I stayed up late to watch the men’s 4x100 freestyle relay and it was well worth losing some sleep to see that amazing anchor leg by Jason Lezak.
In any event, I am fortunate that other bloggers have been out there digging up some nuggets to keep my brain engaged...
- David Merkel discusses The Fundamentals of Market Bottoms
- Eric Roseman is skeptical of a bottom in Stock Market Rally Since July 15 Not Confirmed by LIBOR or Mortgage Rates
- A South Ossetia primer from Jesse’s Café Américain in The Fog of War Descends on the Oil Rich Caucausus
- David Enke details The Cost of Low Interest Rates
- Tom Drake checks in with a visual overview of the current environment in Media Blather Versus Reality: Wordless Economics
- James Hamilton is in top form again in Oil and the Dollar
- Michael Shedlock looks ahead in The Future Is Frugality
- Nouriel Roubini’s latest: The Perfect Storm of a Global Recession
- Jeff Pietsch has a new installment in his series superb weekly (and monthly) summary graphics: Market Rewind – Week 32 (08/08/08)
- Barry Ritholtz has some Lessons Learned from a Dangerous Year
- James Picerno is Ranting About Risk (Again)
- MontyHigh looks at Gold Fundamentals: Central Bank Selling
- Marc Eckelberry braves a VXN Outlook
- Michael Stokes compares Market Volatility in Up vs Down Trends
- Jeff Masters has an August Sea Surface Temperature Outlook that is bullish for warm water and tropical storm activity
- A similar theme was struck by Joseph Dancy, who interprets some of the July tropical storm data and opines on the implications for the current month in Hurricanes May Blow Energy Sector Off Course
A nice -- and very Luby-esque -- collection. Of particular note is your eye for the credit-equity interconnection (Merkel, Roseman and Enke) and the suspicions they raise about our current bottom. The MontyHigh gold bit dripped appropriately with GATA intrigue, and the two weather articles rounded out a nice half-hour read.
ReplyDeleteYou should do more of these...
I know I should do more of these. Frankly, with what Abnormal cranks out on a daily basis, I am less motivated to do so, but I do draw from a much wider variety of sources than they do, I suspect.
ReplyDeleteBased on the not so random sampling, the links do not paint a pretty picture. Most of the time I try to be balanced, but sometimes I try to make a not so nuanced point. This is an example of the latter. What was missing was the tech, humor and tangents, but they will eventually be reprised.
Speaking of reprise, I am going to assume that green light is stuck on green for a good reason until I hear otherwise...
The only sure thing about a green light is that it eventually flips back to red. That said, it's green until it's not.
ReplyDeleteI am keeping The dk Report charts and the accompanying blurb current. So, stop by for a touch more of the blow-by-blow.
Far be it from me to give you assignments, but you do cover material in your linkfests that Abnormal doesn't. And yes, your links don't paint a pretty picture, even as a number of credible long-term bottom finders near a Buy signal. Strange dayz.