Thursday links: gold sentiment

29Jan09

Gold sentiment is decidedly bullish.  (FT Alphaville, BusinessWeek.com, Marketwatch.com also greenfaucet.com)

The S&P 500 is trading at an implied annual sales growth rate of -3.7%.  (Value Expectations)

Bill Gross is talking his book…again.  (Infectious Greed)

What some big investing names are doing with their money.  (WSJ.com)

Large hedge funds underperform smaller hedge funds.  (CXO Advisory Group)

What are the pros and cons of public disclosure of hedge fund short positions?  (market folly)

One half of SPAC deals immediately destroy value.  (SSRN.com)

Is Google (GOOG) the way to better management or has it gotten too big to trust?  (The Daily Beast, Market Movers)

The data on the economy still stinks.  (Clusterstock, Calculated Risk, Capital Spectator)

How is that bankers at the worst-performing banks did best on compensation?  (breakingviews.com also Market Movers, Economist.com)

There is no getting rid of government influence in the credit markets.  (Baseline Scenario)

“The problem with the current stimulus plan is not that it is too big but that it delivers too little extra employment and income for such a large fiscal deficit.”   (WashingtonPost.com)

For better or worse, the credit crisis is giving the Obama administration the opportunity to reshape the economy.  (NYTimes.com)

Building a better NFL overtime, via auction.  (Slate.com)

Thanks for checking in with Abnormal Returns. Feel free to contact us with any questions and/or comments.

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