Most investors know that the S&P 500 hit a record high in October 2007 and a (the?) low in March of this year. But when you break it down by sector, things are a bit more complicated. bearbulltimeline Otherwise, for those who are wondering whether there is more upside ahead, the fact that four groups ...

innumer > Some good learnin’ here: This web site stems from a personal interest in critical thinking and is a collection of links to articles and sites pertaining to numeracy and critical thinking. Links should be good for at least the date posted. After the posting date, link reliability depends ...

The Quote of the Day comes to us via Bloomberg’s Alice Schroeder: “We’re in the midst of a deflationary trend that is temporarily being masked by inventory restocking and free lunches like Cash for Clunkers. Consumers are done with borrowing. They’ll keep refueling the deflation by going through their ...

great trade The WSJ’s Greg Zuckerman has a new book out titled, The Greatest Trade Ever: The Behind-the-Scenes Story of How John Paulson Defied Wall Street and Made Financial History. Here is an excerpt from his recent WSJ column on lessons on the subject: 1 Don’t Rely on the Experts Many investors ...

Asian currencies continue to sell off vs the $ on the heels of the news yesterday that South Korea said they will look into hot money inflows stemming from the $ carry trade and the Bank of Indonesia said they are looking into the foreign buying of bills. This follows the news a few weeks ago that Taiwan ...

There are so many thing here that require an ass whupping I just don’t know where to begin: • Why is there even such a thing as a Microsoft Store? • Is this an example of their innovation? • Why is the staff being forced to clap rhythmically — did they all do something wrong? Is this how they get punished? ...

Phil Gramm, the former Republican Senator from Texas who co-wrote the act that undid Glass-Steagall, has our DQotD: > “I’ve never seen any evidence to substantiate any claim that this current financial crisis had anything to do with Gramm-Leach-Bliley. In fact, you couldn’t have had the assisted ...

(Reuters) New York: Having inoculated its employees with H1N1 vaccine dosages usurped from pregnant women and children, Goldman Sachs has increased its vigilance against the contagious virus by banning employee contact with spare change. An internal memo outlines steps staff should take to avoid becoming ...

Today’s Outside the Box comes to us from England. My European partner Niels Jensen from time to time sends me some of the best letters he reads from the hedge fund world. He is an excellent filter for me, and this week’s Outside the Box offering is no exception. Below is the November commentary from ...

Interesting stuff: • China’s Blunt Talk for Obama (WSJ) • China vs United States by the Numbers (NYT) • Riding on China’s coat-tails (Business Spectator) • Hong Kong to U.S: Please Don’t Blow our Bubbles (Real Time Economics) • The Tokyo Hot List: 20 people to watch (Tokyo)