Sunday links: macroeconomic stabilization

02Dec07

Is the stock market focusing on the potential for a drop in earnings margins. (FT.com)

Newsletter writer sentiment points toward excessive pessimism. (NYTimes.com)

Bill Miller’s portfolio is tilting towards value stocks. (Humble Student of the Markets)

A neat new stock indicator site. (IndexIndicators.com via VIX and More)

Does Fed-led “macroeconomic stabilization” raise issues of “moral hazard”? (Infectious Greed, Interfluidity)

Repudiating contracts to help subprime borrowers. (naked capitalism)

Who are the biggest beneficiaries of the proposed subprime mortgage borrower bailout? (Accrued Interest)

Global interest rates are in retreat. (Bespoke Investment Group)

Signs of stress have come crept back into the markets. (Econbrowser)

Has the drop in the U.S. dollar been a ‘net positive’?  (NYTimes.com)

No matter how you measure it, E*Trade (ETFC) took a bit hit on its mortgage portfolio fire sale. (Calculated Risk)

Modeling the Citigroup-ADIA investments using traded stock and options. (Barrons.com)

An extended excerpt from Katherine Burton’s “Hedge Hunters.” (Seeking Alpha)

Twelve reasons to love Apple (AAPL). (Howard Lindzon)

AT&T (T) and Apple seem to be on the outs. (I, Cringley)

Should we make FX trading as easy as playing a video game? (Market Movers)

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

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