Friday, July 30, 2010

Weekender

A few of my favorite links to review over the weekend...

Weekender
  • Markets by the numbers (MarketBeat)

  • Investor fears outweigh stunning earnings gains (USA Today)

  • This week's top stories (Street Insider)

  • Other than the Friday jobs report, what on tap for next week? (Minyanville)

  • A historical look at the market's performance in August (CXO)

  • Will a hot July heat up the rest of 2010? (Robert Hum)

  • How unusual is this year so far? Not so much (Bespoke)

  • Based on history, hope for U.S. stocks (Jon Markman)

  • What do the monthly moving averages suggest to investors? (dshort)

  • Are risky assets back in vogue? (Michael Kahn)

  • Bill Gross offers his investment outlook (Pimco)

  • Why the recession ended (Dirk Van Dijk)

  • A 2nd half slowdown update (Calculated Risk)

  • Why you should ignore the GDP report and most economic data for that matter (Jim Rogers)

  • ECRI falls deeper in to the abyss (Bond Squawk)

  • More double dip chatter (Daryl Montgomery)

  • If and when these 10 factors come about, the market will have already priced it in (Zero Hedge)

  • What's really going to drive economic growth in the U.S.? (Market Talk)

  • Where is all that sidelined cash heading next? (Gary Alexander)

  • If you are listening to conference calls - a new trend between business want versus need (Herb Greenberg)

  • Forget about earnings - that news is already four months old (Irwin Kellner)

  • Federal debt and the risk of a fiscal crisis (CBO)

  • Who owns America's debt? (Mint)

  • Is the Fed really out of bullets? (AI Blog)

  • More stress testing skepticism (Bloomberg)

  • Lobbyists go to work on financial reform (NYT)

  • It's time to put the brakes on trading speed (Traders Mag)

  • Time to prepare for runaway inflation? (Finance Trends)

  • Or, maybe deflation? (BI)

  • Lost your home? Good news - more money to buy an iPad (BL)

  • What does the sector timing model say? (TickerSense)

  • Inside the Glenn Beck Goldline Scheme (Ritholtz)

  • The only gold stock worth owning? (James Altucher)

  • Is a robotic car in your future? (Freakonomics)

  • Why currencies plan an important role in earnings (Jutia)

  • Dollar weakness = stock market strength (Jeff Miller)

  • Time to go long Chile (Wall St. Cheat Sheet)

  • Eight reasons to buy China (James Altucher)

  • The five places to invest before you retire (Jon Markman)

  • Making the case for owning Morgan Stanley (Alice Schroeder)

  • Top stocks ranked by momentum and sector (The Patient Fisherman)

  • First rate companies with great balance sheets and attractive dividend yields (Technology Investor)

  • Five stock ideas to research this week (James Altucher)

  • You know I don't like so-called safe stocks. Here are three (Value Line)

  • How about an update on the Livermore Active Issues Index? (CSS Analytics)

  • Three small firms with heavy trading volume (Jack Hough)

  • 10 earnings surprises for analysts (CNBC)

  • Cheap, big-cap stocks (Wall Street Pit)

  • Magic Formula stocks near yearly lows (Magic Diligence)

  • Cramer's comeback stocks (CNBC)

  • Like watching whales? Although not as nice as Alphaclone, but the price is better (Whale Wisdom)

  • S&P's list of LBO candidates (Greenbackd)

  • Companies ripe for stock buybacks or dividends (BW)

  • Interest in speculating in nanotech continues (StockerBlog)

  • Trading rules from the Marines (Slope Of Hope)

  • The 7 deadly sins of trading (Essentials of Trading)

  • Do you love to predict the markets? Resist the urge! (PrudentTrader)

  • Be honest with yourself and learn from your mistakes (Attitrade)

  • A hungry trader makes for a risky trader (CNBC)

  • Many traders need far less talk, much more focus (Anni)

  • What should you do when you have an unusually high losing day? (StockGuy22)

  • Stock trading lessons I learned from a dog (Crosshairs Trader)

  • It is fairly simple to test this thesis that “moving averages no longer work since 1990" (Mebane Faber)

  • The stories of moving averages' demise are greatly exaggerated (MarketSci)

  • Combining trend-following and countertrend indicators (Jay Kaeppel)

  • Does average volatility of individual stock prices, as a measure of market risk, usefully predict stock market behavior? (CXO)

  • Three factors to look for in every pullback setup (Trading Markets)

  • 7 psychological quirks that destroy investment returns (Monevator)

  • A look at how we make choices (Ted)

  • Low stock allocations can be riskier than high stock allocations (ValueWalk)

  • How to read financial statements (Howard Gold)

  • How short-selling sleuths spot accounting gimmicks on financial reports (Matt Andrejczak)

  • How do you organize your thinking about investments? (The Research Puzzle)

  • How to find enduring moats like Buffett (John Reese)

  • Using candles to identify market behavior (Danial Gramza)

  • A few of the ways a portfolio should be diversified (Intelligent Speculator)

  • Seth Klarman's book recommendations (ValueWalk)

  • ETF list of new highs can help you understand money flows (ETFreplay)

  • Leveraged ETFs, volatility and range-bound markets (Vix & More)

  • Direxion brings dynamic volatility hedging to ETFs (Vix & More)

  • Losing faith in the market? Try these ETFs (ETFdb)

  • Do you need a hedged equity ETF (ETFdb)

  • Inside the not-so-simple currency ETFs (ETFdb)

  • Interesting - the most heavily shorted ETFs (ETF Channel)

  • A closer look at hedge fund ETFs (ETFdb)

  • A definitive guide to China ETFs (ETFdb)

  • Keeping track of the S&P 500 index trackers (Morningstar)

  • Understanding the risks of target-date funds (Mint Life)

  • Don't be a Madoff victim - how to avoid investment fraud (Digerati Life)

  • After bailing out the banks, more Americans now ranked as poor credit risk (Clark Howard)

  • A free money-management spreadsheet (Get Rich Slowly)

  • A new kind of wallet for spend happy Americans (Clark Howard)

  • How did we get to the point where almost half of our citizenry is excused from paying any federal income tax? (Smart Money)

  • Do-it-yourself treadmill desk (Lifehacker)

  • Tips for handling information overload (WebWorkerDaily)

  • How to create an environment in which you will thrive (Psychology Today)

  • Entrepreneurs, much like traders, have nothing to fear but fear of failure (Open)

  • Put Wolfram Alpha to good use (MakeUseOf)

  • Perhaps I should take a daily nap (Get Rich Slowly)

  • Get some exercise this weekend and trade better next week (LifeHacker)

  • "Winning is not a sometime thing; it's an all time thing. You don't win once in a while, you don't do things right once in a while, you do them right all the time. Winning is habit. Unfortunately, so is losing." - Vince Lombardi

Posted by Kirk at 7:02 PM in Links | Bookmark | Feeds | Link |


Wednesday, April 21, 2010

The Mid-Weekender

The most noteworthy things I've found so far this week....

MidWeek
  • The V-Shaped recovery (Bloomberg)

  • How does the current Dow recovery compare with major recoveries in the past? (dshort)

  • Many ETFs climb back near pre-recession levels (ETFdb)

  • Contrarian ETFs have been the biggest winners over the last 6 months (ETF Expert)

  • After the rally, here comes the roller coaster (Robert Buckland)

  • Volatility reveals emotion behind market (Dave Beal)

  • What a 100-year stock market chart says (John Curran)

  • What do you think is the hardest trade right now? (Technical Take)

  • Financial advisers scramble to mitigate bigger state tax bite (Investment News)

  • Companies say health care costs hard to swallow (Think)

  • How many Americas are really out of work? It is tough to tell (Carl Bialik)

  • Attention Fed watchers & gurus - a new and nifty way to track the fed funds rate (CME)

  • The New Highs-New Lows Index ($NYHL at StockCharts.com) is probably one of the best indicators to test the underlying breath of current market conditions (Slope Of Hope)

  • What about the TED spread? (Howard Simons)

  • The yield curve and its distortions (Howard Simons)

  • Remember the Misery Index of the 1970s? (CSM)

  • BDI's peaking impact and stocks' barrier (AshrafLaidi)

  • Tech downturn is unofficial over (Forrester Research)

  • Computing the real impact of the volcano (BI)

  • "As long as liquidity remains favorable stocks should not experience any deep setbacks." - Barry Ritholtz

  • For market participants, this economy is in a sweet spot (Tim Duy)

  • Long/short funds continue to ratchet down long exposure in the markets (Market Folly)

  • The V-train is gathering more passengers (Advisor Perspectives)

  • A few beliefs from Dr. Steenbarger (TraderFeed)

  • Thoughts from Bob Bronson (dshort)

  • All market bears like Roubini hold out hope that sovereign debt crisis will spread (CNBC)

  • Is the U.S. on the path towards impoverishment? (Fred Hickey)

  • How to play the bubbles like the pros (Gregory Zuckerman)

  • The bailout is a bargain? Think again (Gretchen Morgenson)

  • Understanding the Goldman scandal in full (Paddy Hirsch)

  • Goldman wasn't big kahuna of CDO Deals (TheStreet)

  • Jon Stewart on Goldman Sachs (BI)

  • Skepticism over the financial reform grows (Credit Writedowns)

