Sunday links: stocks vs. bonds

• abnormalreturns
• March 29th, 2009

Is the economic crisis ultimately going to be good for America?  (Time.com)

Are stocks really less risky over the long run?  (NYTimes.com, Big Picture)

Sell stocks, buy corporate bonds.  (Aleph Blog, Crossing Wall Street)

The Bespoke Investment Group guys on trying to get a handle on the market when their indicators go “off the charts.”  (Barrons.com)

Sentiment has turned.  (Trader’s Narrative , Big Picture, Technical Take)

Convertible bonds continue to outperform year-to-date.  (WSJ.com)

The carry trade is back.  (FT.com)

Combining value and momentum leads to higher profits than either strategy individually.  (CXO Advisory Group)

Where to turn if you want to learn more about options.  (VIX and More, ibid)

What is Intel (INTC) telling us by doing a big secondary offering?  (Silicon Alley Insider)

More coverage of the new hedge fund ETF, IQ Hedge Multi- Strategy Tracker ETF (QAI).  (Barrons.com, 24/7 Wall St.)

“The freewheeling days of hedge funds are coming to an end.”  (The Big Money)

Hedge fund performance metrics change over time, what next?  (Ideas Report)

Business development corporations (BDCs) hard hit in the credit crisis need to consolidate.  (peHUB.com)

This time around Chapter 11 will no longer be the haven it once was.  (naked capitalism)

The TARP index jumped 39% off the bottom.  (WashingtonPost.com)

“When you are designing regulation, you have to bear in mind that the world will change. But this is another reason why simpler is better, and the simplest solution is simply to prevent firms from becoming Too Big To Fail in the first place.”  (Baseline Scenario also Interfluidity)

The PPIP is rife with government largess and will likely mean the banks need more capital.  (Barrons.com, Clusterstock, NYTimes.com)

Does Congress need to authorize the PPIP?  (Interfluidity, Free exchange)

A PPIP reading list.  (A VC)

Does the bulging Fed balance sheet imply higher inflation down the road?  (Econbrowser)

How should we think about the long term effects of the massive fiscal stimulus?  (Zero Hedge)

Tentative signs of a bottom in the economy.  (WSJ.com, Barrons.com, Bespoke)

A “significant investment slump” in Q1 will lead to a surprisingly large drop in GDP.  (Calculated Risk)

How big a deal is the loss of Dylan Ratigan to CNBC?  (Daily Options Report)

Why the obsession with Twitter’s business model?  (Bits)

Five movies about financial shenanigans.  (Mental Floss)

A beer map of America.  (Strange Maps)

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