StockTwits
11-04-2011, 12:50 PM
Quote of the day
Robert Sinn, “The market doesn’t have to do anything.”* (Stock Sage (http://www.robertsinn.com/2011/11/04/the-lessons-of-the-last-three-months/))
Chart of the day
http://abnormalreturns.com/wp-content/uploads/ICSAvSPY-559x420.jpg (http://www.businessinsider.com/everyone-is-wrong-about-whats-driving-the-market-these-days-2011-11)
What the stock market really cares about.** (Money Game (http://www.businessinsider.com/everyone-is-wrong-about-whats-driving-the-market-these-days-2011-11))
Markets
Keep an eye on the financials as a market tell.* (Market Anthropology (http://www.marketanthropology.com/2011/11/follow-money.html))
A look at the $VIX (http://stocktwits.com/symbol/VIX) futures curve.* (VIX and More (http://vixandmore.blogspot.com/2011/11/new-vix-backwardation-record.html))
It’s Groundhog Day for the markets.* (Pragmatic Capitalism (http://pragcap.com/new-day-same-old-story))
Strategy
On the differences (and similarities) between trading and investing.* (Above the Market (http://rpseawright.wordpress.com/2011/11/03/trading-v-investing/))
You have to find a way to deal with the stresses of trading.* (Attitrade (http://www.attitrade.com/commentary/mindfulness/))
Four traits of the perfect trader.* (SMB Training (http://www.smbtraining.com/blog/4-traits-of-the-perfect-trader))
The quant stock screening bible.* (World Beta (http://www.mebanefaber.com/2011/11/04/the-quant-stock-screening-bible/))
Technology
Why you shouldn’t hold Groupon ($GRPN (http://stocktwits.com/symbol/GRPN)) shares over the long run.* (SAI (http://www.businessinsider.com/is-groupon-stock-overvalued-2011))
Hard to tell how much Groupon is worth until they put more shares in public hands.* (The Reformed Broker (http://www.thereformedbroker.com/2011/11/04/baseball-cards-and-comic-books/))
There is no social media bubble.* (Slate (http://www.slate.com/articles/business/moneybox/2011/11/groupon_ipo_it_may_be_overvalued_but_there_s_no_so cial_media_bub.html) contra GigaOM (http://gigaom.com/2011/11/04/all-the-groupon-ipo-really-proves-is-that-the-bubble-is-back/))
What media services do Americans pay for?* (SplatF (http://www.splatf.com/2011/11/media-snapshot-3q11/))
Is there a future for “phone-only” handset makers?* (Asymco (http://www.asymco.com/2011/11/04/the-end-of-the-independent-phone-brand/))
Finance
How much does a 3 b.p. transaction tax add up to?* (FT Alphaville (http://ftalphaville.ft.com/blog/2011/11/03/725871/would-you-feel-three-basis-points/) also Buttonwood (http://www.economist.com/node/21536784), Term Sheet (http://finance.fortune.cnn.com/2011/11/04/financial-transaction-tax/))
Bank of America ($BAC (http://stocktwits.com/symbol/BAC)) is getting the best of both worlds in this deal.* (Kid Dynamite (http://kiddynamitesworld.com/bank-of-america-gives-me-the-finger), Dealbreaker (http://dealbreaker.com/2011/11/bofa-wants-to-make-a-little-more-money-on-dva/))
Why the MF Global bankruptcy matters.* (Minyanville (http://www.minyanville.com/businessmarkets/articles/mf-global-bankruptcy-mf-global-chapter/11/4/2011/id/37764))
The secondary bank loan market is busy.* (Term Sheet (http://finance.fortune.cnn.com/2011/11/04/bank-bad-loans/))
On the true value of a Nobel Prize.* (Felix Salmon (http://blogs.reuters.com/felix-salmon/2011/11/03/the-value-of-a-nobel-prize/))
