Some Mid-December Reading
With the excellent set of links churned out almost daily by Abnormal Returns and less frequently by The Kirk Report, I am less inclined to toss my link hat into the ring, but readers always ask for more…so I have assembled a list of ideas from around the blogosphere that I have been pondering the past few days.
- Economic Winter Reflected in Shipping, Capex, Jobs, Treasury Yields (Mike Shedlock)
- Our Asset-Dependent Economy (Tim Iacono, The Mess that Greenspan Made)
- The Consumer Trade-Down Costco Style (Jeff Mathews)
- Capitalism II: Brave New World (Jesse’s Café Américain)
- The “D” Keeps Rising (James Picerno, The Capital Spectator)
- The Fed Not as Leveraged as Shown (Toro’s Running of the Bulls)
- Producer Price Inflation Not Dead (Scott Grannis)
- Gold at Significant Turning Point (Corey Rosenbloom, Afraid to Trade)
- Cygnophobia and Robustness (Condor Options)
- FTDs [Follow Through Days] After the Crash of 1929 (Rob Hanna, Quantifiable Edges)
- Breadth Indicators on Their Fifth Attempt at a Bottom (Declan Fallond)
- Trading with RSI (2) (Michael Stokes, MarketSci)
- More Fun with Levered ETFs (Paul Kedrosky, Infectious Greed)
- Are ETFs to Blame for Market Volatility? (Kevin Grewal, ETF Trends)
- Stock Panic Volatility (Adam Hamilton, Zeal)
- The Volatility Bubble – Average Daily Change Now Above 4%! (Bespoke Investment Group)
…and just for fun…
- Map of Science (Steve Hsu, Information Processing)
- The Eighth Annual Year in Ideas (New York Times Magazine)
- Eight Really, Really Scary Predictions (Fortune)
- Ten Ways the World Could End (CBC.ca)
3 comments:
Todd Salamone of Schaeffers Research indicated this morning that the SPX 500 put/call ratio is the lowest in two years and that the equity put/call ratio is the lowest since February 2007. He also mentioned that the SPX index 50-day moving average is quickly declining and that resistance exists at the 900 level in this index. The VIX cash index was outlined since it closed below its 20-day historical volatility, which has been a bearish signal for the past few months. The FOMC makes a decision on interest rates this Tuesday and GS reports earnings on this day. These factors may provide a bearish bias for the the stock markets in the early part of this week. The impact of any federal funding decisions for the domestic automobile manufacturers should add impact to the December options expirations week.
Thanks for the link Bill.
Declan
Always glad to highlight excellent work, Declan.
Frankly, after I posted the links I saw your "Weekly Stock Charts review" and thought it was one of your all-time best. (I would have included that one had I see it earlier.)
Cheers,
-Bill
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