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Saturday, April 10, 2010

The Kirk Report

The Kirk Report


Weekender

Posted: 10 Apr 2010 09:43 AM PDT

Amen Corner

A few links for your review this Masters weekend...

  • Dow 11K: Then & Now (Wall St. Cheat Sheet)

  • Is Dow 11,000 truly significant? (Jutia)

  • The market's Twilight Zone (Afraid To Trade)

  • On tap next week - earnings season begins! (MarketBeat)

  • Charting earnings growth estimates (Bespoke)

  • Earnings expectations by the numbers (WSJ)

  • How the current market sentiment? A quick overview (Trader's Narrative)

  • Dow 11K: will it bring Mom & Pop back? (MarketBeat)

  • Shorts fear bear trap as U.S. stocks rally (Reuters)

  • Very important - sector earnings expectations (Bespoke)

  • Earnings season: to hold or not to hold (Yodzian)

  • Forget all the theories as to why the market keeps going higher, there really is only one reason (Todd Sullivan)

  • Bull Market, Chapter Two (Ken Fisher)

  • 2Q investment themes (TheStreet)

  • Why do some investors perceive this market as cheap? (Ritholtz)

  • Graham's P/E10 ratio (Greenbackd)

  • Bringing perspective to current stock values (Mark Hulbert)

  • Signs of the apocalypse? (Humble Student)

  • How high is the wall of worry? (PragCap)

  • Are we at the point of maximum financial risk? (Esignal)

  • Expect near-term sluggishness, but the year-end outlook is bullish (Michael Ashbaugh)

  • Growth leading value (Eddy Elfenbeing)

  • Low-quality issues have outperformed high-quality issues (Mark Hulbert)

  • S&P levels implied by operating earnings & p/e ratio combos (InvestmentPostcards)

  • Will traders sell the earnings news like they did in January and October? (1Option)

  • Does anybody remember what a stock market correction looks like? (Investment Postcards)

  • ISI's DeGraaf predicts setback for U.S. stocks (Bloomberg)

  • Siegel sees more room to run (Guru Investor)

  • Don't say that Uncle Ben didn't warn you! (Eddy Elfenbein)

  • Technical A/D line signals bull market (MarketWatch)

  • Lots of small days beget more small days (MarketSci)

  • Can precious metals & U.S. Treasury bonds fall together? (Trader's Narrative)

  • What bond rates are suggesting for the intermediate-term (Quantifiable Edges)

  • Are company stock buybacks good news? (Jason Kelly)

  • Chart pattern indicator still green (Bulkowski)

  • When leading stock market indicators peak (Good Financial Cents)

  • Is this a recovery? (Investors Insight)

  • Consumers climb out of the bunkers (Ritholtz)

  • Perspectives on life in America (WSJ)

  • As millennials in the workforce encounter Generation X and baby boomers, a cultural clash is emerging (WP)

  • That whole Age of Frugality thing didn't last long, did it? (Reuters)

  • Investing in a retail rebound (Carol Kopp)

  • U.S. companies are sitting on a record pile of cash (Bloomberg)

  • Isn't it way too early to worry about the November political elections? (SFGate)

  • How politics caused fiscal disaster (David Stockman)

  • How Washington abetted the bank job (NYT)

  • How the nation's banks are ripping off American cities with the same predatory deals that brought down Greece (Rolling Stone)

  • "The U.S. today is a mirror image of the Roman Empire as it tipped into chaos. Whether we blame our bloated government, a greedy elite or a lethargic population, the similarities between the two foreshadow a gruesome future." - Mark Fisher

  • California cash running low (Bloomberg)

  • The new age of regulation is upon us (Anthony Scaramucci)

  • All eyes on the muni market (Rick Bookstaber)

  • Las Vegas's $8.5bn gamble (FT)

  • Las Vegas' economy isn't a reliable indicator for entire U.S. (LVRJ)

  • 10 predictions from a venture capitalist (BI)

  • The most important chart of the century? (Trader's Narrative)

  • The future of public debt: prospects and implications (BIS)

  • Is the government learning the wrong lessons from the country's economic rebound? (Economist)

  • Are higher taxes truly inevitable? (Zero Hedge)

  • Did you know that lower tax collections are bullish for stocks? (Trader's Narrative)

  • America's economy is set to shift away from consumption and debt and towards exports and saving (Economist)

  • Investing in an increasing interest rate environment has not been as scary as most people would have you believe (Thomas Kee)

  • The best strategy now may be to do nothing? (MoneyWeek)

  • 10 observations on the risk of rising inflation (James Kostohryz)

  • The cost of rising commodities on the consumer (Bespoke)

  • The controlling factor now in global oil prices are the five billion people in the developing world (Gregor)

  • Time to go long coal? (Trader's Narrative)

  • Very interesting - an introduction to drilling offshore oil wells (Trees Full Of Money)

  • Widespread adoption of electric vehicles would drive up the price of lithium (24/7 Wall St.)

