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Sunday links: hope and fear

Companies flush with cash are buying back shares.  (Marketwatch)

What Dow 1,000 tells us about Dow 10,000.  (WSJ)

What the misreading of a popular economic indicator tells us about market sentiment.  (A Dash of Insight also Credit Writedowns)

Equity market sentiment at week-end.  (Trader’s Narrative, The Technical Take)

A couple of looks at the market’s P/E ratio.  (The Money Game, Pragmatic Capitalism)

Stocks substantially above their 50 day moving averages.  (Bespoke also Deal Journal)

The changing face of market volatility.  (Trader’s Narrative)

On the benefits of being long gamma.  (Ivanhoff Capital)

Yes, hope IS a part of the equation.  (The Reformed Broker)

Examining the opportunities in dividend paying stocks.  (WSJ)

Are ETFs better than mutual funds for long-term investors?  (Systematic Relative Strength, IndexUniverse)

Is Jeffrey Grundlach going to have the last laugh?  (Dealbreaker)

The railroad recovery.  (Morningstar, TRB, AR also Calculated Risk)

Exchanges are going to have offer co-location on an equal basis.  (DealBook)

The Feds finally drive a hard bargain:  cut rate pricing for the GM IPO.  (WSJ)

Four ways to turn Goldman Sachs (GS) shares around.  (Deal Journal)

Some potential BP (BP) scenarios.  (WSJ also New Scientist, Dealbreaker, Investing Insights)

How much is Anadarko Petroleum (APC) going to owe for the Gulf oil spill?  (CNBC)

The administration is doing some heavy lifting for BP management on the dividend.  (Felix Salmon also Curious Capitalist)

On the parallels between the Gulf oil spill and the financial crisis.  (NYTimes)

The economy in May, so far.  Not so hot.  (Atlantic Business, Real Time Economics)

What raising interest rates would do for the economy.  (Points and Figures)

More calls for continued economic stimulus.  (FT)

Why the jobs aren’t coming back.  (Leigh Drogen)

Paul Kedrosky, “..countries have been messing around, defaulting and restructuring in debt markets for hundreds and hundreds of years.”  (Infectious Greed)

A buy vs. rent model spreadsheet.  (Stone Street Advisors also BusinessWeek)

A rave review for Confidence Game by Christine S. Richard.  (Aleph Blog)

Does Apple (AAPL) have something to worry about in these anti-trust probes?  (Apple 2.0)

Using textual analysis to trade the market.  (Technology Review also The Reformed Broker)

An extended profile of hedge fund manager Seth Klarman.  (Bloomberg)

Sebastian Mallaby, “The real humiliation of 2008 did not befall hedge funds. It befell banks, insurers, government-chartered housing lenders, and money market funds—and especially the mightiest of all Wall Street titans: investment banks.”  (WSJ earlier Abnormal Returns)

“Greed, by individuals or by corporations, is never, ever good for shareholders.”  (The Psy-Fi Blog)

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