Wednesday links: bubblicious bonds

• abnormalreturns
• August 18th, 2010

Does the bond market now resemble the dot com boom?   (Big Picture)

Don’t short bonds…yet.  (Aleph Blog)

The rally in long duration Treasury ETFs illustrated.  (ETFdb)

Afraid of deflation?  Then pay off your debts.  (ROI)

Trading based on this quarter’s earnings reports was tricky to say the least.  (Bespoke)

The gold bugs are back in force.  (Marketwatch)

Cycle investing may be not as effective as previously thought.  (CXO Advisory Group)

Where are corporations putting their “cash hoards“?  (FT Alphaville)

The art of reading hedge fund 13-F filings.  (Abnormal Returns)

BHP (BHP) goes hostile in its pursuit of Potash Corp. (POT).  (NYTimes, WSJ, FT Alphaville, Economist, The Source)

Commodity volatility is coming courtesy of La Niña.  (FT)

Risk tolerance across countries and culture.  (SSRN)

Poor housing starts points to higher unemployment.  (Calculated Risk, Money Game)

Is the Fed losing some of its muscle?  (FT Alphaville)

On the reduction in household debt.  (EconomPic Data, Calculated Risk)

Historically low mortgage rates drive refis, but few purchases.  (Calculated Risk, Big Picture also MarketBeat)

How much are the Treasury’s housing guarantees worth?  (Felix Salmon)

Why don’t we let home prices fall farther?  (Kid Dynamite)

The US is not Japan.  (Deal Journal)

China continues to diversify its currency reserves.  (FT Alphaville)

China is #2 in terms of GDP.  What does it mean?  (The Atlantic also Fundmastery Blog)

Can India outgrow China?  (beyondbrics)

A reversal of fortune.  American call centers are now price competitive with India.  (FT, Fund My Mutual Fund)

Happy seventh blogiversary!  (Footnoted)

The “web is dead” meme rears its ugly head.  (Wired, A VC, TechCrunch, Bits, The Atlantic)

Should Hollywood fear Google TV?  (LATimes)

Balancing life’s portfolio.  Some perspective on the retirement of Stanley Druckenmiller.  (AR Screencast)

Predictions, hindsight bias and the need to follow your own analysis.  (Charts Gone Wild)

What things are emblematic of the past decade?  (Marginal Revolution)

Sex is stressful, but good for you.  (The Frontal Cortex)

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