  • Banks to buy ahead of earnings (Dick Bove)

  • Bank investors should watch illiquid assets (WSJ)

  • Biotech stocks facing FDA decisions (TheStreet)

  • What's inside Apple's iPad (BW)

  • What are the best stock trading applications for the iPad? (The Wild Investor)

  • Ciena is a way to play the AT&T buildout (Jim Cramer)

  • Costco is a place where you go broke saving money (Science Blogs)

  • Weekly winners & losers among the IBD 100 (IBD)

  • Sector stock leaders turn in a week of strong gains (IBD)

  • Next week's game plan according to Cramer (TheStreet)

  • Stock picks of advisers ahead of where they stood at bull market peak (Mark Hulbert)

  • Gearing up for earnings season? Here are the most volatile stocks on earnings report days (Bespoke)

  • Chart pattern setups to review this weekend (Bulkowski)

  • Four stocks that seem ready to rebound (John Dorfman)

  • 25 stocks that only go up (Ryan Mallory)

  • 21 stocks with mojo (StockBee)

  • Take a gander at the Home Run Index (Value Expectations)

  • Three stocks with low price-to-sales ratios (SmartMoney)

  • Six stocks for uncertain times (John Reese)

  • The top three most popular bid-cap stocks (AlphaClone)

  • Whitney Tilson's long & short positions (Market Folly)

  • The Graham Strategy - still a winner after 60+ years (Guru Investor)

  • What makes individual investors trade more or less? (CXO)

  • Need help figuring out optimal trading position sizes? Play this game! (Van Tharp)

  • 10 psychological, valuation & adaptive investing rules (Ritholtz)

  • Does success breed failure? (Options For Rookies)

  • Thinking like an economist: when does it pay off? (Jeff Miller)

  • Are you consistently mentally prepared? (Trader Interviews)

  • A major advantage of being an experienced trader is knowing what you don't know about markets and trading (Jim Wyckoff)

  • xTrends trading rules (SharePlanner)

  • Trader better by keeping it simple (Portfolio Tilt)

  • 6 simple questions to ask yourself at the end of every trading day (TraderFeed)

  • 6 things you can do right now to improve your trading (The Wild Investor)

  • The importance of getting to know your stocks (Derek Hernquist)

  • Three important considerations for selecting a trading coach (TraderFeed)

  • Growing your trading size and how to take more risk (TraderFeed)

  • How to deal with misleading research (Jeff Miller)

  • 5 tradings discuss their overall trading strategies (Trading Markets)

  • A look at Lichello's AIM system (Praveen Puri)

  • Do 80% of all options on futures really expire worthless? (Jim Wyckoff)

  • What's the difference between log versus arithmetic scaling on charts? (StockCharts)

  • 10 basic things you need to know before shorting a stock (Trading Markets)

  • How to read options activity (Steve Smith)

  • Private equity IPOs almost as a rule cannot be trusted (WSJ)

  • How to value stocks (James Altucher)

  • You always own too little of that winning stock (Jonathan Hoenig)

  • Usng Gann to trade the main trend (TradingMarkets)

  • Two ways to determine trend strength (Trading Markets)

  • Tracking market strength with moving average indicators (TraderFeed)

  • Is investor sentiment a better predictor of future stock returns in bull markets or bear markets? (CXO)

  • You should focus different strategies such as trend or mean-reversion on different stocks of the index rather than trying to create a universal system (CSS Analytics)

  • How to calculate ROI (Accounting Scholar)

  • Time tested trading tips (Traders' Library)

  • What works in investing? 5 simple things (Magic Diligence)

  • Springtime is an ideal opportunity to reflect on four important rules (WSJ)

  • Clark's simple investing guide (Clark Howard)

  • Why the Yale Model of Investing doesn't work for everybody (Harvard Business Review)

  • A better way to slice your portfolio (SFO)

  • Attention lazy portfolio investors - a checkup on the OSV passive model portfolio Q1 results (Old School Value)

  • Under the microscope - a sector rotation ETF (ETFdb)

  • This week in ETFs (ETFdb)

  • 1 year after the crash - biggest ETF winners & losers by country and sector (ETF Base)

  • A set of ETFs to survive April's showers (Jim Lowell)

  • An update on active ETFs (Intelligent Speculator)

  • Leveraged and inverse ETF performance year to date (Bespoke)

  • The shocking truth about leveraged ETFs (ETFdb)

  • What about a strategy that focuses on sector ETF momentum with selective shorting of losers? (CXO)

  • Asset allocation - a correlation analysis utilizing ETFs (PrudentTrader)

  • Fine tuning your asset allocation (Merriman)

  • Alternate constituent weightings in the S&P 500 (Richard Shaw)

  • Fund seeks to demystify quants (WSJ)

  • The jury is still out on using commodity funds for portfolio diversification (WSJ)

  • Old-fashioned investing advice still applies (LAT)

  • Q&A with Jason Zweig (WealthTrack)

  • Money lessons from a financial pro (Jonathan Burton)

  • Eight do's and don'ts for your 401k (Robert Powell)

  • Top 10 reasons to not plan for retirement (Randy Neumann)

  • How's your level of self-control? (Systematic Relative Strength)

  • Do you know that nearly half of U.S. households escape Fed Income Tax? (CNBC)

  • Tax time is a good time to consider a Berky (Phil Town)

  • A website to help you find a better bank (FindABetterBank)

  • A website to help you create monetary loans between friends and family (LendFriend)

  • 6 secrets of a credit score (Budgets Are Sexy)

  • After your spring cleaning, be sure to do a home inventory (CashMoneyLife)

  • The best things to buy in April (LifeHacker)

  • Tired of wasting money razor blades? A neat work around (Lifehacker)

  • Top 5 internet scams to watch out for (Financial Highway)

  • Have you learned how to say no? (WiseBread)

  • Managing your mindset (Open)

  • This is something I continue to work on - i.e. learning how to clear your life of non-essential tasks (Zen Habits)

  • What's your plan for next week? A tool to help you manage your tasks (WeekPlan)

  • The important link between productivity and success (TraderFeed)

  • 15 Google interview questions that will make you feel stupid (BI)

  • Good question: why are 25 hedge fund managers worth 658,000 teachers? (Huffington)

  • What would you do with a billion dollars? (Huffington)

  • Never forget that with great success in the markets, you also have a key responsibility to help others. Here are 34 little ways to share with the world (Zen Habits)

  • "The key is not the 'will to win' - everyone has that. It is the will to prepare to win that is important." - Bob Knight

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