Wednesday, April 21, 2010

The Kirk Report

The Kirk Report


The Mid-Weekender

Posted: 21 Apr 2010 11:53 AM PDT

The most noteworthy things I've found so far this week....

MidWeek
  • The V-Shaped recovery (Bloomberg)

  • How does the current Dow recovery compare with major recoveries in the past? (dshort)

  • Many ETFs climb back near pre-recession levels (ETFdb)

  • Contrarian ETFs have been the biggest winners over the last 6 months (ETF Expert)

  • After the rally, here comes the roller coaster (Robert Buckland)

  • Volatility reveals emotion behind market (Dave Beal)

  • What a 100-year stock market chart says (John Curran)

  • What do you think is the hardest trade right now? (Technical Take)

  • Financial advisers scramble to mitigate bigger state tax bite (Investment News)

  • Companies say health care costs hard to swallow (Think)

  • How many Americas are really out of work? It is tough to tell (Carl Bialik)

  • Attention Fed watchers & gurus - a new and nifty way to track the fed funds rate (CME)

  • The New Highs-New Lows Index ($NYHL at StockCharts.com) is probably one of the best indicators to test the underlying breath of current market conditions (Slope Of Hope)

  • What about the TED spread? (Howard Simons)

  • The yield curve and its distortions (Howard Simons)

  • Remember the Misery Index of the 1970s? (CSM)

  • BDI's peaking impact and stocks' barrier (AshrafLaidi)

  • Tech downturn is unofficial over (Forrester Research)

  • Computing the real impact of the volcano (BI)

  • "As long as liquidity remains favorable stocks should not experience any deep setbacks." - Barry Ritholtz

  • For market participants, this economy is in a sweet spot (Tim Duy)

  • Long/short funds continue to ratchet down long exposure in the markets (Market Folly)

  • The V-train is gathering more passengers (Advisor Perspectives)

  • A few beliefs from Dr. Steenbarger (TraderFeed)

  • Thoughts from Bob Bronson (dshort)

  • All market bears like Roubini hold out hope that sovereign debt crisis will spread (CNBC)

  • Is the U.S. on the path towards impoverishment? (Fred Hickey)

  • How to play the bubbles like the pros (Gregory Zuckerman)

  • The bailout is a bargain? Think again (Gretchen Morgenson)

  • Understanding the Goldman scandal in full (Paddy Hirsch)

  • Goldman wasn't big kahuna of CDO Deals (TheStreet)

  • Jon Stewart on Goldman Sachs (BI)

  • Skepticism over the financial reform grows (Credit Writedowns)

  • Wall Street's 8 lobbying goals (Ritholtz)

  • The story of risk in America (John Dickerson)

  • New hedge fund bets on sports, literally (LAT)

  • Bruce Wasserstein's last surprise (Vanity Fair)

  • U.S. equities continue to outperform in 2010 (Bespoke)

  • The five stages of Greek debt grief (Steve Rosenbush)

  • Can the iPad topple the Kindle and save the book business? (The New Yorker)

  • Google's new Chrome OS netbooks will sell for under $400 (Wired)

  • Better stock bets than dear old GE (James Altucher)

  • The banks most capable of causing systemic risk (NYU Stern)

  • Taken for a ride at MicroStrategy (Footnoted)

  • What's the absolute worst stock to buy right now? (Eddy Elfenbein)

  • Three stocks Wall Street is turning against (Jack Hough)

  • 7 insider buys (Fortune)

  • Hate penny stocks? What about stocks that trade above 1,000 a share (StockerBlog)

  • Consistent cash creators - one year later (Fat Pitch Financials)

  • An interesting technical analysis flowchart (StockCharts)

  • A video profile of Jesse Livermore (You Tube)

  • Excerpts from an interesting webinar (Mark Minervini)

  • A few reasons why some make it in trading (Enlightened Trading)

  • In markets, bad stuff happens frequently (Psy-Fi)

  • In order to profit from the up periods, you have to tolerate or even enjoy the down periods (Van Tharp)

  • Three mindset shifts that will help you win (Les Schwartz)

  • How to improve your trading by NOT having an opinion (Bennett A. McDowell)

  • So, what can you do to make money consistently? (Nazy Massoud)

  • The importance of having a trading plan (Options For Rookies)

  • Selecting stocks for a watchlist (Stock Chartist)

  • 20 random stock market trading tips (StockerBlog)

  • Jay Kaeppel dusts off an old trading strategy (Optionetics)

  • Q&A with Joel Greenblatt (Forbes)

  • Should you always be a value investor? (CXO)

  • A simple quantitative value strategy (Manual Of Ideas)

  • Can investors enhance momentum returns for individual stocks with combination strategies that incorporate other technical and accounting indicators? (CXO)

  • Lessons from the Boston Marathon (Todd Sullivan)

  • How to structure an option portfolio (Steve Smith)

  • The inherently unstable nature of correlations between securities and between asset classes (Systematic Relative Strength)

  • How to apply leverage? (ATS)

  • Have you ever used the 5-day moving average exit? (David Penn)

  • The five best tools for managing your multi-monitor setup (Lifehacker)

  • An excellent time tracking manager (Freckle)

  • More hype surrounding actively managed ETFs (Eileen Ambrose)

  • New small-cap ETFs (Index Universe)

  • ETF providers have cluttered a pristine landscape (Tom Bradley)

  • TrimTabs using suspect ETF secret sauce (Index Universe)

  • Another ETF pair to put into your toolbox as a sentiment indicator (Dr. Brett Steenbarger)

  • Breaking down the major China ETFs (Taipan Daily)

  • Rob Hanna examines the EEM/SPY pair concept (Quantifiable Edges)

  • Why the Feds are warning investors about leveraged ETFs (Sheryl Nance-Nash)

  • Like mutual funds, there are hidden tax traps inside ETFs (Jason Zweig)

  • Will the VXX ever outperform? (Steve Place)

  • 6 reasons UNG is due for a comeback (ETFdb)

  • Ultimate guide to Latin American ETFs (ETFdb)

  • Profiting from innovation with the Patent ETF (ETF Base)

  • Those nasty fees can take a big bite out of retirement fund contributions (Kathy Kristof)

  • What are you looking for in a brokerage firm? (IRA Reviews)

  • Three reasons NOT to invest now (Wise Bread)

  • Beward of academics bearing financial advice (Trader's Narrative)

  • Why do people go bankrupt? (The Digerati Life)

  • 14 reasons you're living on the financial edge (Wisdom Journal)

  • 15 ways to slash your cell phone bill (Dough Roller)

  • Why you must raise the deductible on your homeowners insurance (Clark Howard)

  • Fidelity lays sole claim to best credit card in America (Clark Howard)

  • Confessions of an auto claims adjuster (Edmunds)

  • Ten ways to a simple life and better money (John Frainee)

  • The typical politics of being a tv finance guru (Adam Warner)

  • The types of people who disseminate their views about the market (Victor Niederhoffer)

  • Love fast food? Healthy rankings for the sandwiches (FiveThirtyEight)

  • 5 tips for working in the midst of chaos (Almost Fearless)

  • 11 ways of staying focused (Dave Cheong)

  • 16 ways to get motivated when you're in a slump (Zen Habits)

  • Turn your passion into a living (Wise Bread)

  • Do you believe that success is a choice? (Open)

  • "Confidence when losing, humility when winning: a formula for long-term success in markets." - Dr. Brett Steenbarger

0 comments: