I’ve gotten increasingly selective about recommending finance sites and blogs over the years, mostly because we all have finite amounts of time and attention, and the financial blogosphere keeps expanding even though our pathetic simian capacities do not. My Top Finance Blogs of 2008 was well-received and I might make that a regular annual feature. Until then, here are some sources that deserve a look:
David Varadi at CSS Analytics has just started blogging regularly, and he’s off to a great start. David…
In the holiday spirit, we wanted to give some link love and to say thanks to the bloggers who have consistently captured our attention this year. In no particular order, here are some sites that really deserve your time. Go ahead and add them to your RSS readers now:
Ultimi Barbarorum is, above all, a pleasure to read. The proprietors of this blog are Spinozists, which helps a lot. We love this blog. Block out an hour or so and comb through…
The small truck, that is. The one your five year old plays with.
It still makes sense to be trading in very small sizes and keeping plenty of cash on hand, but every tea leaf we can read points bullish. Honestly, we looked extra hard for some doom and gloom to balance out the bullishness of these links, but even the perma-bears are buying down here.
Warren Buffett, “Buy American. I am.” – his maxim about being fearful when others are greedy and…
Random Roger, following up on the 300-point rally meme, agrees that during bear markets, there does tend to be more volatility. Remember, volatility doesn’t necessarily equal whatever is happening (or not happening) in the VIX. And more importantly, volatility doesn’t equal large-size selloffs – monster one-day rallies are constitutive of volatility, too!
Adam has had enough of people deriving some major magical causal link between the price of crude and equity rallies. We couldn’t agree more – oil-related stories are always great…
[Members, be sure to check in for the weekend portfolio update.]
The Financial Times has a fascinating interactive map of key oil players and movements.
Roger Nusbaum profiles one of several forthcoming frontier ETFs. For when BRICs get too boring, you can own some Poland, Chile, and Egypt.
Greg Feirman wonders whether Lehman really is bankrupt; in Barron’s, Steven Sears notes that the premiums in LEH options “show that investors think the stock is more than twice as risky as the overall financial sector.”
It’s kind of…
Thursday, August 6, 2009
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