Sunday links: doubling down

30Nov08

Government bonds have performed well, but what happens when new issuance really hits home?  (Economist.com)

Keep an eye on 10 year Treasury yields for a clue on risk aversion.  (VIX and More)

30 year mortgage rates are down.  (Bespoke)

Carl Icahn is buying senior debt.  (Barrons.com)

After 15 years of being overvalued, the stock market is back to “fair value.” (Clusterstock)

“I think the Nasdaq is much more representative of the current American economy than the Dow.”  (A VC)

Doubling down on losers is “dumb.”  (Howard Lindzon)

“It is hard to say how successful monetary and fiscal policy will be in avoiding a deep downturn.”  (NYTimes.com)

The gold-silver ratio in the spotlight.  (MarketBeat, FT Alphaville)

Charles Kirk inteviews Jeff Miller.  (Dash of Insight)

Secondary sales of private equity stakes indicate lower valuations than the current marks.  (Economist.com)

Bob Rubin finally gets called to account for the Citigroup (C) debacle.  (WSJ.com, Market Movers, naked capitalism, Big Picture)

The economy has simply changed too much since then for experience to be a reliable guide.”  (Slate.com)

Recession or depression, web companies have a raft of opportunities.  (GigaOM also Silicon Alley Insider, Economist.com)

Look at the picture, not the words.  (Odd Numbers)

What should Henry Blodget buy with $50 million?  (Market Movers)

A review of Niall Ferguson’s “The Ascent of Money.”  (WashingtonPost.com)

Just how fast can humans run?  (NewScientist.com)

A history of the stadium naming rights curse.  (mental floss)

Are you curious what other bloggers are saying about Abnormal Returns? So are we. Feel free to check out a compilation of reviews.

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