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Wednesday links: channel checks

Quote of the day

Justin Fox, “The corporate profit picture would seem to mirror what’s been going on in the income distribution for individuals for the past few decades.”  (HBR)

Video of the day

Howard Lindzon speaks with THE Jim Rogers.  (StockTwitsTV)

Markets

Bullish sentiment is still elevated.  (Bespoke)

Checking in on gold sentiment.  (Marketwatch)

What really caused the market to rally since September?  (Pragmatic Capitalism)

A good look at group performance in 2010.  (Bespoke)

If QE2 is such a big deal, then why is the US dollar rallying?  (Clusterstock)

Strategy

Don’t let a bad experience prevent you from profiting from momentum stocks. (Quint Tatro)

Why insider trading doesn’t matter to momentum traders.  (StockTwits50)

“Relative strength is universal.”  (Ivanhoff Capital)

On the dangers of buying an IPO.  (stockbee)

Can your portfolio withstand the actions of “one raving lunatic“?  (Derek Hernquist)

However you invest (or trade) in the markets first you need to understand the “nature of the game.”  (AR Screencast)

ARTV with Joe Weisenthal.  We talk bearish economists, the fate of the Euro, California and the role of the US dollar in the new global economy. (Abnormal Returns)

Companies

The paste decade of Amazon (AMZN).  (Crossing Wall Street)

Apple (AAPL) is doing everything they can to make sure you have an iPad under your Christmas tree.  (Apple 2.0)

Caterpillar (CAT) is issuing a renminbi-denominated bond.  (FT, Street Sweep)

How we will know if GM (GM) is really fixed.  (Businessweek)

Does the Treasury have authority over mortgage servicers?  (naked capitalism)

Facebook shares are getting sliced and diced by investors.  (Bloomberg, Howard Lindzon, Infectious Greed)

This can’t be good…talk of peak coal.  (Bloomberg, Money Game)

Insider trading investigations

Why the Feds want Steve Cohen of SAC Capital.  (Fortune Finance, Dealbreaker also WSJ)

The insider trading scandal is now so big that it is irrelevant.  (Clusterstock)

Insider trading and the First Amendment.  (NetNet, ProfessorBainbridge)

Are ‘channel checks‘ now verboten?  (Apple 2.0)

Individual investors don’t believe that channel checks are legitimate activities for analysts.  (Business Insider)

Why are insider trading cases so hard for the government to win?  (Law Blog also Dealbook)

Economy

Why is anyone surprised by better than expected economic stats?  (ValuePlays)

Americans are becoming more comfortable spending.  (Atlantic Business)

Jobless claims continue to trend lower.  (Bloomberg, Calculated Risk, Big Picture, MoneyWatch)

The housing market could continue to be a big drag on the economy in 2011.  (Curious Capitalist)

A look at real corporate profits. (Matt Yglesias also Economix)

Healthy profits will eventually lead to jobs growth.  (Real Time Economics)

There are no shortage of budget reduction plans, just not the votes for them.  (WashingtonPost)

The social advantage of large cities.  (Richard Florida)

Jeff Carter, “This Korea issue is always there, simmering under the surface”  (Points and Figures)

Is China’s competitive advantage already eroding?  (Megan McArdle)

Euroland

The German economy is thriving amidst the Euro wreckage.  (The Source, Money Game)

“But unlike Ireland, Greece and Portugal, Spain really is too big to rescue.”  (The Source, Money Game)

The Irish austerity plan will not include a rise in corporate tax rates.  (WSJ, FT Alphaville, Bloomberg)

Thanksgiving

Speaking of Turkey, how has the iShares MSCI Turkey (TUR) been doing of late?  (VIX and More)

Remember Thanksgiving is about both thanks and giving.  (James Altucher)

Some nice Thanksgiving Day shoutouts from Josh.  (The Reformed Broker)

The much discussed White Castle turkey stuffing recipe.  (White Castle via kottke)

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