Sunday, March 29, 2009

Good reading

Plenty of good articles around, here are some of them - these are at SeekingAlpha unless otherwise indicated:

The Week That Actually Was (Not as the Market and Media Would Have You Believe) by Tyler Durden (nice article, but remember to trade the market, not the "data" or the "news")(also if someone gets a chance to buy Tyler lunch, please do it - his pic there looks like he needs a nice bowl of soup! LOL)

Surge in Short Interest Early in March, Mainly in Financials and Tech by Tyler Durden

Confidence Measures: Nascent Signs of Recovering Sentiment by Prieur du Plessis (might want to consider this in connection with the Armstrong business confidence cycle - just a thought)

One Month Treasury Yield Goes Negative Again by Bespoke Investment Group

This one might also be worth a read if you have an extra couple of minutes - Market Long Waves: Why Bernanke and Geithner Are Flying the Plane into the Ground by Andrew Butter

Now, is it just me or does it seem like there's a lot of negative sentiment in the articles floating about these days? I don't know if that's a contrarian indicator though. I did see that TickerSense came out with a bit about the market being overbought - we already know that so I didn't bother to post that one also (besides their site is in the list at right side of the page here). Since they put out a blogger sentiment poll, their comment on this point is worth noting.

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