Super Tuesday Links
I find myself doing fewer and fewer of these links posts lately, largely because others are doing such an exemplary job that my efforts invariably cover a lot more similar ground than they used to. Still, in an effort to leave no tern unstoned, I offer these perspectives, with several sources appearing here for the first time:
- Menzie Chinn at Econbrowser with a global look at inverted yield curves
- Paul Kedrosky at Infectious Greed considers how a live streaming web feed may decide the CNBC vs. Fox Business battle (and kudos to the soft-spoken business channel, Bloomberg TV, which I find considerably less annoying than the other two)
- Sudden Debt compares the surging China market to the South Seas Bubble
- Adam Warner at Daily Options Report examines FXI options
- Misstrade wonders if BIDU is the 2007 version of MSTR (whose plunge I remember all too vividly)
- China Analyst has a table of year to date performance of Chinese stocks that is worth a look
- Brad Setser speculates on the whereabouts of Chinese reserves – and comes down on the side of a purchase by the China Investment Corp. or increased foreign investments
- Jeff Matthews comments on the bull market in analysts’ price targets for Google
- Barry Ritholtz of The Big Picture looks back at the Crash of ‘87
- Chris Perruna reviews how to make money selling short using the William J. O’Neil / Gil Morales approach (anyone remember Morales as an undergraduate cartoonist?)
- Ron Sen at Technically Speaking is bearish per his Bullishness Index (at least as of Sunday)
- …while Toni Hansen outlines her thinking on why a high may be near
- …and Ian Woodward warns of the return of the Hindenburg Omen
- bzbtrader has been discussing some interesting tools lately, most recently the NASDAQ’s risk bar
- Maoxian puts Victor Niederhoffer’s plight into a broader context
- James Hamilton at Econbrowser has all you need to know about superconduits
- Financial Armageddon on moods, bank runs, and the probability of a recession
- Brett Steenbarger at TraderFeed looks at the SPY:EEM ratio and gold vs. large cap tech stocks for insights into trader psychology
- Sudden Debt compares solving the mortgage-backed paper problem to catching monkeys
- Brett Steenbarger at TraderFeed analyzes relative sector performance
- The Econophysics Blog has an anecdotal reminder that the best financial models struggle to digest and predict many real world events
- stocktickr looks at tweaking trailing stops to enhance performance (personal opinion: trailing stops is the closest most of us can get to the holy grail)
- Dr. Brett (again, this time for the hat trick) offers his ten trading guidelines (make sure you have your own list handy)
- Paul Kedrosky at Infectious Greed looks at how to properly cite blog entries in academic papers (but doesn’t answer how these citations will affect Technorati ratings)
- Alex Ross at The Rest Is Noise, finds a graffiti artist after my own heart (and ear)
3 comments:
Thanks for these great links; it is appreciated!
Bill,
Would you mind posting more about how your portfolio works. If possible can you tell me what technique you use for picking stocks. What is the portfolio tool that you use? If you have already posted this info, then can you please provide me the link.
Thanks
Hi anon,
I use Portfolio123.com for the core stock ranking engine, buying/selling rules, and the graphics I generate each week. They also have some excellent backtesting capabilities. For the record, I talked a little about Portfolio123.com in my first post about Portfolio A1 and it is probably a good time to revisit the subject in the near future.
I recommend that you give the 14 day free trial a whirl. [For the record, I have no relationship with the company of any kind, other than that of a satisfied customer.]
I hope this helps.
Cheers,
-Bill
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