Sunday links: gaming the index

06Jan08

History tells us that a bad first three days for the stock market does not necessarily mean a poor year overall. (Bespoke Investment Group)

The first three days of the year are making defensive investments attractive. (WSJ.com)

Are growth stocks a good hiding place? (NYTimes.com)

The technical state of the stock market. (TraderFeed, IndexIndicators.com)

A bond market-stock market divergence. (Accrued Interest)

Are gold ETFs helping stoke demand for the precious metal? (WSJ.com)

Will the U.S. dollar rally in 2008? (NYTimes.com)

The tug-of-war between quantitative investment techniques and human nature. (Infectious Greed)

More on the attraction of momentum-based strategies. (Crossing Wall Street)

Gaming the index and the attraction of simple portfolios. (InVivoAnalytics.com)

The power of Blackstone’s fees to Wall Street. (DealBreaker.com)

Economic indicators have taken a turn for the worse. (Econbrowser)

The market is looking for a 50bp cut in the Fed funds rate. (Calculated Risk)

What comes after a 3% Fed funds rate? (Aleph Blog)

Is the subprime crisis less serious than the S&L crisis? (Real Time Economics)

Who do you trust? (Big Picture)

A sprawling look at the finance and economics blogosphere. (Interfluidity)

The 15 most important blogs for new investors and traders. (ValueBlogReview)

A nice round-up of what the prediction markets are telling us about the 2008 election. (Bespoke Investment Group)

Is the technology sector going to get hurt by an economic recession? (GigaOM.com)

Is Blu-ray going to win the high def DVD war? (Silicon Alley Insider, NYTimes.com)

Technology market predictions, including a number about Google and Apple. (I, Cringley)

Old masters are the blue chips of the art world. (breakingviews/WSJ.com)

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