Friday links: dividend demand

• abnormalreturns
• August 27th, 2010

The market should be down today.  Why not?  Sentiment.  (AR Screencast)

The presidential election cycle is about to turn positive.  (Crossing Wall Street)

Can you have a bond bubble if yields are not at all-time lows?  (Tech Ticker)

“David Rosenberg is getting even more bullish on bonds.” (WSJ)

How about perpetual TIPS?  (Felix Salmon)

Nobody is going to out-bear Albert Edwards.  (FT)

Strange happenings in the VIX term structure.  (VIX and More)

What is the best way to use VIX products to hedge an equity portfolio?  (CXO Advisory Group)

Demand for dividends is likely to grow.  (James Saft)

An example of how HFT algorithms can actually lose money.  (FTfm, FT Alphaville)

Forget average.  Trading profits come from the outliers.  (Derek Hernquist)

On the robustness of the momentum effect.  (Systematic Relative Strength)

Buying the worst of a bad lot:  the currency markets.  (The Source)

Cocoa prices are melting despite an attempt to corner the market.  (WSJ, MarketBeat)

Jim O’Neil, who coined the term BRIC, on how Africa can become the next BRIC.  (FT via Atlantic Wire contra beyondbrics)

Warren Buffett, at age 80, is officially old.  (Deal Journal)

Warren Buffett is cleaning up his empire by proposing to buy in remaining Wesco (WSC) shares.  (WSJ)

High paid CEOs tend to subsequently underperform.  (SSRN)

Should we fear the surge in M&A activity?  (FT Alphaville, Breakingviews)

What is so great about 3Par (PAR)?  (FT Alphaville, Deal Journal)

McDonald’s (MCD) stock is on fire.  (CNNMoney)

Recession or not, betting that people will keep drinking Diageo (DEO) products.  (ROI)

Why the Intel (INTC) earnings miss matters.  (Pragmatic Capitalism, MarketBeat)

Corporate profits are back to pre-recession highs.  (Economix, Calaifa Beach Pundit)

The economy is stronger than the bears think.  (ValuePlays)

Rail traffic continues to move higher.  (Carpe Diem, Pragmatic Capitalism)

Q2 GDP revised lower.  (Calculated Risk, WSJ, EconomPic Data, Free exchange)

The lost decade in GDP.  (Crossing Wall Street)

Bernanke speaks.  Markets shrug.  (NYTimes, Points and Figures, Business Insider, Street Sweep, Calculated Risk)

Why won’t the Fed inflate?  What they could actually do.  (Megan McArdle also Atlantic Business, Planet Money)

Some more takes on the prospects for further quantitative easing.  (Gavyn Davies, Calculated Risk, Mohamed El-Erian, Bloomberg)

Comparing the annual KC Fed meeting in Jackson Hole to TED.  (Infectious Greed also Real Time Economics, MarketBeat, FT Alphaville, ibid)

Mohamed El-Erian on why another fiscal stimulus won’t work.  (WashingtonPost also FT Alphaville)

The hot new trend in economic forecasting:  putting odds on a double-dip recession.  (Clusterstock)

China loves (burning) coal.  (Infectious Greed)

A report on how Wall Street knew a crisis was coming and covered it up.  (Planet Money, ProPublica)

“Irrationality lies not in failing to conform to some preconceived notion of how we should behave, but in persisting with a course of action that does not work.”  (John Kay)

A wide-ranging interview with Justin Fox.  (Wall St. Cheat Sheet)

People love a bargain.  Groupon cashes in.  (GigaOM)

Who is going to win the Internet TV war?  (zerobeta)

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