Wednesday links: appetite for risk


What has happened 100 days after a major market trough?  (Big Picture)

An indicator that supports the notion that we have seen “the low” for this cycle.  (Trader’s Narrative)

The appetite for risk is set for a rebound. But not yet.”  (Capital Spectator)

Are corporate bonds a “screaming buy”?  (EconomPic Data)

Are convertible bonds an attractive asset class in this environment?  (

Bank stocks and bonds are going in different directions.  (MarketBeat)

On the benefits of broader asset class diversification.  (CXO Advisory Group)

REITs were crushed in Q1.  ( also, Clusterstock)

What happened to the frontier markets during the current crisis?  (FT Alphaville)

Surprising patience is required in trading some ETFs.  (

Rules for approaching trading as a business.  (Tickerville)

Big personnel changes over at Goldman Sachs Asset Managment.  (Clusterstock,

A pension fund fight goes public.  (naked capitalism)

Not surprisingly, the government may be working at cross-purposes with the easing of mark-to-market rules.  (

At foreseeable prices don’t expect banks to sell assets en masse to PPIP participants.  (Accrued Interest)

The world economy is shrinking for the first time since WWII.  (

(F)inancial stress in the advanced economies leads to financial stress in the emerging markets.”  (Econbrowser)

The Fed mistakenly thought it was the cause of the “Great Moderation.”  ( via Crossing Wall Street)

No one should be surprised by General Motors’ problems. The company has been in decline for fifty years.  (

The situation in Detroit is desperate.  Pres. Obama should tread carefully.  (Deal Journal, The Daily Beast,

It worked in Europe, so do not be surprised if we see a “cash for clunkers” deal here as well.  (

Felix Salmon (now at Reuters) on the utility of small banks.  (

“This financial crisis has essentially torn down the walls of traditional research houses.  In its wake, we have literally thousands of analyst-bloggers writing about individual securities and macroeconomic issues form a variety of standpoints.”  (New Rules of Investing)

Why URL-shortener could be a game-changer.  (GigaOM)

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