Sunday links: physics envy
- abnormalreturns
- June 27th, 2010
Dividends are back. (WSJ, NYTimes)
Equity market sentiment at week-end. (Trader’s Narrative)
Sorting through some industry ranks for mean-reversion opportunities. (Aleph Blog)
A closer look at value investing. (Ivanhoff Capital)
On recognizing secular bull & bear phases. (Trader’s Narrative)
What is a neutral allocation to emerging market equities? (The Capital Spectator)
Why do investors give hedge fund managers another chance to bl0w-up? (WSJ)
On the importance of patience in trading. Especially in a “boring” market. (Chicago Sean, Barron’s)
Skepticism abounds on the utility of finreg legislation. (Big Picture, naked capitalism, NYTimes)
Winners (Citigroup) and losers (mortgage brokers) from finreg. (Politico, WSJ)
Carried interest tax reform is still dead. (peHUB)
JP Morgan (JPM) wants to become a “global megabank.” (Baseline Scenario)
Andrew Hall and the Volcker Rule. (Deal Journal)
Hedge funds lose out at the last minute. A tax looms. (Absolute Return+Alpha)
Why austerity talk is taking hold. (NYTimes)
Dr. Copper got all optimistic this week. (MarketBeat)
A closer look at identifying business cycle turns. (Econbrowser)
The ECRI weekly leading indicators continue to fall. (Pragmatic Capitalism)
One model is saying there is little risk of a double-dip recession. (Barron’s)
An unemployment report preview. (Calculated Risk)
Mortgage rates hit a low this week, but no one seems to care. (Atlantic Business, MarketBeat)
A fight is brewing around public pension funds. (NYTimes)
Do we really want the Chinese to adopt Western consumption patterns? (Infectious Greed)
Physics envy and the failure of economic models. (The Psy-Fi Blog)
A positive review for Sebastian Mallaby’s “More Money Than God.” (NYTimes)
Super-seed investors are the new venture capitalists. (Infectious Greed)
The IPO model is broken. Can it be fixed? (WSJ)
In defense of Microsoft (MSFT). (TechCrunch)
The myth of the opinionless man. (BuzzMachine, Atlantic Business)
At least some good will come from the BP (BP) oil spill. (The Reformed Broker)
The comedy classic Airplane! is 30 years old. (NYTimes)
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