01:38 PM
11/25/09
RT @BobBrinker: A simple act Treasury Sec. Geithner could do is to overhaul the U.S. Savings Bond program, which his predecessor ruined. $$
09:54 AM
11/25/09
The Wednesday linkfest is up. High correlations, survivorship bias and the role of experience on the Sharpe Ratio. http://bit.ly/8ud4UA $$
12:15 PM
11/24/09
The Tuesday linkfest is up. A bear fund boom, the stocks that matter most to hedge funds and the quest for yield. http://bit.ly/5wgKKY $$
12:19 PM
11/23/09
The Monday linkfest is up. Treasury teaser rates, good Sharpe ratios and the benefits of antisocial behavior. http://bit.ly/4zHRAk $$
11:33 AM
11/23/09
A growing divergence between economic data surprises and the stock market. http://bit.ly/7tRUCN (via Hussman Funds) $$
10:17 AM
11/23/09
If that was all it took to trade successfully. RT @moorehn John Paulson's bad attitude may have made him a winner. http://bit.ly/4KKsdA $$
09:54 AM
11/22/09
The Sunday linkfest is up. Waves of social mood, serious leverage and the attraction of dividend payers. http://bit.ly/8wG1UL $$
12:37 PM
11/20/09
The Friday linkfest is up. The popularity of ETFs, negative T-bill yields and the Fed under fire. http://bit.ly/5jpct6 $$
11:54 AM
11/20/09
RT @AndySwan: Understand: Emerging markets are MUCH more dependent on and levered to the US economy than the Dow Jones. $$
12:52 PM
11/19/09
The Thursday linkfest is up. Costless capital, a warning sign from private equity and what the Taylor Rule is saying. http://bit.ly/TErD7 $$
12:35 PM
11/19/09
When your cost of capital is 0% every asset class looks attractive. http://bit.ly/3nFvz3 (via Kid Dynamite) $$