StockTwits
11-16-2011, 12:21 PM
Quote of the day
Robert Sinn, “However, paper trading can NEVER make one *a profitable trader and can NEVER be substituted for real market experience.”* (Stock Sage (http://www.robertsinn.com/2011/11/16/thoughts-on-paper-trading/))
Chart of the day
http://www.finviz.com/publish/111611/AMZNc0ml1303.png (http://www.finviz.com/publish/111611/AMZNc0ml1303.png)
The long-term lesson from Jeff Bezos’ management of Amazon ($AMZN (http://stocktwits.com/symbol/AMZN)).* (SAI (http://www.businessinsider.com/jeff-bezos-told-you-how-to-take-over-the-world-2011-11))
Markets
The US stock market is betting on the ECB to act.* (MarketBeat (http://blogs.wsj.com/marketbeat/2011/11/16/stocks-making-risky-bet-on-massive-ecb-money-printing/))
The WTI-Brent spread keeps coming in, keeping gasoline prices low.* (Bespoke (http://www.bespokeinvest.com/thinkbig/2011/11/15/crude-oil-nears-100-but-gas-prices-remain-stable.html), FT Alphaville (http://ftalphaville.ft.com/blog/2011/11/16/749851/bye-bye-wti-brent-spread-disconnect/))
What are Congress’ favorite stocks?* (Big Picture (http://www.ritholtz.com/blog/2011/11/top-favorite-stock-holdings-of-congress/))
Midwest farm land prices are surging.* (FT (http://www.ft.com/intl/cms/s/0/a0a91c3a-0fa4-11e1-a36b-00144feabdc0.html))
Strategy
Trading in two different time frames.* (Tickerville (http://www.tickerville.com/2011/11/16/a-tale-of-two-charts/))
Which Morgan Stanley ($MS (http://stocktwits.com/symbol/MS)) strategist should we listen to?* (The Reformed Broker (http://www.thereformedbroker.com/2011/11/16/which-morgan-stanley-should-we-listen-to/))
On the value of strategic allocation models.* (Turnkey Analyst (http://turnkeyanalyst.com/2011/11/investigating-equity-and-bond-allocation-models/))
All hedge funds are “fundamentally opaque.”* (Falkenblog (http://falkenblog.blogspot.com/2011/11/gary-gorton-on-hedge-fund-dilemma.html))
How temperature affects aggregate risk and expected returns.* (SSRN (http://papers.ssrn.com/sol3/papers.cfm?abstract_id=1954501))
The gift tax window may close sooner than thought.* (Total Return (http://blogs.wsj.com/totalreturn/2011/11/16/is-it-time-to-panic-about-the-gift-tax-yet/))
Technology
What Twitter is really all about.* (Above the Crowd (http://abovethecrowd.com/2011/11/15/you-dont-have-to-tweet-to-twitter/) via TechCrunch (http://techcrunch.com/2011/11/16/of-course-twitter-is-a-social-network/))
Does mobile OS market share matter?* (SplatF (http://www.splatf.com/2011/11/iphone-market-share/))
The Kindle Fire and iPad are not really in competition.* (Minyanville (http://www.minyanville.com/businessmarkets/articles/kindle-fire-kindle-fire-tablet-kindle/11/15/2011/id/37932), WSJ (http://online.wsj.com/article/SB10001424052970204190504577040110511886588.html))
Is iTunes Match worth it?* (SAI (http://www.businessinsider.com/itunes-match-review-2011-11))
Cutting the cord on cable is harder than it seems.* (SplatF (http://www.splatf.com/2011/11/boxee-sony-cord/))
The end of the dedicated portable device.* (Asymco (http://www.asymco.com/2011/11/16/the-end-of-the-dedicated-portable-device/))
Finance
The best entrepreneurs know how to preserve equity.* (Dealbook (http://dealbook.nytimes.com/2011/11/15/the-wisest-entrepreneurs-know-how-to-preserve-equity/))
Why Chicago is still a financial center, for now.* (Points and Figures (http://pointsandfigures.com/2011/11/16/where-are-the-financial-centers/))
MF Global customers are stuck in a sort of “purgatory.” (WSJ (http://online.wsj.com/article/SB10001424052970203503204577040472772072092.html))
Did regulation accidentally kill MF Global?* (NetNet (http://www.cnbc.com/id/45322629))
Insider trading laws are not there to protect the little guy.* (Dealbreaker (http://dealbreaker.com/2011/11/some-zuccotti-park-thoughts-on-insider-trading/))
Is the bad news in the US banks?* (Term Sheet (http://finance.fortune.cnn.com/2011/11/16/time-to-buy-u-s-banks/))
How recessions affect the C-suite?** (Freakonomics (http://www.freakonomics.com/2011/11/16/how-do-recessions-effect-the-c-suite/))
ETFs
Another buyback ETF option.* (Morningstar (http://news.morningstar.com/articlenet/article.aspx?id=447100) earlier Abnormal Returns (http://abnormalreturns.com/stock-buybacks-versus-dividends/))
More on the use of ETFs to avoid wash sale rules.* (FT Alphaville (http://ftalphaville.ft.com/blog/2011/11/16/750191/the-etf-wash-rule/))
Global
ECB, ECB, ECB.* (Free exchange (http://www.economist.com/blogs/freeexchange/2011/11/euro-crisis-10), The Source (http://blogs.wsj.com/source/2011/11/16/pressure-heaps-on-the-ecb/), Real Time Economics (http://blogs.wsj.com/economics/2011/11/16/ecb-cant-finance-governments-unless-eu-treaty-changes/?))
