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Tuesday links: May drawdowns

The month of the drawdown.  (EconomPic Data)

The bearish camp is getting crowded.  (Marketwatch)

Are quality US stocks the true safe haven?  (The Money Game also M*)

How cheap is the market on forward earnings.  (A Dash of Insight also The Reformed Broker)

Signs of market stress are increasing.  (FT, Street Sweep)

Should we fear the rapid rise in Libor?  (Preston’s Picks, FT Alphaville, ibid)

Check out the rally in Treasury bonds.  (Fortune)

Doug Kass updates his list of surprises for 2010.  (TheStreet)

“The VIX doesn’t “know” we’re all clear yet. No one does.”  (Daily Options Report)

Predicting volatility with interest rates.  (Trader’s Narrative)

“Is the gold rush over?” (ROI)

The Swiss franc continues to see strength.  (FT Alphaville, WSJ)

High yield has gotten crushed in this risk-averse environment.  (WSJ, Zero Hedge, Mish)

Amateur option investors embrace ‘iron condors.’  (Bloomberg)

Consistency as a measure of strategy success.  (MarketSci Blog)

Stock returns around Memorial Day.  (CXO Advisory Group)

Combining technicals with fundamentals helps boost returns.  (SSRN)

Hedge funds are dumping oil which may provide consumers a boost.  (Bloomberg, WSJ)

Consumer confidence on the rise.  (Reuters)

Economic recoveries happen, in part, due to a collective desire move on.  (The Reformed Broker)

The bank reform bill does not protect US taxpayers.  (DealBook)

Is the housing recovery set to slow?  (Fortune also Calculated Risk, Planet Money, Free exchange)

Are interest rate cuts back on the table?  (The Money Game, FT Alphaville)

The “age of austerity” will play out over decades not years.  (Jubak Picks)

Germany is waking up to the unpleasant realities of the Euro.  (Bloomberg)

Spanish banks, like CajaSur, highlight the problems with Spain’s banks.  (Credit Writedowns, WSJ)

Putting a price tag on the various credit supports.  (Money Supply)

Shale gas will change the world.  (FT also Bloomberg)

Is it time to buy the oil drillers (or BP)?  (Financial Adviser, FT Alphaville)

Have Americans stopped driving?  (24/7 Wall St., Calculated Risk)

What are credit ratings good for?  (Aleph Blog)

Why does Steve Ballmer still have a job?  (Baseline Scenario)

The new iPhone is coming.  Do we still care?  (Bits also CNNMoney, Apple 2.0)

Seth Klarman’s recommended reading list.  (market folly earlier Abnormal Returns)

The “perfect investing book“:  The Little Book of Behavioral Investing.  (Value Plays)

The story of the daytrading Congressman.  (WashingtonPost)

Perhaps Congressman Moran should check out the new feature over at StockTwits.  (Howard Lindzon)

Boston Beer Co. (SAM) is about to cross over from craft brewer to corporate brewer.  (The Atlantic)

Can Bloomberg make a dent in the credit ratings business?  (Fortune)

The New York Times is trying to give its greatest advantage away.  (Felix Salmon, ibid also TBM)

The bubble in the use of the term “bubble.”  (Forbes via TBN)

Why box office derivatives are a bad idea.  (The Big Money)

Ten maps that changed the world.  (Daily Mail via kottke)

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