Wednesday links: Dr. Yield Curve

13May09

Ignore Dr. Yield Curve at your own risk.  (Crossing Wall Street, Bloomberg.com)

Three more actively managed ETFs are on the drawing board.  (IndexUniverse.com, Random Roger)

Hedge funds still love gold.  (WSJ.com)

“(I)t’s amazing how the most interesting trades these days involve somehow trying to front run an ETF hedging mechanism.”  (Daily Options Report)

What is your preferred trading style?  (TraderFeed)

The ongoing search for the next Berkshire Hathaway.  (52 Wall Street)

Shorting a stock to $0 is tougher than it looks.  (Aleph Blog)

What are the readers of Seeking Alpha telling us about the stock market rally?  (A Dash of Insight)

Does the lunar cycle have any detectable effect on the stock market? (MarketSci Blog, Sentiment’s Edge)

Should you care about the new MacroShares housing ETFs?  (Caveman Forecaster)

May has seen a surge in mergers.  (footnoted.org, DealBook)

Companies are rushing to raise money at the most frenzied pace in years and they are finding eager investors, a sign that markets are beginning to heal themselves.”  (WSJ.com also BusinessWeek.com)

The bankruptcy process works.  Why are we so afraid of it?  (TheAtlantic.com also Megan McArdle)

General Motors (GM) “seems to be shaping up as a textbook case of empty-creditor syndrome.”  (The Big Money also Felix Salmon)

GM senior debt holders should not expect to get what is owed them.  (The Market Ticker)

Recent housing appreciation was consumed, not saved.  (The Stash)

Do we need a top-down approach to financial industry compensation?  (WSJ.com, naked capitalism)

How soon does the Fed need to think about taking back excess liquidity?  (Alea Blog)

Retail sales fell in April.  Should we be surprised?  (Clusterstock, Calculated Risk, Floyd Norris)

Can the economy grow with a rising consumer savings rate?  (Real Time Economics)

The recession has taken a toll on the solvency of Social Security and Medicare.  (WashingtonPost.com, Atlantic Business)

Could the US lose its AAA rating, and does it really matter?  (24/7 Wall St., Clusterstock also FT Alphaville)

“The difference in the timing of the government moves in the 1930’s and today is stark.”  (Freakonomics)

The battle of the (demise of) Bear Stearns books.  (Curious Capitalist)

“Ultimately, in good times or bad, cities have to want a middle class to have one. And politicians, if asked, will genuflect to the idea of maintaining a middle class, yet their actions—on taxes, regulations, schools, development—suggest otherwise.”  (American.com)

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