Thursday links: risk of recession


The predictions market has the risk of a recession in 2008 at over 50%. (Bespoke Investment Group)

“The Baltic Dry Exchange index, which measures shipping costs for bulk commodities, is at a record high…” (

Goldman Sachs (GS) is trying to clarify the source of their earnings. (breakingviews/

A 130/30 index fund? (All About Alpha)

Barry Ritholtz has a chapter from Richard Peterson’s well-reviewed Inside the Investor’s Brain: The Power of Mind Over Money. (Big Picture)

On the book front, Adam Warner and David Merkel both recommend Vitaliy Katsenelson’s new book entitled Active Value Investing. (Daily Options Report & Aleph Blog)

Do we need a “Capital Markets Safety Board“? (

A bull market like no other. (Bespoke Investment Group)

Conditions necessary for a turn in the home builders are a long way off. (MSN Marketwatch)

No one is free of guilt in the mortgage market mess. (DealBook)

Airplane leasing is rapidly becoming a sector unto itself. (

What the heck is going on in the wheat futures market? (Infectious Greed)

Is Henry Blodget getting a “free ride” from the financial media? (

The lines between home and business technology are blurring. (

Predicting politics is an exercise in futility.” (

George Will with a profile of economist Austan Goolsbee. (

Felix Salmon does us one better and rounds up the blogosphere’s view on Radiohead “giving away” its new album. (Market Movers)

The Sports Economist on Bloomberg Radio. (Sports Economist)

A sign of the coming apocalypse: Cramer ring tones! (Deal Journal)

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