Sunday links: jobs not Jobs

09Sep07

Menzie Chinn and James Hamilton at Econbrowser on the jobs report.

Greg Mankiw notes a rise in those anticipating a 2008 recession.

Justin Fox at the Curious Capitalist on how real estate weakness is beginning to “pull the economy down.”

Daniel Gross at Slate.com asks “Will the rich save the economy?”

Yves Smith at naked capitalism on the difference between a solvency crisis and a liquidity crisis and what the central banks can do about it.

David Merkel at the Aleph Blog sees a “cloudy picture” prior to the Fed meeting this week.

Shirley A. Lazo at Barrons.com on the prospects for stock buybacks to replace cash dividends.

Floyd Norris at NYTimes.com notes the inability of the major indices to outperform inflation this decade.

Chad Brand at the Peridot Capitalist on the rise in insider buying in August.

Steven M. Sears at Barrons.com notes that equity options volatility is not only high but also “skewed.”

Mark Hulbert at NYTimes.com on research into how a “manager’s talents and motivations” should play a role in selecting an fund manager.

Alistair Barr at Marketwatch.com highlights a hedge fund that profited wildly from the subprime crisis.

Howard Lindzon is (reluctantly) taking a closer look at Blackstone Group (BX).

The Epicurean Dealmaker on how Blackstone’s executives may have to change their thinking now that their own company is public.

Brett Steenbarger at TraderFeed on when “When the trading dream dies.”

Barry Ritholtz at the Big Picture highlights a new stock “community sentiment” tool.

Two Fed economists (via SSRN.com) ask in a research paper “Has the CDS Market Lowered the Cost of Corporate Debt?”

Marek Fuchs at TheStreet.com provides “very high praise” to The Panic of 1907: Lessons Learned from the Market’s Perfect Storm.

Abby Ellin at NYTimes.com profiles CNBC’s Dylan Ratigan and reports that he plays a mean gourd and hangs out with one of our favorite bands.

Have we missed an interesting post in the investment blogosphere? Then feel free to contact Abnormal Returns.

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