Abnormal Returns

Tuesday links: setups abound

Setups abound.  (The Reformed Broker) Is the risk trade back on again?  (The Money Game) Shiller vs. Siegel on market valuation.  (WSJ also Crossing Wall Street) Lessons learned a year from the market...

Monday links: large cap laggards

Happy birthday, bull market!  (Crossing Wall Street) How overbought are the markets here?  (Trade to Learn) The Nasdaq Composite is above pre-Lehman levels.  (Bespoke) Equity mutual funds are burning through their cash on...

Sunday links: junk stock jump

Junk stocks continue to outperform.  (The Reformed Broker also Bespoke, Trader’s Narrative) Just because the VIX is  well below 20 does not mean investors are “complacent.”  (Barron’s) The VIX methodology is taking over...

Friday links: very important positions

Can an intelligent person using common sense make money trading?  (A Dash of Insight) A couple of approaches to improve on buy-and-hold returns.  (MarketSci Blog, Big Picture) Mark Twain on why your bet...

Thursday links: fundamental factors

An indication the market may be getting overbought.  (Attitrade) Inflation fears are overblown.  Expect low interest rates for some time to come.  (WSJ) Three fundamental factors supporting the market recovery.  (The Reformed Broker)...