links for 2009-11-02

Mother of all carry trades faces an inevitable bust The Fed and other policymakers seem unaware of the monster bubble they are creating. The longer they remain blind, the harder the markets will fall. (tags: Nouriel_Roubini bubbles interest_rates Federal_Reserve monetary_policy) Schools Are Where Stimulus Saved Jobs, New Data Show – NYTimes.com The best symbol of … Read more

October Delivered the Market’s First Post-Earnings Reversal of the Rally

Whenever the market sells off, it is good to track whether the selling marks any change in character in the health of the market. Back in June, the change in character was marked by the deepest oversold conditions since March. Those conditions deepened into July and helped provide the fuel for the next strong leg … Read more

links for 2009-11-01

Twitter Data: An Investor’s Perspective « The Metric System Using some statistical trickery, the Twitter API, and my RJMetrics dashboard, I uncovered a ton of astonishing new information about Twitter. Here are some highlights: (tags: Twitter data_analysis) Five Steps to Consistent Profits The goal of my Super Trader program is to help people develop a … Read more