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Friday links: return of mean reversion

Reports of the death of mean reversion are greatly exaggerated.  (James Montier)

The global yield curve is flattening.  (Macro Trader)

Stocks and bonds both can’t be right, maybe they are both wrong?  (The Reformed Broker, The Source)

Slow nominal GDP growth=low Treasury yields.  (EconomPic Data)

Are we sure corporates can’t trade through Treasuries?  (FT Alphaville)

Quant funds are trying to regain their lost luster.  (NYTimes)

How traders should adjust to an M&A-filled environment.  (Derek Hernquist also DealBook, WSJ)

How now Dow (components)?  (Bespoke)

Gold:  sentiment vs. seasonality.  (Trader’s Narrative)

Some new ETFs that have quickly attracted assets.  (ETFdb)

Roger Ibbotson is still a big believer in the equity risk premium.  (CNNMoney)

Research on how to pick a hedge fund that will outperform.  (CXO Advisory Group)

When does “wild trading” cross over into market manipulation?  (WSJ, Felix Salmon)

Emerging market demand for oil is changing the market.  (FT)

Strange goings on in the gasoline market.  (FT Alphaville)

Four potential scenarios for Potash Corp. (POT).  (Globe and Mail)

We ARE running out of helium.  (NewScientist via Infectious Greed)

Will higher prices unleash a wave of wheat plantings this Fall?   (NYTimes)

In defense of the McAfee (MFE) buy: Intel (INTC) had to do something with its cash.  (CNNMoney also Lex, Breakingviews)

How would you simplify the financial reform bill?  (Freakonomics)

Impulsive decisions (bailouts, broken trades) can lead to long-lasting damage.  (Rajiv Sethi)

People pulling funds from their 401(k) accounts at an alarming rate.  (Felix Salmon)

The software that fueled the subprime crisis.  (FT Alphaville)

A head fake on unemployment claims?  (ValuePlays)

The ECRI WLI continues to languish.  (ECRI, Zero Hedge)

Why aren’t personal bankruptcy filings higher?  (FT Alphaville)

Confirmation bias and what the transports are telling us about sentiment and the US economy.  (AR Screencast)

Commercial real estate prices continue to fall.  (Calculated Risk)

India vs. China.  (Economist, ibid)

Why don’t more companies issue renminbi-denominated bonds?  (Lex)

Beijing needs to course correct to avoid the fate of Japan.  (Foreign Policy)

Chinese consumers are acting more like consumers in the rest of the world.  (beyondbrics)

Why the US isn’t Japan, and vice versa.  (Infectious Greed, Economist)

Jim Rogers says move to Asia.  (Money Game)

“Are you a truth seeker, or a truth obscurer?”  (Big Picture)

Tea with Sebastian Mallaby.  (Economist)

On the difference between risk, uncertainty and unknown unknowns.  (Morningstar)

Should Yahoo! (YHOO) buy a part of Hulu?  (Tech Trader Daily)

The case for a $50 billion Facebook.  (Fortune)

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