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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- Friday links: exercising your strengths
- Thursday links: understanding Wall Street
- 6 Essential Principles from Pragmatic Capitalism by Cullen Roche
- Wednesday links: the multiplier effect
- Tuesday links: knowledge alone
- To bond ETF or not: an excerpt from Rational Expectations by William Bernstein
- Monday links: excessive valuations
- Sunday links: paralyzed with fear
- Top clicks this week on Abnormal Returns
- Saturday links: ripe for disruption