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Tuesday, September 26, 2006
Goldilocks And The Three Bears

- Goldilocks is here!
- "I think it's premature to slap the Fed on the back and say "mission accomplished." Truth is, the Federal Reserve still hasn't pricked the financial bubble that it created with nearly a decade of easy-money policies." - Jim Jubak
- Lennar's CEO comments about the housing market
- GDP growth: with and without mortgage extraction
- Mortgage defaults are rising
- Housing market isn't necessarily a predictor of stock movement
- What's really behind REITs' outperformance
- Warning signs are flashing red on REITs
- Which is the real bubble?
- Bill Gross' October Investment Outlook
- Jeffrey Saut's weekly comments
- Guru snapshot
- Everyone is now getting amped over the market's 4th quarter prospects
- Yaser Anwar's 4 questions
- "In all likelihood – much of the recent decline in the price of gasoline we have all “welcomed” has been the result of paper tricks being played on what amounts to a wealthy flock of sheep." - Rob Kirby
- Consumer confidence recovered
- Americans are skeptical about gas price drop
- Just because oil's down, doesn't mean inflation is
- Does the Fed care about healthcare inflation?
- Everyone is talking about the bond surge
- Trouble in Hong Kong
- The NYSE expects about a half dozen more IPOs from China in the next few months
- U.S. falls to 6th in world competitiveness
- The Philippines: a new outsourcing hot spot
- Gary Shilling's 13 investment themes
- Where do the big 10x opportunities exist in the telecom & communications sector today?
- Goldman Sachs' strategists have discovered that the semiconductor sector has historically experienced a consistently large pickup in realized volatility in October for the past 16 years
- Economists on climate change: do we care?
- Does anyone have a copy of Morgan Keegan's focus list?
- Ryan Crane's buy list
- 3Q best and worst performing industries
- I added a new stock screen based on Philip Fisher at the members' only website this morning
- Fortune's top 10
- CEO Daily Wealthmeter
- John Dorfman's 15-15 screen
- Five stocks looking pricey
- Making hay with Marty Zweig
- Stocks added to the IBD 100 this week are: AIB, BAMM, BEBE, CHL, DA, FCFS, HCSG, HWCC, MS, MWIV, PSSI, ROG, and WEBX
- Stocks deleted from the IBD 100 this week are: ALY, ANEN, ARD, BLKB, BOOM, CLDN, CTRP, DK, EGLT, FORM, SMSC, SMTB, and WST
- I had some fun seeing what GStock had to say about my favorite stocks
- "One of the unique attributes of the investment game is its irregular income. In this business, gains aren't rolled up into a convenient payday that comes every two weeks. Even the best stock pickers find their P&L to be haphazardly unpredictable, usually very much feast or famine. You might have six months of drought followed by a week of massive gains that more than compensates for the rough times. In our world, a steady paycheck is a pipe dream." - Jonathan Hoenig
- What is the best investment advice you ever heard?
- How to become your own trading coach
- "The secret of success in life is for a man to be ready for his opportunity when it comes." - Benjamin Disraeli
- Position sizing matters
- Only trade when the odds are favorable
- Gary Knapp's low volatility strategy
- "Say it with me: Size kills. Amaranth got crushed because the manager lost his discipline, not because of the market he traded or the legal framework of the organization. What destroyed Amaranth was bad investment technique." - Jonathan Hoenig
- "The only plausible conclusions that can be drawn from the crackups of Amaranth, et al, are that 1) they didn't know the risks they were taking, or 2) they knew and didn't care." - Henry Blodget
- Amaranth holds a number of mining stocks
- Prudent Trader's relative strength screen for ETFs
- A new currency ETF draws interest
- ETFs to avoid?
- Islamic bonds grow in popularity
- The truth about socially responsible investments
- "If you ask why are women earning lower returns on their investments, part of it is that they are in fact lower risk-taking. But it's also because financial planners tend to assume they're more risk averse and will not even advise certain riskier investments that may give higher returns." - Mike Roszkowski
- 3 global mutual funds for uncertain times
- The SEC is showing Edgar the door
- Algorithmic trading inflates costs
- Hedge funds cause surge in trading
- Fastow's get out of jail quickly card
- Houston we have a problem! B-schoolers are more likely to cheat than other students
- Partners in crime
- E-loan jumps into the high-yield savings accounts business
- A dog's life
- $20 billion for a good night's rest
- As for wireless networking, the faster the better in my view
- 10 ways to save
- A dollar a day can add up over time
- Q&A with John Stossel
- Have you underestimated your retirement income needs?
- I wouldn't mind having one of these for an afternoon of fun
- Homes of the billionaires
- 27 most useful firefox extensions
- Best web tools for college students
- Scan your computer and clean it for free!
- Hard to find 800 numbers
- Working Mother's 100 top places to work
- How to deal with those alpha types
- Pick stocks by throwing darts?
- "Success is a lousy teacher. It seduces smart people into thinking they can't lose." - Bill Gates
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