  • Wall Street's 8 lobbying goals (Ritholtz)

  • The story of risk in America (John Dickerson)

  • New hedge fund bets on sports, literally (LAT)

  • Bruce Wasserstein's last surprise (Vanity Fair)

  • U.S. equities continue to outperform in 2010 (Bespoke)

  • The five stages of Greek debt grief (Steve Rosenbush)

  • Can the iPad topple the Kindle and save the book business? (The New Yorker)

  • Google's new Chrome OS netbooks will sell for under $400 (Wired)

  • Better stock bets than dear old GE (James Altucher)

  • The banks most capable of causing systemic risk (NYU Stern)

  • Taken for a ride at MicroStrategy (Footnoted)

  • What's the absolute worst stock to buy right now? (Eddy Elfenbein)

  • Three stocks Wall Street is turning against (Jack Hough)

  • 7 insider buys (Fortune)

  • Hate penny stocks? What about stocks that trade above 1,000 a share (StockerBlog)

  • Consistent cash creators - one year later (Fat Pitch Financials)

  • An interesting technical analysis flowchart (StockCharts)

  • A video profile of Jesse Livermore (You Tube)

  • Excerpts from an interesting webinar (Mark Minervini)

  • A few reasons why some make it in trading (Enlightened Trading)

  • In markets, bad stuff happens frequently (Psy-Fi)

  • In order to profit from the up periods, you have to tolerate or even enjoy the down periods (Van Tharp)

  • Three mindset shifts that will help you win (Les Schwartz)

  • How to improve your trading by NOT having an opinion (Bennett A. McDowell)

  • So, what can you do to make money consistently? (Nazy Massoud)

  • The importance of having a trading plan (Options For Rookies)

  • Selecting stocks for a watchlist (Stock Chartist)

  • 20 random stock market trading tips (StockerBlog)

  • Jay Kaeppel dusts off an old trading strategy (Optionetics)

  • Q&A with Joel Greenblatt (Forbes)

  • Should you always be a value investor? (CXO)

  • A simple quantitative value strategy (Manual Of Ideas)

  • Can investors enhance momentum returns for individual stocks with combination strategies that incorporate other technical and accounting indicators? (CXO)

  • Lessons from the Boston Marathon (Todd Sullivan)

  • How to structure an option portfolio (Steve Smith)

  • The inherently unstable nature of correlations between securities and between asset classes (Systematic Relative Strength)

  • How to apply leverage? (ATS)

  • Have you ever used the 5-day moving average exit? (David Penn)

  • The five best tools for managing your multi-monitor setup (Lifehacker)

  • An excellent time tracking manager (Freckle)

  • More hype surrounding actively managed ETFs (Eileen Ambrose)

  • New small-cap ETFs (Index Universe)

  • ETF providers have cluttered a pristine landscape (Tom Bradley)

  • TrimTabs using suspect ETF secret sauce (Index Universe)

  • Another ETF pair to put into your toolbox as a sentiment indicator (Dr. Brett Steenbarger)

  • Breaking down the major China ETFs (Taipan Daily)

  • Rob Hanna examines the EEM/SPY pair concept (Quantifiable Edges)

  • Why the Feds are warning investors about leveraged ETFs (Sheryl Nance-Nash)

  • Like mutual funds, there are hidden tax traps inside ETFs (Jason Zweig)

  • Will the VXX ever outperform? (Steve Place)

  • 6 reasons UNG is due for a comeback (ETFdb)

  • Ultimate guide to Latin American ETFs (ETFdb)

  • Profiting from innovation with the Patent ETF (ETF Base)

  • Those nasty fees can take a big bite out of retirement fund contributions (Kathy Kristof)

  • What are you looking for in a brokerage firm? (IRA Reviews)

  • Three reasons NOT to invest now (Wise Bread)

  • Beward of academics bearing financial advice (Trader's Narrative)

  • Why do people go bankrupt? (The Digerati Life)

  • 14 reasons you're living on the financial edge (Wisdom Journal)

  • 15 ways to slash your cell phone bill (Dough Roller)

  • Why you must raise the deductible on your homeowners insurance (Clark Howard)

  • Fidelity lays sole claim to best credit card in America (Clark Howard)

  • Confessions of an auto claims adjuster (Edmunds)

  • Ten ways to a simple life and better money (John Frainee)

  • The typical politics of being a tv finance guru (Adam Warner)

  • The types of people who disseminate their views about the market (Victor Niederhoffer)

  • Love fast food? Healthy rankings for the sandwiches (FiveThirtyEight)

  • 5 tips for working in the midst of chaos (Almost Fearless)

  • 11 ways of staying focused (Dave Cheong)

  • 16 ways to get motivated when you're in a slump (Zen Habits)

  • Turn your passion into a living (Wise Bread)

  • Do you believe that success is a choice? (Open)

  • "Confidence when losing, humility when winning: a formula for long-term success in markets." - Dr. Brett Steenbarger

    Posted by Kirk at 2:53 PM in Links | Bookmark | Feeds | Link |


    Saturday, April 10, 2010

    Weekender

    Amen Corner

    A few links for your review this Masters weekend...

    • Dow 11K: Then & Now (Wall St. Cheat Sheet)

    • Is Dow 11,000 truly significant? (Jutia)

    • The market's Twilight Zone (Afraid To Trade)

    • On tap next week - earnings season begins! (MarketBeat)

    • Charting earnings growth estimates (Bespoke)

    • Earnings expectations by the numbers (WSJ)

    • How the current market sentiment? A quick overview (Trader's Narrative)

    • Dow 11K: will it bring Mom & Pop back? (MarketBeat)

    • Shorts fear bear trap as U.S. stocks rally (Reuters)

    • Very important - sector earnings expectations (Bespoke)

    • Earnings season: to hold or not to hold (Yodzian)

    • Forget all the theories as to why the market keeps going higher, there really is only one reason (Todd Sullivan)

    • Bull Market, Chapter Two (Ken Fisher)

    • 2Q investment themes (TheStreet)

    • Why do some investors perceive this market as cheap? (Ritholtz)

    • Graham’s P/E10 ratio (Greenbackd)

    • Bringing perspective to current stock values (Mark Hulbert)

    • Signs of the apocalypse? (Humble Student)

    • How high is the wall of worry? (PragCap)

    • Are we at the point of maximum financial risk? (Esignal)

    • Expect near-term sluggishness, but the year-end outlook is bullish (Michael Ashbaugh)

    • Growth leading value (Eddy Elfenbeing)

    • Low-quality issues have outperformed high-quality issues (Mark Hulbert)

    • S&P levels implied by operating earnings & p/e ratio combos (InvestmentPostcards)

    • Will traders sell the earnings news like they did in January and October? (1Option)

    • Does anybody remember what a stock market correction looks like? (Investment Postcards)

    • ISI’s DeGraaf predicts setback for U.S. stocks (Bloomberg)

    • Siegel sees more room to run (Guru Investor)

    • Don't say that Uncle Ben didn't warn you! (Eddy Elfenbein)

    • Technical A/D line signals bull market (MarketWatch)

    • Lots of small days beget more small days (MarketSci)

    • Can precious metals & U.S. Treasury bonds fall together? (Trader's Narrative)

    • What bond rates are suggesting for the intermediate-term (Quantifiable Edges)

    • Are company stock buybacks good news? (Jason Kelly)

    • Chart pattern indicator still green (Bulkowski)

    • When leading stock market indicators peak (Good Financial Cents)

    • Is this a recovery? (Investors Insight)

    • Consumers climb out of the bunkers (Ritholtz)

    • Perspectives on life in America (WSJ)

    • As millennials in the workforce encounter Generation X and baby boomers, a cultural clash is emerging (WP)

    • That whole Age of Frugality thing didn’t last long, did it? (Reuters)

    • Investing in a retail rebound (Carol Kopp)

    • U.S. companies are sitting on a record pile of cash (Bloomberg)

    • Isn't it way too early to worry about the November political elections? (SFGate)

    • How politics caused fiscal disaster (David Stockman)

    • How Washington abetted the bank job (NYT)

    • How the nation's banks are ripping off American cities with the same predatory deals that brought down Greece (Rolling Stone)

    • "The U.S. today is a mirror image of the Roman Empire as it tipped into chaos. Whether we blame our bloated government, a greedy elite or a lethargic population, the similarities between the two foreshadow a gruesome future." - Mark Fisher

    • California cash running low (Bloomberg)

    • The new age of regulation is upon us (Anthony Scaramucci)

    • All eyes on the muni market (Rick Bookstaber)

    • Las Vegas's $8.5bn gamble (FT)

    • Las Vegas' economy isn't a reliable indicator for entire U.S. (LVRJ)

    • 10 predictions from a venture capitalist (BI)

    • The most important chart of the century? (Trader's Narrative)

    • The future of public debt: prospects and implications (BIS)

    • Is the government learning the wrong lessons from the country’s economic rebound? (Economist)

    • Are higher taxes truly inevitable? (Zero Hedge)

    • Did you know that lower tax collections are bullish for stocks? (Trader's Narrative)

    • America's economy is set to shift away from consumption and debt and towards exports and saving (Economist)

    • Investing in an increasing interest rate environment has not been as scary as most people would have you believe (Thomas Kee)

    • The best strategy now may be to do nothing? (MoneyWeek)

    • 10 observations on the risk of rising inflation (James Kostohryz)

    • The cost of rising commodities on the consumer (Bespoke)

    • The controlling factor now in global oil prices are the five billion people in the developing world (Gregor)

    • Time to go long coal? (Trader's Narrative)

    • Very interesting - an introduction to drilling offshore oil wells (Trees Full Of Money)

    • Widespread adoption of electric vehicles would drive up the price of lithium (24/7 Wall St.)

    • Banks to buy ahead of earnings (Dick Bove)

    • Bank investors should watch illiquid assets (WSJ)

    • Biotech stocks facing FDA decisions (TheStreet)

    • What's inside Apple's iPad (BW)

    • What are the best stock trading applications for the iPad? (The Wild Investor)

    • Ciena is a way to play the AT&T buildout (Jim Cramer)

    • Costco is a place where you go broke saving money (Science Blogs)

    • Weekly winners & losers among the IBD 100 (IBD)

    • Sector stock leaders turn in a week of strong gains (IBD)

    • Next week's game plan according to Cramer (TheStreet)

    • Stock picks of advisers ahead of where they stood at bull market peak (Mark Hulbert)

    • Gearing up for earnings season? Here are the most volatile stocks on earnings report days (Bespoke)

    • Chart pattern setups to review this weekend (Bulkowski)

    • Four stocks that seem ready to rebound (John Dorfman)

    • 25 stocks that only go up (Ryan Mallory)

    • 21 stocks with mojo (StockBee)

    • Take a gander at the Home Run Index (Value Expectations)

    • Three stocks with low price-to-sales ratios (SmartMoney)

    • Six stocks for uncertain times (John Reese)

    • The top three most popular bid-cap stocks (AlphaClone)

    • Whitney Tilson's long & short positions (Market Folly)

    • The Graham Strategy - still a winner after 60+ years (Guru Investor)

    • What makes individual investors trade more or less? (CXO)

    • Need help figuring out optimal trading position sizes? Play this game! (Van Tharp)

    • 10 psychological, valuation & adaptive investing rules (Ritholtz)

    • Does success breed failure? (Options For Rookies)

    • Thinking like an economist: when does it pay off? (Jeff Miller)

    • Are you consistently mentally prepared? (Trader Interviews)

    • A major advantage of being an experienced trader is knowing what you don’t know about markets and trading (Jim Wyckoff)

    • xTrends trading rules (SharePlanner)

    • Trader better by keeping it simple (Portfolio Tilt)

    • 6 simple questions to ask yourself at the end of every trading day (TraderFeed)

    • 6 things you can do right now to improve your trading (The Wild Investor)

    • The importance of getting to know your stocks (Derek Hernquist)

    • Three important considerations for selecting a trading coach (TraderFeed)

    • Growing your trading size and how to take more risk (TraderFeed)

    • How to deal with misleading research (Jeff Miller)

    • 5 tradings discuss their overall trading strategies (Trading Markets)

    • A look at Lichello's AIM system (Praveen Puri)

    • Do 80% of all options on futures really expire worthless? (Jim Wyckoff)

    • What's the difference between log versus arithmetic scaling on charts? (StockCharts)

    • 10 basic things you need to know before shorting a stock (Trading Markets)

    • How to read options activity (Steve Smith)

    • Private equity IPOs almost as a rule cannot be trusted (WSJ)

    • How to value stocks (James Altucher)

    • You always own too little of that winning stock (Jonathan Hoenig)

    • Usng Gann to trade the main trend (TradingMarkets)

    • Two ways to determine trend strength (Trading Markets)

    • Tracking market strength with moving average indicators (TraderFeed)

    • Is investor sentiment a better predictor of future stock returns in bull markets or bear markets? (CXO)

    • You should focus different strategies such as trend or mean-reversion on different stocks of the index rather than trying to create a universal system (CSS Analytics)

    • How to calculate ROI (Accounting Scholar)

    • Time tested trading tips (Traders' Library)

    • What works in investing? 5 simple things (Magic Diligence)

    • Springtime is an ideal opportunity to reflect on four important rules (WSJ)

    • Clark's simple investing guide (Clark Howard)

    • Why the Yale Model of Investing doesn't work for everybody (Harvard Business Review)

    • A better way to slice your portfolio (SFO)

    • Attention lazy portfolio investors - a checkup on the OSV passive model portfolio Q1 results (Old School Value)

    • Under the microscope - a sector rotation ETF (ETFdb)

    • This week in ETFs (ETFdb)

    • 1 year after the crash - biggest ETF winners & losers by country and sector (ETF Base)

    • A set of ETFs to survive April's showers (Jim Lowell)

    • An update on active ETFs (Intelligent Speculator)

    • Leveraged and inverse ETF performance year to date (Bespoke)

    • The shocking truth about leveraged ETFs (ETFdb)

    • What about a strategy that focuses on sector ETF momentum with selective shorting of losers? (CXO)

    • Asset allocation - a correlation analysis utilizing ETFs (PrudentTrader)

    • Fine tuning your asset allocation (Merriman)

    • Alternate constituent weightings in the S&P 500 (Richard Shaw)

    • Fund seeks to demystify quants (WSJ)

    • The jury is still out on using commodity funds for portfolio diversification (WSJ)

    • Old-fashioned investing advice still applies (LAT)

    • Q&A with Jason Zweig (WealthTrack)

    • Money lessons from a financial pro (Jonathan Burton)

    • Eight do's and don'ts for your 401k (Robert Powell)

    • Top 10 reasons to not plan for retirement (Randy Neumann)

    • How's your level of self-control? (Systematic Relative Strength)

    • Do you know that nearly half of U.S. households escape Fed Income Tax? (CNBC)

    • Tax time is a good time to consider a Berky (Phil Town)

    • A website to help you find a better bank (FindABetterBank)

    • A website to help you create monetary loans between friends and family (LendFriend)

    • 6 secrets of a credit score (Budgets Are Sexy)

    • After your spring cleaning, be sure to do a home inventory (CashMoneyLife)

    • The best things to buy in April (LifeHacker)

    • Tired of wasting money razor blades? A neat work around (Lifehacker)

    • Top 5 internet scams to watch out for (Financial Highway)

    • Have you learned how to say no? (WiseBread)

    • Managing your mindset (Open)

    • This is something I continue to work on - i.e. learning how to clear your life of non-essential tasks (Zen Habits)

    • What's your plan for next week? A tool to help you manage your tasks (WeekPlan)

    • The important link between productivity and success (TraderFeed)

    • 15 Google interview questions that will make you feel stupid (BI)

    • Good question: why are 25 hedge fund managers worth 658,000 teachers? (Huffington)

    • What would you do with a billion dollars? (Huffington)

    • Never forget that with great success in the markets, you also have a key responsibility to help others. Here are 34 little ways to share with the world (Zen Habits)

    • "The key is not the 'will to win' - everyone has that. It is the will to prepare to win that is important." - Bob Knight

    Posted by Kirk at 12:43 PM in Links | Bookmark | Feeds | Link |


    Saturday, February 20, 2010

    Weekender

    A few to review over the weekend...

    Weekender
    • Weekend vantage points (TraderFeed)

    • What's on tap for next week? (MarketBeat)

    • The state of the market for Monday (MarketSci)

    • Is this a bull trap? (DecisionPoint)

    • The up correction now will be limited and possibly already completed (Vervoort)

    • The chart pattern indicator still flashing green (PatternSite)

    • 5 reasons to feel positive (MillionaireNow)

    • Still no 10% correction (Dshort)

    • It's not different this time (Rosen)

    • Right now the market is talking to us. Are you listening? (TradeKing)

    • The market is a cruel mistress - especially for the long term memory impaired (EvilSpeculator)

    • Watch that downtrend resistance (Dshort)

    • In case you were living on another planet, major indicies back above their 50 day ma (Bepoke)

    • Don't fight the Fed? The historical effect of the first rate hikes on the market (TradersNarrative)

    • What is the difference between the discount rate and the fed funds rate? (KathyLien)

    • Bulls charge past Uncle Ben (ETFdigest)

    • Watch those darn credit markets (FinancialSense)

    • Can the bull market put on some muscle? (Barrons)

    • The case for being bullish (JasonTrennert)

    • As the market rips higher, the bears give up and go positive (HarryNewton)

    • When the next wave of selling hits, you won’t have time to place orders (1Option)

    • Why the correction isn't over (BI)

    • 5 factors that could rescue U.S. stocks (MoneyMorning)

    • Love the stimulus? Then you are really in luck! (BI)

    • More stimulus is needed to avert double-dip (GuruInvestor)

    • Economic momentum may have already peaked? (PragCap)

    • Surging earnings (ChartOfTheDay)

    • EconomPicks of the weekend (EconopicData)

    • Weakest inflation since 1982 (CrossingWallStreet)

    • Strong rebound? Not in rail traffic (MarketTalk)

    • A reversal in fortune in the ECRI leading indicator (Ritholtz)

    • Three reasons why is the copper ETF soaring (ETFdb)

    • How Americans view their strengths and weaknesses (Gallup)

    • Why are Americans are so angry? (NewYorker)

