Monday links: General Mismanagement

01Jun09

It has been quite some time since the S&P 500 was above its 200 day moving average.  (Bespoke, Sentiment’s Edge)

There is no shortage of stocks up 30% in the last month.  (greenfaucet)

“Virtually everything was up last month, with emerging market stocks and commodities exhibiting particularly strong leadership.”  (Capital SpectatorVIX and More)

With oil back up, are the Gulf markets set to outperform?  (FT Alphaville)

What does the Coppock Curve bull signal mean?  (Trader’s Narrative)

The reduction in implied volatility means the stock replacement strategy is back!  (Daily Options Report)

Q&A with Michael Panzner who “..believe(s) we are nowhere near a bottom — in terms of GDP or share prices.”  (Curious Capitalist)

A buoyant stock market implies more stock issuance.  (Zero Hedge)

Intermediate bond funds let investors down.  (WSJ)

Even false news can induce significant stock shocks.  (SSRN)

Sam Zell may not know much about running a newspaper, but he does know commercial real estate.  (Value Plays)

2008 was a tough year for KKR.  (DealBook, peHUB)

Cisco (CSCO) and Travelers (TRV) join the Dow.  (IndexUniverse, MarketBeat, Economist)

General Motors is dead.  Long live General Motors.  (WashingtonPost, NYTimes, The Daily Beast)

The demise of GM should come as a shock to no one.  (Crossing Wall Street)

“All the government can give GM is money.  Our money.”  (Megan McArdle)

The US government (and taxpayers) ares now in competition with Ford (F).  (Breakingviews, WSJ)

Car sales may never return to their prior trendlines.  (Felix Salmon, Ryan Avent)

California actually hasn’t gone to trouble of cutting spending yet.  (Clusterstock)

The case for wind power is no slam dunk.  (The Oil Drum)

China’s economy is recovering.  (Clusterstock)

“One of Nassim [Taleb]’s peculiar strengths is the way in which he refuses to get bogged down in details. If you ask him a specific question, you’re likely to get a very generalized answer.”  (Felix Salmon)

How to read the WSJ.com for free online.  (Silicon Alley Insider)

Who is a blogger and are they likely to be introverts?  (Statistical Modeling, TheAtlantic)

Scroll down for an economist joke.  (Ultimi Barbarorum)

Grape Nuts contain neither grapes nor nuts.  Discuss.  (WSJ)

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