Thursday links: macro assumptions

• abnormalreturns
• June 17th, 2010

Is the correction over?  (Bespoke)

In search of the elusive trading range.  (VIX and More)

Emerging markets as the engines of global growth.  (Trader’s Narrative)

The market is overvalued according to both CAPE and the Q-ratio.  (The Money Game, Morningstar)

Should we care that the recent bounce has come on low volume?  (Barron’s)

Bearish sentiment has increased “convincingly” since the start of the correction.  (Bespoke)

The bond bubble continues to suck in unsuspecting investors.  (Zero Hedge)

How would gold perform during a period of deflation?  (Pragmatic Capitalism)

Why are investors paying 2&20 for equity-like returns?  (Humble Student)

Hedge fund seed investors are back.  (Reuters)

Say goodbye to the Shanghai price premium.  (The Money Game)

Could some one manipulate the VIX?  (Options Zone)

Taking a look at the opportunities in long-dated options.  (SurlyTrader)

Calculating the true cost of owning mutual funds.  (CXO Advisory Group)

The bull case for Fedex (FDX).  (The Money Game also The Buzz)

More on the gold ETFs.  (Big Picture)

High frequency traders are going to miss Fannie and Freddie.  (FT Alphaville also Breakingviews)

On the relationship between initial jobless claims and the S&P 500.  (Bespoke)

Looking at cases where litigation didn’t kill the company.  (24/7 Wall St.)

Jim Chanos is short Ford (F) and major oil companies.  (Bloomberg also Infectious Greed)

A value investor looks at BP (BP) bonds.  (Street Capitalist, Tech Ticker, Felix Salmon also AR Screencast)

Bill Gross is buying short-dated BP and Anadarko (APC) paper.  (The Money Game)

What Asian oil companies could benefit from the BP disaster?  (The Money Game)

Estimates abound on the costs of the BP oil spill.  (Deal Journal)

Is now the time to buy reinsurers?  (Infectious Greed)

Inflation down, unemployment claims up.  (EconomPic Data, Calculated Risk)

More bank failures are coming.  (Street Sweep)

“Living wills” will never work for the big banks.  (Baseline Scenario also CNNMoney)

Mapping out a budget reduction plan.  (A Dash of Insight)

What it is going to take to “save” Social Security.  (Big Picture)

Are there bargains to be had in the rubble that is homebuilder stocks?  (FT)

It is a buyer’s market for home buyers.  (Big Picture, NYTimes)

The macroeconomic assumptions underlying microeconomics.  (CBS Moneywatch)

On the parallels between string theory and the CAPM.  (Falkenblog)

A surge in interest in Friedrich Hayek and his most notable book “The Road to Serfdom.” (Real Time Economics)

Who is pre-ordering all those new iPhones?  (Apple 2.0, NYTimes)

“AT&T has now become the BP of cellphone carriers.”  (Pogue’s Posts)

An interview with “the scourge of Wall Street” Bess Levin of Dealbreaker.  (Marketwatch)

Yahoo! Finance wants to get into the real-time finance game.  (Tradestreaming)

AOL (AOL) leaves Bebo behind.  (GigaOM)

How important is Twitter in a multi-channel world?  (Howard Lindzon)

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