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Tuesday links: intrinsic motivation

Despite a rally, newsletter sentiment barely budged last week.  (Marketwatch)

What kind of market P/Es should we expect in a low interest rate environment?  (Trader’s Narrative)

The coming debate over rising correlations and the role of HFT.  (Reuters)

Research indicates that HFT changes underlying market dynamics.  (Zero Hedge)

Pimco launches its two new sovereign bond indexes.  (Reuters, Street Sweep also AR Screencast)

What is an individual investor to do these days?  (DJ Market Talk)

“Could a new era of stock-picking be upon us?”  We prefer to call it a “golden age.”  (FT Alphaville earlier Abnormal Returns)

Three new purchases from the “ultimate stock pickers.”  (Morningstar)

Does the degree to which a stock tracks the market and its industry predict its future performance?  (CXO Advisory Group)

Hewitt (HEW) shareholders should “take the money and run.”  (Lex, Deal Journal)

Long-short on Berkshire Hathaway (BRKB).  (Greenbackd)

Bruce Berkowitz now controls nearly 25% of the public float of AIG (AIG) and 11% of MBIA (MBI).  (CNNMoney, WSJ)

An unusual volatility divergence.  (VIX and More)

Are corporate cash levels all that elevated?  (Lex also Big Picture)

Are excess cash holdings good or bad for stock returns?  (SSRN)

Is “socks and stocks” back on the table?  (WSJ)

Prime brokerage:  the back office is the “new frontier for innovation.”  (All About Alpha also FT Alphaville)

Are hedge fund betas now a commodity?  (Capital Spectator, Random Roger)

Maybe indexed investors really did affect the commodities market.  (Trader’s Narrative)

Uh oh.  Pension funds are once again flooding into alternative investments.  (Pension Pulse)

The problem with individual stock circuit breakers:  “bad prints.”  (Kid Dynamite)

St. Joe (JOE) as a way to play the end of the Gulf oil spill.  (market folly)

Is the end of the beginning here for BP (BP)?  (The Source)

Alcoa (AA) and CSX (CSX) both beat earnings estimates.  (MarketBeat, ibid)

How to read a leading economic indicator.  (The Money Game, Calculated Risk)

The trade deficit is back on the rise.  (Calculated Risk, EconomPic Data)

Why the shadow banking system failed in the crisis.  (Infectious Greed)

Small business optimism is still stuck in the mud. (EconomPic Data)

What is the best way to combat unemployment: carrot or stick?  (Real Time Economics)

Should the Feds aid states?  (Economix)

Have Americans reached a sustainable level of spending?  (Slate)

Has European optimism gone too far?  (MarketBeat)

Portugal catches a downgrade.  (Dealbook, FT Alphaville, Credit Writedowns)

China has transformed the American farm industry.  (FT)

Sovereign ratings made in China.  (FT Alphaville, Telegraph)

There is no lithium shortage.  (Fortune)

“If you want to become a better trader you need to realize that fear cannot be eliminated.”  (Attitrade)

On the importance of seeking out alternate viewpoints.  (A Dash of Insight)

Charles Kirk, “No matter how much we would like to, we can’t control what happens to us entirely BUT we can control how we react to good and bad breaks we experience.”  (Kirk Report)

Conflicts of interest abound.  Don’t ever think that Wall Street is “on your side.”  (Bucks Blog)

George Steinbrenner, the markets and the estate tax.  (MarketBeat , Atlantic Business)

Are you itching to invest alongside John Malone?  (Street Capitalist)

Apple (AAPL) is becomingly increasingly efficient at generating net income.  (Fortune Tech also FT Alphaville)

No one looks good in the Consumer Reports-Apple (AAPL) fiasco.  (Apple 2.0 also SAI, GigaOM)

On the relationship between intrinsic motivation and extrinsic reward.  (The Frontal Cortex)

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