    • A parable about how one nation came to financial ruin (Slate)

    • This time is really different - debt doesn't matter and the Fed is always right (Rosen)

    • Asinine assumptions abound in turbulent times (TreeceReport)

    • Would you rather be Greece or California? (LAT)

    • History doesn't repeat exactly, but.... (Ritholtz)

    • Three ghosts of bear markets past, redux (Greenbackd)

    • After a recession, all sectors don't recover equally (Ritholtz)

    • Percentage of stocks above 50 day moving averages (Bespoke)

    • Weekly sentiment overview (TradersNarrative)

    • Investor sentiment is in bounce mode (TechnicalTake)

    • The equity culture's demise has been greatly exaggerated (ReformedBroker)

    • Americans doubt theri stock-market savvy (CNBC)

    • Charles Gasparino's account of the credit crisis (PrivatePortfolio)

    • Number-crunchers crunched (Economist)

    • Ghosts in the machine (FT)

    • 10 lessons not learnt (GMO)

    • Where are the client's yachts RBS? (NYT)

    • Bank reform and the future of Wall Street (PBS)

    • Selling out America to Wall Street (EconomyInCrisis)

    • A quick look at household balance sheets (Ritholtz)

    • So, will luxury spending save the economy? (Portfolio)

    • Welcome to the General Motors economy (WSJ)

    • Currency trading is place to make your fortune (Bloomberg)

    • High yields aren't always a good thing (WSJ)

    • Is gold a crowded trade? (Ritholtz)

    • Metals remain attractive for good reason (SmartStops)

    • Tepper's Appaloosa goes long airlines (MarketFolly)

    • Where the true values are usually is where the momentum is not (GuruInvestor)

    • 3 macro themes (Hedgeyeblog)

    • Hedge funds dislike U.S. equities, but really hate the euro (MarketFolly)

    • Big hype for Bloom Energy's new fuel cell (Fortune)

    • A comparison of government finances and the economy between China and the U.S. (TFS)

    • Prepare for a Chinese currency revaluation (SeekingAlpha)

    • 10 reasons to invest in Chile (TFS)

    • Can game theory predict when Iran will get the bomb? (NYT)

    • Rightnow is a play on cloud computing (InvestWithAnEdge)

    • What debt free stock yields over 16%? (StockerBlog)

    • Chart pattern setups for the weekend (PatternSite)

    • Stocks with healthy bases (Downtowntrader)

    • Best and worst performing stocks on earnings (Bespoke)

    • Low-priced stocks with attractive valuations (ValueExpectations)

    • Stocks primed for shorting (SharePlanner)

    • 10 dividend kings (DivdendGrowthInvestor)

    • Over 35 stocks with tax free yields above 7% (StockerBlog)

    • 10 biotech stocks facing FDA approval (TheStreet)

    • 3 stocks that seem oddly cheap (SmartMoney)

    • 8 stocks you should know about (TradeRadar)

    • Screening for utes (WinningInvesting)

    • Livermore active issues index (CSSanalytics)

    • 13 symptoms of a bad stock trader (WildInvestor)

    • 4 skills every trader should master (TradingMarkets)

    • How to project price targets from triangles (AfraidToTrade)

    • Using the detrended price oscillator (StockCharts)

    • Has anyone had success using equivolume other than Dick Arms? (StockCharts)

    • However, I do find Bollinger Bank %B helpful (StockCharts)

    • Stop using 60 minute charts (Alphatrends)

    • Use MetaStock? Vervoort's free formulas (Stocata)

    • Should you reconsider re-entering trades that have stopped out? (StockTickr)

    • What to do when a company misses earnings? (MarkMinervini)

    • Yes, the trend is still your friend (TradersNarrative)

    • 5 key components to your success in the market (Marketclub)

    • Understanding your trading psychology (Optionetics)

    • Trading is not about guessing or hoping (AIQ)

    • The importance of using multiple time frame analysis (TradingMarkets)

    • Understanding what to look for in the balance sheet (InvestingCaffeine)

    • Understanding Vega (OptionsZone)

    • Q&A with John Dorfman (GuruFocus)

    • Q&A with Jason Goepfert (MarketHeist)

    • 10 things I learned from Brian Shannon (SMB)

    • 7 habits of highly ineffective investors (InvestWithAnEdge)

    • Lots of positive chatter over Market Rewind's rotation model (CSSanalytics)

    • This week in ETFs (ETFdb)

    • Why EQL may be a better S&P 500 ETF than the SPY (ETFdb)

    • Income ETFs with less risk (ETFexpert)

    • 5 ETF targets to consider selling now (Jutia)

    • ETFs were wider off the mark in 2009 (WSJ)

    • What's the best IRA for you? (ConsumerBoomer)

    • Taking the time to write a financial plan is a crucial step in securing your retirement (Merriman)

    • The math of retirement; not good (RandomRoger)

    • 7 things about money I wish I knew in my 20s (Quizzle)

    • 8 things you need to know about reverse mortgages (GoodFinancialCents)

    • Planning your spring break? Cheap airfare links & bookmarks (MyMoneyBlog)

    • Booking a flight the frugal way (NYT)

    • The best iPhone personal finance apps (Mint)

    • The two best credit cards (ClarkHoward)

    • A side-by-side look at tax software (NYT)

    • How to tame taxes in your taxable account (Morningstar)

    • 8 ways to shield your business from hackers (Open)

    • Thiefs tap into social networking (PleaseRobMe)

    • Tired of hearing others brag? Just consider the context! (DarwinsFinance)

    • Don't get trapped in the constant news treadmill (HedgeWorld)

    • What makes someone a great entrepreneur & trader (FasterTimes)

    • 9 simple ways you can bring yourself into flow (Zenhabits)

    • Are you too distracted? 5 ways to manage yourself for increased productivity (FreelanceSwitch)

    • How to restore balance in your life (Open)

    • Research reveals three qualities common to people who build great fortunes (Forbes)

    • Pros & cons of being wealthy (Monevator)

    • Happiness, health, and the quality of life (TraderFeed)

    • "The test of a first-rate intelligence is the ability to hold two opposed ideas in mind at the same time and still retain the ability to function. One should, for example, be able to see that things are hopeless and yet be determined to make them otherwise." - F. Scott Fitzgerald

    Posted by Kirk at 2:47 PM in Links | Bookmark | Feeds | Link |


    Wednesday, February 17, 2010

    Seeking Clarity

    A few thoughts to share at mid-week...

    Seeking Clarity
    • Dr. StrangeMarkets (Optionetics)

    • Federal Reserve declares recession over (Ritholtz)

    • Is that the correction? (GaryKaltbaum)

    • What constitutes as a market correction? (dshort)

    • We're going back to the highs (SamStovall)

    • Advisors are in a funk and that's a good sign (MarkHulbert)

    • We are the world (DougKass)

    • Looking at the Fed's exit strategy (CrossingWallStreet)

    • Three walls of worry (Jutia)

    • Deficit hawks want new recession (Ritholtz)

    • Investors increasingly giving up on hyperinflation bets (BI)

    • 5 trends for a weaker recovery (PragCap)

    • Expectation ratio hits 2010 low (PragCap)

    • Updating S&P 500 earnings forecasts (PragCap)

    • Why the coming recovery will hurt like hell (Newsweek)

    • The not-so-quiet riot (Minyanville)

    • The Yin Yang Cycle (TFS)

    • Where are we in the bubble process? (PragCap)

    • Cycle-logical (MarketSentiment)

    • Analyzing four big-cap market leaders (Minyanville)

    • Indicators to watch (DisciplinedInvestor)

    • Three black crows (AIQ)

    • Trusty chart pattern indicator turns bullish (Bulkowski)

    • Put this kiss on your list (TradeKing)

    • Think austerity (ReformedBroker)

    • Housing lobbyists roll out their heavy artillery (MillionaireNowBook)

    • 5 million more foreclosures? (Ritholtz)

    • Restaurant stocks serving up tasty gains (Barrons)

    • Just what is the real level of government debt in Europe? (FistfulOfEuros)

    • Which countries have the biggest problems? (ETFdesk)

    • Citi's CEO should go undercover (TheStreet)

    • Everyone wants to know what David Einhorn is up to (MarketFolly)

    • As well as Mohnish Pabrai (MarketFolly)

    • The best bank stocks (TFS)

    • The new safe havens (FT)

    • 6 charts showing bullish signals (WildInvestor)

    • 4 bargains emerge (Dorfman)

    • Top magic formula stocks by dividends, price-to-sales, & price-to-book (MagicDigilence)

    • Best and worst performing stocks YTD (Bespoke)

    • Backtesting Graham screens (OldSchoolValue)

    • Free online tools help to sift wheat from the chaff (GlobeAdvisor)

    • Listen up - a lesson in inventory analysis (MarkMinervini)

    • Using technical indicators vs trading based purely on price and volume (Tischendorf)

    • Evaluation of momentum oscillators (TradingTheOdds)

    • Follow the flow through channels (Esignal)

    • Applying Black Jack principles to intraday trading (TradingMarkets)

    • What can traders learn from Olympians (CSSAnalytics)

    • Trading to win vs Trading to NOT lose (TraderFeed)

    • Testing the vortex indicator (ATS)

    • Do you use practice drills to improve your trading? (TraderFeed)

