Thursday look-in: notable notes
- May 26th, 2011
Thanks for checking in with us for this early morning linkfest. Good luck out there today.
An Ira Sohn Conference Recap
In retrospect it should have been easy to identify this pick ahead of time. (Kid Dynamite)
On the relationship between the US dollar and the relative performance of large caps. (Crossing Wall Street)
Is the consumer staples rally already over? (Bespoke)
An exclusive interview with bond kind Jeff Gundlach. (Money Game)
One of these things is not like the other…German yields are too low relative to the US. (WSJ)
CDS prices on US debt are rising, while Treasury yields decline. What is going on? (Pragmatic Capitalism)
A look at what business economists are forecasting these days. (Econbrowser)
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- Monday links: assuming more risk
- Sunday links: a clean slate
- Saturday links: studying failure
- Friday links: trading places
- Podcast Friday: active management
- Thursday links: making the illiquid liquid