Sunday links: symbiotic investments

• abnormalreturns
• February 7th, 2010

Joshua Brown, “China and Brazil are quite possibly the most symbiotic investment story going right now.”  (The Reformed Broker)

More oversold readings.  (Bespoke)

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

Doug Kass thinks it might be time to start getting greedy again.  (TheStreet)

Nobody’s perfect. Paulson’s gold-focused hedge fund reportedly lost 14% in January.  (BusinessWeek also Clusterstock)

David Merkel, “(Y)ou can’t take illiquid assets and make them liquid.”  (Aleph Blog)

More iShares country ETFs are coming.  (ETF Trends)

Is this the beginning of a wave of fund conversions into actively managed ETFs?  (WSJ)

Where Burton Malkiel puts his own money.  (DealBook also Random Roger)

Why your time frame matters.  (A Dash of Insight)

Fund companies now realize their target date funds were a tad too aggressive.  (WSJ)

How can faith be restored in Wall Street?  (WSJ)

An awesome idea.  Pay bankers with subordinated debt.  (Clusterstock)

Goldman Sachs CEO Lloyd Blankfein only earns a $9 million bonus in 2009.  (FT, Deal Journal, Felix Salmon)

“It’s a hell of a lot harder to build a new set of railway tracks than it is to set up a new website.”  (Psy-Fi Blog)

Short-selling bans, at best, had a neutral effect on stock prices.  (voxEU)

Five ways to improve your trading including;  “Improving risk-adjusted returns is as important for a long-term career as improving absolute returns.”  (TraderFeed)

The US dollar is still king, for now.  (Real Time Economics)

The three (not so great) ways out of the PIIGS problem.  (Rolfe Winkler also The Money Game)

Can the US stand by while Europe deals with its own fiscal problems?  (Baseline Scenario, ibid)

Can there be investment banks without conflicts of interest?  (Justin Fox)

Oh, the irony.  (DJ Market Talk)

Floyd Norris, “A global recovery in manufacturing appears to be accelerating.”  (NYTimes)

An unprecedented contraction in consumer credit continues apace.  (Calculated Risk)

David Altig, “What are we to make of the productivity gains in the United States relative to other countries?”  (macroblog)

Five myths of job creation.  (WashingtonPost)

What David Wessel (and Daniel Gross) learned from Hank Paulson’s book.  (Real Time Economics also Washington Post)

Gregor Macdonald, “21st century energy prices overlaid on a 20th century economy? That’s no fun at all.”  (Gregor)

The returns to writing a book, aka Bookonomics, are pretty dismal.  (Big Picture)

The economics of supermarkets prior to a blizzard.  (EconLog, Marginal Revolution)

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