Portable Alpha Daily

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Friday, September 29, 2006

Weekend Reading

Brett examines the up’s and down’s of buying when the market peaks.

Looking for a Bearish Blogger, check out Bull Trapper.

Charles Kirk relays O’Shaughnessy’s 7 Key Principals of success on Wall Street.

Bull Trader takes a glimpse inside a traders mind.

Barry Ritholtz on why a Soft Landing isn’t in the cards.

It was a good idea, just not worth buying a new cell phone over.

An interesting dialogue at Roger’s blog regarding his favorite market themes for the next ten years.

Maybe putting kegs in classrooms will bring these percentages up.

Macro Blog take a look at the relationship between Housing and Recessions.

$45 Oil? Sweet!

Where is the Yield? takes a look at REIT ETF’s, an investment that’s provided a lot of alpha recently.

Jeff Matthews on the Merck savings plan.

Hedge Funds to monitor Blogs.

Greg Mankiw on the history of Supply and Demand.

Here’s a solution for all you suffering from bacillophobia.

EconBrowser takes a look at the seasonality of new home sales.

Mark Cuban is apparently NOT a fan of YouTube.

Four destructive behaviors investors should avoid.

Larry’s investment checklist for buying stocks.

In case you haven’t seen the Self-Parking Lexus yet.

Alpha Male found a great article “Debunking Some Myths About Active Management.”

Fidelity is finally turning to portable alpha.

Abnormal Returns takes a look at neuroeconomics


  • Justin, thanks for the mention on your blog. This is my first time here and it looks great, lots of content. I'm usually up til 2 or 3 in the morning and I still can't read all the blogs that I enjoy, but yours will certainly be on my list, great job. Thanks again-

    Brandt (aka-Bull Trapper)

    By Blogger bulltrapper, at 10:37 PM  

  • My pleasure Brandt, thanks for the note. Keep up the great work!

    By Blogger Justin Lenarcic, at 12:32 AM  

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