Funds
The newly formed S&P/Dow Jones Indexes is now a reality.* (IndexUniverse (http://www.indexuniverse.com/hot-topics/10174-sap-dow-jones-indexes-ink-joint-venture.html))
Hedge funds lagged the equity markets in October.* (Institutional Investor (http://www.institutionalinvestor.com/Article/2929569/Cautious-Hedge-Funds-Lag-Markets-in-October.html))
Don’t forget that ETNS are not ETFs.* (HistorySquared (http://historysquared.com/2011/11/04/etfs-as-tail-risk-trades/))
Global
What central banks in frontier markets are doing.* (FT (http://www.ft.com/intl/cms/s/0/613985d8-0641-11e1-a079-00144feabdc0.html))
Where did all the emerging market IPOs go?* (beyondbrics (http://blogs.ft.com/beyond-brics/2011/11/04/chart-of-the-week-em-ipo-woes/))
The European sovereign debt crisis as one big form of vendor financing.* (Credit Writedowns (http://www.creditwritedowns.com/2011/11/the-euro-zone-is-one-giant-vendor-financing-scheme.html))
Making the case for Greek equities.* (Marketwatch (http://www.marketwatch.com/story/greece-is-doomed-so-buy-greece-2011-11-04))
Economy
The October non-farm payrolls number was another mixed bag.* (Calculated Risk (http://www.calculatedriskblog.com/2011/11/october-employment-report-80000-jobs-90.html), ibid (http://www.calculatedriskblog.com/2011/11/employment-summary-part-time-workers.html), Real Time Economics (http://blogs.wsj.com/economics/2011/11/04/long-term-unemployment-ticks-down/), CBP (http://scottgrannis.blogspot.com/2011/11/jobs-report-modestly-positive.htm))
The ECRI WLI ticked up again.* (MarketBeat (http://blogs.wsj.com/marketbeat/2011/11/04/ecri-leading-index-another-tick-higher/))
Are there no projects worth funding with negative real yields?* (Economist’s View (http://economistsview.typepad.com/economistsview/2011/11/negative-real-interest-rates.html))
The true cost of losing your job in the Great Recession.* (The Atlantic (http://www.theatlantic.com/business/print/2011/11/-112-000-the-true-cost-of-losing-your-job-in-the-great-recession/247929/))
Earlier on Abnormal Returns
Happy third blogiversary Josh!* (Abnormal Returns (http://abnormalreturns.com/happy-third-blogiversary-josh/))
What you missed in our Friday morning linkfest.* (Abnormal Returns (http://abnormalreturns.com/friday-7atseven-initial-public-pops/))
Mixed media
Poor Economics: A Radical Rethinking of the Way to Fight Global Poverty (http://www.amazon.com/gp/product/1586487981/ref=as_li_ss_tl?ie=UTF8&tag=abnorretur-20&linkCode=as2&camp=217145&creative=399373&creativeASIN=1586487981)http://www.assoc-amazon.com/e/ir?t=abnorretur-20&l=as2&o=1&a=1586487981&camp=217145&creative=399373 by Esther Duflo and Abhijit Banerjee won the 2011 FT Goldman Sachs Business Book of the Year.** (FT (http://www.ft.com/intl/cms/s/0/a8af73e6-0623-11e1-a079-00144feabdc0.html))
Why science majors change their mind.* (NYTimes (http://www.nytimes.com/2011/11/06/education/edlife/why-science-majors-change-their-mind-its-just-so-darn-hard.html))
How our sense of fairness affects our reaction to inequality.* (The Frontal Cortex (http://www.wired.com/wiredscience/2011/11/does-inequality-make-us-unhappy/all/1))
Abnormal Returns is a founding member of the StockTwits Blog Network (http://stocktwits.com/blogs).
*Amazon affiliate. You know the drill.
