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February 22, 2008
linkfest 02/22/08: "Headwinds", China Costs, Stagflation, XLQ, etc.
Emptying my burgeoning browser tabs:
- Searching for "headwinds" in financial filings (SEC Edgar)
- China's manufacturing costs are up big (depending on whether you buy the source) (American Chamber of Commerce in Shanghai)
- Fun stagflation/1970s quote (Big Picture)
- New version out of the excellent Excel stock analysis add-in XLQ (XLQ)
- Telling more than we can know: Classic paper on why we're all not be trusted (Nisbett)
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An interesting search engine at SEC. It helps but is still lacking. It's kind of keyword 1.5 search rather than conceptual search (autonomy) it claims to be: loaded in "management change and share repurchase and fourth quarter" and like most engines multiple concepts are not found--it appears the engine can only find one concept at a time...I suppose some progress is good but leaves room for improvement. Then again, it is probably just user error on my part :-)
The ever-modest Barry Ritholtz is now quoting himself ...... he's becoming a caricature of himself ... pretty soon he'll have a Madame Tussaud wax-statue of himself accompany him on every TV interview so that someone will agree with him , or at least laugh at his jokes