Sunday links: turbulent times

19Aug07

Bill Alpert at Barron’s takes on the omni-present Jim Cramer. Barry Ritholtz at the Big Picture and Adam Warner at the Daily Options Report weigh in.

Economist.com writes “Investors should think twice, however, before assuming that Mr Bernanke will soon act to reduce the federal funds rate.”

David Gaffen at MarketBeat on whether the Fed’s decision to cut the discount rate just going to postpone an inevitable credit reckoning?

NYTimes.com on the fact that the warning signs for the subprime mortgage mess were there.

Whitney Tilson at FT.com on where he is finding value in these “turbulent times.”

Howard Lindzon on the end of many recent trends.

Scott Rothbort at TheStreet.com with “seven ways to handle market stress.”

David Merkel at the Aleph Blog and Justin Lahart at WSJ.com on the rise in prominence of the economist Hyman Minsky in light of recent market turmoil.

Peter Coy at BusinessWeek.com on the challenges of pricing collateral in today’s capital markets.

Conrad De Aenlle at NYTimes.com on the attractions of intermediate-term bond funds in this interest rate environment.

Heather Bell at IndexUniverse.com documents the surge in trading volumes.

Calculated Risk on the “great modification controversy.”

Brett Steenbarger at TraderFeed on how mood (and emotion) can affect trading and decision making.

Yves Smith at naked capitalism on various cognitive biases including the “simple danger of not knowing what you don’t know.”

James Hamilton at Econbrowser on the Baa-Treasury spread.

Tim Harford at Slate.com on how physics can explain why some countries are wealthier than others.

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