Friday links: faltering growth

31Oct08

(T)hose who thought Yale had found the key to success have been disappointed.”  (Economist.com also Bull Bear Trader)

Yet another look at the statistical validity of the “Halloween Indicator.”  (Marketwatch.com)

When investors are in trouble, they sell what they can, not what they would like to.”  (Economist.com)

“The next 30 days are lining up to be difficult for hedge funds.”  (Dealbreaker)

“Its probably best to think of high-yield as a low-beta equity investment rather than a bond investment.”  (Accrued Interest)

“Companies that spent loads of money paying out dividends and buying back stock seem brilliant in good times and stupid in bad times.”  (Slate.com)

“Essentially the business model of money market funds breaks down at extremely low rates.”  (FT Alphaville)

A neat comparison of stock market crashes.  (Calculated Risk)

“(T)he market becomes more volatile (i.e. the standard deviation of daily returns increases) as the market moves further into oversold territory.”  (MarketSci Blog)

Keep an eye on what emerging market bonds are doing.  (VIX and More)

The end of the BRIC hypothesis told via CDS spreads.  (Market Movers)

Has the commercial paper market finally turned?  (WSJ.com also macroblog, FT Alphaville)

Turnaround experts need “time and money” to fix ailing firms.  (WSJ.com)

“So i-bank management better start getting pretty clever about justifying, explaining, and structuring its compensation practices and payouts in the glare of public scrutiny.”  (Epicurean Dealmaker)

The battle to create a CDS clearinghouse.  (WSJ.com)

How is it that Robert Rubin, Citigroup (C) adviser extraordinaire, avoids blame for the credit crisis?  The Big Money)

Living in a world of “faltering growth.”  (Big Picture)

More indications that we are in store for a “deep recession.”  (Econbrowser)

Public pension plans are the next victims of the bear market.  (Clusterstock also Mish)

Why magazine sites need bloggers, especially good ones like Felix Salmon.  (Market Movers)

Have we missed an interesting post in the investment blogosphere? If so, feel free to drop Abnormal Returns a line.

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