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Doin' It Bloggystyle: Fundamentals, Google and Oasis


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.

Some links as I wonder what I should do with this dented baseball my friend in Colorado just mailed me.

Thinking About It
  • Volatility's predictive power for stock returns, via CXO Advisory (Abnormal hat tip).
  • Do fundamentals really change overnight? Not so much, notes Accrued Interest.
  • Barry has some more "tame" inflation.
  • If you are an investor in a hedge fund and they go public, are you now an insider? Naked Shorts writes on Och-Ziff's confidentiality letter.


Books All Clear? Sure

Climbing the WonderWall of Worry
  • There's a new Oasis album due next year, and they're not on a label. But don't expect a Radiohead release model, as per Blogging Stocks.
  • Speaking of Radiohead, they're not happy with comScore's traffic numbers, via
  • Oasis is WAY undervalued versus Radiohead, in my humble opinion. I'd go long a basket of Oasis, Weezer and Foo Fighters versus shorting Radiohead and Beck in my "Started in the mid 90's and Still Popular" Fund. Green Day would be the core holding in the fund.
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position in GOOG, GS
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