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Tuesday links: helicopter cash

James Montier, “In essence, the [bond] market is implying a 70% probability that the US turns Japanese.” (Behavioural Investing)

Muni bond yields have not been this low in half a lifetime.  (Bloomberg also Bespoke)

Banks are guying Treasury bonds hand over fist.  (Street Sweep)

Face it, nobody is bullish anymore.  (Money Game, Reuters)

Obituaries for the P/E ratio are premature.  (Crossing Wall Street contra Pragmatic Capitalism)

The stock market usually advances after the AAII Investor Survey Bull-Bear spread comes in below -25%.  (Quantifiable Edges)

What is the Roubini Sentiment Indicator telling us of late?  (Insider Monkey via Clusterstock)

Corporate insiders are buying.  (Marketwatch)

A look at the emerging markets that are up 20%+ this year.  (VIX and More, ibid)

A look at sector relative strength.  (Ivanhoff Capital)

Are correlations all that high?  (Investing With Options, Daily Options Report)

Poor returns on IPOs have left investors fuming.  (DealBook)

Taking a closer look at the United States Commodity Index (USCI).  (ETFdb)

The new Alerian MLP ETF (AMLP) comes with some caveats.  (TheStreet)

How has the IQ Merger Arbitrage ETF (MNA) done in its first nine months of existence?  (Abnormal Returns)

Some smart hedge fund managers think Microsoft (MSFT) stock is cheap.  But is it cheap for a reason?  (AR Screencast)

Are the current money management business models at-risk?  (the research puzzle also peHUB)

The growing battleground that is the for-profit education stocks.  (CNBC, WSJ, Bloomberg)

What is going on when bond ETNs trade away from fair value.  (SSRN)

Wall Street is abandoning Obama.  (DealBook, Baseline Scenario)

Would the expiration of tax cuts lead to dividend cuts?   (Real Time Economics)

Why the big Hewlett-Packard (HPQ) share buyback is bad news for the economy.  (Deal Journal)

A surprising rise in consumer confidence.  (Atlantic Business)

Better late than never.  Home prices rise according to Case-Shiller.  (Money Game, EconomPic Data, Planet Money also Big Picture)

Beware those who say the worst is over for the economy.  (FT also Clusterstock)

Is it time for a “helicopter drop” of cash for the economy?  (voxEU, Felix Salmon)

The state of the economy from a VC’s perspective.  (Both Sides of the Table also Pragmatic Capitalism)

The German economy has fared better, especially on the employment front, than the US.  (Gavyn Davies also Fundmastery Blog)

India’s GDP is once again cooking.  (Reuters, beyondbrics)

In search of the “Korea discount.”  (beyondbrics)

Leverage lives in the retail forex market.  (FT Alphaville, WSJ)

On the differences between investors and economists.  (Points and Figures)

What is going on a DealBook and the WSJ?  (Felix Salmon, Big Picture)

Gmail is getting smarter.  (GigaOM, CNNMoney)

Why business books are bad for you.  (Farnam Street)

Hollywood box office receipts are at a multi-decade low.  (24/7 Wall St.)

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