Archive for November, 2011

• Wednesday links: good models
  abnormalreturns, November 30th, 2011 at 1:20 pm, Comments: 0

  Quote of the day John Kay, “Models are often useful in illuminating complex problems and quantification is an essential part of decision making. But good [...]

• People forget Apple is now a megacap
  abnormalreturns, November 30th, 2011 at 12:54 pm, Comments: 0

  Apple is no stranger here to us at Abnormal Returns as we have written about it extensively.  This week we have seen another burst of [...]

• Wednesday 7atSeven: contingency planning
  abnormalreturns, November 30th, 2011 at 6:16 am, Comments: 0

  Here are seven (or so) links at 7AM Eastern.  Good luck out there today. Markets S&P just cut the ratings of a bunch of big [...]

• Tuesday links: risk is king
  abnormalreturns, November 29th, 2011 at 12:58 pm, Comments: 0

  Quote of the day Steve Randy Waldman, “Cash is not king in financial markets. Risk is. The government bailed out major banks by assuming the [...]

• Tuesday 7atSeven: sharp moves
  abnormalreturns, November 29th, 2011 at 6:47 am, Comments: 0

  Here are seven (or so) links at 7AM Eastern.  Good luck out there today. Markets Ignore sharp market moves.  (Aleph Blog) What hedge funds are [...]

• Monday links: pay for pain
  abnormalreturns, November 28th, 2011 at 1:02 pm, Comments: 0

  Quote of the day Tsachy Mishal, “My investment philosophy is that one does not get paid to be comfortable, one gets paid to suffer.”  (Capital [...]

• Monday videos: slowed down investing
  abnormalreturns, November 28th, 2011 at 12:30 pm, Comments: 0

  Another Monday, another set of videos worth a longer look.  Today with a focus on value investing we look at Mark Holowesko talking quality stocks [...]

• Why hedge funds may once again be alternative investments
  abnormalreturns, November 28th, 2011 at 9:35 am, Comments: 0

  Last week a report from Morgan Stanley documented the rising correlation of hedge fund returns with the overall equity markets and the decline in alpha [...]

• Monday 7atSeven: crash diets
  abnormalreturns, November 28th, 2011 at 6:37 am, Comments: 0

  Here are seven (or so) links at 7AM Eastern.  Good luck out there today. Markets Where major asset classes stand.  (Capital Spectator) On the prospects [...]

• Sunday links: short-term pain
  abnormalreturns, November 27th, 2011 at 7:38 am, Comments: 0

  Quote of the day Roger Ehrenberg, “Most [CEOs] lack the conviction to deal with short-term pain in order to do the right thing for building [...]