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StockTwits
09-02-2011, 06:15 AM
Thanks for checking in with*Abnormal Returns (http://abnormalreturns.com/) for seven (or so) links at 7AM Eastern.* We hope you have a pleasant Labor Day weekend.


The S&P 500 may be entering the “volatility zone.”* (Global Macro Monitor (http://macromon.wordpress.com/2011/09/01/sp500-takes-the-road-not-taken/))

The mystery behind Renaissance Technologies huge performance year-to-date.* (Dealbook (http://dealbook.nytimes.com/2011/09/01/renaissance-defies-august-doldrums/), Clusterstock (http://www.businessinsider.com/renaissance-tech-jim-simons-is-up-over-25-ytd-2011-9), Insider Monkey (http://www.insidermonkey.com/blog/2011/09/01/the-mystery-behind-jim-simons-amazing-august-returns/))

How badly does losing Starz hurt Netflix ($NFLX (http://stocktwits.com/symbol/NFLX))?* (AllThingsD (http://allthingsd.com/20110901/starz-says-it-wont-renew-giant-netflix-deal/), Deal Journal (http://blogs.wsj.com/deals/2011/09/01/netflix-stock-sinks-as-starz-ends-deal-talks/), TechCrunch (http://techcrunch.com/2011/09/01/starz-ends-renewal-negotiations-with-netflix-will-cease-content-distribution-in-2012/))

AOL ($AOL (http://stocktwits.com/symbol/AOL)) will probably do better investing in Michael Arrington’s new fund than they ever do with Patch (http://patch.com/).* (Term Sheet (http://finance.fortune.cnn.com/2011/09/01/michael-arrington-venture-capital-fund/), SAI (http://www.businessinsider.com/aol-is-replacing-michael-arrington-at-techcrunch--hell-still-write-2011-9))

The other shoe is set to drop:* the FHFA is set to sue the major banks.* (NYTimes (http://www.nytimes.com/2011/09/02/business/us-is-set-to-sue-dozen-big-banks-over-mortgages.html), Felix Salmon (http://blogs.reuters.com/felix-salmon/2011/09/02/how-the-fhfa-lawsuits-could-imperil-mortgage-settlement-talks/))

Global manufacturing is stagnant at best.* (Real Time Economics (http://blogs.wsj.com/economics/2011/09/01/global-manufacturing-slowdown-shows-every-nation-cant-count-on-exports-for-growth/), FT Alphaville (http://ftalphaville.ft.com/blog/2011/09/01/667231/global-slowdown-alerts/))

Americans think we are already in recession.* (The Reformed Broker (http://www.thereformedbroker.com/2011/09/02/throw-away-the-stats-americans-say-recession/))

An August employment report preview.* (Calculated Risk (http://www.calculatedriskblog.com/2011/09/employment-situation-preview-another.html), Bloomberg (http://www.bloomberg.com/news/2011-09-02/u-s-payroll-gains-probably-slowed-in-august.html))

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