Tuesday links: crash edition

22Jan08

A note to all of our readers. Given market conditions today’s linkfest will by its nature be backwards looking. By the time you read this the markets may have moved dramatically in one direction or the other. We will therefore tend to focus on items with a bit more historical perspective and a little less on breaking news.

That being said, Eddy Elfeinbein and Greg Newton are “liveblogging” the markets this morning. (Crossing Wall Street, NakedShorts)

The Fed cuts interest rates by 75 bp. Did the Fed panic or act in a most judicious manner? (Econbrowser, Market Movers, Big Picture, Marketwatch.com, Infectious Greed)

Measuring the extent of recession-related bear markets. (Calculated Risk)

A checklist for examining the effects of a recession. (TheStreet.com)

Know your leverage. Know yourself. (Bill Rempel)

Ignore everyone’s advice.” (Daily Options Report)

(P)eriods of great short-term crisis have, on average, been periods of opportunity.” (TraderFeed)

Time to start nibbling on beaten-down asset classes. (Capital Spectator)

“A crisis in confidence always provides a stress test. ” (A Dash of Insight)

Every major U.S. bank was profitable last year. (Bloomberg.com via Economist’s View, Marginal Revolution)

Who really benefits from market volatility? (Information Arbitrage)

Newsletter editors have yet to ‘throw in the towel’ on the stock market. (Marketwatch.com)

What are the real odds of a recession? (Real Time Economics)

Fun with data and a gentle debunking of the “decoupling thesis.” (Infectious Greed)

LBO debt is still backed up on bank balance sheets. (WSJ.com)

Putting an estimate on credit default swap losses. (naked capitalism)

Banks are paying the price for experiencing “Goldman envy.” (breakingviews/WSJ.com)

How a fund’s ‘high water mark‘ affects manager behavior. (All About Alpha)

What the NYSE deal for the AMEX means for the ETF industry. (Marketwatch.com)

S&P creates three new ‘arbitrage indices‘ including a long-only arbitrage index. (pionline.com)

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