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Thursday links: performance persistence

Investor sentiment took a hit during the market correction.  (Bespoke)

What the timber market is telling us about the housing economy.  (Minyanville)

Mutual fund investors are still positioned quite conservatively.  (The Pragmatic Capitalist)

Altman says bond default rates could fall but 2011 could be trouble if the economy doesn’t turn.  (DealBook)

Can you base an investment strategy on the turn-of-the-month effect?  (Crossing Wall Street)

Should investors take a more active approach to commodity investing?  (IndexUniverse)

Adam Warner, “But pick virtually any timeframe and you will come to the same conclusion. VXX is a terrible portfolio hedge.” (Daily Options Report)

Market volatility, as measured by 1% days, is on the rise.  (Bespoke)

Investors don’t spend enough time thinking as opposed to doing.   (the research puzzle earlier Abnormal Returns)

John Bogle’s simple investing message has remained consistent over time.  (Morningstar)

Lower (or free) commissions make higher turnover strategies more attractive.  (VIX and More)

Mutual fund performance persistence is scarce except for bottom quartile losers.  (SSRN)

The active vs. passive debate reaches Norway’s “petroleum fund.” (Economist)

Using interest rates to help explain currency returns.  (SSRN)

Apparently short-sellers know what they are doing.  (CXO Advisory Group)

Felix Salmon, “The point is that it’s pretty much impossible to have a bubble in something which doesn’t have a liquid asset class supporting it. “  (Reuters)

Simon Johnson, “The Fed is apparently, at last, moving the right direction on the issue of “too big to fail”.  But how long will it take to get there?”  (Baseline Scenario)

Andy Kessler, “Increased [bank] reserves may be the best financial reform we can hope for without politicians mucking it up. “  (WSJ)

The FHA is kidding itself about default ratings.  (Clusterstock)

There is no wage inflation on the horizon.  (EconomPic Data)

Growing financial woes beset municipalities.  (Clusterstock, ibid)

Floyd Norris, “Can the world economic recovery continue with a stumbling Europe?”  (NYTimes)

Why the world remains so dependent on coal as an energy source.  (Free exchange)

Large pharma needs new business, scientific and organizational models.  (Knowledge@Wharton)

Just what is Prozac and other SSRIs actually good for?  (The Frontal Cortex)

Why Microsoft (MSFT) ceased innovating.  (Farnam Street)

An interesting interview with value investor Mariusz Skonieczny. (Simoleon Sense)

A profile of StockTwits CEO Howard Lindzon.  (Globe and Mail)

Why Twitter is a “vital part of the information economy..”  (Bits)

Copycat companies are everywhere.  Execution is what matters.  (Andy Swan)

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