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Friday links: emerging overvaluation

Emerging markets are “no longer cheap.”  (Capital Spectator)

In the short-term the market seems a bit stretched on the downside.  (Quantifiable Edges also Bespoke)

What the huge move down in junk bond spreads tells us about risk-taking these days.  (Credit Writedowns)

The ducks are quacking.  Closed-end funds are issuing shares.  (WSJ)

A slew of sentiment indicators from Jason Goepfert.  (Trader’s Narrative)

What are Rydex market timers doing right now?  (The Technical Take)

What exactly is General Electric (GE) these days?  (The Reformed Broker)

Warren Buffett likes to talk his book.  (Rolfe Winkler)

Have investor stopped buying what Bill Miller is selling?  (zero hedge)

Global ETF industry growth illustrated.  (Abnormal Returns)

What is Blackrock (BLK) going to do with iShares?  (IndexUniverse)

Ready made-ETF portfolios are coming to market.  (ETF Database)

Speculators make their profits at the expense of hedgers.  (SSRN)

“Computers may not have the human frailties (like an aversion to taking losses) that traditional fund managers display. But turning the markets over to the machines will not necessarily make them any less volatile.”  (Economist)

Traders should cheer the demise of proprietary trading desks, i.e. more profits to go around.  (The Money Game)

Is the bank reform kerfuffle an opportunity to buy Goldman Sachs on the cheap?  (A Dash of Insight)

Is it time for Goldman Sachs (GS) and its ilk to go private?  (Bloomberg)

Obama’s bank plan doesn’t really address the real issue.  (Business Insider)

What the banks might do to counteract proposed rules.  (Slate, DealBook, Macroeconomic Resilience)

What hedge fund (and private equity) groups might be on the chopping block under new bank regulations?  (FT Alphaville, DealBook, Infectious Greed)

What is proprietary trading and how risky is it?  (Bronte Capital, Deal Journal, Felix Salmon, Dealbreaker, Kid Dynamite)

The war on banks is about politics, not economics.  (Mean Street)

The rise of Volcker. (MarketBeat)

Should Tim Geithner (and Ben Bernanke) fear for their jobs?  (Clusterstock, Atlantic Wire)

What are the most overrated economic indicators?  (Curious Capitalist)

Discouraged workers are a problem.  Then again, so are jobs in general.  (macroblog)

In a new version Edwin Lefevre’s Reminisces of a Stock Operator just got better.  (Aleph Blog)

An interview with Richard Thaler.  (Rational Irrationality also TNR)

Did the Supreme Court just open up a bag of worms by allowing corporations to participate in political speech?  (Economist’s View, Atlantic Business)

Has the Murdoch-led Wall Street Journal jumped the shark?  (Big Picture contra DJ Market Talk)

Some encouraging news on the global poverty front.  (Infectious Greed)

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