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Doin' It Bloggystyle: Tick, Tick, Boom Goes China?


Minyanville brings together the best of what they are saying "out there" about the topics we're talking about right here.

Blogs themselves need no introduction, as they get as much publicity as pretty much anything these days, save maybe the latest Britney news. There's an expanding world of excellent financial blogs, covering just about everything, from global economics to swing trading. Minyanville's goal is to bring together the best of what they are saying "out there" about the topics we're talking about right here.

China Shopping
  • Kirk runs some China stocks through the scanner.
  • ZackStocks with the numbers on LDK Solar (LDK).
  • Barrons ponders whether China is "a bubble or is the rally simply the market manifestation of an economic juggernaut." Hat tip, Abnormal Returns.
  • Enzio Von Pfeil on why a global selloff may be imminent.

Deeper Thoughts

Guru Check

  • In its never-ending analysis of who to trust with financial advice, CXO Advisory tests the stock picking advice of the Business media.
  • Mainly, it's advice that appears in the Journal, Barron's, PBS et. al.
  • I'll let them describe the results.
  • "The following table (click above link to view), taken from the paper, summarizes from ten studies the cumulative excess returns for business media buy recommendations for six months, one year, two years and three years after publication date. "
  • "Results support a conclusion that business media stock recommendations very likely underperform a passive investment strategy over the medium and long terms."

Sign of The Times?
  • So, a big shakeup in Sports(writing) world as Rick Reilly leaves the back page of Sports Illustrated for ESPN.
  • So who should replace him as The Guy at SI? Dan Shanoff has an interesting suggestion, Will Leitch of Deadspin fame (a good friend of his, he discloses).
  • Awful Announcing begs to differ. But more from the viewpoint of Leitch in that it would be a backwards step.
  • Pretty astounding that you can say jumping from Deadspin to SI is a move down, and say it with a straight face, and probably be correct.
  • Now this is just in principal of course, the money at SI certainly dwarfs Deadspin.
  • But the point may be valid. Deadspin is really the most read and relevant sports writing out there now. SI is not. I have literally subscribed to SI for over 30 years now (gasp), but I just renew out of force of habit.
  • It really offers little any more, it's dated by the time it comes in the mail. Half of it is People-magazine-ish stuff that I read three days earlier and in a much more interesting manner in the Deadspins of the world.
  • Just all hard to believe.
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No positions in stocks mentioned.
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