http://abnormalreturns.com/709acc8d/d155e050/FeedBurner/1.0 (http://www.FeedBurner.com).gifhttp://feedads.g.doubleclick.net/~a/QIoV8Rkyv2irEpkDqerYDCuakZk/0/di (http://feedads.g.doubleclick.net/~a/QIoV8Rkyv2irEpkDqerYDCuakZk/0/da)
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http://feeds.feedburner.com/~r/abnormalreturns/~4/ToFKhc3PsAI
see story at Abnormal Returns site...(RSS feed) (http://feedproxy.google.com/~r/abnormalreturns/~3/ToFKhc3PsAI/)
Robert Sinn, “The market doesn’t have to do anything.”* (Stock Sage (http://www.robertsinn.com/2011/11/04/the-lessons-of-the-last-three-months/))
Chart of the day
http://abnormalreturns.com/wp-content/uploads/ICSAvSPY-559x420.jpg (http://www.businessinsider.com/everyone-is-wrong-about-whats-driving-the-market-these-days-2011-11)
What the stock market really cares about.** (Money Game (http://www.businessinsider.com/everyone-is-wrong-about-whats-driving-the-market-these-days-2011-11))
Markets
Keep an eye on the financials as a market tell.* (Market Anthropology (http://www.marketanthropology.com/2011/11/follow-money.html))
A look at the $VIX (http://stocktwits.com/symbol/VIX) futures curve.* (VIX and More (http://vixandmore.blogspot.com/2011/11/new-vix-backwardation-record.html))
It’s Groundhog Day for the markets.* (Pragmatic Capitalism (http://pragcap.com/new-day-same-old-story))
Strategy
On the differences (and similarities) between trading and investing.* (Above the Market (http://rpseawright.wordpress.com/2011/11/03/trading-v-investing/))
You have to find a way to deal with the stresses of trading.* (Attitrade (http://www.attitrade.com/commentary/mindfulness/))
Four traits of the perfect trader.* (SMB Training (http://www.smbtraining.com/blog/4-traits-of-the-perfect-trader))
The quant stock screening bible.* (World Beta (http://www.mebanefaber.com/2011/11/04/the-quant-stock-screening-bible/))
Technology
Why you shouldn’t hold Groupon ($GRPN (http://stocktwits.com/symbol/GRPN)) shares over the long run.* (SAI (http://www.businessinsider.com/is-groupon-stock-overvalued-2011))
Hard to tell how much Groupon is worth until they put more shares in public hands.* (The Reformed Broker (http://www.thereformedbroker.com/2011/11/04/baseball-cards-and-comic-books/))
There is no social media bubble.* (Slate (http://www.slate.com/articles/business/moneybox/2011/11/groupon_ipo_it_may_be_overvalued_but_there_s_no_so cial_media_bub.html) contra GigaOM (http://gigaom.com/2011/11/04/all-the-groupon-ipo-really-proves-is-that-the-bubble-is-back/))
What media services do Americans pay for?* (SplatF (http://www.splatf.com/2011/11/media-snapshot-3q11/))
Is there a future for “phone-only” handset makers?* (Asymco (http://www.asymco.com/2011/11/04/the-end-of-the-independent-phone-brand/))
Finance
How much does a 3 b.p. transaction tax add up to?* (FT Alphaville (http://ftalphaville.ft.com/blog/2011/11/03/725871/would-you-feel-three-basis-points/) also Buttonwood (http://www.economist.com/node/21536784), Term Sheet (http://finance.fortune.cnn.com/2011/11/04/financial-transaction-tax/))
Bank of America ($BAC (http://stocktwits.com/symbol/BAC)) is getting the best of both worlds in this deal.* (Kid Dynamite (http://kiddynamitesworld.com/bank-of-america-gives-me-the-finger), Dealbreaker (http://dealbreaker.com/2011/11/bofa-wants-to-make-a-little-more-money-on-dva/))
Why the MF Global bankruptcy matters.* (Minyanville (http://www.minyanville.com/businessmarkets/articles/mf-global-bankruptcy-mf-global-chapter/11/4/2011/id/37764))
The secondary bank loan market is busy.* (Term Sheet (http://finance.fortune.cnn.com/2011/11/04/bank-bad-loans/))
On the true value of a Nobel Prize.* (Felix Salmon (http://blogs.reuters.com/felix-salmon/2011/11/03/the-value-of-a-nobel-prize/))
