blogs).
http://abnormalreturns.com/709acc8d/d155e058/FeedBurner/1.0 (http://www.FeedBurner.com).gifhttp://feedads.g.doubleclick.net/~a/zx9McxtXpnPsEJ6YTiSOBaRD63A/0/di (http://feedads.g.doubleclick.net/~a/zx9McxtXpnPsEJ6YTiSOBaRD63A/0/da)
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http://feeds.feedburner.com/~r/abnormalreturns/~4/57ZiHQG9FgY
see story at Abnormal Returns site...(RSS feed) (http://feedproxy.google.com/~r/abnormalreturns/~3/57ZiHQG9FgY/)
Gillian Tett, “At the end of last week, trading in the credit derivatives markets implied that no less than 70 large US companies are now considered a better credit bet than the American government, according to Markit data.”* (FT (http://www.ft.com/intl/cms/s/0/9b46469e-d248-11e0-9137-00144feab49a.html) also MarketBeat (http://blogs.wsj.com/marketbeat/2011/08/30/here-they-are-all-70-companies-with-tighter-cds-spreads-than-the-usa/?mod=WSJBlog))
Chart of the day
http://abnormalreturns.com/wp-content/uploads/SPXinflection.png (http://www.ritholtz.com/blog/2011/08/sp-500-index-at-inflection-points-2/)
The S&P 500 at inflection points.* (Big Picture (http://www.ritholtz.com/blog/2011/08/sp-500-index-at-inflection-points-2/))
Markets
Ten reasons to look at the bright side of things.* (Brett Arends (http://www.marketwatch.com/story/te-2011-08-30) contra Jon Markman (http://www.marketwatch.com/story/dont-ditch-those-treasurys-yet-2011-08-30))
What the stock market typically does the last two days of the month.* (Bespoke (http://www.bespokeinvest.com/thinkbig/2011/8/30/average-market-performance-to-end-the-month.html))
Contango has eased across many commodity markets, except WTI.* (FT Alphaville (http://ftalphaville.ft.com/blog/2011/08/30/664386/the-feds-oil-easing/), ibid (http://ftalphaville.ft.com/blog/2011/08/30/664751/the-feds-convenient-wti-cushing-factor/))
Strategy
What fund managers are likely doing this week.* (Investing With Options (http://www.investingwithoptions.com/2011/08/30/think-like-a-lazy-fund-manager/))
What the ultimate stock pickers are buying and selling.* (Morningstar (http://news.morningstar.com/articlenet/article.aspx?id=393028))
Momentum generally works, just not at market turning points.* (Morningstar (http://news.morningstar.com/articlenet/article.aspx?id=392746))
Is all the bitching on Twitter worth something after all?* (The Reformed Broker (http://www.thereformedbroker.com/2011/08/30/the-spoiled-brat-data-feed/))
Why trading is nothing like sports.* (Minyanville (http://www.minyanville.com/businessmarkets/articles/trading-strategies-doug-hirshhorn-sports-psychology/8/30/2011/id/36612))
Spread trades
ExxonMobil ($XOM (http://stocktwits.com/symbol/XOM)) vs. Chevron ($CVX (http://stocktwits.com/symbol/CVX)).* (Dynamic Hedge (http://dynamichedge.com/2011/08/30/update-exxon-mobil-corporation-xom-vs-chevron-corp-cvx/))
Coal vs. gas:* a tale of the tape.* (Dragonfly Capital (http://dragonflycap.com/2011/08/30/the-coal-pit-vs-the-gas-pipeline/))
Companies
Winners and losers:* the Apple ($AAPL (http://stocktwits.com/symbol/AAPL)) disruption edition.* (Big Picture (http://www.ritholtz.com/blog/2011/08/apples-creative-destruction-of-competitors/))
Kevin C. Tofel, “Amazon has levers that few others can pull in the tablet space in terms of price flexibility.”* (GigaOM (http://gigaom.com/mobile/amazon-tablet-cost/))
College kids are going back to school in plush new apartments.* How to play the trend.* (YCharts (http://ycharts.com/analysis/story/luxury_college_housing_more_than_just_an_outrage_t o_parents_its_an_investment))
In praise of subscription fees for social sites, like Angie’s List.* (WSJ (http://online.wsj.com/article/SB10001424053111904199404576538653505823850.html))
Finance
