Tuesday links: the bottom rung

10Mar09

What companies are showing up on Moody’s “The Bottom Rung” list of troubled credits?  (WSJ.com also FT Alphaville, Zero Hedge)

The prospects for profits in the quarter from Citigroup (C) is widely cited for today’s stock market rally. Other items to the contrary. (24/7 Wall St., naked capitalism, The Stash, Atlantic Business)

What is “latency arbitrage” and how are some hedge funds profiting from it?  (MarketBeat)

Whoever said that asset class correlations were stable?  (World Beta)

Are you confused why the US Dollar is so strong?  Don’t forget that currencies are a relative game.  (Fund My Mutual Fund)

Should Google (GOOG) be added to the Dow?  (GigaOm)

The Dow Chemical (DOW) merger deal rests on a layer of preferred stock.  (breakingviews.com)

Gold market timers are now no longer all that bullish.  (Marketwatch.com)

Can we view oil as a “store of value“?  (Gregor.us)

“Could it be that energy markets are making some bullish noise?”  (Barrons.com)

It is difficult to discern signal from the noise in the oil markets.  (MarketBeat, FT Alphaville)

Is it time to start keeping an eye on Dr. Copper?  (ValuePlays)

A bottoming Baltic Dry Index points to strengthening commodity markets.  (VIX and More)

“But now that everybody knows that buy and hope does not work, the contrarian deep within thinks it is time to think about its return.”  (Behind the Headlines)

On the importance for traders to have a “diversified emotional portfolio.” In short, man cannot live on trading alone.  (TraderFeed)

How accountable should quants be for the meltdown on Wall Street?  (NYTimes.com also Big Picture)

The secondary market for private equity stakes is locked up due to differences over price.  (Clusterstock)

“Corporate culture matters, and some corporate cultures don’t deserve to survive.”  (Interfluidity)

Credit cards are a problem, but are banks overreacting?  (WSJ.com also Clusterstock)

Don’t invest alongside the Feds, seriously.  (Zero Hedge)

The five flavors of bank nationalization.  (Baseline Scenario)

“Ultimately it is the health of banks, not the size of the Fed’s balance sheet, that matters most.”  (WSJ.com)

The problem with the banks is that nobody will trust them and they have not been able to raise funds.”  (Bronte Capital also Marginal Revolution)

How big a role did the failure of Lehman Bros. have on our current predicament?  (The Balance Sheet)

A rave review for House of Cards.  The first of many books on the crisis.  (DealBook)

Is the Obama administration being too optimistic in its economic forecasts?  (Economist’s View, Free exchange)

Welcome to the “little guy economy” where smaller, more nimble firms thrive.  (The Big Money also 37signals)

One positive area of the economy:  the box office.  (EconomPic Data)

On the prospects for an Apple (AAPL) touchscreen netbook.  (GigaOm)

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