Friday links: downside beta

27Feb09

Throwing good money after bad.  The Feds double down on Citigroup (C). (Big Picture, 24/7 Wall St., Clusterstock, Slate.com, Deal Journal)

The challenges facing 2008’s best performing equity mutual fund, Forester Value (FVALX).  (WSJ.com)

Two years of heightened volatility in perspective.  (VIX and More also Trader’s Narrative)

Bear market rallies happen all the time, just don’t get too excited.  (WSJ.com)

Why have high yield spreads held up as well as they have?  (Zero Hedge)

A simple model that has outperformed the stock market.  (MarketSci Blog)

Is it time to re-examine the role of leveraged bear ETFs?  (TheStreet.com)

Can’t some one create a better vehicle to track crude oil prices than the US Oil Fund (USO)?  (Daily Options Report)

A plan to turn around TheStreet.com (TSCM).  (Howard Lindzon)

Six companies that have flourished (relatively speaking) in the current economy.  (The Big Money)

Companies that have the wherewithal to continue to pay their dividends.  (Value Expectations)

Is the battle over Berkshire Hathaway (BRK-A) stock one of time frame?  (WSJ.com)

PIPEs are now appearing on many more VCs radar screens.  (peHUB.com)

Downside beta helps better explain the cross-section of stock returns.  (SSRN.com)

Why is the Obama administration so reluctant to embrace bank nationalization?  (NYTimes.com)

“What confronts us at the moment is not so much a philosophical debate over nationalization as a practical discussion about how best to put the banking system back on its feet. We’re talking tactics, judgments–guesswork.”  (Time.com)

“Better a temporary ward of the state than a permanent zombie.”  (Economist.com)

Tim Geithner is a “lonely man” who is still waiting for his support staff to show up.  (Dealscape, Market Movers)

Allocate funds to the FDIC, not the Treasury to help fix the banks.  (Interfluidity also NYTimes.com)

What will turn around GDP at this point in the midst of a downward spiral?  (Market Movers)

The U.S. is not Japan, in fact it may be worse.  (Curious Capitalist, FT Alphaville)

Nassim Taleb stumbles when he goes from spotting black swans to talking about public policy.  (Epicurean Dealmaker)

Don’t ignore the plumbing of the financial markets.  (Aleph Blog)

Markets work, until they don’t.  (Free exchange)

The economic downturn is having an impact on dating, love and marriage.  (Atlantic Business)

How the Snuggie became a cult product hit.  (NYTimes.com)

Have we overlooked an interesting post in the investment blogosphere? If so, feel free to drop Abnormal Returns a line.

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