    • An interesting review of Lussenheide's Basic Timing Strategy (CXO)

    • If it sounds too good to be true - it probably is (EconompicData)

    • The top 25 ETFs on U.S. markets (IntelligentSpeculator)

    • 5 little known secrets of ultra-popular ETFs (ETFdb)

    • ETF price & volume changes (PrudentTrader)

    • Weekly TCA-ETF Rankings (DashOfInsight)

    • Duh. Bad market timing eats away at returns (Morningstar)

    • Clark Howard's investing guide (ClarkHoward)

    • An automatic asset builder (TRowePrice)

    • Morningstar lifetime allocation indexes (MyMoneyBlog)

    • Some mutual fund fees higher than thought (NewRulesOfInvesting)

    • 7 financial moves to make in your 20s (MoneyNing)

    • Tips on teaching kids about money (TreesFullOfMoney)

    • Trade better with Feng Shui? (AbundanceTapestry)

    • Five ways to make change easier (Open)

    • It's about time. Find a doctor and book online (ZocDoc)

    • Hawaii tops Utah for nation's best in well-being (Gallup)

    • A trader who retired early (MeatballEffect)

    • What it really takes to be great (Fortune)

    • "If a speculator is correct half of the time, he is hitting a good average. Even being right 3 or 4 times out of 10 should yield a person a fortune if he has the sense to cut his losses quickly on the ventures where he is wrong." - Bernard Baruch

    Posted by Kirk at 2:20 PM in Links | Bookmark | Feeds | Link |


    Saturday, February 13, 2010

    Weekender

    Weekender
    • America's broken equity culture (MarkHulbert)

    • Will we ever again trust Wall Street? (WSJ)

    • ETF investors still running away from the U.S.A. (ETFexpert)

    • Corporate America is more pessimistic than you know (WSJ)

    • Buybacks are back (Minyanville)

    • Increase in corporate buyback programs is a bullish omen (MarkHulbert)

    • Why the bailouts were necessary (JamesAltucher)

    • Fickle markets (ETFdigest)

    • Suze turns bearish (BadMoneyAdvice)

    • If it feels like only a correction, is it just a correction? (JoeFahmy)

    • Is this just a correction or the start of something more? (TradeKing)

    • Is this stock market playing you for a fool? (Zook)

    • S&P 500 sector trading ranges (Bespoke)

    • Who is overconfident? (DashOfInsight)

    • This week's sentiment overview (TradersNarrative)

    • What's on tap for next week (WSJ)

    • A look at historical trading following President's Day (Bespoke)

    • Economy's setback not sign of new normal, just normal (CentralPenn)

    • Is history repeating itself? (MarketClub)

    • Searching for a better understanding of depressions (RealClearMarkets)

    • Five current investment themes (MarketFolly)

    • Three topics as most influential on markets (Hedgeye)

    • Top 10 surprises for 2010 (MadHedgeFundTrader)

    • Dow could fall another 3,000 points (RichardRussell)

    • The next leg of the great bear market has begun (FT)

    • Playing with EMAs (SingersMarket)

    • One word - Fedspeak (Ritholtz)

    • Fed grapples with policy brakes (FT)

    • It amazes me how people have such short memories (NPR)

    • The impending U.S. bankruptcy is not only Obama's fault (JasonKelly)

    • The Obama banking plan explained (FT)

    • The Federal Balance Sheet has no relationship with common sense (BI)

    • Ignore anyone who tells you that debt levels don't matter (Aleph)

    • Are you smarter than Uncle Sam? (EnemyofDebt)

    • Erasing our innovation deficit (WP)

    • A simple study shows how today's markets are blind to the inevitable debtflation ahead (BI)

    • What does fighting the Fed mean? (DashOfInsight)

    • Bernanke's exit plan: another giveaway to bankers (TradersNarrative)

    • Honey, we bankrupted the kids! (Jubak)

    • Is social security too big to NOT fail? (ETFfool)

    • Is America going to hell? (Minyanville)

    • The debt contretemps everybody's ignoring (Barrons)

    • After getting it wrong, the strategists now increase their price targets (Bespoke)

    • Economists are not the only fruitcakes (Monevator)

    • How Valentine's day helps the economy (Mint)

    • No job growth for small business (Bloomberg)

    • White House sees monthly employment growth of 95,000 (WSJ)

    • Economists say may lost jobs that won't return (WSJ)

    • More green shoots! A new record in food stamps (Guardian)

    • Rich people still have jobs, poor people don't (Time)

    • Signs of a bad economy (FreeMoneyFinance)

    • Even people who can afford their mortgage payment consider walking away (WP)

    • Not able to pay the mortgage or more than the minimum on the credit cards, Americans still find enough cash for entertaining themselves (NYT)

    • Truckers index drives U.S. GDP fears (FT)

    • An update on rail traffic (CalculatedRisk)

    • When tech is a wreck, the market goes to heck (JayKaeppel)

    • What the heck is this cloud computing thing? (FundMyMutualFund)

    • The inverse relationship between bond prices and interest rates (Guzzo)

    • Does rapid growth = high returns? (FT)

    • ISM commodities survey shows increasing inflation pressure (Bespoke)

    • Don't count the dollar out too soon (OilPrice)

    • Energy sector showing strong value (Sabrient)

    • Perspectives on the new age of manufacturing (WebWorkerDaily)

    • Putting gold's recently weakness in perspective (TradersNarrative)

    • Will copper become the new gold? (MoneyMorning)

    • The safest, smartest way to own gold? Consider royalty trusts (SeekingAlpha)

    • Eight ways to profit from the world's biggest spending boom (MoneyMorning)

    • Six ways to profits from the rebound in luxury spending (MoneyMorning)

    • Time to look for investments that benefit from fat Americans (Gallup)

    • New dangers for the world economy (Economist)

    • Major trend breaks for global markets (TradersNarrative)

    • How to profit from Europe's turmoil (JamesAltucher)

    • Equity investors are dancing on the edge of the volcano (PragCap)

    • Keep it simple, stupid! (Telegraph)

    • Which country's debts are truly the worst? (WallStCheatSheet)

    • Industrial growth in India accelerates to 20 year high (BI)

    • The indebtedness of various sovereigns (Ritholtz)

    • Global household leverage (FRBSF)

    • Why European debt matters to the United States (MarketWatch)

    • The problem with Piigs (Guardian)

    • China orders retreat from risky assets (Telegraph)

    • U.S. rates are too hot for China (Yellen)

    • 10 China myths for a new decade (HeritageFoundation)

    • China acts like a grownup (ReformedBroker)

    • Four reasons why China will start sucking wind (BI)

    • How to profit from China's next move (Minyanville)

    • A Canadian says short Canada (Mish)

    • Who needs aircraft carriers and cruise missiles when you have IOUs? (BurningPlatform)

    • Wall Street's race to the bottom (WSJ)

    • Is prop trading too wild for Wall Street? (Time)

    • Hedge funds off to a slow start in 2010 (Econopic)

    • Banks need more capital to withstand shocks (Bloomberg)

    • Why casinos deserve our trust more than banks (UndergroundInvestor)

    • Just wait, there will be another rally in distressed debt (BI)

    • Time to go long the Euro? (SentimenTrader)

    • Commodity contagion (ETFexpert)

    • Do commodities still provide portfolio diversification? (ETFDeskDaily)

    • Comcast to undergo a timely name change (ClarkHoward)

    • An interesting way Motorola uses a prediction-market variant (CFO)

    • Has anyone out there found the CAPS screener helpful? (Fool)

    • Another Motley Fool hidden gem (StockGumshoe)

    • Large caps with magic (MagicDiligence)

    • 10% yielders (TFS)

    • The PEG ratio takes that good idea and simplifies it into meaninglessness (ResearchPuzzle)

    • More dividend hike predictions (24/7WallSt)

    • Stocks going ex dividend at the end of February (StockerBlog)

    • 5 stocks under $5 bucks per share (StockBlog)

    • 3 stocks with recent analyst upgrades (SmartMoney)

    • 12 Stocks with attractive valuations (VE)

    • Trading skills are overpowering knowledge (SMB)

    • Why one trader hates shorting stocks (JoeFahmy)

    • How do you weather the inevitable storms in your trading? (TraderFeed)

    • Make your first lost your best loss. Never add (TradeChartPatterns)

    • We tend to change, not when we want to, but when we need to (TraderFeed)

    • How to decode the new options symbols (MoneyMorning)

    • Setting your trading stops (TradersLibrary)

    • 4 ways to think like a winning trader (TradingMarkets)

    • What it is vital you understand the VIX (OptionsZone)

    • Continuation patterns (MarketClub)

    • Have you heard of the Black Cross? (EvilSpeculator)

    • What are Episodic Pivots and how to find them (StockBee)

    • Yes, you really need to backtest your system (DavidJenyns)

    • Just getting started? Master one setup first (ElectronicLocal)

    • It's not just what you keep track of - it's also what you don't keep track of (TalentCode)

    • In trading and investing, it's all an experimental (WebWorkerDaily)

    • 5 principles of leadership and trading (TradingMarkets)

    • Your irrational brain and what happens when you are loss averse (WorldBeta)

    • I've been tempted to start using Evernote for my trading journal (ChristianPF)