An interview with Richard Koo on the future of the Euro.* (Business Insider (http://www.businessinsider.com/richard-koo-interview-2011-11))
Russian stocks are still really cheap.* (beyondbrics (http://blogs.ft.com/beyond-brics/2011/11/16/russia-the-equities-roller-coaster/))
Economy
Industrial production up, CPI down.* (Calculated Risk (http://www.calculatedriskblog.com/2011/11/industrial-production-increased-07-in.html), Crossing Wall Street (http://www.crossingwallstreet.com/archives/2011/11/inflation-continues-to-chill-out.html))
Americans continue to remodel their homes.* (Calculated Risk (http://www.calculatedriskblog.com/2011/11/residential-remodeling-index-at-new.html))
Why aren’t more Americans moving?* (Wonkblog (http://www.washingtonpost.com/blogs/ezra-klein/post/why-arent-americans-moving-anymore/2011/11/15/gIQAXRAfPN_blog.html))
Earlier on Abnormal Returns
What you missed in our Wednesday morning linkfest.* (Abnormal Returns (http://abnormalreturns.com/wednesday-7atseven-chopping-around/))
Books
Reading the recently updated What Works on Wall Street, The Classic Guide to the Best-Performing Investment Strategies of All Time (http://www.amazon.com/gp/product/0071625763/ref=as_li_ss_tl?ie=UTF8&tag=abnorretur-20&linkCode=as2&camp=217145&creative=399369&creativeASIN=0071625763)http://www.assoc-amazon.com/e/ir?t=abnorretur-20&l=as2&o=1&a=0071625763&camp=217145&creative=399369
by James P. O’Shaughnessy.* (Reading the Markets (http://readingthemarkets.blogspot.com/2011/11/oshaughnessy-what-works-on-wall-street.html))
A positive review of Tom Orlick’s Understanding China’s Economic Indicators: Translating the Data into Investment Opportunities (http://www.amazon.com/gp/product/0132620197/ref=as_li_ss_tl?ie=UTF8&tag=abnorretur-20&linkCode=as2&camp=217145&creative=399373&creativeASIN=0132620197)http://www.assoc-amazon.com/e/ir?t=abnorretur-20&l=as2&o=1&a=0132620197&camp=217145&creative=399373.* (beyondbrics (http://blogs.ft.com/beyond-brics/2011/11/16/book-review-chinese-statistics-fact-or-fiction/))
Abnormal Returns is a founding member of the StockTwits Blog Network (http://stocktwits.com/blogs).
