Monday links: too many false alarms

13Oct08

A neat graphic depicting the global equity market meltdown.  (WSJ.com)

The credit crisis puts an end to the BRIC trade.  (Market Movers)

Hedge fund of funds are being hurt by redemptions and poor performance.  (WSJ.com)

“So have options officially become untradable?”  (Daily Options Report)

Large gaps up tend to pull back at some point.  (Daily Options Report)

“(T)he value of diversification waxes and wanes over time.”  (Capital Spectator)

Forget P/E ratios, let’s look at the price/dividend ratio.  (Trader’s Narrative)

Some great quotes.  (Random Roger)

Grantham and Whitman come to different conclusions on the stock market.  (Controlled Greed, ibid)

So was that the market bottom?  (Clusterstock)

Four signs that things have calmed down.  (Deal Journal)

Will private equity’s move into buyout loans backfire?  (WSJ.com)

Some easing in the money markets.  (MarketBeat, Calculated Risk)

The upshot of the Lehman CDS settlement.  (Market Movers)

Morgan Stanley (MS) lives to fight another day.  (DealBook also DealBreaker)

How to fix what ails us.  (Big Picture)

The new president will have to face up to failed automakers as well.  (The Big Money)

Why were warnings not heeded about the current crisis?  Too many false alarms.  (Becker-Posner)

Don’t forget, shares are a derivative as well.  (Infectious Greed)

Where are the bank asset writedowns?  (Clusterstock)

Too many too-big-to-fail institutions will still remain after this crisis.  (Free exchange)

Paul Krugman, Nobel laureate.  (Marginal RevolutionCurious Capitalist)

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