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Sunday links: strategic defaults

Next week should be a busy one for the markets.  Get ready now.  (A Dash of Insight)

More oversold readings.  (Bespoke, Chart.ly)

The state of investor sentiment at week-end.  (Trader’s Narrative, The Technical Take)

IBD just got more cautious on the market.  (The Pragmatic Capitalist)

Is the uptick rule coming back albeit in limited form?  (naked capitalism)

2009 was a good year for hedge fund replication.  (market folly)

How to disrupt Wall Street, competitively that is.  (Chris Dixon also The Reformed Broker)

Dave Kansas, “Given the diverse nature of big companies, socially responsible investing can get frustrating.”  (WSJ)

Sergey and Larry plan to reduce their voting share in Google (GOOG) below 50%.  (Bloomberg)

“A restriction on banks’ ability to own hedge funds would undercut a hot growth area for banks in recent years.”  (WSJ)

The “Volcker effect” on private equity investment by banks.  (FT Alphaville)

Bank holding corp. status may not be all that permanent.  (NYTimes)

What happens if the EU doesn’t go along with the ‘Volcker Rule‘?  (Clusterstock also Economix)

Does Bernanke survive?  Seems like it.  (Economix, Calculated Risk)

If not, who are his potential replacement(s)?  (Clusterstock, Dealbreaker)

Why Bernanke should be reconfirmed.  (Econbrowser, The Atlantic contra Calculated Risk)

Why Paul Volcker is once again The Man.  (Big Picture)

Are the White House’s financial regulatory plans little more than “incoherent mush“?  (Baseline Scenario)

Felix Salmon, “there are now four conceptions of financial regulatory reform floating around Washington — Treasury’s, Frank’s, Dodd’s, and Volcker’s.”  (Reuters)

Justin Paterno, “Just because something makes up a small percentage of a banks business or all bank business doesn’t mean it can’t present harmful risk into the system.”  (Zero Beta also WSJ, naked capitalism)

David Merkel, “Pay can’t be reformed unless corporate governance is reformed.”  (Aleph Blog)

Why haven’t there been more “strategic defaults” on underwater home mortgages?  (NYTimes)

Does temporary work lead to permanent employment?  (Economist’s View)

A model that helps explain how inequality might effect economic growth.  (Interfluidity)

More raves for the updated version of Edwin Lefevre’s Reminisces of a Stock Operator. (market folly, Infectious Greed)

A new book “The Quants” by Scott Patterson explores the role of quants in bringing about the global financial crisis.  (WSJ also EconLog, Howard Lindzon)

Two very different reviews of The Checklist Manifesto.  (WSJ, NYTimes earlier Abnormal Returns)

Nick Bilton, “I couldn’t conceive of a world of news and information without the aid of others helping me find the relevant links.”  (Bits via Howard Lindzon)

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