Friday links: the reflation trade

22May09

A reflation trade portfolio.  (IndexUniverse also Pragmatic Capitalist, Reformed Broker)

A quick look at some world stock markets.  (Trader’s Narrative)

The first day of the month has been a consistent winner for the stock market.  (Crossing Wall Street)

Credit spreads are narrowing.  What does this imply for the equity market?  (EconomPic Data)

Treasury yields are higher and the curve is steepening.  (WSJ)

Beyond the financials, “the typical option is extremely cheap.”  (Daily Options Report)

Emerging market sector ETFs are here.  (IndexUniverse)

“Don’t confuse brilliance with a bull market.  Don’t confuse stupidity with a bear market.”  (Aleph Blog)

“..when Bill Gross talks, he is always always always talking from position.”  (Accrued Interest)

On the value of “purifying” sentiment indicators of the effects of price.  (CXO Advisory Group)

“That’s just human nature: you might think you’re a long-term investor, but when put to the test, it turns out that, really, you’re not.”  (Felix Salmon)

Equity issuance soaks up money that might otherwise have been used to drive the market higher.”  (Economist)

Five winners in the finance sector post-meltdown.  (Deal Journal)

Don’t “tune out” Peter Schiff!  (Time)

Some perspective on some prospective sovereign downgrades.  (FT Alphaville, WSJ, Clusterstock)

Another bank, BankUnited, bites the dust, putting the FDIC further in the hole.  (Clusterstock, Zero Hedge, footnoted, Atlantic Business)

Emerging markets can only do so much given their dependence on the rest of the world.  (FT Alphaville also Economist)

Are MBAs to blame for the economic crisis?  (BusinessWeek)

On the distinction between transactional and revolving credit.  (Interfluidity)

“In principle, shareholder access seems to be an obvious good idea.”  But is it?  (NYTimes)

What happens when an “approved product” from the Financial Products Safety Commission goes wrong?  (Zero Beta)

Apparently we didn’t get the whole story in a widely praised piece by NYT writer Edmund Andrews.  (Megan McArdle also Curious Capitalist)

“The precipitous fall in oil prices over the past year may just be paving the way for another spike.”  (Economist)

Henry Blodget joins the Pigou Club.  (Green Sheet)

The OpenTable (OPEN) IPO was a smash.  Does this indicate an open IPO window?  (GigaOM, Digital Daily, Silicon Alley Insider)

Super Angels‘ are “..pushing ahead and financing startups even as big-name venture firms cut back and conserve capital until the economy improves.  (BusinessWeek)

Bailout Nation is the Educated Idiot’s Guide to the Financial Crisis.”  (Wall St. Cheat Sheet)

A talk with Gillian Tett, author of “Fool’s Gold.”  (The Big Money)

Another positive review of “The Ivy Portfolio.”  (market folly)

What are the guys at The Business Insider going to do with all that cash?  (VentureBeat, paidContent.org)

Blogging needs to be re-branded.  (naked capitalism)

Default positions” on the Internet are difficult to acquire and hard to lose.  (A VC)

How to use Wolfram|Alpha for investment research.  (MarketWatch)

More anti-economist humor.  (Dilbert)

iPhone games should have a warning label:  “addictive.”  (Slate)

What new iPhones might look like.  (Daring Fireball)

On the value of “assorted links” blog posts.  (Marginal Revolution)

How to control panic and fear.  (The Atlantic)

For the sake of your brain, don’t skimp on Vitamin D.  (Skeptical Hypochondriac)

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

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