Monday links: intellectual flexibility

03Mar08

Why the municipal bond market is so cheap and what issuers should do about it. (WSJ.com, Bloomberg.com, Prince of Wall Street)

The growing uproar over muni bond credit ratings. (DealBreaker.com, naked capitalism, Market Movers)

Is speculation largely responsible for recent gains in the commodity markets? (FT.com, MarketBeat)

“Either credit is too cheap – though the intricacies of structured credit valuation complicate further the decision to start buying – or equities will have to adjust downwards. Which will it be and when?” (FT Alphaville)

The reduced gasoline consumption meme goes big time. (WSJ.com)

Warren Buffett likes earnings coming from overseas, technology stocks have a high percentage of overseas earnings, ergo Warren Buffett likes tech stocks? (Bespoke Investment Group)

An art market proxy, Sotheby’s (BID), is not looking so hot. (breakingviews/WSJ.com)

On dangers of high impact decisions made with limited information (and leverage). (Going Private)

(I)ntellectual flexibility is worth noting.” (Big Picture)

Cramer on how to profit from the agribusiness boom. (New York)

Hedge fund managers love benchmarks they can game. (All About Alpha)

Free speech rights and the ban on hedge fund advertising. (FT Alphaville, DealBreaker.com)

“My personal experience across trading firms is that there is no holy grail of right traits that generate success, but the presence of certain characteristics can almost certainly ensure failure.” (TraderFeed)

Six mutual funds you have probably never heard of before. (Marketwatch.com)

Another excellent round of mutual fund news and highlights. (FundAlarm.com)

A mutual fund Warren Buffett might love. (USNews.com)

A closer look at the accuracy of the January Barometer. (IndexUniverse.com)

The print New York Times is dead….No it isn’t. (Fortune.com, The Stalwart)

Questioning the assumption that expanded homeownership is an unmitigated good. (NewYorker.com)

Is Apple (AAPL) working on a Kindle-killer? (Bits)

The nickel is the new penny. (Odd Numbers)

Thanks again to every one who has donated to Abnormal Returns. The tip jar remains open to all comers.

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