links for 2011-09-03

Short Selling Against S&P 500 Highest Since Nov. – Bloomberg The proportion of S&P 500 shares outstanding sold short on Aug. 29 rose to 3.03 percent, the most since the end of November and up from 2.37 percent at the beginning of August, according to New York-based Data Explorers, which provides research on short sales … Read more

links for 2011-08-29

Swiss Fear the End of Economic Paradise – ABC News Switzerland's economy wouldn't be able to cope with it if the euro dipped below 1.1 francs, Sturm warns. For this reason, the Swiss National Bank has attempted to get the franc back to a reasonable level by flooding the market with freshly printed money and … Read more

links for 2011-08-15

Can Jeremy Grantham Profit From Ecological Mayhem? – NYTimes.com Grantham has often been early, the besetting sin of the value investor. Sounding the alarm and bailing out well before the peak of one bubble after another has cost him profits and clients. But if he’s right again and early again in identifying rising commodity prices­ … Read more

links for 2011-08-14

The Battered Investment Class Has No Confidence in Markets, Companies, Banks, Governments – Forbes Over the past ten years investors have been battered by the dotcom bubble(off over 50%), 9/11 (off over 25%), the credit crisis bubble(off 50%), the crash of commodities(down 25%) and now the government debt downgrade together with a dire European sovereign … Read more