StockTwits
12-04-2011, 07:04 AM
Quote of the day
Fred Wilson, “I believe that cheap devices will be smart and expensive devices will be dumb.”* (A VC (http://www.avc.com/a_vc/2011/12/cheap-willl-be-smart-expensive-will-be-dumb.html))
Chart of the day
http://abnormalreturns.com/wp-content/uploads/TED_SPX-624x381.png (http://stockcharts.com/h-sc/ui?s=TED&p=D&b=5&g=0&id=p63801507777)
The TED spread didn’t go down this week.* (Dynamic Hedge (http://dynamichedge.com/2011/12/03/marketview-headline-atrophy-c-ms-fcx-wmt-ko-so/))
Strategy
So you want to be a trader?* Unfortunately the odds are against you.* (Joe Fahmy (http://joefahmy.com/2011/12/02/so-you-want-to-be-a-trader/))
Mike Bellafiore, “The truth of the matter is that trading takes a lot of work.”* (SMB Training (http://www.smbtraining.com/blog/do-you-fail-as-a-trader-or-just-learn-it-is-not-your-passion))
401(k) participants still love their stable value funds.* (WSJ (http://online.wsj.com/article/SB10001424052970204397704577074520504909852.html))
Companies
Cloud, cloud, cloud.* SAP purchases SuccessFactors ($SFSF (http://stocktwits.com/symbol/SFSF)).* (Dealbook (http://dealbook.nytimes.com/2011/12/03/sap-to-buy-successfactors-for-3-4-billion/), FT (http://www.ft.com/intl/cms/s/2/4558062c-1dda-11e1-9fd4-00144feabdc0.html))
What companies have been buying back their shares hand over fist.* (Barron’s (http://online.barrons.com/article/SB50001424052748704101304577038112051506948.html))
If everyone else is such an idiot, how come you’re not rich?* (Megan McArdle (http://www.theatlantic.com/business/print/2011/12/if-everyone-else-is-such-an-idiot-how-come-youre-not-rich/249430/))
Finance
Equity-centric compensation is changing the game on Wall Street.* (Dealbook (http://dealbook.nytimes.com/2011/12/03/modest-bonus-year-on-wall-st-but-stock-could-yield-fortunes/))
Why so few people are “being held legally accountable for the financial crisis.”* (NYTimes (http://www.nytimes.com/2011/12/03/business/few-avenues-for-justice-in-the-citi-case.html))
From “extreme early retirement” to hedge fund quant.* (Information Processing (http://infoproc.blogspot.com/2011/12/from-walden-pond-to-quant-trading.html))
Funds
Fidelity is making a push into ETFs.* (IndexUniverse (http://www.indexuniverse.com/hot-topics/10336-fidelity-plans-head-first-dive-into-etfs-.html))
Sometimes the big guys lose:* the case of Zynga.* (SAI (http://www.businessinsider.com/kleiner-fidelity-morgan-stanley-and-t-rowe-price-just-blew-themselves-up-in-zynga-2011-12), Deal Journal (http://blogs.wsj.com/deals/2011/12/02/zynga-proposed-price-would-leave-funds-underwater/))
A battle over patents on fundamental indexing could soon be in the courts.* (IndexUniverse (http://www.indexuniverse.com/hot-topics/10331-arnotts-research-affiliates-sues-wisdomtree.html))
Another tough month for John Paulson.* (Institutional Investor (http://www.institutionalinvestor.com/Article/2944114/November-Brings-More-Losses-for-John-Paulson.html?ArticleId=2944114))
Global
How to assess any sort of Euro deal.* (Marginal Revolution (http://marginalrevolution.com/marginalrevolution/2011/12/will-the-new-eurodeal-work.html))
What if the IMF gets involved in Europe.* (The Reformed Broker (http://www.thereformedbroker.com/2011/12/03/spoiler-alert-were-about-to-bailout-europe/))
What four indicators do we need to track Europe?* (Global Macro Monitor (http://macromon.wordpress.com/2011/12/02/the-four-horsemen-of-the-europocalypse/))
