Monday links: muddle through economics

Quote of the day

Interloper, “The finance industry has its own interests, not yours, first.”  (Interloper)

Chart of the day

SPYc1dl1146 Monday links:  muddle through economics

Pay no attention to the S&P 500′s “golden cross.”  (All Star Charts)

Markets

Corporate margins are “as good as it gets.”  (FT)

Stop making such a big deal about the Baltic Dry Index.  (Money Game)

How much more does gold have to run?  (research puzzle pix)

Strategy

Stock buybacks don’t help future stock performance.  (Horan Capital)

At some point you need to trade for “meaningful stakes.”  (Rogue Traderette)

Research

Evidence that public companies overspend on corporate jets versus private companies. (Journal of Finance)

Markets prefer analyst consistency versus accuracy.  (Journal of Finance)

An interesting review of Emanuel Derman’s Models.Behaving.Badly.  (Portfolio Probe)

Companies

Lululemon ($LULU) is expensive, but tough to short.  (Bronte Capital)

If you haven’t heard of the Nike ($NKE) Fuelband, you will.  (The Reformed Broker)

Playing the housing recovery without the homebuilders.  (YCharts Blog)

You can’t buy innovation.  (Asymco)

Facebook IPO

A real world example of how Facebook is hurting Google ($GOOG).  (Jeff Matthews)

Not that everything is all roses for Facebook.  (Term Sheet, Forbes)

Putting Facebook into perspective.  (SAI)

The hype machine is revving up for the Facebook IPO.  (Investing Caffeine)

Finance

There is now little hope of recovering the lost MF Global funds.  (WSJ, Points and Figures)

Just a reminder.  The US Treasury still holds 1.455 billion AIG ($AIG) shares.  (Finance Addict)

There is nothing wrong with Northern Trust ($NTRS) that higher interest rates wouldn’t solve.  (Crain’s Chicago)

Will this investigation of the financial crisis provide any more insight into wrongdoing?  (WashingtonPost)

How Wall Street is cutting back.  (New York)

Funds

The ETF wars are now heating up on the exchange side.  (ETFolution)

Very meta.  A hedge fund that sets out to be troubled hedge fund stakes.  (FT)

Global

Chinese demand for imported capital goods has slowed.  (FT)

Germany vs. Greece.  (Felix Salmon, Finance Addict)

Portugal is getting ugly.  (MarketBeat, Bespoke)

Why Europe just can’t muddle through.  (Time)

Big stuff

The big shift going on in the global oil economy.  (Gregor Macdonald also Dr. Ed’s Blog)

The three technologies set to change the economy.  (WSJ)

Earlier on Abnormal Returns

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

Mixed media

The secret history of the immortal (and ridiculous) Super Bowl Indicator.  (MarketBeat)

Women are smarter more thorough car buyers…not unlike investing.  (Moneyland)

Why you should self-publish your own book.  (Altucher Confidential)

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