Funds
The newly formed S&P/Dow Jones Indexes is now a reality.* (IndexUniverse (http://www.indexuniverse.com/hot-topics/10174-sap-dow-jones-indexes-ink-joint-venture.html))
Hedge funds lagged the equity markets in October.* (Institutional Investor (http://www.institutionalinvestor.com/Article/2929569/Cautious-Hedge-Funds-Lag-Markets-in-October.html))
Don’t forget that ETNS are not ETFs.* (HistorySquared (http://historysquared.com/2011/11/04/etfs-as-tail-risk-trades/))
Global
What central banks in frontier markets are doing.* (FT (http://www.ft.com/intl/cms/s/0/613985d8-0641-11e1-a079-00144feabdc0.html))
Where did all the emerging market IPOs go?* (beyondbrics (http://blogs.ft.com/beyond-brics/2011/11/04/chart-of-the-week-em-ipo-woes/))
The European sovereign debt crisis as one big form of vendor financing.* (Credit Writedowns (http://www.creditwritedowns.com/2011/11/the-euro-zone-is-one-giant-vendor-financing-scheme.html))
Making the case for Greek equities.* (Marketwatch (http://www.marketwatch.com/story/greece-is-doomed-so-buy-greece-2011-11-04))
Economy
The October non-farm payrolls number was another mixed bag.* (Calculated Risk (http://www.calculatedriskblog.com/2011/11/october-employment-report-80000-jobs-90.html), ibid (http://www.calculatedriskblog.com/2011/11/employment-summary-part-time-workers.html), Real Time Economics (http://blogs.wsj.com/economics/2011/11/04/long-term-unemployment-ticks-down/), CBP (http://scottgrannis.blogspot.com/2011/11/jobs-report-modestly-positive.htm))
The ECRI WLI ticked up again.* (MarketBeat (http://blogs.wsj.com/marketbeat/2011/11/04/ecri-leading-index-another-tick-higher/))
Are there no projects worth funding with negative real yields?* (Economist’s View (http://economistsview.typepad.com/economistsview/2011/11/negative-real-interest-rates.html))
The true cost of losing your job in the Great Recession.* (The Atlantic (http://www.theatlantic.com/business/print/2011/11/-112-000-the-true-cost-of-losing-your-job-in-the-great-recession/247929/))
Earlier on Abnormal Returns
Happy third blogiversary Josh!* (Abnormal Returns (http://abnormalreturns.com/happy-third-blogiversary-josh/))
What you missed in our Friday morning linkfest.* (Abnormal Returns (http://abnormalreturns.com/friday-7atseven-initial-public-pops/))
Mixed media
Poor Economics: A Radical Rethinking of the Way to Fight Global Poverty (http://www.amazon.com/gp/product/1586487981/ref=as_li_ss_tl?ie=UTF8&tag=abnorretur-20&linkCode=as2&camp=217145&creative=399373&creativeASIN=1586487981)http://www.assoc-amazon.com/e/ir?t=abnorretur-20&l=as2&o=1&a=1586487981&camp=217145&creative=399373 by Esther Duflo and Abhijit Banerjee won the 2011 FT Goldman Sachs Business Book of the Year.** (FT (http://www.ft.com/intl/cms/s/0/a8af73e6-0623-11e1-a079-00144feabdc0.html))
Why science majors change their mind.* (NYTimes (http://www.nytimes.com/2011/11/06/education/edlife/why-science-majors-change-their-mind-its-just-so-darn-hard.html))
How our sense of fairness affects our reaction to inequality.* (The Frontal Cortex (http://www.wired.com/wiredscience/2011/11/does-inequality-make-us-unhappy/all/1))
Abnormal Returns is a founding member of the StockTwits Blog Network (http://stocktwits.com/blogs).
*Amazon affiliate. You know the drill.
http://abnormalreturns.com/709acc8d/d155e050/FeedBurner/1.0 (http://www.FeedBurner.com).gifhttp://feedads.g.doubleclick.net/~a/QIoV8Rkyv2irEpkDqerYDCuakZk/0/di (http://feedads.g.doubleclick.net/~a/QIoV8Rkyv2irEpkDqerYDCuakZk/0/da)
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http://feeds.feedburner.com/~r/abnormalreturns/~4/ToFKhc3PsAI
see story at Abnormal Returns site...(RSS feed) (http://feedproxy.google.com/~r/abnormalreturns/~3/ToFKhc3PsAI/)