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Sunday links: a little inflation

Offensive sectors are leading the market higher.  (StockCharts, DragonFly)

Josh Brown, “Price rules in this environment.  Volume is completely and totally irrelevant until about 5 to 7% after the breakout.”  (The Reformed Broker)

Equity sentiment at week-end.  (Trader’s Narrative)

Can an ETF collapse?  (FT Alphaville)

Industries are underanalyzed relative to companies and the market as a whole.  (Aleph Blog)

How the Permanent Portfolio went from nearly nothing to $7.6 billion in assets.  (WSJ)

“If you’re good, I mean truly good, be completely transparent.”  (Leigh Drogen)

The challenge of false signals in stock picking.  (The Psy-Fi Blog)

On the relationship between inflation expectations and equities.  (Calafia Beach Pundit)

Hard to argue for deflation in light of higher commodity prices.  (Business Insider, Money Game)

The US could use a little inflation these days.  (WashingtonPost)

The Fed needs to convince people that it is willing to tolerate a dose of inflation for its policy to work.  (NYTimes)

The Great Moderation is over and that means more frequent recessions.  (Money Game)

Seems that saving is cool again.  (Globe and Mail)

Take heart, our recession wasn’t that bad compared to the rest of the world.  (NYTimes)

Corporate cash a percentage of total assets remains elevated.  (Economix)

The pension gap is now mainstream news.  (Pension Pulse, Kid Dynamite)

Is window dressing at banks finally on the way out?  (Street Sweep)

Was TARP a success?  (FT Alphaville, Free exchange)

Mohamed El-Erian, “The list of industrial countries wishing to depreciate their currencies is not matched by a list of emerging economies happy to let their currencies appreciate significantly. “  (FT Alphaville)

Felix Salmon, “Linking and reading, of course, are close cousins: you can’t do the former unless you do the latter.”  (Reuters)

What is the end game for Research in Motion (RIMM)?  (Deal Journal)

Why Blockbuster’s “bricks and clicks” model lost out to the combination of Netflix (NFLX) and Redbox.  (NYTimes)

Facebook is reportedly building a phone.  (TechCrunch)

Corked bats don’t help power hitters.  (Scientific American)

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