Sunday links: rotten times

17May09

Rotten times are a good time to invest.”  (Crossing Wall Street)

The decline in S&P 500 earnings is breathtaking.  (Big Picture)

Treasury bonds are in a bear market.  Are corporates, TIPS and munis a better bet?  (Barrons.com, ibid)

Commodity trading adviser returns have been strong of late, will they keep it up?  (WSJ.com also Pragmatic Capitalist)

Analysts’ “buy” and “sell” tips have almost no effect on share prices, according to research that confounds long-held beliefs over the influence of stock-pickers and calls into question investors’ and banks’ need to pay for their services.”  (FT.com)

On the interaction between gold prices and the stock market.  (MarketSci Blog)

The week in investor sentiment. (Trader’s Narrative, Technical Take)

Chain restaurants are getting killed by the recession, so why is P.F. Chang’s (PFCB) doing well?  (Slate.com)

BGI makes a lot of money on securities lending.  (WSJ.com)

The Bloomberg Financial Conditions Index is at a eight month high.  (Carpe Diem)

Signs of life in the portfolio of publicly traded KKR Private Equity Investors.  (DealBook)

There other things in life besides managing money.  (The Reformed Broker)

Ten thoughts from Dr. Brett.  (TraderFeed)

“In short, issuing debt looks like just the latest step on Microsoft’s way to being a company that uses financial engineering to boost its share price rather than inventing new products.”  (Baseline Scenario)

What does the Chrysler bankruptcy mean for the muni bond market?  (Accrued Interest)

We may be out of the “panic phase of the crisis” but what happens next to the economy?  (Baseline Scenario)

We are now in the “over-correction phase” of the housing cycle.  (Clusterstock)

“Elevating uber-conservatism into the highest virtue is no path to growth and wealth and all good things capitalism.”  (Infectious Greed)

Why hasn’t there been a hedge fund bailout?  Because there was no need.  (Atlantic Business)

Reviews of new books including:  “Bailout Nation” and “Street Fighters.”  (Crossing Wall Street, Aleph Blog)

A look at some not so-hot economic indicators.  (Econbrowser)

WolframAlpha for finance is pretty cool.  (Rortybomb, The Finance Professor)

Team sports and the big leagues depend on a much more primitive set of largely geographic loyalties.”  Therefore allowing the free movement of teams would be a disaster.  (The Frontal Cortex)

How to save the new Yankees Stadium.  (The Business Insider)

Curious what other bloggers are saying about Abnormal Returns? So are we. Feel free to check out a compilation of reviews.

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