Linkfest 11/25/2008

• Google to lay off 10,000 (temps mostly) (HipMojo)

Asset returns for the week ending 11/21/2008

Linkfest 11/17/2008

• Mines are shutting down all over the world (WSJ)
• New trends in supercomputing (WSJ)

Asset returns for the week ending 11/14/2008

Linkfest 11/12/2008

• Dubai property boom seems to be over for now (WSJ)
  

Linkfest 11/10/2008

• Baltic Dry Index down 93% from peak (FT Alphaville)
• S&P500 estimates getting further correction (Bloomberg)
• Student debt on the rise as savings diminish (Bloomberg)
• ETFs that might be worth buying now (A Dash of Insight)

UNG above 30 SMA.

I think the decline in UNG has stopped:

Asset returns for the week ending 11/07/2008

Linkfest 11/09/2008

• According to Donald Coxe of BMO Financial Group, agricultural commodities, gold companies, and energy are the investment themes to consider (Barron's)

Pakistan's external debt ...

Linkfest 11/04/2008

• A number of indicators have turned bullish (FT Alphaville)
  Caveat: The comparison against history can sometimes lead to tremendously false conclusions

Linkfest 11/02/2008

• A glimpse of the real estate fraud from the last housing boom (Bloomberg)
• According to Barron's Big Money polls 70% money managers say that stocks will be the best-performing asset class in 2009 (Barron's)
• Netbooks becoming more popular than regular laptops (Barron's)
• Some alternative energy storage companies (Seeking Alpha, Seeking Alpha)
  

Asset returns for the week ending 10/31/2008

World stocks cheap according to Citigroup

Here is an interesting graph from Citigroup published in WSJ today. It shows the trailing P/E of world markets since 1970 and also average over a decade.



According to this graph the global stocks are trading at 10.3x trailing earnings, which is cheapest since 1970s.

Linkfest 11/01/2008

• Ethanol company VeraSun Energy filed chapter 11 (WSJ)
• Finally Japanese workers realizing that there is more to life than work (WSJ)
• World markets cheap on trailing P/E basis (WSJ)