Tuesday links: jack of all trades

Quote of the day

Tyler Craig, “In your knowledge acquisition quest, don’t sacrifice specialization. Don’t become a jack of all trades and master of none.”  (Tyler’s Trading)

Chart of the day

EWGc1dl1147 Tuesday links:  jack of all trades

At what point does Germany become an attractive investment?  (Fund My Mutual Fund also SurlyTrader)

Markets

The stunning decline in long term interest rates around the world illustrated.  (Bespoke)

Copper and gold prices diverge.  (Data Diary also Dragonfly Capital)

Free cash flow support for the S&P 500.  (Crackerjack Finance)

S&P 500 earnings and the ISM Manufacturing index.  (Dr. Ed’s Blog)

Brent, WTI and gasoline prices.  (Bespoke)

Strategy

David Blair, “We should work on changing ourselves to better cope with the market instead of trying to change the market hoping it will come to terms with our desires.”  (Crosshairs Trader)

Dividends matter, now more than ever.  (Risk and Return)

The effect of R&D on future returns and earnings estimates.  (SSRN)

Correlated markets

Just how tightly are market correlated at the moment.  (FT Alphaville)

Under what conditions can speculators make markets more correlated?  (Liberty Street Economics)

Companies

How to fix Yahoo! ($YHOO).  (Phil Pearlman)

How to play a turnaround in oil tanker rates.  (Distressed Debt Investing)

Optimism about a turnaround at the New York Times ($NYT) has faded.  (24/7 Wall St.)

Brookfield Asset Managment ($BAM) creates a publicly traded renewable energy vehicle.  (Globe and Mail)

Finance

An interesting analogy that includes tankers, bankers and market regulation.  (Cheap Talk via Economist’s View)

What happens to infrastructure spending if muni bonds become less attractive?  (Bond Girl via Kid Dynamite)

There’s a difference between insider trading and good old fashioned access.  (Dealbreaker)

No matter what they say France’s banks have a Greece problem.  (Felix Salmon)

Funds

Managed futures are not hedge funds.  (Attain Capital)

Cambria Investment Management, managers of $GTAA,  looks to launch its own line of ETFs.  (IndexUniverse)

How is Warren Buffett going to pay his new money managers?  (Deal Journal)

How many VIX ETNs do we really need?  (MarketBeat)

Everybody and their brother wants to get into the China bond ETF game.  (IndexUniverse)

Global

Greece should default “big.”  (Bloomberg)

A Greek exit from the Euro will not “fix” things.  (FT Alphaville, Money Game)

What happens after a Greek default.  (Term Sheet)

Ring fencing‘ is a fairy tale.  (The Reformed Broker)

Discounting the “mass default” scenario in Europe.  (Capital Observer)

Is China the next Japan or Mexico?  (WSJ)

China can’t bail out Italy.  (The Source)

The downside of the Brazilian boom.  (WSJ)

Emerging market currencies have been lagging of late.  (beyondbrics)

Economy

Government officials don’t think like traders.  (A Dash of Insight)

Diesel fuel consumption has flatlined.  (Calculated Risk)

A closer look at manufacturing.  (Bonddad Blog)

Does the US have a small business formation problem?  (Free exchange)

QE2 only postponed the double-dip.  (Ultimi Barbarorum)

Small business optimism still stinks.  (Calculated Risk, MarketBeat)

The West has yet to come to terms with its pension fund problems.  (Credit Writedowns)

Earlier on Abnormal Returns

Volatility, noise and the big picture.  (Abnormal Returns)

Updating the Swensen portfolio circa 2005.  (Abnormal Returns)

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

Mixed media

The iPad is (still) the future of computing.  (splatF)

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