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Tuesday links: nowhere market

“The market has gone absolutely nowhere in recent weeks.”  (Bespoke)

How to play ten investment themes for 2010.  (market folly)

Are there better alternatives to gold as an inflation hedge?  (Bloomberg)

Are you better off just following the top picks of hedge fund managers rather than paying them 2&20?  (World Beta)

Benchmarks matter.  Make sure you are not comparing investment apples to oranges.  (Abnormal Returns)

The 10 strangest mutual funds.  (Fund My Mutual Fund)

Sorting through the micro-cap ETFs.  (IndexUniverse)

Many mutual fund holders are paying active fees for index-like returns.  (WSJ)

Why longer-dated option volatilities remain elevated.  (Daily Options Report)

What is historical volatility and how is it best measured?  (VIX and More)

What is “latency arbitrage” and how big a deal is it?  (Clusterstock also Kid Dynamite)

Research shows a robust post-loss/profit announcement drift.  (SSRN)

Goldman Sachs (GS) is robbing the cradle for top trading talent.  (Daily Intel)

“The short sushi, long kimchi trade is not without its dangers.”  (Breakingviews)

The credit ratings agencies have largely skated in the wake of the credit crisis.  (naked capitalism)

Andrew Ross Sorkin, “Bank of America was simply desperate to get out from under the thumb of government, and rid itself of the scarlet letter tainting its public image.”  (NYTimes)

Is anyone surprised that TARP overseer Neel Kashkari joins big money manager Pimco?  (Dealbreaker also Deal Journal, Felix Salmon)

The private equity industry didn’t cause the financial crisis but they did help make it worse.  (Epicurean Dealmaker)

Examining the reform agenda of The New Decemberists.  (Dealscape, Rortybomb)

What’s wrong with the November employment numbers?  (A Dash of Insight)

Consumer credit keeps on cratering.  (Calculated Risk)

Rail is not a serious part of the stimulus plan.  (Gregor Macdonald)

What separates the best value investors from the rest?  (Simoleon Sense)

An interview with options veteran Mark Wolfinger.  (Behind the Spread)

Mediaite is growing.  (Mediaite)

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