Thursday look-in: notable notes

Thanks for checking in with us for this early morning linkfest.  Good luck out there today.

An Ira Sohn Conference Recap

Notes from the Ira Sohn Conference.  (market folly, ibid, TRB, WSJ, NetNet)

A debate on the value of big hedge fund events like the Ira Sohn Conference.  (Reuters, Money Game, Felix Salmon)

David Einhorn says that Steve Ballmer is an overhang over Microsoft (MSFT) shares.  (Reuters, FT, Daring Fireball contra 24/7 Wall St.)

In retrospect it should have been easy to identify this pick ahead of time.  (Kid Dynamite)

College kid gets a chance to pitch Bridgepoint Education (BPI) to the conference.  (Deal Journal)

Elsewhere

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)

Albert Edwards is bullish…on bonds.  (FT Alphaville, NetNet)

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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