abnormal returns will be taking the rest of the thanksgiving week off.a we trust you have a pleasant holiday.a see you next week. dont count on todays dividends to support stock prices.a naked capitalism the opportunity in fairly priced markets .a ft.com james montier is really bullish.a bloomberg.com equity marke......
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citigroup c gets a lenient lifeline.a breakingviews market movers the baseline scenario crossing wall street economists view big picture why citigroup and not general motorsa banks are different .a curious capitalist fear beats greed .a what nexta ft alphaville tips vs. treasuries .a qui......
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the last best hope for citigroup c a good bank bad bank.a nytimes.com wsj.com finally the one of the few constants at citigroup over the past few years bob rubin is coming under scrutiny.a market movers naked capitalism many hedge funds are in survival mode.a wsj.com there has in other words been nowhere to......
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so yes berkshire might be looking cheap but other stocks are looking cheaper and always remember that berkshire like any insurance company is very highly leveraged with contingent liabilities many times higher than its asset base.a market movers also marketbeat daily options report suffice to say that the surge in treasuries and rise in......
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an historic yield crossover .a the dividend yield of the sp 500 now roughly equals that of the tenyear treasury yield.a barrons.com thestreet.com the behavior of the vix is not all that unprecedented.a however with a little bit of time we just might get to unprecedented.a daily options report crisis or not top performers on wall street still want to get pa......
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ive heard of erin burnett rallies before but this is ridiculous. spy went from 88.72 to 91.15 from 2 pm to 3 pm graph below. then proceeded to have a bartiromo meltdown and close at 86.62. ouch. but hey could have been worse. ... go to full article......
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i cant believe i never noticed the resemblence. hat tip lolfed.com and business sheet. go to full article......
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did that lenny wally wall street dykstra story from yesterday seem a little fishy and familiar well yes his troubles with a few of his business partners have been well documented but those were just friendly disagreements over strategy and dont really change the fact that the guy is filthy rich from playing the stock market. surely his perfect record of winn......
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so deadspin had a lenny feature the other day so i wrote in explaining that all was not quite as cracked up to be. anyway yada yada yada they reprinted my email. did that lenny wally wall street dykstra story from yesterday seem a ... go to full article......
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funds of funds were supposed to be the safer choice for highnetworth individuals and big institutio ns. a businessweek.com alternative assets are on the outs.a could the david swensen days be overa infectious greed the current 53 decline in oil without a 20 rally is by far the biggest drop the commodity ha......
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did that lenny wally wall street dykstra story from yesterday seem a little fishy and familiar well yes his troubles with a few of his business partners have been well documented but those were just friendly disagreements over strategy and dont really change the fact that the guy is filthy rich from playing the stock market. surely his perfect record of winnin......
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read this beautiful news remember however that options anticipated this dip for pretty much the entire move so weve essentially hit a magical moment where options volatility lines up with stock volatility. at least in the spy as 30 day options volatility is credit related posts option valuation understanding how price volatility and duration is this the day ......
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government to banksa lend .a washingtonpost.com from the new playbook threaten the government that your failure will induce cha os. ft alphaville why bankruptcy is the solution not the problem for the automakers.a bloomberg.com market movers dealbook american express axp becomes a bank holding company.a wsj......
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bill had a salient observation this morning. that options volatility on the vix the yellow line on the chart in this post probably picks the wrong series as an atm. remember the real atm is the strikes nearest to the future ... go to full article......
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todays linkfest is earlier and less comprehensive than usual. good luck out there. the worst twoday stock market performance since october 1987 . bespoke redemption requests and collateral calls all equal hedge fund selling . wsj.com also naked capitalism october was a brutal month for even the biggest hedge funds. dealbook in......
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if only i could leverage the market to the extreme oh wait i can now. hat tip abnormal returns. markettimers rejoice today bostonbased direxion officially launched the first group of exchangetraded funds that offer triple ... go to full article......
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so if you live in nj theres no school the first thursday and friday in november thanks to something called teac her s convention. which is like an awesome thing when youre school age but when you have school age kids ... go to full article......
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apparently there was some place to hide.a trend following managed futures funds performed well in 2008.a wsj.com do treasury yields need to risea market folly munis still look attractive.a wsj.com a comprehensive look at the damage done to bond market sectors this year.a morningstar.com is goldman sachs gs no longe......
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must be an end to the move as i am starting to look at individual stock price and volatility charts again. like this mos. options volatility downright cheap right i mean its half the stock volatility ... go to full article......
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my mom ina passed away early this morning at the age of 79. sadly the real person that was my mom has been gone for a while as a terrible neurological disease robbed mom of herself these last couple years. the only solace is knowing ... go to full article......
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the pickens purge .a investors ask for their money back.a wsj.com hedge funds are on track for another horrible month.a nypost.com investing like yale is not as easy as it looks.a ft.com there is always a bubble somewhere .a nakedshorts a record low in consumer confidence and its value as a contrarian indicator.a big pictur......
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looks like we may have a sealed bailout deal. or not. clusterstock all over the story today. just thinking out loud here but the market sure seemed to preanticipate the windbags would work something out by the open of asia trading ... go to full article......
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yahoo financea options clearing corporation statement regarding sec short sale ban occ also appreciates and understands the need to curb abusive practices involving short selling however as written this order does not allow for an options market maker exemption to ensure liquid and orderly markets starting on monday. this will have dire consequences on the us equities markets. in the......
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how and why the fed became the globes largest vulture investor . nytimes.com wsj.com the u.s. has effectively nationalized aig aig .a floyd norris nationalization doesnt come cheap.a aig to pay libor850 for its loan.a market movers ibid under what authority did the fed act in the case of aiga mish......
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no one knows how much worse things will get how much further the market will fall or when things will turn. and you should not trust anyone who says they do know .a wsj.com the old wall street is dead .a long live the new wall street.a nytimes.com commercial banks and their more stable funding bases are the new kings of finance.a slate.co......
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