But, the selling was far more pervasive and dramatic than simply a conscious adjustment of positions based upon new data. Thursday’s action screamed liquidation - and not all of it voluntary.
Read More »
Posts Tagged ‘ volatility ’
Art Cashin on Yesterday’s Panic Selling
The View From the Bluff: Go Long the Real and Important, Short the Artificial and Stupid
When the investing world seems to be emphasizing the artificial and the stupid, we should be looking at the real and the important.
Read More »
The Triumph of the Tiger Cubs
For investors with the assets to use a full fledged fund of hedge funds, who do we turn to? A collection of Tiger Cubs who had a fine year, so this does not surprise us. From Bloomberg: Hedge-fund managers known as the Tiger Cubs because they learned to pick stocks at Julian Robertson’s Tiger...
Read More »
Today’s Links: BCS Championship Monday Edition
To start off James Hamilton reviews last weeks depressing economic data, and its effect on the stock market. Which leads to the next question. Trying to get defensive? The Wall Street Journal notices some of the same things we have been talking about that make it difficult, while the New York Times picks up...
Read More »
Subscribe and follow
- Risk and Return has Returned | Risk and Return on Are Stocks Cheap Yet?
- Risk and Return has Returned | Risk and Return on Expectations, not predictions
- Further Reading: Creole Gumbo Edition | Risk and Return on JP Morgan, Lehman and Nightmares
- Lance Paddock on Cash on the Sidelines is a Myth
- Gordon on Cash on the Sidelines is a Myth
- Economy Entering A Period Of High Risk | Risk and Return | What is High Debt Ratio ? on Economy Entering A Period Of High Risk
- Dividends, dividend policy and sustainability « myfinanceblogef on Dividends, the Key to Long Term Returns, Even for Growth Stocks
- Half Solutions Will Not Work | FavStocks on Will Eurobonds Work?
- Half Measures Won’t Save The Euro | Forex news on Will Eurobonds Work?
- Half Measures Won’t Save The Euro | Forex news on The German Dilemma
- It's Simple Really
- Cash on the Sidelines is a Myth
- The German Dilemma
- Is Fiscal Stimulus the Answer?
- The False Promise of Buybacks-Updated
- Valuation: The Key to Long Term Returns
- The Handicap of Experienced Investors
- Dividends, the Key to Long Term Returns, Even for Growth Stocks
- The Death of Equities II: Historical Fact Should Inform Our Opinions
- Will Eurobonds Work?
If you are interested in joining our mailing list, please submit your email below.
License
This work by Lance Paddock is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
Copyright © 2012 Risk and Return. All Rights Reserved.
Magazine Premium created by Themes by bavotasan.com.
Magazine Premium created by Themes by bavotasan.com.