    • Forget worrying about turnover. The only question should be; at the end of the day, does your style make money? (MarkMinervini)

    • Why it is vital you understand the VIX (OptionsZone)

    • High frequency trading is forcing traders to become more sophisticated (T3Live)

    • How a daytrading finds success - treat it as just a game (DutchDaytrader)

    • How to analyze receivables and inventory (OldSchoolValue)

    • The laws of using multiple time frame analysis (TradingMarkets)

    • A method for scaling-in to a trade (TradingMarkets)

    • Trauma and the amygdala (TraderFeed)

    • 5 keys to dealing with trading fear (TradingMarkets)

    • Q&A with trader Vadym Graifer (iBankCoin)

    • Two things that are very important when it comes to making predictions (Tischendorf)

    • How can traders identify if their trading problems are the result of emotional traumas? (TraderFeed)

    • Digging below the surface is always important (TraderFeed)

    • 4 cornerstones of ETF options trading (MarketClub)

    • Much like traders, business leaders must recognize failure early and often (CFO)

    • 5 investing myths debunked (Minyanville)

    • Like most people, the pros have trouble with buy and hold (WSJ)

    • Buy-and-hold hasn't looked too good lately, but churn-and-burn is no better (WSJ)

    • 4 ways to make buy and hold investing more effective (WiseBread)

    • The top mutual funds (AAII)

    • 5 ETF ideas for contrarian investors (ETFdb)

    • Playing defense with ETFs? 5 choices (ETFdb)

    • Low volatility ETFs with high income components (ETFexpert)

    • There is lots of interest in alternative ETFs (Jutia)

    • ETF pair trading based on relative returns / volatility may outperform (CXO)

    • Which biotech ETF is best? (ETFdb)

    • Exotic ETFs made hide unpleasant tax surprise (DailyFinance)

    • February's ETF deathwatch (InvestWithAnEdge)

    • 5 questions to ask when investing in ETFs (ETFdb)

    • It's time for the Fed to help savers (MarketWatch)

    • Financial planning myths (FinancialHighway)

    • Good news - 8 in 10 firms plan to restore 401k match (MarketWatch)

    • A simple way to beat hedge funds (JamesAltucher)

    • Five common investor mistakes (InvestWithAnEdge)

    • You can never change the past, but you can certainly learn from it (SimpleDollar)

    • Tips on beating off the financial sharks (InvestingCaffeine)

    • 10 things millionaires won't tell you (SmartMoney)

    • How to talk money with your honey (FiscalGeek)

    • Three childhood lessons (MyLifeRoi)

    • Want to see how people like you save and spend their money? (Bundle)

    • Do you qualify for these 4 new tax breaks? (MoneyNing)

    • How to deal with the wash sale rule & trader tax status (ReaperTrades)

    • 10 wackiest tax deductions for 2010 (Bankrate)

    • Are you making these 5 tax-filing mistakes (RedeemingRiche$)

    • This might be one of the best times ever to make an investment in rental property (WealthPilgrim)

    • Your cell phone company's dirty little secret (CNN)

    • Free service offering visual voicemail for your phone (YouMail)

    • I won't be booking my spring break vacation at any of these hotels (TripAdvisor)

    • What are the odds? (DarwinsFinance)

    • Do you trust others less after the recession? (SteadfastFinances)

    • Underdogs have more motivation? No so fast! (Psysorg)

    • What's your favorite color? (USAToday)

    • 20 inspiring women to follow on twitter (Forbes)

    • 25 winter Olympic athletes to watch (Time)

    • Is trading and investing your passion? If not, how to find your passion (WiseBread)

    • Is was bound to happen - new social media backlash (BloggingStocks)

    • Millionaire gives away fortune which made him miserable (Telegraph)

    • Stillness is a powerful action (Zenhabits)

    • "There is nothing new under the sun but there are lots of old things we don't know." - Ambrose Bierce

    Posted by Kirk at 9:43 AM in Links | Bookmark | Feeds | Link |


    Tuesday, February 09, 2010

    In And Out Of The Market

    Bankers
    • Investors worry about downturn (MSNBC)

    • The bullish stampede ends abruptly (SafeHaven)

    • Market deja vu? (Bespoke)

    • Return of 2008 trading - guess the bailout! (FundMyMutualFund)

    • Heavy hitters are short-term bullish, but long-term bearish (GuruFocus)

    • All eyes on S&P 1,044 (Vervoort)

    • Reward and risk increasing (Charts&Coffee)

    • Surviving the selling stampede (JeffSaut)

    • Can you still be a bull when this market's technicals are so awful? (TradeRadar)

    • That’s what the unraveling of an uptrend looks like (WealthWizard)

    • None of last week's stop loss longs look particularly attractive yet (FundMyMutualFund)

    • The bears are putting on weight (Barrons)

    • Markets can remain oversold longer than you can remain solvent (Bespoke)

    • What the mutual fund cash level tells us (MarkHulbert)

    • Are you keeping tabs on the equity/put call ratio? (Chartly)

    • Rydex market timers are becoming more bearish (TechnicalTake)

    • One study suggesting a market that is likely to resume its uptrend or at least test its recent highs (QE)

    • Will the superbowl indicator trump the January barometer in 2010 (GuruFocus)

    • Forget the January effect - this year watch the Lunar New Year effect (Jubak)

    • How does the market typically perform in a mid-term election year? (TradersNarrative)

    • The market's following a script you can profit from (TradeKing)

    • In the shadows of the Great Recession (UBS)

    • Pullback has dialed back on excessive optimism and that's a good thing (BusinessWeek)

    • Is the market priced for perfection? (NYT)

    • The recent market turmoil is closer to starting than it is to ending (InvestedCentral)

    • Trillion-dollar tab awaits debtors (Forbes)

    • Battling the latest bear construct (Cramer)

    • Bank securitization woes only beginning (NakedCapitalism)

    • Trying to predict market won't pay off in 2010 (Philly)

    • The era of big government has returned with a vengeance (WashingtonTimes)

    • Americans give Obama his lowest job approval rating yet on his handling of the economy (Gallup)

    • Wall Street sends fresh cash to GOP (NYT)

    • Should individuals be regulated like Wall Street banks? (TheAtlantic)

    • What I learned from Hank Paulson's book (NYT)

    • Q&A with Henry M. Paulson (CharlieRose)

    • Greenspan exposes his stock-pumping bias (BI)

    • Greenie fights back! (Fortune)

    • Shocker! Nouriel Roubini gets it wrong like everybody else (Telegraph)

    • As the saying goes - it is better to be lucky than good! (CNBC)

    • Any timer of the U.S. stock market who did not beat the market during 2000-2009 has some explaining to do (CXO)

    • Financial lessons of the ages (BestMinds)

    • For all the concern over the $1.6 trillion U.S. budget deficit and record debt load, the dollar is as valuable now as 35 years ago (Bloomberg)

    • Indicators we are watching (DisciplinedInvestor)

    • Two economic indicators flashing a sell signal (BI)

    • Job charts! (Ritholtz)

    • How bad is it in Nevada? A reality check (WP)

    • More green shoots! U.S. business bankruptcies rose 7% in January (Reuters)

    • Times are changing - cash-in refis growing in popularity (LAT)

    • Is the IPO drought finally over? (CFO)

    • You should go short retail stocks with impunity (DougKass)

    • Q&A with Doug Kass (Benzinga)

    • Alert over short-selling disclosure rules (FT)

    • Yale professor sees commodities decoupling (Guardian)

    • Did you know that it takes 7 years to get permits for mining projects in the U.S.? (WSJ)

    • Investor love for emerging markets disintegrates (BI)

    • Speculators build bets against euro (FT)

    • China lists $9.6 billion in shares of U.S. companies (NYT)

    • A classic rounded reversal in Spain (AfraidToTrade)

    • Are there any bright spots in this market? (DashOfInsight)

    • Beware of big jumps among industry groups (IBD)

    • Energy sector at support (TradersNarrative)

    • Home builders are buoyant (WSJ)

    • Tech CFOs are optimistic about near-term results (CFO)

    • Goldman Sachs & Hedge Funds are bullish on tower stocks (MarketFolly)

    • How are the stock picks for 2010 holding up so far? (GainersToday)

    • Ten blasphemous trade ideas (BI)

    • 10 phobias of 2010 (MSN)

    • A baker's dozen of top stocks for 2010 (Sabrient)

    • Big cap leaders' screen reduced to just 8 stocks (IBD)

    • Which are the best 6 stocks in the Dow? (TheStreet)

    • Analysts' best picks for 2010 (MarketFolly)

    • The case for Pfizer (ContrarianEdge)

    • Buy stocks to ride the second stage of the bull market (Dorfman)

    • 10 expected big dividend growth picks for 2010 (24/7WallSt)

    • Stocks up 5% on earnings and down 5% since (Bespoke)

    • 25 stocks with mojo (StockBee)

    • Ben Graham's net current asset value approach (AAII)

    • 8 Graham stocks for 2010 (Ndir)

    • An updated free Graham net net spreadsheet (OldSchoolValue)

    • Stocks flying under the radar that are selling half of their book value (SharePlanner)

    • Stocks should pass 4 tests (DailyFinance)

