Thursday links: records of the past

• abnormalreturns
• July 9th, 2009

Individual investor bearish sentiment is on the rise.  (MarketBeat)

Relative sector performance since the June top.  (Big Picture)

Is some measure of normalcy returning to the markets?  (Zero Hedge)

The best performing S&P 500 stock of the recession:  Family Dollar Stores (FDO).  (BusinessWeek also Fund My Mutual Fund)

A nice round-up of some recent hedge fund news.  (market folly)

Citadel Investment had a very good June.  (Bloomberg)

BATS joins the growing list of options exchanges.  (FT)

The best online brokers for trading options.  (Minyanville)

Why the likes of John Meriwether continue to get another shot at managing money.  (Curious Capitalist, WSJ)

Why risk management may be more important than asset allocation these days.  (Brad Setser)

Why the Fed Model is broken.  (CXO Advisory Group)

Why do some so-called “gurus” continue to work when they could be sitting on the beach?  (MarketSci Blog)

Farming is the next big (investing) thing.  (Infectious Greed)

Richard Bernstein, “Washington should make sure that if credit is going to flow again, then it flows towards productive use in the real economy, and not into commodity and financial market speculation.”  (Clusterstock)

Prof. Shiller, not every risk is hedgeable.  (Aleph Blog)

In defense of bankslaughter.  (Baseline Scenario, Felix Salmon)

“While the market for banks’ toxic assets will remain largely shut down, we are going to get a sense of their value when the FDIC auctions off later this summer the toxic assets held by failed banks taken over by the FDIC.”  (Real Time Economics also Clusterstock, Atlantic Business)

Another example of Fischer Black foreseeing the future.  (Rortybomb)

“..the credit crunch was not caused by securitization — it was caused by very poor assumptions used to rate securitizations.”  (Atlantic Business)

“Markets may not “guarantee that everything works honestly and properly,” but neither does regulation.”  (macroblog)

An actual positive economic indicator.  (Disciplined Approach)

“Bailout Nation is a lament for the early days of our country, for a system that was both ruthless and ruthlessly efficient, a system that no longer exists in the United States.”  (Freakonomics)

Here’s hoping Ron Insana has a better tenure at TheStreet.com than Lenny Dykstra.  (Dealbreaker, Daily Options Report, Deadspin, Clusterstock)

“There are no promises in the financial world. Track records are records of the past.”  (Howard Lindzon)

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