StockTwits
09-05-2011, 07:31 AM
Quote of the day
Peter L. Brandt, “I am much more interested in being profitable than in being right. “* (Peter L. Brandt (http://peterlbrandt.com/the-history-of-unfilled-gaps-in-the-u-s-stock-indexes/))
Chart of the day
http://chart.ly/uploads/large_2hitu8w.png?1315177362 (http://chart.ly/uploads/large_2hitu8w.png?1315177362)
The Nasdaq is still oversold.* (@jackdamn (http://chart.ly/2hitu8w))
Markets
European markets drop while the US vacations.* (Bloomberg (http://www.bloomberg.com/news/2011-09-05/asian-stocks-drop-for-second-day-dollar-climbs-on-u-s-jobs-europe-debt.html), NYTimes (http://www.nytimes.com/2011/09/06/business/daily-stock-market-activity.html))
Financial market conditions are reminiscent of 2008.* (Bloomberg (http://www.businessweek.com/news/2011-09-05/ackermann-says-market-conditions-are-reminiscent-of-2008.html), Marketwatch (http://www.marketwatch.com/story/deutsche-bank-ceo-sector-growth-potential-limited-2011-09-05), FT Alphaville (http://ftalphaville.ft.com/blog/2011/09/05/668886/ackermann-unplugged/))
The market week in review.* (Global Macro Monitor (http://macromon.wordpress.com/2011/09/04/week-in-review-wake-me-up-when-september-ends/), ibid (http://macromon.wordpress.com/2011/09/04/global-trend-indicators-16/))
Hedge funds got caught long as August started.* (FT (http://www.ft.com/intl/cms/s/0/7fbc30ac-cd64-11e0-b267-00144feabdc0.html))
Strategy
Why it sometimes makes sense to pass on a company trading a big discount to fair value.* (Frank Voisin (http://www.frankvoisin.com/2011/09/05/foxby-corp-americas-biggest-companies-at-a-30-discount-fxby-aapl-amzn-goog-mcd/))
Dealing with the emotional volatility of clients.* (InvestmentNews (http://www.investmentnews.com/article/20110904/REG/309049996))
How did trend following systems do in August?* (Au.Tra.Sy Blog (http://www.automated-trading-system.com/state-of-trend-following-in-august/))
On the similarities between golf and trading.* (Trade Ideas (http://marketmovers.blogspot.com/2011/09/golf-and-art-of-trading.html))
Companies
An Apple TV is so obvious it has got to happen.* (Monday Note (http://www.mondaynote.com/2011/09/04/an-apple-tv-set-in-our-future/), TechPinions (http://techpinions.com/why-apple-should-build-a-tv/2272))
More mobile devices has led to more mobile OS.* (Asymco (http://www.asymco.com/2011/09/04/the-proliferation-of-mobile-platforms-continues/))
More bankruptcies are on the horizon for tanker companies.* (FT (http://www.ft.com/intl/cms/s/0/099c4870-d58a-11e0-9133-00144feab49a.html), ibid (http://www.ft.com/intl/cms/s/0/15c4d1b6-d59a-11e0-9133-00144feab49a.html))
Finance
US money market funds continue to shun Euro banks.* (FT Alphaville (http://ftalphaville.ft.com/blog/2011/09/05/668741/un-petit-funding-probleme-illustrated/))
What next for the alread huge Blackrock ($BLK (http://stocktwits.com/symbol/BLK)).* (Economist (http://www.economist.com/node/21528241))
Have target-date funds stepped up their game?* (Morningstar (http://news.morningstar.com/articlenet/article.aspx?id=393366))
Global
The ugly week ahead in Europe.* (Stock Sage (http://www.robertsinn.com/2011/09/04/europe-on-the-brink-another-critical-week-looms/))
Why is South Africa’s mining sector shrinking amidst a commodities boom?* (FT (http://www.ft.com/intl/cms/s/0/cf123dc8-d718-11e0-bc73-00144feabdc0.html))
Which Chinese economic indicators are worth following.* (Globe and Mail (http://www.theglobeandmail.com/globe-investor/investment-ideas/brian-milner/separating-the-wheat-from-the-chaff-in-chinas-data-jungle/article2153317/))
A look back at Mongolian mining IPOs.* (beyondbrics (http://blogs.ft.com/beyond-brics/2011/09/05/mongolian-ipos-hot-or-cold/?))
