Tuesday links: stock price fragility
Abnormal Returns —
Tuesday links: stock price fragility Eric Falkenstein , “I would estimate 90% of all alpha is misrepresented.” ( Falkenblog ) Just what is the “implied cost of assuming alpha’s existence“? ( All About Alpha ) Everyone is reading the newly bearish quarterly missive from Jeremy Grantham . ( Market Beat , Credit Writedowns , The Money Game , MarketBeat , Investment Postcards , Fund My Mutual Fund ) An updated look at pullbacks in this market upswing. ( VIX and More ) Transports are signaling economic weakness, ( The Pragmatic Capitalist ) A new ETF, the IQ CPI Inflation Hedged ETF ( CPI ) , targets ...
Books that will help gain sanity in insane market - Part 2
Vitaliy Katsenelson Contrarian Edge —
I originally wrote this list of recommended books last year; recently I updated and added a few more. I hope to keep adding to it every year. It contains six sections: Selling, Think Like an Investor, Behavioral Investing, Economics, Stock Market History, and Books for the Soul. Due to its length, I divided it into two parts. You can read part 1 by clicking here ...
Top clicks this week on Abnormal Returns
Abnormal Returns —
As a little crowdsourcing experiment we are going to try something new. Below are the top ten posts Abnormal Returns readers clicked on for the week ended on Friday, October 30th. The description is as it read in that day’s linkfest.
You could use this in a couple of ways. First it could serve as a quick catch-up on what went on this past week. In addition it might give you some clue as to what other readers found worthy of a click.
Everyone is reading the newly bearish quarterly missive from Jeremy Grantham. (Market Beat)
The petrodollar recycling machine is humming again. ...
A crowdsourcing experiment
Abnormal Returns —
As a little crowdsourcing experiment we are going to try something new this week. Below are the top ten posts Abnormal Returns readers clicked on for the week ended on Friday, October 30th. The description is as it read in that day’s linkfest.
You could use this in a couple of ways. First it could serve as a quick catch-up on what went on this past week. In addition it might give some clue as to what other readers found worthy of a click.
Everyone is reading the newly bearish quarterly missive from Jeremy Grantham. (Market Beat)
The petrodollar recycling machine is humming ...
Read yourself sane
FT Alphaville —
Vitaliy Katsenelson, of Investment Management Associates, reckons that all we can really ask for in these trying times is sanity. Read books that will bring you sanity, the ones that will snap you back into the shell of investor and out of the sorry shell of nervous observer of the daily stock market melodrama. So here, across six sections, via Mark Faber’s Gloomdoomboom, is Katsenelson’s reading list: Selling Its When You Sell That Counts, 3rd edition — Donald Cassidy Think and behave like an investor The Essays of Warren Buffett The Entrepreneurial Investor — West Coast Asset Management The Super Analysts – Andrew Leeming You Can Be a Stock Market Genius — Joel Greenblatt The ...

