Tuesday links: critical levels

• abnormalreturns
• July 19th, 2011

Quote of the day

Scott Adams, “In a world of 24-hour news, non-stop punditry, and the Internet, my hypothesis is that confirmation bias has moved to critical levels.”  (Dilbert Blog)

Chart of the day

Dr. Copper is ignoring talk of an economic slowdown.  (Bloomberg)

Commodities

Higher copper prices are dragging Peru’s stock market higher.  (ETFdb)

Commodities are signaling risk-on.  (Humble Student of the Markets)

Silver is back on the move.  What does that mean for the US dollar?  (EconomPic Data)

What should we make of the decoupling between gold and stocks.  (The Reformed Broker)

Markets

Why Treasury yields aren’t higher.  (Pragmatic Capitalism)

Seven year TIPS yields are negative.  (Crossing Wall Street)

George Soros is holding a big slug of cash.  (Bloomberg)

Don’t expect movement in the Brent-WTI spread any time soon.  (FT)

Strategy

A more stable way to look at the accrual anomaly.  (Empirical Finance Blog)

Should we care about the price of gold?  (The Street Light)

Bond indices are important, therefore ratings matter. (FT Alphaville)

Technology

Does iPhone 4 in China explain Apple at new all time highs?  (WSJ)

Facebook controls Zynga to a large degree.  (SAI, ibid)

Facebook ad prices are “soaring.”  (FT)

Finance

Goldman Sachs ($GS) saw a big drop in trading profits.  (Dealbook, Street Sweep, Atlantic Business)

What options does Bank of America ($BAC) have?  (NetNet)

American Express ($AXP) gets all social to compete with Groupon and Living Social.  (TechCrunch)

Companies

Panera Bread ($PNRA) as a lesson in trends.  (research puzzle pix)

Bondholders are having a crisis in confidence in Eastman Kodak ($EK).  (WSJ)

Borders died for any number of reasons.  (SAI)

Funds

Investment management fees are like a leaky faucet.  (Aleph Blog)

More disclosure does not make for better decision making.  (Financial Adviser)

Hedge funds have $2 trillion in assets under management.  (WSJ)

Global

Argentina as a model for Greece.  (FT)

Finland as a model for Europe.  (MarketBeat)

On the relationship between demographics and a sovereign credit.  (Global Macro Monitor)

Economy

When do temporary factors affecting the economy become permanent?  (Economist’s View)

The Misery Index is at multi-decade highs.  (Financial Armageddon)

Nobody can really get a handle on where US consumers stand.  (FT Alphaville)

Earlier on Abnormal Returns

What you missed in our Tuesday morning linkfest.  (Abnormal Returns)

Mixed media

Given limited time, social networks are ultimately a ‘zero-sum game.’  (SAI)

Slow down and think about what you are reading.  (Tyler’s Trading)

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