Bullish in 2009, He Went to 100% Cash Before the "Flash Crash": What Now, Barry Ritholtz?
http://finance.yahoo.com/tech-ticker/article/483638/Bullish-in-2009%2C-He-Went-to-100%25-Cash-Before-the-%22Flash-Crash%22%3A-What-Now%2C-Barry-Ritholtz%3F
Broyhill's Affinity Hedge Fund: Contrarian Bet on Long-Term Treasuries (Investor Letter)
http://www.marketfolly.com/2010/05/broyhills-affinity-hedge-fund.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+MarketFolly+%28Market+Folly%29#ixzz0nji2WMcF
Cashing In on a Real-Estate Boom
http://online.wsj.com/article/SB10001424052748703686304575228694020027492.html?mod=WSJ_Real+Estate_LeftTopNews
King Welcomes Cameron Deficit Plans, Warns on Growth
http://www.bloomberg.com/apps/news?pid=20601087&sid=auABQye2M32Q&pos=4
European Debt Woes Punish Corporate Borrowers: Credit Markets
http://www.bloomberg.com/apps/news?pid=20601087&sid=ahcbGXJXM1qI&pos=5
Roubini Says Greece May Lead Euro Exodus, China Faces Slowdown
http://www.bloomberg.com/apps/news?pid=20601010&sid=aWx2RrHBu90A
Credit History for Insurance, Hiring Eyed By Congress
http://www.bloomberg.com/apps/news?pid=20603037&sid=agnr4tjfDxOY
Was the Equity Premium an Artifact of the Great Depression?
http://www.theatlantic.com/business/archive/2010/05/was-the-equity-premium-an-artifact-of-the-great-depression/56468/
Looking for Job Openings
http://economix.blogs.nytimes.com/2010/05/11/looking-for-job-openings/
PIMCO's McCulley Discusses The Ticking $3 Trillion Shadow Banking Time Bomb, Defends The Fed As Head Regulator
http://www.zerohedge.com/article/pimcos-mcculley-discusses-ticking-3-trillion-shadow-banking-time-bomb-defends-fed-head-regul
Time To Load Up On European Equities Puts
http://www.zerohedge.com/article/time-load-european-equities-puts
Gold Breaks Out (Again) - $1,250 Breach Imminent
http://www.zerohedge.com/article/gold-breaks-out-again-1250-breach-imminent
Reject the Consensus: ‘V’ Means Vulnerable
http://www.ritholtz.com/blog/2010/05/reject-the-consensus-v-means-vulnerable/
Is China’s Bubble Bursting?
http://www.washingtonsblog.com/2010/05/is-china-bubble-starting-to-burst.html
Sell in May and Go Away? Or Stay?
http://www.ritholtz.com/blog/2010/05/sell-in-may-and-go-away-or-stay/
A Few Technical Reasons To Bounce Higher
http://www.tradersnarrative.com/a-few-technical-reasons-to-bounce-higher-4067.html
Jeff Saut Says to Selectively Upgrade the Stocks in Your Portfolio
http://www.marketfolly.com/2010/05/jeff-saut-says-to-selectively-upgrade.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+MarketFolly+%28Market+Folly%29#ixzz0nkcPPE9e
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2 comments:
What do you think about the fact that 10-year treasury future implied vol has continued to rise even after a pull back from 8 to 6 handle on Thursday's violent move in lieu of a stock market rallying back, a small sell off in treasuries, and the $1T proposed European bailout of Greece? Do you view that with bearish or bullish implications?
Great financial stories.
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