I have fallen a little behind on posting some of my favorite recent links, so I’ve jettisoned many of the ones that are no longer timely, but have retained some from the past two weeks or so that I think may have a broader long-term application.
So without further ado, the next installment in what I have been reading and thinking about as of late…
- Paul Kedrosky at Infectious Greed reminds us that the volume of IPO registrations often help flag market tops
- Tim Knight of The Slope of Hope sums up the current market situation from his perspective (please note the top graphic…)
- Eddy Elfenbein of Crossing Wall Street calculates that the markets are up about 675,000% in the past 75 years
- Earnings season is just around the corner, and Bespoke Investment Group flags the high volatility plays
- …and has one of the better earnings calendars
- Forget T. Boone Pickens because Jim Kingsland of The Kingsland Report is calling for $85 Oil
- Chris Perruna looks for insights from a combined view of the NASDAQ and crude oil
- The CXO Advisory Group offers up the largest changes in P/E ratios
- Ticker Sense examines Fed Funds rates, pauses, and market performance
- Larry Nusbaum of Millionaire Now has a great graphic (and post) on US housing prices
- The CXO Advisory Group evaluates a strategy of selling index put options [For the record, while CXO and Bespoke may appear multiple times in these links, I have no affiliation with these parties, I just think they do excellent work]
- …and Roger Nusbaum offers some thoughts on the new Put Write Index
- …but Mebane Faber at World Beta has some cautionary notes and advice
- The CXO Advisory Group also says we shouldn’t bother with engulfing candlestick patterns
- Where do your new ideas come from? Pradeep Bonde at Stockbee shares some thoughts about his new ideas
- Zero Beta goes crazy (but has a lot of fun) playing with Google Trends
- Andy Swan thinks you can Prosper by lending money via the net
- The title says it all: from Barry Ritholtz at The Big Picture, “Your Choice in Media Determines How Uninformed You Are” (Pssst! It’s not too late to check out Bloglines and Google Reader)
- Another study concludes that organic food is better for you
- And finally, John Timmer at Ars Technica highlights a forthcoming paper which will attempt to establish that “the universe will destroy the evidence of its origin” (disclosure: I am long the universe at the time of this writing)
Markets up 675,000% in the past 75 years --
ReplyDeleteWhat is that in Real Terms (i.e., after inflation) ?
Hi Barry.
ReplyDeleteAccording to the calculator available at InflationData.com, the real return, net of inflation, is approximately 513%.