The social media and greater access to information will upend current business models in finance.* (Data Diary (http://www.datadiary.com.au/2011/08/30/what-is-good-value-in-a-conflicted-world/))
Hedge funds are about marketing and fees, not performance.* (Clusterstock (http://www.businessinsider.com/hedge-funds-great-marketing-low-returns-high-fees-monetary-policy-2011-8))
Algorithms are smarter than people until they start interacting with each other.* (The Physics of Finance (http://physicsoffinance.blogspot.com/2011/08/algorithms-are-smarter-than-people.html))
The media, Warren Buffett and Bank of America ($BAC (http://stocktwits.com/symbol/BAC)).* (Value Plays (http://www.valueplays.net/2011/08/30/the-media-and-bank-of-america/))
Why (and how) the stock price of a mutual fund manager matters.* (SSRN (http://papers.ssrn.com/sol3/papers.cfm?abstract_id=1908580))
Global
Sino-Forest bonds are trading at 33 cents on the dollar.* (Globe and Mail (http://www.theglobeandmail.com/report-on-business/sino-forest-hit-by-debt-doubts/article2145664/))
Poland’s economy is a bright spot in Central Europe.* (beyondbrics (http://blogs.ft.com/beyond-brics/2011/08/30/poland-cee-economic-bright-spot/))
Economy
US consumer confidence falls even farther into the dumps.* (Bloomberg (http://www.bloomberg.com/news/2011-08-30/u-s-consumer-confidence-drops-to-lowest-since-09-as-index-slumps-to-44-5.html), EconomPic Data (http://econompicdata.blogspot.com/2011/08/consumer-confidence-smack-down-jobs.html), Credit Writedowns (http://www.creditwritedowns.com/2011/08/chart-of-the-day-consumer-confidence.html), TRB (http://www.thereformedbroker.com/2011/08/30/consumer-confidence-throws-a-pail-of-water-at-the-all-clear-bulls/))
The double dip in housing per Case-Shiller.* (Calculated Risk (http://www.calculatedriskblog.com/2011/08/case-shiller-home-prices-increased-in.html))
Is there anything that can be done about the economy?* (The New Republic (http://www.tnr.com/print/article/economy/93966/tnr-symposium-economy))
Would another round of bank stress tests boost confidence?* (Free exchange (http://www.economist.com/blogs/freeexchange/2011/08/federal-reserve))
Painful problems are normally not anticipated.* (Falkenblog (http://falkenblog.blogspot.com/2011/08/painful-problems-arent-anticipated.html))
Earlier on Abnormal Returns
The quest for alpha cuts both ways.* (Abnormal Returns (http://abnormalreturns.com/the-quest-for-alpha-cuts-both-ways/))
What you missed in our Tuesday morning linkfest.* (Abnormal Returns (http://abnormalreturns.com/tuesday-7atseven-mea-maxima-culpa/))
Mixed media
Pundits are prone to change their methods to fit their conclusion.* (A Dash of Insight (http://oldprof.typepad.com/a_dash_of_insight/2011/08/torturing-the-data-investors-take-heed.html))
How to get the most out of StockTwits.* (Howard Lindzon (http://howardlindzon.com/getting-started-on-stocktwits-the-ultimate-guide/), Chicago Sean (http://www.chicagosean.com/2011/08/29/how-i-keep-my-information-consumption-simple-and-focused-using-stocktwits/))
In praise of working less.* (The Atlantic (http://www.theatlantic.com/business/print/2011/08/why-summer-vacations-and-the-internet-make-you-more-productive/244289/))
Abnormal Returns (http://abnormalreturns.com/) is a founding member of the StockTwits Blog Network (http://stocktwits.com/blogs).
http://abnormalreturns.com/709acc8d/d155e058/FeedBurner/1.0 (http://www.FeedBurner.com).gifhttp://feedads.g.doubleclick.net/~a/zx9McxtXpnPsEJ6YTiSOBaRD63A/0/di (http://feedads.g.doubleclick.net/~a/zx9McxtXpnPsEJ6YTiSOBaRD63A/0/da)
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http://feeds.feedburner.com/~r/abnormalreturns/~4/57ZiHQG9FgY
see story at Abnormal Returns site...(RSS feed) (http://feedproxy.google.com/~r/abnormalreturns/~3/57ZiHQG9FgY/)