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Friday, July 30, 2010

The Kirk Report

The Kirk Report


Weekender

Posted: 30 Jul 2010 04:02 PM PDT

A few of my favorite links to review over the weekend...

Weekender
  • Markets by the numbers (MarketBeat)

  • Investor fears outweigh stunning earnings gains (USA Today)

  • This week's top stories (Street Insider)

  • Other than the Friday jobs report, what on tap for next week? (Minyanville)

  • A historical look at the market's performance in August (CXO)

  • Will a hot July heat up the rest of 2010? (Robert Hum)

  • How unusual is this year so far? Not so much (Bespoke)

  • Based on history, hope for U.S. stocks (Jon Markman)

  • What do the monthly moving averages suggest to investors? (dshort)

  • Are risky assets back in vogue? (Michael Kahn)

  • Bill Gross offers his investment outlook (Pimco)

  • Why the recession ended (Dirk Van Dijk)

  • A 2nd half slowdown update (Calculated Risk)

  • Why you should ignore the GDP report and most economic data for that matter (Jim Rogers)

  • ECRI falls deeper in to the abyss (Bond Squawk)

  • More double dip chatter (Daryl Montgomery)

  • If and when these 10 factors come about, the market will have already priced it in (Zero Hedge)

  • What's really going to drive economic growth in the U.S.? (Market Talk)

  • Where is all that sidelined cash heading next? (Gary Alexander)

  • If you are listening to conference calls - a new trend between business want versus need (Herb Greenberg)

  • Forget about earnings - that news is already four months old (Irwin Kellner)

  • Federal debt and the risk of a fiscal crisis (CBO)

  • Who owns America's debt? (Mint)

  • Is the Fed really out of bullets? (AI Blog)

  • More stress testing skepticism (Bloomberg)

  • Lobbyists go to work on financial reform (NYT)

  • It's time to put the brakes on trading speed (Traders Mag)

  • Time to prepare for runaway inflation? (Finance Trends)

  • Or, maybe deflation? (BI)

  • Lost your home? Good news - more money to buy an iPad (BL)

  • What does the sector timing model say? (TickerSense)

  • Inside the Glenn Beck Goldline Scheme (Ritholtz)

  • The only gold stock worth owning? (James Altucher)

  • Is a robotic car in your future? (Freakonomics)

  • Why currencies plan an important role in earnings (Jutia)

  • Dollar weakness = stock market strength (Jeff Miller)

  • Time to go long Chile (Wall St. Cheat Sheet)

  • Eight reasons to buy China (James Altucher)

  • The five places to invest before you retire (Jon Markman)

  • Making the case for owning Morgan Stanley (Alice Schroeder)

  • Top stocks ranked by momentum and sector (The Patient Fisherman)

  • First rate companies with great balance sheets and attractive dividend yields (Technology Investor)

  • Five stock ideas to research this week (James Altucher)

  • You know I don't like so-called safe stocks. Here are three (Value Line)

  • How about an update on the Livermore Active Issues Index? (CSS Analytics)

  • Three small firms with heavy trading volume (Jack Hough)

  • 10 earnings surprises for analysts (CNBC)

  • Cheap, big-cap stocks (Wall Street Pit)

  • Magic Formula stocks near yearly lows (Magic Diligence)

  • Cramer's comeback stocks (CNBC)

  • Like watching whales? Although not as nice as Alphaclone, but the price is better (Whale Wisdom)

  • S&P's list of LBO candidates (Greenbackd)

  • Companies ripe for stock buybacks or dividends (BW)

  • Interest in speculating in nanotech continues (StockerBlog)

  • Trading rules from the Marines (Slope Of Hope)

  • The 7 deadly sins of trading (Essentials of Trading)

  • Do you love to predict the markets? Resist the urge! (PrudentTrader)

  • Be honest with yourself and learn from your mistakes (Attitrade)

  • A hungry trader makes for a risky trader (CNBC)

  • Many traders need far less talk, much more focus (Anni)

  • What should you do when you have an unusually high losing day? (StockGuy22)

  • Stock trading lessons I learned from a dog (Crosshairs Trader)

  • It is fairly simple to test this thesis that "moving averages no longer work since 1990" (Mebane Faber)

  • The stories of moving averages' demise are greatly exaggerated (MarketSci)

  • Combining trend-following and countertrend indicators (Jay Kaeppel)

  • Does average volatility of individual stock prices, as a measure of market risk, usefully predict stock market behavior? (CXO)

  • Three factors to look for in every pullback setup (Trading Markets)

  • 7 psychological quirks that destroy investment returns (Monevator)

  • A look at how we make choices (Ted)

  • Low stock allocations can be riskier than high stock allocations (ValueWalk)

  • How to read financial statements (Howard Gold)

  • How short-selling sleuths spot accounting gimmicks on financial reports (Matt Andrejczak)

  • How do you organize your thinking about investments? (The Research Puzzle)

  • How to find enduring moats like Buffett (John Reese)

  • Using candles to identify market behavior (Danial Gramza)

  • A few of the ways a portfolio should be diversified (Intelligent Speculator)

  • Seth Klarman's book recommendations (ValueWalk)

  • ETF list of new highs can help you understand money flows (ETFreplay)

  • Leveraged ETFs, volatility and range-bound markets (Vix & More)

  • Direxion brings dynamic volatility hedging to ETFs (Vix & More)

  • Losing faith in the market? Try these ETFs (ETFdb)

  • Do you need a hedged equity ETF (ETFdb)

  • Inside the not-so-simple currency ETFs (ETFdb)

  • Interesting - the most heavily shorted ETFs (ETF Channel)

  • A closer look at hedge fund ETFs (ETFdb)

  • A definitive guide to China ETFs (ETFdb)

  • Keeping track of the S&P 500 index trackers (Morningstar)

  • Understanding the risks of target-date funds (Mint Life)

  • Don't be a Madoff victim - how to avoid investment fraud (Digerati Life)

  • After bailing out the banks, more Americans now ranked as poor credit risk (Clark Howard)

  • A free money-management spreadsheet (Get Rich Slowly)

  • A new kind of wallet for spend happy Americans (Clark Howard)

  • How did we get to the point where almost half of our citizenry is excused from paying any federal income tax? (Smart Money)

  • Do-it-yourself treadmill desk (Lifehacker)

  • Tips for handling information overload (WebWorkerDaily)

  • How to create an environment in which you will thrive (Psychology Today)

  • Entrepreneurs, much like traders, have nothing to fear but fear of failure (Open)

  • Put Wolfram Alpha to good use (MakeUseOf)

  • Perhaps I should take a daily nap (Get Rich Slowly)

  • Get some exercise this weekend and trade better next week (LifeHacker)

  • "Winning is not a sometime thing; it's an all time thing. You don't win once in a while, you don't do things right once in a while, you do them right all the time. Winning is habit. Unfortunately, so is losing." - Vince Lombardi

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