http://abnormalreturns.com/709acc8d/d155e056/FeedBurner/1.0 (http://www.FeedBurner.com).gifhttp://feedads.g.doubleclick.net/~a/ibWCGATRoe3iMWPCJf2y1Tv61hc/0/di (http://feedads.g.doubleclick.net/~a/ibWCGATRoe3iMWPCJf2y1Tv61hc/0/da)
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http://feeds.feedburner.com/~ff/abnormalreturns?d=yIl2AUoC8zA (http://feeds.feedburner.com/~ff/abnormalreturns?a=AeT7xxN7jgk:2C77RvX46TE:yIl2AUoC 8zA) http://feeds.feedburner.com/~ff/abnormalreturns?d=qj6IDK7rITs (http://feeds.feedburner.com/~ff/abnormalreturns?a=AeT7xxN7jgk:2C77RvX46TE:qj6IDK7r ITs) http://feeds.feedburner.com/~ff/abnormalreturns?i=AeT7xxN7jgk:2C77RvX46TE:F7zBnMyn 0Lo (http://feeds.feedburner.com/~ff/abnormalreturns?a=AeT7xxN7jgk:2C77RvX46TE:F7zBnMyn 0Lo)
http://feeds.feedburner.com/~r/abnormalreturns/~4/AeT7xxN7jgk
see story at Abnormal Returns site...(RSS feed) (http://feedproxy.google.com/~r/abnormalreturns/~3/AeT7xxN7jgk/)
Robert Sinn, “However, paper trading can NEVER make one *a profitable trader and can NEVER be substituted for real market experience.”* (Stock Sage (http://www.robertsinn.com/2011/11/16/thoughts-on-paper-trading/))
Chart of the day
http://www.finviz.com/publish/111611/AMZNc0ml1303.png (http://www.finviz.com/publish/111611/AMZNc0ml1303.png)
The long-term lesson from Jeff Bezos’ management of Amazon ($AMZN (http://stocktwits.com/symbol/AMZN)).* (SAI (http://www.businessinsider.com/jeff-bezos-told-you-how-to-take-over-the-world-2011-11))
Markets
The US stock market is betting on the ECB to act.* (MarketBeat (http://blogs.wsj.com/marketbeat/2011/11/16/stocks-making-risky-bet-on-massive-ecb-money-printing/))
The WTI-Brent spread keeps coming in, keeping gasoline prices low.* (Bespoke (http://www.bespokeinvest.com/thinkbig/2011/11/15/crude-oil-nears-100-but-gas-prices-remain-stable.html), FT Alphaville (http://ftalphaville.ft.com/blog/2011/11/16/749851/bye-bye-wti-brent-spread-disconnect/))
What are Congress’ favorite stocks?* (Big Picture (http://www.ritholtz.com/blog/2011/11/top-favorite-stock-holdings-of-congress/))
Midwest farm land prices are surging.* (FT (http://www.ft.com/intl/cms/s/0/a0a91c3a-0fa4-11e1-a36b-00144feabdc0.html))
Strategy
Trading in two different time frames.* (Tickerville (http://www.tickerville.com/2011/11/16/a-tale-of-two-charts/))
Which Morgan Stanley ($MS (http://stocktwits.com/symbol/MS)) strategist should we listen to?* (The Reformed Broker (http://www.thereformedbroker.com/2011/11/16/which-morgan-stanley-should-we-listen-to/))
On the value of strategic allocation models.* (Turnkey Analyst (http://turnkeyanalyst.com/2011/11/investigating-equity-and-bond-allocation-models/))
All hedge funds are “fundamentally opaque.”* (Falkenblog (http://falkenblog.blogspot.com/2011/11/gary-gorton-on-hedge-fund-dilemma.html))
How temperature affects aggregate risk and expected returns.* (SSRN (http://papers.ssrn.com/sol3/papers.cfm?abstract_id=1954501))
The gift tax window may close sooner than thought.* (Total Return (http://blogs.wsj.com/totalreturn/2011/11/16/is-it-time-to-panic-about-the-gift-tax-yet/))
Technology
What Twitter is really all about.* (Above the Crowd (http://abovethecrowd.com/2011/11/15/you-dont-have-to-tweet-to-twitter/) via TechCrunch (http://techcrunch.com/2011/11/16/of-course-twitter-is-a-social-network/))
Does mobile OS market share matter?* (SplatF (http://www.splatf.com/2011/11/iphone-market-share/))
The Kindle Fire and iPad are not really in competition.* (Minyanville (http://www.minyanville.com/businessmarkets/articles/kindle-fire-kindle-fire-tablet-kindle/11/15/2011/id/37932), WSJ (http://online.wsj.com/article/SB10001424052970204190504577040110511886588.html))
Is iTunes Match worth it?* (SAI (http://www.businessinsider.com/itunes-match-review-2011-11))
Cutting the cord on cable is harder than it seems.* (SplatF (http://www.splatf.com/2011/11/boxee-sony-cord/))
The end of the dedicated portable device.* (Asymco (http://www.asymco.com/2011/11/16/the-end-of-the-dedicated-portable-device/))
Finance
The best entrepreneurs know how to preserve equity.* (Dealbook (http://dealbook.nytimes.com/2011/11/15/the-wisest-entrepreneurs-know-how-to-preserve-equity/))
Why Chicago is still a financial center, for now.* (Points and Figures (http://pointsandfigures.com/2011/11/16/where-are-the-financial-centers/))
MF Global customers are stuck in a sort of “purgatory.” (WSJ (http://online.wsj.com/article/SB10001424052970203503204577040472772072092.html))
Did regulation accidentally kill MF Global?* (NetNet (http://www.cnbc.com/id/45322629))
Insider trading laws are not there to protect the little guy.* (Dealbreaker (http://dealbreaker.com/2011/11/some-zuccotti-park-thoughts-on-insider-trading/))
Is the bad news in the US banks?* (Term Sheet (http://finance.fortune.cnn.com/2011/11/16/time-to-buy-u-s-banks/))
How recessions affect the C-suite?** (Freakonomics (http://www.freakonomics.com/2011/11/16/how-do-recessions-effect-the-c-suite/))
ETFs
Another buyback ETF option.* (Morningstar (http://news.morningstar.com/articlenet/article.aspx?id=447100) earlier Abnormal Returns (http://abnormalreturns.com/stock-buybacks-versus-dividends/))
More on the use of ETFs to avoid wash sale rules.* (FT Alphaville (http://ftalphaville.ft.com/blog/2011/11/16/750191/the-etf-wash-rule/))
Global
ECB, ECB, ECB.* (Free exchange (http://www.economist.com/blogs/freeexchange/2011/11/euro-crisis-10), The Source (http://blogs.wsj.com/source/2011/11/16/pressure-heaps-on-the-ecb/), Real Time Economics (http://blogs.wsj.com/economics/2011/11/16/ecb-cant-finance-governments-unless-eu-treaty-changes/?))
An interview with Richard Koo on the future of the Euro.* (Business Insider (http://www.businessinsider.com/richard-koo-interview-2011-11))
Russian stocks are still really cheap.* (beyondbrics (http://blogs.ft.com/beyond-brics/2011/11/16/russia-the-equities-roller-coaster/))
Economy
Industrial production up, CPI down.* (Calculated Risk (http://www.calculatedriskblog.com/2011/11/industrial-production-increased-07-in.html), Crossing Wall Street (http://www.crossingwallstreet.com/archives/2011/11/inflation-continues-to-chill-out.html))
Americans continue to remodel their homes.* (Calculated Risk (http://www.calculatedriskblog.com/2011/11/residential-remodeling-index-at-new.html))
Why aren’t more Americans moving?* (Wonkblog (http://www.washingtonpost.com/blogs/ezra-klein/post/why-arent-americans-moving-anymore/2011/11/15/gIQAXRAfPN_blog.html))
Earlier on Abnormal Returns
What you missed in our Wednesday morning linkfest.* (Abnormal Returns (http://abnormalreturns.com/wednesday-7atseven-chopping-around/))
Books
Reading the recently updated What Works on Wall Street, The Classic Guide to the Best-Performing Investment Strategies of All Time (http://www.amazon.com/gp/product/0071625763/ref=as_li_ss_tl?ie=UTF8&tag=abnorretur-20&linkCode=as2&camp=217145&creative=399369&creativeASIN=0071625763)http://www.assoc-amazon.com/e/ir?t=abnorretur-20&l=as2&o=1&a=0071625763&camp=217145&creative=399369
by James P. O’Shaughnessy.* (Reading the Markets (http://readingthemarkets.blogspot.com/2011/11/oshaughnessy-what-works-on-wall-street.html))
A positive review of Tom Orlick’s Understanding China’s Economic Indicators: Translating the Data into Investment Opportunities (http://www.amazon.com/gp/product/0132620197/ref=as_li_ss_tl?ie=UTF8&tag=abnorretur-20&linkCode=as2&camp=217145&creative=399373&creativeASIN=0132620197)http://www.assoc-amazon.com/e/ir?t=abnorretur-20&l=as2&o=1&a=0132620197&camp=217145&creative=399373.* (beyondbrics (http://blogs.ft.com/beyond-brics/2011/11/16/book-review-chinese-statistics-fact-or-fiction/))
Abnormal Returns is a founding member of the StockTwits Blog Network (http://stocktwits.com/blogs).
http://abnormalreturns.com/709acc8d/d155e056/FeedBurner/1.0 (http://www.FeedBurner.com).gifhttp://feedads.g.doubleclick.net/~a/ibWCGATRoe3iMWPCJf2y1Tv61hc/0/di (http://feedads.g.doubleclick.net/~a/ibWCGATRoe3iMWPCJf2y1Tv61hc/0/da)
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http://feeds.feedburner.com/~r/abnormalreturns/~4/AeT7xxN7jgk
see story at Abnormal Returns site...(RSS feed) (http://feedproxy.google.com/~r/abnormalreturns/~3/AeT7xxN7jgk/)