Tuesday links: TARP turnaround

13Jan09

The terms of the TARP have been a moving target.  (Big Picture, Baseline Scenario)

Maybe we are just getting back to the original intent of the TARP.  (Clusterstock)

Just how would one profit from U.S. government credit default swaps?  (Market Movers)

David Swensen of the Yale endowment is “sticking to the same investment approach that he’s used in the past.”  (WSJ.com)

Protestations to the contrary, it seems like Citigroup (C) is for sale, in whole or in parts.  (Accrued Interest, Market Movers)

According to Robert Shiller, “Stocks have finally dropped below fair value…for the first time in 17 years.”  (Clusterstock)

There is a bubble in Treasuries. But it is an engineered bubble. One which has been encouraged and one which will only pop as rapidly as the economy recovers.”  (FT Alphaville)

Some signs of life in the corporate bond market.  (FT Alphaville)

Companies not at risk of bankruptcy according to the Altman Z-score.  (Value Expectations)

What is a company’s “free cash growth profile“?  (CFO.com via TheDeal.com)

13.65 basis points gets you a globally diversified all-ETF portfolio.  (IndexUniverse.com also ETF Expert)

Limited evidence on the value of index put/call ratios to call market turns.  (CXO Advisory Group)

Gold sentiment seems stretched.  (Trader’s Narrative, Humble Student)

Taking a closer look at the CBOE Put-Write Index.  (VIX and More)

Parsing the Bob Rubin exit memo.  (DealBook)

Financial fraud is tougher than it looks.  A (tongue in cheek) guide to getting away with it.  (Dealbreaker)

Productivity in the Age of Bush.  (Real Time Economics)

The role of testosterone and trading success.  (WashingtonPost.com also Crossing Wall Streeet)

When being told you ‘throw like a girl‘ is a compliment.  (csmonitor.com)

Be humble.  Much of what we know about the world is incomplete or simply wrong.  (Hit & Run)

Moving forward with this blog and how you voted in our first poll.  (Abnormal Returns)

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