Sunday links: unconventional bullets

• abnormalreturns
• July 25th, 2010

Comparing this market recovery to 15 others.  (dshort)

Equity sentiment at week-end.  (Trader’s Narrative)

Total market cap now exceeds GDP.  (Big Picture)

Ten stock market myths.  (WSJ)

Stock buybacks vs. dividends:  which wins?  (Points and Figures)

The search for a simple investment system is never easy.  (Telegraph UK)

The bullish case for equities.  (Trader’s Narrative)

Yet another case of yield chasing.  (WSJ)

Tail risks, de-risking and the allure of cash.  (Abnormal Returns)

Satisficing stockpicking and the danger of having too much information.  (The Psy-Fi Blog)

Is KKR (KKR) cheap?  (Barron’s)

Need a list of LBO candidates?  Here you go.  (Deal Journal)

2010 has been a tough year for the Tiger Cubs.  (Institutional Investor)

On the opportunity of investing in post-reorganization equities.  (Distressed Debt Investing)

A local currency emerging market bond ETF debuts.  (ETFdb)

Now it really is a mature business.  ETF companies in a spat over “misleading” ticker symbols.  (WSJ)

Where are the “tough pay guidelines” for banks?  (Rational Irrationality)

The FDIC is doing what?  (Big Picture, Kid Dynamite, naked capitalism)

What “unconventional” bullets does the Fed have left?  (Free exchange)

The Euro bank stress tests are to a degree a self-fulfilling prophecy.  (CNBC also The Money Game, FT, WSJ, Felix Salmon, DJ Market Talk)

More anxiousness around the falling ECRI WLI.  (BondSquawk)

Why the economy sucks.  (The Awl)

Something on the jobs front changed this decade.  (Economist’s View)

How much cocoa is Anthony Ward going to end up buying?  (NYTimes)

Aircraft orders rebound.  (Lex)

Could even a modest attempt at high speed rail disrupt the freight system?  (Economist)

Jeff Jarvis, “Advertising is f****ed.”  (BuzzMachine)

Why choose?  Buy Apple (AAPL) and Microsoft (MSFT).  (Barron’s)

What would a T-Mobile iPhone mean?  (GigaOM)

Will Zynga become the Google (GOOG) of games?  (NYTimes)

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