Economy
A profile of newly minted Nobel prize winners Thomas J. Sargent and Christopher A. Sims.* (NYTimes (http://www.nytimes.com/2011/12/04/business/nobel-winners-in-economics-the-reluctant-celebrities.html))
Don’t believe the Black Friday hype on retail sales.* (WashingtonPost (http://www.washingtonpost.com/business/did-black-friday-save-the-season-beware-the-retail-hype/2011/11/29/gIQAfNCUMO_print.html))
More speculation on just how many jobs the US economy created in November.* (Real Time Economics (http://blogs.wsj.com/economics/2011/12/02/did-economy-really-create-nearly-500000-jobs-in-november/), Econbrowser (http://www.econbrowser.com/archives/2011/12/the_november_em.html))
Earlier on Abnormal Returns
Top clicks this week on Abnormal Returns.* (Abnormal Returns (http://abnormalreturns.com/top-clicks-this-week-on-abnormal-returns-96/))
What you missed in our Saturday long form linkfest.* (Abnormal Returns (http://abnormalreturns.com/saturday-links-practical-rationality/))
Mixed media
Nice guys finish last:* on the “disagreeable premium.”* (The Frontal Cortex (http://www.wired.com/wiredscience/2011/12/do-nice-guys-finish-last/all/1))
Abnormal Returns is a founding member of the StockTwits Blog Network (http://stocktwits.com/blogs).
http://abnormalreturns.com/709acc8d/d155e061/FeedBurner/1.0 (http://www.FeedBurner.com).gif http://feedads.g.doubleclick.net/~a/xlBvOuVuEwPLVkJyzpeJYPf8yRw/0/di (http://feedads.g.doubleclick.net/~a/xlBvOuVuEwPLVkJyzpeJYPf8yRw/0/da)
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http://feeds.feedburner.com/~r/abnormalreturns/~4/gSjR3w5wwOk
see story at Abnormal Returns site...(RSS feed) (http://feedproxy.google.com/~r/abnormalreturns/~3/gSjR3w5wwOk/)
Fred Wilson, “I believe that cheap devices will be smart and expensive devices will be dumb.”* (A VC (http://www.avc.com/a_vc/2011/12/cheap-willl-be-smart-expensive-will-be-dumb.html))
Chart of the day
http://abnormalreturns.com/wp-content/uploads/TED_SPX-624x381.png (http://stockcharts.com/h-sc/ui?s=TED&p=D&b=5&g=0&id=p63801507777)
The TED spread didn’t go down this week.* (Dynamic Hedge (http://dynamichedge.com/2011/12/03/marketview-headline-atrophy-c-ms-fcx-wmt-ko-so/))
Strategy
So you want to be a trader?* Unfortunately the odds are against you.* (Joe Fahmy (http://joefahmy.com/2011/12/02/so-you-want-to-be-a-trader/))
Mike Bellafiore, “The truth of the matter is that trading takes a lot of work.”* (SMB Training (http://www.smbtraining.com/blog/do-you-fail-as-a-trader-or-just-learn-it-is-not-your-passion))
401(k) participants still love their stable value funds.* (WSJ (http://online.wsj.com/article/SB10001424052970204397704577074520504909852.html))
Companies
Cloud, cloud, cloud.* SAP purchases SuccessFactors ($SFSF (http://stocktwits.com/symbol/SFSF)).* (Dealbook (http://dealbook.nytimes.com/2011/12/03/sap-to-buy-successfactors-for-3-4-billion/), FT (http://www.ft.com/intl/cms/s/2/4558062c-1dda-11e1-9fd4-00144feabdc0.html))
What companies have been buying back their shares hand over fist.* (Barron’s (http://online.barrons.com/article/SB50001424052748704101304577038112051506948.html))
If everyone else is such an idiot, how come you’re not rich?* (Megan McArdle (http://www.theatlantic.com/business/print/2011/12/if-everyone-else-is-such-an-idiot-how-come-youre-not-rich/249430/))
Finance
