With the markets warming up to the idea of a trading range, this seems like a good time to pull back and look at some broader issues. Thanks to all the great blogs out there (281 Bloglines feeds, as of today), I have had a lot to ponder as of late. Some of the latest colon-enabled ideas:
- Dollar: 80 week SMA resistance looms (Bernie Schaeffer)
- UK housing market: is “standstill” optimistic? (Michael Shedlock)
- Southern California housing resales: foreclosures 43.6% of July total (Larry Nusbaum)
- SoCal housing unplugged: a graphical overview (Tim Iacono)
- Sequential Hong Kong GDP: 1.4% drop (Toro’s Running of the Bulls)
- Debt: no takers? (hat tip, Michael Shedlock)
- Global bond market: 8/19/08 snapshot (John Jansen)
- Maoxian: CMBS BBB- spread still widening
- Karl Denninger: CMBX graphic, with a healthy dose of editorial commentary
- Hedge funds: they struggled last month too (Macro Man)
- Hedge fund model: coming unwound? (Cassandra Does Tokyo)
- Sector beat rates: industrials lead the way (Bespoke Investment Group)
- Sectors international exposure: energy and financials at extremes (Paul Kedrosky)
- Strong sectors: one way to increase the odds of success (Pradeep Bonde)
- Sector ETFs: pair trading strategy examined (CXO Advisory Group)
- Level 3 assets: check these before playing a bounce in financials (Barry Ritholtz)
- Gold: does inventory matter? (Tim Iacono)
- Recession predictions: does anyone listen to the economists? (Bespoke Advisory Group)
- Falling oil: what are the economic consequences? (James Hamilton)
- Oil and equities: how correlated are they? (Jeff Pietsch)
- Mark Hulbert: insider buying is bullish
- Paul Kedrosky (and the Pythons) on volatility: low VIX = crucifixion; high VIX = stabbing
- Frugality: finally back in vogue? (Felix Salmon)
- Loss aversion: a six part series on prospect theory from Bruce Hong
- Exit strategies: the keystone of any investing system (Charles LeBeau)
- Solar update: sunlight + poison = food? (Scientific American)
- (en)Gadget alert: Kensington wireless USB docking station
0 comments:
Post a Comment