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Sunday links: forecast frenzy

Well said.  “The end-of-year forecast frenzy is simply a bit of temporally induced fun which shouldn’t be taken seriously.”  (The Psy-Fi Blog)

Roger Nusbaum, “The reason to invest in foreign anything is for diversification.”  (Random Roger)

For what it is worth the S&P 500 has retraced 50% of its losses.  (Big Picture, ibid)

Why did stocks do so poorly the past decade?  Valuation.  (Econbrowser also Bespoke)

2009 in one graph.  (Crossing Wall Street)

Earnings revisions are historically pretty high.  (The Money Game)

An economic moat was a hindrance to performance in 2010.  (The Reformed Broker)

Is the emerging markets trade getting crowded?  (Barron’s)

Hedge fund clones are gaining ground on the real thing.  (WSJ)

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

A model based on the monetary base, signals inflation ahead.  (WSJ)

Using options to get long Buffett-like stocks.  (Barron’s)

Warren Buffett gets a pass more often than not.  (Felix Salmon)

Jason Zweig, “It’s high time for corporate compensation committees—and investors—to start doubting whether the lavish pay packages they endorse actually work.”  (WSJ)

Sitting on a corporate board of even a failed company is currently a no-lose situation.  (NYTimes)

Will Fannie and Freddie ever actually fade away?  (Breakingviews, Clusterstock, Rolfe Winkler, naked capitalism)

Is now the time to introduce GDP-linked bonds?  (NYTimes also Crossing Wall Street, Aleph Blog)

“..we can’t just continue to castigate the Big Bad Banks as the cause of all our financial woes if we want to have any hope at all of righting our sinking fiscal ship.”  (Kid Dynamite)

An introduction into the “liquidity movement” in macroeconomics and what it says about the state the world economy.  (Barron’s)

Savers are a forgotten class in this 0% economy.  (NYTimes)

Six great economics and finance books for 2009.  (Floyd Norris)

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