Equity-centric compensation is changing the game on Wall Street.* (Dealbook (http://dealbook.nytimes.com/2011/12/03/modest-bonus-year-on-wall-st-but-stock-could-yield-fortunes/))
Why so few people are “being held legally accountable for the financial crisis.”* (NYTimes (http://www.nytimes.com/2011/12/03/business/few-avenues-for-justice-in-the-citi-case.html))
From “extreme early retirement” to hedge fund quant.* (Information Processing (http://infoproc.blogspot.com/2011/12/from-walden-pond-to-quant-trading.html))
Funds
Fidelity is making a push into ETFs.* (IndexUniverse (http://www.indexuniverse.com/hot-topics/10336-fidelity-plans-head-first-dive-into-etfs-.html))
Sometimes the big guys lose:* the case of Zynga.* (SAI (http://www.businessinsider.com/kleiner-fidelity-morgan-stanley-and-t-rowe-price-just-blew-themselves-up-in-zynga-2011-12), Deal Journal (http://blogs.wsj.com/deals/2011/12/02/zynga-proposed-price-would-leave-funds-underwater/))
A battle over patents on fundamental indexing could soon be in the courts.* (IndexUniverse (http://www.indexuniverse.com/hot-topics/10331-arnotts-research-affiliates-sues-wisdomtree.html))
Another tough month for John Paulson.* (Institutional Investor (http://www.institutionalinvestor.com/Article/2944114/November-Brings-More-Losses-for-John-Paulson.html?ArticleId=2944114))
Global
How to assess any sort of Euro deal.* (Marginal Revolution (http://marginalrevolution.com/marginalrevolution/2011/12/will-the-new-eurodeal-work.html))
What if the IMF gets involved in Europe.* (The Reformed Broker (http://www.thereformedbroker.com/2011/12/03/spoiler-alert-were-about-to-bailout-europe/))
What four indicators do we need to track Europe?* (Global Macro Monitor (http://macromon.wordpress.com/2011/12/02/the-four-horsemen-of-the-europocalypse/))
Economy
A profile of newly minted Nobel prize winners Thomas J. Sargent and Christopher A. Sims.* (NYTimes (http://www.nytimes.com/2011/12/04/business/nobel-winners-in-economics-the-reluctant-celebrities.html))
Don’t believe the Black Friday hype on retail sales.* (WashingtonPost (http://www.washingtonpost.com/business/did-black-friday-save-the-season-beware-the-retail-hype/2011/11/29/gIQAfNCUMO_print.html))
More speculation on just how many jobs the US economy created in November.* (Real Time Economics (http://blogs.wsj.com/economics/2011/12/02/did-economy-really-create-nearly-500000-jobs-in-november/), Econbrowser (http://www.econbrowser.com/archives/2011/12/the_november_em.html))
Earlier on Abnormal Returns
Top clicks this week on Abnormal Returns.* (Abnormal Returns (http://abnormalreturns.com/top-clicks-this-week-on-abnormal-returns-96/))
What you missed in our Saturday long form linkfest.* (Abnormal Returns (http://abnormalreturns.com/saturday-links-practical-rationality/))
Mixed media
Nice guys finish last:* on the “disagreeable premium.”* (The Frontal Cortex (http://www.wired.com/wiredscience/2011/12/do-nice-guys-finish-last/all/1))
Abnormal Returns is a founding member of the StockTwits Blog Network (http://stocktwits.com/blogs).
http://abnormalreturns.com/709acc8d/d155e061/FeedBurner/1.0 (http://www.FeedBurner.com).gif http://feedads.g.doubleclick.net/~a/xlBvOuVuEwPLVkJyzpeJYPf8yRw/0/di (http://feedads.g.doubleclick.net/~a/xlBvOuVuEwPLVkJyzpeJYPf8yRw/0/da)
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see story at Abnormal Returns site...(RSS feed) (http://feedproxy.google.com/~r/abnormalreturns/~3/gSjR3w5wwOk/)