    • Four stocks with high bankruptcy probabilities (24/7WallSt)

    • Taking a loss - it only hurts for a little while (AIQ)

    • Using a trailing ATR stop (Vervoort)

    • EMAs: where they belong in your trading toolbox (TraderPlanet)

    • Trading is not about being right or wrong. It is about making money. It's about making more than you lose. (TraderPlanet)

    • Back to the VIX futures (DailyOptionsReport)

    • Three types of channel breakout entries (iBankCoin)

    • Entering trends on reaction (Esignal)

    • Six steps that every trader needs to know (MarketClub)

    • New nomenclature for option symbols (FundMyMutualFund)

    • Think for yourself (JeffMatthews)

    • Organize your efforts this year around your most profitable method (StockBee)

    • Do you serve as a mentor to others? A must read article (HBR)

    • Traders should adopt the methods of professional poker players (DavianLetter)

    • More information is not always better (SmartMoney)

    • Stats and Bill Eckhardt (ATS)

    • 4 simple lessons on cost, price, & margins (OldSchoolValue)

    • Study shows that mutual fund hot hands quickly cool (NewRulesOfInvesting)

    • Long periods of continued success are undermined not by the competition but by self-inflicted wounds (HBR)

    • This service could be used as a simple online trading journal (1DayLater)

    • Dowdy Index Funds win a notable endorsement (NYT)

    • Building an ETF portfolio from the ground up (Gazette)

    • The 26 commison-free ETFs at Fidelity (InvestWithAnEdge)

    • ETFs with dividends that go up when the market goes down (StockerBlog)

    • A terrific resource - a free database of indexes (ETFdb)

    • Proshares plans 300% leveraged ETFs (ETFdb)

    • Leveraged ETF performance YTD (Bespoke)

    • Be a Zen investor (EpicInvestor)

    • Investing principles for 2010 and beyond (MarketWatch)

    • How to run your portfolio like a hedge fund (Monevator)

    • Why diversification still matters (TFS)

    • Diversification works until it doesn't (Dshort)

    • Meditations on lazy investing (MarkeWatch)

    • Three strategies for outsmarting the market (YF)

    • Investing without goals is like golfing without a putter (SimpleDollar)

    • Three reasons why the average Joe is a bad investor (PersonalFinanceNinja)

    • The financial industry is out to hammer you (InvestingCaffeine)

    • 5 financial mistakes that can cost you significantly (GenerationX)

    • Paying capital gains taxes when you trade stocks (SmarterWallet)

    • Tax tips for the self-employed (Minyanville)

    • 3 common qualities of high net worth people (MyJourneyToMillions)

    • How to choose the best financial advisor/planner for you (GoodFinancialCents)

    • Do you need a disability income insurance policy? (GoodFinancialCents)

    • 10 steps to financial success in 2010 (GetRichSlowly)

    • 100 ways to save $1000 in a day (Cesi)

    • I hope you don't have Blue Cross! (SFGate)

    • Are you gullible? (OpenForum)

    • A superbowl team of online finance's best (NewRulesOfInvesting)

    • 5 ways to reduce your anxiety (OpenForum)

    • How to reinvent yourself (OpenForum)

    • Go make your own luck! (Dr.Z)

    • 14 great ways to be miserable (StevenAitchison)

    • "You want to be in the market as little as possible and make as much money as you can while you are in." - Mark Minervini

    Posted by Kirk at 11:41 AM in Links | Bookmark | Feeds | Link |


    Sunday, February 07, 2010

    Weekender

    A few links for your reading pleasure this weekend...

    Let It Snow
    • Downtrend resistance & support for the S&P (Dshort)

    • If the S&P closes below 1030 that we should begin talking about a bear market instead of a pullback (Vix&More)

    • Friday looks like the beginning of a short-term bounce (DecisionPoint)

    • Late day reversal, a bullish sign? (Benzinga)

    • Here comes the next buying opportunity (DrDuru)

    • Who dat gonna get dem bears? (StockCharts)

    • A SPY Gartley Pattern (SlopeOfHope)

    • Channeling the Dow (SingersMarket)

    • Recovery days and short-term outlook (TradingTheOdds)

    • One person's risk is another's opportunity (DashOfInsight)

    • Weekly sentiment overview (TradersNarrative)

    • Is the market too complacent? (TechnicalTake)

    • The relativity of fear in options (Minyanville)

    • The state of the market going into next week (MarketSci)

    • How does the market tend to perform the week after the super bowl? (CXO)

    • I'm serious this time, enough with the bull market Mondays! (MarketSci)

    • Looking for a Super Bowl Effect (BusinessWeek)

    • Greed might get good again (DougKass)

    • Clueless in Washington (Economist)

    • How to make a weak economy worse (WSJ)

    • Winners & losers under Obama's new tax plan (Darwin'sFinance)

    • So, is this a v-shaped recovery? Only if you are a.... (PragCap)

    • Social Security could be next to need a bailout (WP)

    • America's two economies (Forbes)

    • Cash strapped cities begin to crumble (BI)

    • Why we keep getting poorer: high-cost housing (OfTwoMinds)

    • Here's why the real jobs numbers were 5 times worse than reported (TrimTabs)

    • Charting the unemployed for more than 26 weeks (BI)

    • Jobs is a lagging indicator - everything else suggests recovery (Guzzo)

    • Why this is not the onset of a new secular bull market (HitTheBid)

    • Why we're going bankrupt - do the math! (JasonKelly)

    • Tick tock goes the debt clock (USDebtClock)

    • The coming fury of angry America (ScreamBucket)

    • More homeowners just walk away (CalculatedRisk)

    • A primer on the national debt (WSJ)

    • Deficits and debts made clear (Reuters)

    • Massive debt burden threatens to impoverish generations to come (MarketWatch)

    • Investors now view a default by the U.S. Treasury as more likely than a default by the Coca-Cola (WSJ)

    • How likely is the U.S. to default? (Minyanville)

    • Stop freaking about the deficit - it's just more scaremongering (Krugman)

    • Uncle Sam's forecasting ability matches most market timers (SlopeOfHope)

    • How America can rise again (TheAtlantic)

    • Every human should short U.S. Treasuries (Taleb)

    • Why are higher interest rates "an absolute inevitability"? Never happened in Japan for 20 years! (TeresaLo)

    • Sector performance since January 19th (Bespoke)

    • Materials and finance bounce off 200-day lines (ChartWatchers)

    • Is copper calling a market top? (PragCap)

    • Pros like health stocks (VE)

    • It's a bull market for public healthcare spending (TFS)

    • If the market keeps going down, rest assure that the SEC will consider new short-sale rules (Reuters)

    • The global economic picture (ToddSullivan)

    • Emerging markets leading the way lower (ShortTermTrading)

    • Never short a country with $2 trillion in reserves? (ChinaFinancialMarkets)

    • Which country benefits the most from Obama's green power spending? (Bloomberg)

    • China's new foreign policy takes shape in Moldova (Reuters)

    • People's Bank of China currency reserves biggest bubble of all time? (ETFDesk)

    • You can't like Brazil if you don't like China (ReformedBroker)

    • Oblivious to the risks, Canadians are piling on record debt loads (Macleans)

    • Can the world economic recovery continue with a stumbling Europe? (NYT)

    • How to build a global portfolio: What countries do you want to own? (Jubak)

    • Companies and their reversals of fortune (TradingReport)

    • Cisco Systems is the next Lucent? (MarketTicker)

    • S&P stocks farthest below their 50-day moving averages (Bespoke)

    • 12 stocks to watch this week (TheStreet)

    • Magic formula roundup (MagicDiligence)

    • Screening like Joseph Piotroski (GuruInvestor)

    • 3 bargain stocks below $10 bucks (SmartMoney)

    • 16 dividend stocks aspiring to be a champion (DividendsValue)

    • 4 cheap stocks with solid earnings (Morningstar)

    • Top 30 short setups (SlopeOfHope)

    • 60 stocks to watch from bottom 20 sectors (StockBee)

    • Top 5 stocks for February (LouisNavellier)

    • 3 stocks with surging margins (SmartMoney)

    • Top 200 Canadian stocks for 2010 (StingyInvestor)

    • The best and worst banks in the U.S. (TFS)

    • Super bowl ads that matter for shareholders (24/7WallSt)

    • Ready for the big game? (DerekHernquist)

    • Peyton Manning and the heart of peak performance (TraderFeed)

    • 6 trading behaviors you see in the best of the best (TraderFeed)

    • 5 ideas for improving your trading (TraderFeed)

    • Don't make it personal when trading (TradersLog)

    • Are you a scalper? A few trading rules to consider (TradeChartPatterns)

    • Important news releases for short sellers (CXO)

    • 5 uncommon rules of wealthy traders (TradingMarkets)

    • Nothing beats experience when trading (TraderFeed)

    • 3 signs you are overtrading (TradingMarkets)

    • Recommending tracking metrics for intraday traders (TraderFeed)

    • Testing the MMDI (ATS)

    • Do you spend 80% of your time thinking and the 20% of your time trading? (ResearchPuzzle)

    • How cognitive fluency shapes what we believe and how we invest (Boston)

    • 8 biggest mistakes investors make (FreeMoneyFinance)

    • Buy and hold, the least worst option? (Psy-Fi)

