Friday links: the price of quiet

This is an abbreviated, market holiday edition of the linkfest. The Kindle version of our book is now available. Check it out!

Quote of the day

Justin Fox, “There’s more than one valid way to do macroeconomics.”  (HBR)

Chart of the day

NYA50 0412 Friday links:  the price of quiet

The percentage of NYSE stocks above their 50 day moving average has not been this low all year.  (@jackdamn)

Markets

The price of gold tell us little about inflation.  (Felix Salmon)

Individual investors are looking for the easy way out.  (Mortality Sucks)

Understanding technical analysis in 500 words.  (Dragonfly Capital)

A look at a TAA model for April 2012.  (MarketSci Blog)

Companies still prefer buybacks to dividends.  (World Beta)

Companies

The Apple ($AAPL) conundrum: when to sell?  (Market Folly)

Facebook ($FB) to list on the Nasdaq.  (WSJ, Term Sheet, MarketBeat)

The case against the New York Times ($NYT) staying independent much longer.  (Eric Jackson)

Emerging markets

Emerging market corporates are the new sovereigns.  (The Reformed Broker)

Hedge funds are digging emerging markets because of their more “rational” policies.  (Reuters)

On the rise in emerging market dividend funds.  (beyondbrics)

Funds

High-speed trading hurts ETFs.  (IndexUniverse)

Beware of in-house fund of mutual funds.  (Marketwatch)

Finance

The shortage of safe assets in the shadow banking system is ongoing.  (FT Alphaville)

Clearing houses are now a part of the “too big to fail” problem.  (Economist)

How HFT benefits us all.  (Felix Salmon)

“Free” and “no-fee” or often anything but.  (Information Arbitrage)

Economy

Higher dividend payouts would be a boost for the economy.  (Fortune)

How to replace Iran’s oil.  (Econbrowser)

Check out rail traffic.  (ValuePlays)

This “intriguing new” housing index shows prices rising of late.  (Calculated Risk, Money Game, Free exchange)

Non-farm payrolls

Update: The March NFP report came out and was disappointing:  (Calculated Risk, Capital Spectator, Real Time Economics, Bonddad Blog, Free exchange)

A non-farm payroll report preview.  (Calculated Risk, Money Game, Bonddad Blog)

Mixed media

Finding the price of quiet.  (Political Calculations)

F*ck cancer.  (Brad Feld)

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