Great Stuff in Think Tank

By Barry Ritholtz - April 28th, 2010, 3:00PM

I would be remiss if i did not point you to two outstanding, smart, thought provoking works in the Think Tank today:

First up, bull market skeptic and Gluskin Sheff economist David Rosenberg gives us DIRTY DOZEN: Things That Could Upset the Apple Cart. I sometimes disagree with Rosie, but I always respect his intellectual acumen and methodology.

Second, savvy quant and all around sharp cookie Clifford Asness has a very provocative post, titled Keep the Casinos Open. Cliff has amassed an outstanding track record, and is extremely knowledgeable about the mechanics of markets. I always read his work closely, whether I agree with it or not.

PERMALINK
Category: Markets, Psychology/Sentiment, Quantitative, Trading.

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Macro Notes

Greeks vote to stay in euro
Peter Boockvar

Knowing that the vote over the weekend in Greece was really a referendum on Euro membership, a majority of the Greek Parliament said yes to staying. European Finance Ministers meet again on Wednesday to solidify the 2nd bailout package for Greece at the same time hopefully a deal is consummated between Greece and its creditors this week. The Greek 14.5b euro bond that matures on March 20th is up by 2 pts. The optimism that all will be completed and contained AGAIN to Greece has yields lower in Portugal, Spain and Italy. The iTraxx Financial Index is also narrower by...

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