    • Trading the calendar (MarkHulbert)

    • Since 1932 most of the S&P’s capital gains have come during a seven-day period at the turn of each month (CrossingWallStreet)

    • Testing a simple sector ETF momentum strategy (CXO)

    • A look inside ETF tickers (ETFdb)

    • The problem with Dow ETFs (ETFdb)

    • Don Dion's weekly ETF winners & losers (TheStreet)

    • The time might be right for buywrite (Morningstar)

    • The truth about micro-cap index funds (Forbes)

    • What can past performance of mutual funds really tell us? (ObliviousInvestor)

    • U.S. endowments have too many eggs in alternatives basket (FT)

    • The very long view (CrossingWallStreet)

    • 2010 IRA contribution and deduction limits (DoughRoller)

    • 7 warning signs you need to repair your portfolio (DividendGuy)

    • The best high-yield savings accounts (DigeratiLife)

    • How to build a CD ladder (DepositAccounts)

    • Money management advice from Grandpa (ChristianPF)

    • February's financial checklist (PersonalDividends)

    • The best free budget worksheets on the internet (PFA)

    • Master your freedom (EnemyOfDebt)

    • America's biggest rip-offs (CNN)

    • Top six mindless money wasters (Investopedia)

    • The most phished list (Lockergnome)

    • Where not to die in 2010 (FreeMarketMojo)

    • Are you ready for tax season? A tax prep checklist (Banks)

    • Who is paying taxes? (FreeMarketMojo)

    • Want to write a book? Consider the Bookonomics (Ritholtz)

    • Hollywood's Top 40 (VanityFair)

    • Top 50 women in hedge funds (FinancialNews)

    • StockTwits is the embodiment of social media (GlobeMail)

    • The twitter train has left the station (NYT)

    • A new book on business analytics tells how some companies are discovering unusual sources of valuable information (CFO)

    • 10 simple ways to live a less stressful life (Zenhabits)

    • Top 8 printable productivity forms (OptedMagazine)

    • The magical power of focus (Zenhabits)

    • Forget the resolutions that you may or may not have broken already. Resolve to make a real change this year (TonyRobbins)

    • "There are those who work all day. Those who dream all day. And those who spend an hour dreaming before setting to work to fulfill those dreams. Go into the third category because there's virtually no competition." - Steven J Ross

    Posted by Kirk at 9:56 AM in Links | Bookmark | Feeds | Link |


    Friday, January 29, 2010

    Weekender

    A few insights for you to review over the weekend...

    Weekender
    • A frosty January for stocks (WSJ)

    • January's loss doesn't automatically doom the rest of the year (MarkHulbert)

    • Stocks hit roughest spell since early 2009 (WSJ)

    • Watch that channel (ShiftCTRL)

    • S&P 500 chart update, time for a channel pattern? (GiCharts)

    • It's real weak out there (TraderMike)

    • Is this a major market top? (PragCap)

    • S&P pullback is now the second largest since last March (Vix&More)

    • Monthly S&P 500 market timing signals stay bullish (dshort)

    • Why this is only a correction versus a market top (InvestmentPostcards)

    • But, it is time to go long and short again (LeighDrogen)

    Many more links for the weekend have been posted at the members' only website. Please login.

    Posted by Kirk at 6:39 PM in Links | Bookmark | Feeds | Link |


    Wednesday, January 27, 2010

    Fed Day Fun

    Fed Day Fun
    • What constitutes a market correction? (dshort)

    • A technical analysis roundup (MarketFolly)

    • Looking over into the abyss? (Jutia)

    • What level of new highs is historically related to corrections? (SafeHaven)

    • How long have we really been in a bear market (TradingReport)

    • Bears stay strong (Tickerville)

    • Stocks, VIX, Obama & Uncertainty (Cumberland)

    • Is the VIX sending us a message? (DailyOptionsReport)

    • Day trade the bounce but get ready for another round of selling next week (1option)

    • State of the union preview (GoodFinancialCents)

    • Doug Kass on gaming tonight's State Of The Union (BusinessInsider)

    • Obama still has big deficit problems (Time)

    • Here's why the discretionary spending freeze is a joke (Clusterstock)

    • There are now over 2,000 federal subsidy programs (FreeMarketMojo)

    • Bernanke is too big to fail (Fortune)

    • Building a consensus for higher interest rates will prove difficult (NYT)

    • How the Fed fought for the AIG coverup (Ritholtz)

    • Too big to fail? Wow! (Imgur)

    • It's time to end the tyranny of the banks (MoneyMorning)

    • Dear Wall Street: we're sorry! (DavidWeidner)

    • Q&A with Paul Volcker (InvestmentPostcards)

    • Will the ‘Volcker Rule’ do anything? (NYT)

    • Why bank investors should cheer the Volcker Rule (Time)

    • Quantitative easing: we are all central planners now (JesseCafe)

    • Stimulus still offers wind at investors' backs (GuruInvestor)

    • Shoppers went over their holiday budgets (ChicagoTribune)

    • It's a bull market for using coupons (Reuters)

    • We can't spend our way out of debt bubble (Minyanville)

    • Investment outlook from Bill Gross (Pimco)

    • The latest from Jeremy Grantham (GMO)

    • Why the dollar rally has legs (TradingReport)

    • An update on the U.S. dollar bull flag (AfraidToTrade)

    • No more dollar carry trade = more focus on fundamentals (ReformedBroker)

    • Love affair with gold turns rocky (Huffington)

    • Investigating the massive consumer loan industry and what's ahead for customers and banks (Frontline)

    • New home sales back to near all-time lows (MessGreenspanMade)

    • Doomsayers believe the coming crackup in commercial real estate credit will be a replay of the residential mortgage mess. They're wrong. (TomBrown)

    • An insider's view of the real estate train wreck (Ritholtz)

    • US companies need to refinance $513 bln this year (Reuters)

    • The rules of the game have changed (NineMSN)

    • Sure-fire shorting (NYT)

    • Outraged over CEO pay and bonuses? Here are the real culprits (CSM)

    • The rise of the news-reading machines (FT)

    • Investing by the day of the month (CrossingWallStreet)

    • Small-cap stocks are seasonally strong just in January (MarkHulbert)

    • Berkshire joins list of 10 largest U.S. companies (Bespoke)

    • 12 defensive-play stocks (SharePlanner)

    • 5 stocks with magic PEG ratios (Zacks)

    • More newsletter stock hype (StockGumshoe)

    • Everybody loves the Regional Banking ETF (TradingReport)

    • A time for real-estate ETFs? (ETFdb)

    • 3 stocks with rising estimates ahead of earnings (SmartMoney)

    • 5 consumer discretionary stocks Ben Graham would love (Investopedia)

    • For after the correction, think industrial stocks (Jubak)

    • Tick tock. Which retailer is bankruptcy bound? (TheStreet)

    • Big brother stocks (WSJ)

    • A cloud computing ETF? (ReformedBroker)

    • Shocker! Analysts still love Apple (WSJ)

    • Debt won't stop the dollar unless the debt never stops (TradersLog)

    • Sometimes the best strategy is to follow your anxiety and take that ride beyond the comfort zone (TraderFeed)

    • Turning trading rules and plans into commitments (TraderFeed)

    • Finding an edge with support and resistance (MarketClub)

    • Using trend channels to find trade entries (TradingMarkets)

    • Why I add to winning positions (TradingMarkets)

    • Relative volume throughout the trading day (TraderFeed)

    • Q&A with Matthew Claassen (TradersNarrative)

    • The other side of taking a swing ahead of earnings (SharePlanner)

    • The Livermore Market Key (KHTang)

    • Tim Sykes as the pump & dump detective (CXO)

    • Unadmired stocks beat admired ones? (CXO)

    • The stock trader as an entrepreneurial predator (CrosshairsTrader)

    • Gambling, from Iowa to Soochow (Psyfitec)

    • How have the new ETFs from 2009 performed? (ETFBase)

    • How to build an ETF portfolio (TheStreet)

    • Optimizing leveraged ETF returns (TradingMarkets)

    • An inverse leveraged short ETF strategy (DarwinsFinance)

    • Using alternative investments to build a stronger portfolio (AdvisorPerspectives)

    • Nearing retirement and you need to protect your capital? One strategy to consider (CNBC)

    • Three smart, simple steps to a more financially secure retirement (MarketWatch)

    • How to calculate your net worth (DeliverAwayDebt)

    • 7 things your accountant should have told you (StacieTaxTips)

    • Teaching your kids about money doesn't always have to involve money (SelfReliance)

    • Understand the fear of failure to overcome yours (LifeHacker)

    • Why some people are most likely to succeed (Time)

    • Is there a relationship between obesity and happiness? (FreeMarketMojo)

    • Free historical data sources (WorldBeta)

    • A great Q&A of Tadas Viskanta from Abnormal Returns (HowardLindzon)

    • Using Twitter as an investment tool (Minyanville)

    • Exercise to protect aging bodies and brains (Time)

    • How to live to be 100+ (Ted)

    • "By having thought out your objective and having a strategy for getting out in case the market trend changes, you greatly increase the potential for staying in your winning positions." - Gary Bielfeldt

    Posted by Kirk at 2:11 PM in Links | Bookmark | Feeds | Link |

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