Wednesday links: a better mousetrap

18Feb09

Why can’t the mutual fund industry come up with a better mousetrap?  (MarketSci Blog)

Now is the time to re-balance your portfolio.  (WSJ.com)

Because of its rapid growth, has the U.S. Oil Fund ETF (USO) become a “cancer” on the WTI market?  (FT Alphaville)

What is in your corporate bond ETF?  (Morningstar.com)

Muni bond ETFs now come in a range of flavors.  (ETF Trends)

An interesting T-bill data point.  (Alea)

More on market mean reversion.  (Zero Hedge)

A longer term look at the S&P 500 and operating earnings.  (Crossing Wall Street)

Gold is the default currency trade of late.  (MarketBeat)

What would Ben Graham be buying today?  (market folly)

Everyone is talking about the money center banks, but what is going on with the regional banks?  (VIX and More)

How can a company underperform if earnings are increasing?  (Value Expectations)

What stocks does Bill Gates’ Cascade Investments own?  (Tech Trader Daily)

“But the trouble in Goldman-land, is not just of the financial, or balance-sheet variety. It’s more like a crisis in confidence.”  (The Daily Beast)

Was the SEC slow to move in the Stanford International fraud?  (Market Movers, ibid)

Jeff Immelt of GE (GE) opts to not take his bonus this year.  (24/7 Wall St., Clusterstock)

“How alarmed should Western European countries be by the scale of the economic crisis in Central and Eastern Europe?”  (WSJ.com also FT Alphaville)

Or the PIIGS for that matter?  (MarketBeat)

Russia is not looking much better.  (Dealbreaker)

A couple of weak economic reports.  (Calculated Risk, ibid)

“Mr. President, it’s time for the bankruptcy of GM (GM) and Chrysler.”  (Deal Journal also breakingviews.com)

We will eventually come around to bank nationalization.  (FiveThirtyEight.com, Atlantic Business)

Alan Greenspan jumps on the bank nationalization train.  (FT.com, naked capitalism, Mish, Real Time Economics)

Is a 9/11-style commission the best way to figure out how we got ourselves into this mess?  (Fortune.com)

The mad attempts to avoid any and all foreclosures is counter-productive. The foreclosure process is how an over-priced market returns back to normalcy. ”  (Big Picture)

Everyone is talking about the Frontline documentary, “Inside the Meltdown.”  (PBS.org)

Are there any experts worth listening to?  (CNN Money)

Facebook graces the cover of Fortune magazine.  Is that a good thing?  (Valleywag)

Six ways to boost brainpower.  (Scientific American)

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