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portefeuille (99.66)

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May 28, 2009 – Comments (8)

some links: (more to come)

1 ftalphaville on corporate debt (see the chart of the Markit iTraxx Europe 5y index!) (2009/05/15)

2 (09/05/08)

3 (09/05/11)

4 (09/05/14)

5 (chart for telecoms)

6 Markit iTraxx Europe

7 iTraxx wikipedia

8 Reuters on iTraxx indices (09/05/15)

9 article from February 4 that illustrates the "thawing of credit markets" (2009/02/04)

10 Markit - Indices "CDX (North America, investment-grade) Index" (CDX.NA.IG) in row 6, "CDX (North America, high-yield BB) Index" in row 3

11 credit default swap indices - wikipedia

12 Markit iTraxx Europe Indices Series 11 - presentation (march 2009) (pdf)

13 talk (followed by Q&A) by seth klarman, The Baupost Group, (2009/03/17) – Videoconference (video wmv)

14 Tweedy, Browne research site

15 What Has Worked in Investing (pdf)

16 seekingalpha: Baupost Group Boosts Facet Biotech Stake (2009/04/09)

17 seekingalpha: Facet Biotech: What's with Chapman's Scripted Questions? (2009/05/13)

18 RealMoney: When Seth Klarman Speaks, You'd Better Listen (2009/05/19)

19 Embedded Volatility in Leveraged ETF (Richard Co, CME Group) (2009/02/17) (pdf)

20 Direxion: Direxion Funds at a Glance (pdf)

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37 (2 videos at the bottom)

38 (I suspect the term "volatility decay" got some impetus from this article)

39 leveraged ETFs

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8 Comments – Post Your Own

#1) On May 28, 2009 at 10:04 PM, PrestonCheek (32.96) wrote:

Thanks port.

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#2) On May 28, 2009 at 11:20 PM, portefeuille (99.66) wrote:

49 if you need a million $ or a fields medal (nice videos)

50 Knock-out products (see comments #25,28 here!)

51 Euwax pricing overview

52 Scoach

53 Jim Cramer explains how the Stock Market is Manipulated (remember the Jon Stewart / Jim Cramer clash?)

54 bloomberg: Nassim Taleb: Global Crisis ‘Vastly Worse’ Than 1930s

55 Taleb on Value at Risk

56 Nassim Nicholas Taleb Angry (at VAR, the interviewer, the guest economist, ...)

57 Stephen Cecchetti: Measuring the Macroeconomic Risks Posed by Asset Price Booms, conference proceedings, 2006) (pages 9-34, especially the "fat tail" discussion and the effect of asset (housing!) bubbles (bursting) on GDP)

58 "TraderMark": Hugh Hendry of Eclectica Asset Management is Wickedly Good (on Hugh Hendry and CNBC Europe vs. CNBC U.S.) (4 videos!!!) 

59 CNBC Europe: Hugh Hendry: Deflation/Inflation

60 CNBC Europe: Hugh Hendry: "Monkeys pick bottoms" (2009/04/27) (also see here)

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