The roots of the Sino-Forest mystery.* (Globe and Mail (http://www.theglobeandmail.com/globe-investor/the-roots-of-the-sino-forest-mystery/article2152639/))
Economy
Last week was all about data, this week is all about speeches.* (A Dash of Insight (http://oldprof.typepad.com/a_dash_of_insight/2011/09/weighing-the-week-ahead-here-comes-government.html))
The economic schedule for the coming week.* (Calculated Risk (http://www.calculatedriskblog.com/2011/09/schedule-for-week-of-september-4th.html))
On the state of California.* (Money & Co. (http://latimesblogs.latimes.com/money_co/2011/09/is-california-economy-improving-or-worse-than-ever.html), New Geography (http://www.newgeography.com/content/002415-the-golden-state-is-crumbling))
Earlier on Abnormal Returns
Mixed media
The failure to forecast:* life expectancy.* (Infectious Greed (http://paul.kedrosky.com/archives/2011/09/under-prediction-errors-in-life-expectancy.html))
Abnormal Returns is a founding member of the StockTwits Blog Network (http://stocktwits.com/blogs).
http://abnormalreturns.com/709acc8d/d155e062/FeedBurner/1.0 (http://www.FeedBurner.com).gif http://feedads.g.doubleclick.net/~a/k9Vf6Gc5kgUSrbxlJ_W9qmTlTEY/0/di (http://feedads.g.doubleclick.net/~a/k9Vf6Gc5kgUSrbxlJ_W9qmTlTEY/0/da)
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http://feeds.feedburner.com/~r/abnormalreturns/~4/B72SoHXkbvc
see story at Abnormal Returns site...(RSS feed) (http://feedproxy.google.com/~r/abnormalreturns/~3/B72SoHXkbvc/)
Peter L. Brandt, “I am much more interested in being profitable than in being right. “* (Peter L. Brandt (http://peterlbrandt.com/the-history-of-unfilled-gaps-in-the-u-s-stock-indexes/))
Chart of the day
http://chart.ly/uploads/large_2hitu8w.png?1315177362 (http://chart.ly/uploads/large_2hitu8w.png?1315177362)
The Nasdaq is still oversold.* (@jackdamn (http://chart.ly/2hitu8w))
Markets
European markets drop while the US vacations.* (Bloomberg (http://www.bloomberg.com/news/2011-09-05/asian-stocks-drop-for-second-day-dollar-climbs-on-u-s-jobs-europe-debt.html), NYTimes (http://www.nytimes.com/2011/09/06/business/daily-stock-market-activity.html))
Financial market conditions are reminiscent of 2008.* (Bloomberg (http://www.businessweek.com/news/2011-09-05/ackermann-says-market-conditions-are-reminiscent-of-2008.html), Marketwatch (http://www.marketwatch.com/story/deutsche-bank-ceo-sector-growth-potential-limited-2011-09-05), FT Alphaville (http://ftalphaville.ft.com/blog/2011/09/05/668886/ackermann-unplugged/))
The market week in review.* (Global Macro Monitor (http://macromon.wordpress.com/2011/09/04/week-in-review-wake-me-up-when-september-ends/), ibid (http://macromon.wordpress.com/2011/09/04/global-trend-indicators-16/))
Hedge funds got caught long as August started.* (FT (http://www.ft.com/intl/cms/s/0/7fbc30ac-cd64-11e0-b267-00144feabdc0.html))
Strategy
Why it sometimes makes sense to pass on a company trading a big discount to fair value.* (Frank Voisin (http://www.frankvoisin.com/2011/09/05/foxby-corp-americas-biggest-companies-at-a-30-discount-fxby-aapl-amzn-goog-mcd/))
Dealing with the emotional volatility of clients.* (InvestmentNews (http://www.investmentnews.com/article/20110904/REG/309049996))
