Tuesday links: setups abound

Setups abound.  (The Reformed Broker)

Is the risk trade back on again?  (The Money Game)

Shiller vs. Siegel on market valuation.  (WSJ also Crossing Wall Street)

Lessons learned a year from the market bottom.  (Big Picture, MarketBeat, Morningstar, Marketwatch)

Country stock market performance one year into the bull market.  (Bespoke)

Are mutual funds truly “burning through cash” or is there another explanation?  (Don Fishback also Behind the Headlines, Mish)

The top ten buys and sells of ultimate stock pickers.  (Morningstar)

Brett Arends, “By any measure of shareholder value, GE has been a disaster under Jeffrey Immelt. Investors haven’t made a nickel since he took the helm as chairman nine years ago. In fact, they’ve lost tens of billions of dollars.”  (Marketwatch)

Noted value investor Bruce Berkowitz thinks Citigroup (C) is cheap.  (CNNMoney)

Brett Steenbarger, “My own experience is that I have lost good amounts of money when I’ve stuck with discipline over trusting my gut.”  (TraderFeed)

Calculating returns for the Fosback Seasonality system.  (MarketSci Blog)

Three new broad-based equity ETFs coming from Claymore.  (IndexUniverse)

On the use of market cap/GDP as a valuation measure.  (Data Diary)

Risks in the capital markets are numerous and often unquantifiable.  (CXO Advisory Group)

Given the profits on buying General Growth Properties (GGP) securities in bankruptcy no wonder investors are lining up to help them emerge.  (WSJ, ibid)

Everybody wants to own farmland.  (Clusterstock)

The case for commercial real estate.  (Infectious Greed)

The hold CME Group (CME) has on Treasury futures is under assault.  (FT)

“The very notion of mobs and herds evokes a certain spontaneity. But with the gold bubble, we are moving on to a concept of herding by appointment.”  (Rick Bookstaber)

Hedge fund managers continue to expand operations in Asia.  (FT Alphaville)

Should the NBER classify GDP recessions and jobs recessions separately?  (Department of Numbers)

Economic sentiment is not improving.  (Real Time Economics, Free exchange)

Tim Geither right on crisis, wrong on reform.  (The Atlantic also MarketBeat, Credit Writedowns)

“Making grandiose, nonsensical pronouncements that all bankers are crooks just doesn’t help matters, and it focuses attention and energy away from real problems which need to be addressed posthaste.”  (The Epicurean Dealmaker also Interfluidity)

The administration’s lack of a “too big too fail” policy is a failure of regulatory politics.  (The Balance Sheet)

The Fed does NOT want a GAO audit.  (Huffington Post)

What questions should we ask of forthcoming Federal Reserve governor nominees?  (Big Picture)

David Cottle, “Instead of railing against the markets, European leaders might do well to appreciate their warning shots.”  (The Source also Buttonwood)

What would a European Monetary Fund (EMF) look like?  (WSJ, FT Alphaville)

“If America loses its position as the world’s largest and most powerful economy does it really matter?”  (Free exchange)

Two lines of thought on the nascent state of the economic recovery, post-credit crisis.  (HBR, Credit Writedowns)

US Treasuries are “the only game in town” for China.  (24/7 Wall St.)

Public pension funds are reaching for returns.  (NYTimes, Clusterstock)

John Carney, “Carried interest taxation as capital gains is not a loophole. It’s a straight-forward application of basic tax rules to the partnership structure of hedge funds.”  (Clusterstock)

Part 2 of an interview with James Montier.  (Simoleon Sense)

Ten guidelines for enjoying the stock market.  (Howard Lindzon)

What are the unintended consequences of commission-free ETF trading?  (Morningstar)

Carl Richards, “We need to recognize that we’re not as smart as we think we are. In fact, the smartest investors (and frankly the smartest financial advisers) are the ones that acknowledge that they’re dumb.”  (Bucks Blog)

The mainstream media has learned the wrong lessons from the blogging revolution.  (Clusterstock)

On “ethic of the web” and the value of a link.  (GigaOM, True/Slant)

The “third wave” of coffee purveyors is looking to wean consumers from corporate coffee providers like Starbucks (SBUX). (Time)

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