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Friday links: King Coal

The all-or-nothing market.  (Bespoke)

Reviewing the perma-bears.  (BusinessWeek via Big Picture, Crossing Wall Street)

What is the Q-ratio telling us about market valuations?  (dshort)

US firms are holding a record amount of cash.  (WSJ)

Have analysts raised their earnings estimates too much?  (BusinessWeek)

The S&P 500 A/D doesn’t look horrible.  (Bespoke)

The new circuit breaker rules are now official.  (DealBook)

How to outperform by avoiding market leaders.  (Buttonwood)

May was a bad month for hedge funds.  (market folly)

Mid-size hedge funds are the place to be.  (FT)

Why are bonds and gold rallying simultaneously?  (WSJ)

A VIX product trading primer.  (Options Zone)

Ten thoughts for you buying (or selling) BP shares.  (Big Picture also Deal Journal, Lex, DealBook)

The BP (BP) spill has no end in sight.  (Economist, NYTimes, BBC)

Is the oil spill priced into BP shares and oil futures?  (Atlantic Business, BusinessWeek)

Why all the talk about oil?  Coal is king.  (Gregor Macdonald)

Could ethanol get a boost from the BP spill?  (Slate)

BP as a battleground stock, is it worth your time/effort when there are other energy trends to play?  (Abnormal Returns Chart of the Day)

Waiting for some resolution from the Baltic Dry Index. (Maoxian also BusinessWeek)

The Claymore Shipping ETF (SEA) is back.  (IndexUniverse)

Distortions that affect the Treasury yield curve.  (The Source)

Commodity returns have become more correlated over time.  (SSRN earlier Abnormal Returns)

Analysts don’t do that great a job forecasting spin-off company earnings.  (Research Recap)

Do markets under or over react?  (Derek Hernquist)

Don’t confuse politics with your investments.  (A Dash of Insight)

Consumer sentiment continues to recover.  (Reuters)

Retail sales disappoint as consumers substitute into cheaper goods.  (Calculated Risk, Bespoke, EconomPic Data, Points and Figures)

The word of the week:  deflation.  (WSJ)

The chance of a double-dip are essentially nil.  (Macroadvisers)

How fiscal constraint could actually grow the economy.  (Marginal Revolution contra Atlantic Business)

Why is the Fed so tight?  (Employment, Interest and Money)

Just how at-risk are European banks?  (FT Alphaville, The Money Game)

Has Canada simply pushed its own bubble off into the future?  (Fundamental Trader)

Brazilian companies are seeing the rates they pay rise.  (The Money Game)

More signs of an overheating Chinese economy.  (FT Alphaville)

The wave of Gulf-related lawsuits has just begun.  (NYTimes also Fortune)

A $445 billion (private equity) dilemma. (IBD)

GM makes plans to come public once again.  (DealBook)

Commission-free ETF trading at Fidelity is not all it is cracked up to be.  (Fundometry via Felix Salmon)

Yet another example where computers beat humans.  (Crossing Wall Street)

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