Friday links: a rolling correction

Quote of the day

Fred Wilson, “Markets come and go. Good businesses don’t.”  (A VC)

Chart of the day

 Friday links:  a rolling correction

The rolling market correction at play.  (


David Tepper has a hedged view on the current environment.  (market folly)

Is this a correction?  Who cares?  (Derek Hernquist also Trader’s Narrative)

Still no shortage of bulls.  (Pragmatic Capitalism)

Japan as a contrarian call in 2011.  (The Source)

Can the yield curve get steeper?  (SurlyTrader)

Silver is in backwardation.  (FT Alphaville, ibid)


A hedge fund analyst checklist.  (World Beta)

The death of ‘Trader Joe.’  (Crosshairs Trader)

Trading options is NOT just like trading stocks.  (Options for Rookies)

Ask yourself, “How many hours a day do I spend trading, analyzing the markets, and my charts?”  (Raghee Horner)


GE (GE) reports good earnings as the industrial economy rolls on.  (Bloomberg, WSJ, Carpe Diem)

Warren Buffett’s priorities.  (Abnormal Returns)

Can Google’s new CEO manage the twin challenges of rebuilding the core biz and fend off competitors?  (AR Screencast)

A graph showing just how important software is to Apple (AAPL).  (Asymco)


James Altucher, “Most M&A transactions don’t work.”  (Altucher Confidential)

A muni bond linkfest.  (Abnormal Returns)

Is speculation once again driving a commodity bubble?  (Pragmatic Capitalism)

The big banks want to take over the role of Fannie and Freddie.  (NYTimes)

Azam Ahmed, “Hedge funds are resigning themselves to the new era of compliance.”  (Dealbook)


Another measure of food price vulnerability.  (FT Alphaville also Economist, Curious Capitalist)

Emerging markets that produce their own food are attractive.  (Money Game)

Euro CDS rates falls as hopes for a solution rise.  (Bloomberg)

On the growing divergence between Euro equities and bonds.  (Slate)

Turkey is combating hot money inflows with lower interest rates.  (The Source)

Mrs. Watanabe still loves emerging market currencies.  (WSJ)

Why China is worried about non-performing loans.  (Credit Writedowns)


How much has the Fed distorted the stock market?  (Big Picture)

The ECRI WLI continues to trend higher.  (Reuters)

Ten things that would make David Rosenberg bullish on America.  (Crossing Wall Street)

John Taylor as ‘shadow Fed Chairman.’  (Businessweek)

Mixed media

The future of the book business:  digital, digital, digital.  (Big Picture also 37signals)

Techmeme confirms Twitter is a real news source.  (GigaOM)

Want to learn something?  Take a test.  (NYTimes)

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