How did trend following systems do in August?* (Au.Tra.Sy Blog (http://www.automated-trading-system.com/state-of-trend-following-in-august/))
On the similarities between golf and trading.* (Trade Ideas (http://marketmovers.blogspot.com/2011/09/golf-and-art-of-trading.html))
Companies
An Apple TV is so obvious it has got to happen.* (Monday Note (http://www.mondaynote.com/2011/09/04/an-apple-tv-set-in-our-future/), TechPinions (http://techpinions.com/why-apple-should-build-a-tv/2272))
More mobile devices has led to more mobile OS.* (Asymco (http://www.asymco.com/2011/09/04/the-proliferation-of-mobile-platforms-continues/))
More bankruptcies are on the horizon for tanker companies.* (FT (http://www.ft.com/intl/cms/s/0/099c4870-d58a-11e0-9133-00144feab49a.html), ibid (http://www.ft.com/intl/cms/s/0/15c4d1b6-d59a-11e0-9133-00144feab49a.html))
Finance
US money market funds continue to shun Euro banks.* (FT Alphaville (http://ftalphaville.ft.com/blog/2011/09/05/668741/un-petit-funding-probleme-illustrated/))
What next for the alread huge Blackrock ($BLK (http://stocktwits.com/symbol/BLK)).* (Economist (http://www.economist.com/node/21528241))
Have target-date funds stepped up their game?* (Morningstar (http://news.morningstar.com/articlenet/article.aspx?id=393366))
Global
The ugly week ahead in Europe.* (Stock Sage (http://www.robertsinn.com/2011/09/04/europe-on-the-brink-another-critical-week-looms/))
Why is South Africa’s mining sector shrinking amidst a commodities boom?* (FT (http://www.ft.com/intl/cms/s/0/cf123dc8-d718-11e0-bc73-00144feabdc0.html))
Which Chinese economic indicators are worth following.* (Globe and Mail (http://www.theglobeandmail.com/globe-investor/investment-ideas/brian-milner/separating-the-wheat-from-the-chaff-in-chinas-data-jungle/article2153317/))
A look back at Mongolian mining IPOs.* (beyondbrics (http://blogs.ft.com/beyond-brics/2011/09/05/mongolian-ipos-hot-or-cold/?))
The roots of the Sino-Forest mystery.* (Globe and Mail (http://www.theglobeandmail.com/globe-investor/the-roots-of-the-sino-forest-mystery/article2152639/))
Economy
Last week was all about data, this week is all about speeches.* (A Dash of Insight (http://oldprof.typepad.com/a_dash_of_insight/2011/09/weighing-the-week-ahead-here-comes-government.html))
The economic schedule for the coming week.* (Calculated Risk (http://www.calculatedriskblog.com/2011/09/schedule-for-week-of-september-4th.html))
On the state of California.* (Money & Co. (http://latimesblogs.latimes.com/money_co/2011/09/is-california-economy-improving-or-worse-than-ever.html), New Geography (http://www.newgeography.com/content/002415-the-golden-state-is-crumbling))
Earlier on Abnormal Returns
Mixed media
The failure to forecast:* life expectancy.* (Infectious Greed (http://paul.kedrosky.com/archives/2011/09/under-prediction-errors-in-life-expectancy.html))
Abnormal Returns is a founding member of the StockTwits Blog Network (http://stocktwits.com/blogs).
http://abnormalreturns.com/709acc8d/d155e062/FeedBurner/1.0 (http://www.FeedBurner.com).gif http://feedads.g.doubleclick.net/~a/k9Vf6Gc5kgUSrbxlJ_W9qmTlTEY/0/di (http://feedads.g.doubleclick.net/~a/k9Vf6Gc5kgUSrbxlJ_W9qmTlTEY/0/da)
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see story at Abnormal Returns site...(RSS feed) (http://feedproxy.google.com/~r/abnormalreturns/~3/B72SoHXkbvc/)