Friday links: a grand bargain

13Mar09

Market rally:  real or mirage?  (MarketBeat)

The side effects of a 10% rally.  (Bespoke, ibid)

As everyone knows, it’s impossible to pick a market bottom. Even though statistically speaking, somebody will.”  (Deal Journal)

Ten year rolling S&P 500 returns are at (or near) historic lows.  (Trader’s Narrative)

“The really big bear markets seem to take prices well below levels that investors would consider “cheap” in normal circumstances.” (Economist.com)

Demand remains for the US dollar.  What happens as the crisis eases?  (Sly Capital)

Is gold building to a bubble?  (EconomPic Data)

Why should we care about the VIX?  (The Big Money also Daily Options Report)

Corporations are hoarding cash, even if it means paying a spread on those funds.   (WSJ.com)

A closer look at the remaining AAA-rated companies.  (Value Expectations)

A high-profile buy-and-hold investor throws in the towel.  (ReportonBusiness.com)

Hedge fund manager John Paulson thinks there is something “worth saving” in the financial sector.  (Economist.com)

Has Warren Buffett described the way back to profitability for the banking sector?  (Balance Sheet)

On building better financial intermediaries, more robust and unable to bring down the entire global economy.  (Interfluidity, EconLog)

Even venture capital firms are jumping into the distressed asset pool.  (WSJ.com)

Hopefully the final word on the collapse of Lehman Brothers.  (Clusterstock)

Stock market rise aside, the week was filled with weak economic news.  (Zero Hedge)

No wonder we can’t figure out the workings of the global economy.  We can’t even figure out some basic astrophysics.  (Clusterstock)

No wonder every one feels crummy, Americans experienced an unprecedented 18% drop in wealth in 2008.  (WSJ.com, Calculated Risk)

Chalk one up for market efficiency.  The weather derivatives market seems to be “quite efficient despite its lack of depth.”  (SSRN.com)

Why a defined benefit plan is less attractive than it first seems.  (Free exchange)

Is there a grand bargain to be reached?  A higher retirement age for more research on aging.  (TierneyLab Blog)

Will the Cramer-Stewart change the way CNBC does business?  (Big Picture, FT Alphaville, StreetInsider.com, Market Movers, Mixed Media, Marketwatch.com, BusinessWeek.com, HuffingtonPost.com, Capital Commerce, Tuned In)

Has RSS been a failure?  If so, what does it mean for the “API-ization” of the Internet?  (Market Movers)

Baseball’s bubble is proving hardier than most, but it’s not only because of luck and the law. The industry, in just a few years, has arguably made up for decades’ worth of inefficiencies.”(Esquire.com)

The “Compliment Guys” are trying to raise spirits on campus during these tough times.  (ChicagoTribune.com)

Oatmeal is a big winner in these tough times.  (Atlantic Business)

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

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