Monday links: effective aggregation

Quote of the day

Paul Carr, “A big part of the reason he [Drudge] is such an effective aggregator for both audiences and news sites is that he actually acts like one.”  (NYTimes)

Chart of the day

SLXtop Monday links:  effective aggregation

What does it mean if the Market Vectors Steel ETF (SLX) has put in a double-top?  (StockCharts Blog)

Markets

There are few signs of financial fear in the markets these days.  (Bonddad Blog)

What does the outperformance of defensive sectors tell us about the market?  (All Start Charts)

Where did the yield on REITs go?  (Crossing Wall Street)

Market crosscurrents are nothing new.  (Marketwatch)

Is there a long term bear case for commodity prices?  (Curious Capitalist)

Wanna buy a mini-California muni bond?  (The Bond Buyer)

Strategy

Carlos Slim and the price of silver.  (Market Anthropology)

Price gaps can wreak havoc on stop loss orders.  (Tyler’s Trading)

Besides shorting Treasuries what else is Pimco doing in anticipation of the end of the bond bull market.  (Credit Writedowns)

Is portfolio theory harming your portfolio?  (SSRN via @felixsalmon)

Does any one read 10-Ks anymore?  (Infectious Greed)

Companies

Monsanto (MON) stock is at a critical juncture.  (Afraid to Trade)

Some companies affected by higher commodity prices are taking things “in stride.”  (chessNwine, TRB)

Five concerns about Apple (AAPL).  (Apple 2.0)

Consumer deleveraging be damned, the credit card stocks are on a run.  (chessNwine)

Internet chatter as risk factor.  (footnoted)

Finance

Goldman Sachs (GS) wants to fund your hedge fund.  (Bloomberg)

Northern Trust (NTRS) bulks up its hedge fund back office business.  (Focus on Funds)

The implications of what now looks like clear sailing for a NYSE-Deutsch Borse deal.  (Points and Figures, WSJ)

Funds

How balanced is your commodity ETF?  (ETFdb)

Russell is rolling out a slew of ETFs.  (IndexUniverse)

What makes for a good benchmark?  (Portfolio Probe)

Global

What is the IMF, anyway?  (Planet Money)

A look at inflation in Asia.   (FT)

Credit will find a way, in China.  (FT Alphaville)

If Canada’s stock market rolls over is the commodity boom dead?  (Humble Student of the Markets)

Economy

Some thoughts on the debt ceiling debate.  (Marginal Revolution, Big Picture)

National home prices are not that far out of whack.  (Calculated Risk)

The real interest rate on home mortgages is shrinking.  (Carpe Diem)

Americans are continuing to remodel their homes at a fast clip.  (Calculated Risk)

Is the much vaunted revival of manufacturing a mirage?  (Mandel on Innovation also Curious Capitalist)

Earlier on Abnormal Returns

What you missed in our Monday morning linkfest.  (Abnormal Returns)

Mixed media

Your venture capital investor cheat sheet.  (From the Crowd)

The market failure of higher education.  (Free exchange)

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