Friday links: economic cross talk

How HFT machines have fundamentally changed the way markets operate.  (The Atlantic via Clusterstock)

It’s difficult to see what news might kick off a big upward surge, but it’s easy to identify things that could send things down.”  (Free exchange)

Investor sentiment remains somewhat mixed.  (Pragmatic Capitalism)

What are Rydex market timers up to?  (The Technical Take)

Money seems to be flowing into North American assets.  (Derek Hernquist)

Gold vs. gold mining stocks.  (market folly)

Buy corn.  (Zero Hedge)

How realistic is all this Treasury bubble talk?  (Big Picture)

The ETN comeback.  (ETF Trends)

iShares is getting into the active ETF business.  (IndexUniverse, ETFdb)

How should you trade the open?  (CXO Advisory Group)

In search of a standard for “erroneous trades.”  (Bloomberg)

What is the copper/gold ratio telling us?  (Trader’s Narrative)

What Caterpillar (CAT) is telling us about global growth.  (Value Plays)

A look at the relative strength of the energy sector.  (Trader’s Narrative)

Citigroup (C) does not seem to be very concerned with financial reform.  (Clusterstock)

How to put on a “disaster trade” using options.  (VIX and More)

Who should we believe in the muni default debate?  (Deal Journal)

Credit ratings may soon be liable for bum ratings.  (Big Picture)

BP bond risk illustrated.  (Morningstar)

Have Americans fallen back in love with natural gas?  (The Money Game)

Jim Chanos is reportedly short Exxon Mobil (XOM).  (Clusterstock)

Dividend cut aside, can BP bear the costs of the oil spill?  (FT Alphaville, Breakingviews)

“..for 99.9 percent of investors, there is no reason to do involve yourself with the company (BP) other than to send money to the clean-up efforts”  (Howard Lindzon)

What are high yield bond spreads telling us about the state of the economy?  (WSJ)

Core CPI is at its lowest levels since 1966.  (Bespoke)

Quantifying the double dip.  (Macro Musings)

The ECRI WLI continues to decline.  (Pragmatic Capitalism)

“Feels like a normal recovery to us.”  (Jeff Matthews also Economix, AR Screencast)

To what degree is the rise in leading economic indicators due to easy money?  (EconomPic Data)

Economic choices are not scalar.”  (Interfluidity)

Like it or not, retirement ages are going higher around the world.  (FT)

The north-south divide in Europe could continue for awhile.  (FT Alphaville)

The Swiss franc continues to rally against the Euro.  (MarketBeat)

European bond spreads continue to widen out.  (Calculated Risk)

Russia looks to take advantage of the BP oil spill.  (beyondbrics, The Money Game)

Hungary is the Switzerland of Central Europe.  (beyondbrics)

China as a “stealth buyer” of gold.  (CNNMoney, TRB)

“Has Vietnam’s moment finally arrived?”  (BusinessWeek)

The “long-term supercycle for coal” continues unabated.  (Dot Earth)

What a true oil man looks like.  (The Reformed Broker)

Individuals vs. institutions.   What advantages do individuals have?  (Abnormal Returns)

Merrill Lynch is getting into the online brokerage business.  (WSJ)

How big a deal (or not) is the Kindle to Amazon (AMZN)?  (CNBC)

Quotes of the day.  (The Reformed Broker)

Horse racing continues it slow slide into obscurity.  (SportsBiz)

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