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Monday links: lumber on fire

Valuations looked stretched no matter how you look at them.  (Hussman Funds)

The sentiment picture is becoming cloudy.  (Marketwatch)

Why a mid-teens VIX is not all that surprising at this point in the cycle.  (VIX and More)

By one measure the bond market has forgotten all about the credit crisis.  (The Pragmatic Capitalist)

High yield bonds are flying off the shelves.  (Bloomberg)

Are investors ready to reverse their bond investments into equity fund inflows?  (WSJ)

A short term (and long term) look at the equity market on Mondays.  (Quantifiable Edges, MarketSci Blog)

Who will benefit most from a CBOE IPO?  (Crain’s Chicago Business)

E*Trade (ETFC) wins one, loses one.  (24/7 Wall St.)

Some of the reasons why lumber has been on fire this year.  (Infectious Greed)

Tom Brakke, “Like yoga, investing should be an intensely personal activity.  You should observe and learn from others without measuring yourself by them.”  (the research puzzle)

Josh Brown, “When putting together an investment or trading idea, I feel absolutely no compunction whatsoever about borrowing and stealing components of the thesis from as many sources as possible.”   (The Reformed Broker)

Evidence that international equity market correlations are on the rise.  (SSRN via Infectious Greed)

An example of a bubble, the 1830s railway bubble, that did more good than harm.  (FT Alphaville)

Short sellers help sniff out financial misconduct.  (Journal of Finance)

Research indicates that anomalies appear to have their own momentum.  (CXO Advisory Group)

Research into the ability of algorithmic trading to enhance liquidity.  (Journal of Finance)

Eight trends McKinsey & Co. sees for the asset management industry in 2010.  (market folly)

The bond market is saying that it’s safer to lend to Warren Buffett than Barack Obama.  (Bloomberg also The Money Game)

Is financial reform next now that health care reform is in the books?  (Big Picture)

The Chicago Fed National Activity Index has yet to turn positive.  (Calculated Risk)

Canada prepares for currency parity.  (WSJ)

Don’t read Harry Markopolos‘ No One Would Listen unless you want a big dose of Harry.  (Jeff Matthews)

A review of 13 Bankers by Simon Johnson and James Kwak.  (Bloomberg, Ideas Report)

The origins of Michael Burry online.  (DealBook)

Google (GOOG) is getting into the financial data business.  (euromoney fx)

How Apple (AAPL) succeeds despite ignoring the middle market.  (New Yorker)

Palm (PALM) last best hope is a takeover.  (Silicon Alley Insider)

“All the reform as you can see, is making things more complicated and expensive for the little guy.”  (Howard Lindzon)

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