Let’s start today’s linkfest with a look at the effect of falling housing prices on the economy.
Randall W. Forsyth at Barrons.com on the unique nature of the forthcoming recession.
Jeff Miller at A Dash of Insight has a “balanced assessment” of the chances of a recession.
Barry Ritholtz at the Big Picture on the ugly headlines coming out the housing sector.
Mark Hulbert at Marketwatch.com warns us off “tortured data” that shows a strong relationship between housing and stock prices.
Paul Kedrosky at Infectious Greed notes a piece on the “coming oil bust.”
Allan Sloan in the Washington Post on the tendency of hedge fund managers to “shoot for the moon.”
All About Alpha (thankfully) beat us to this interesting interview with Alexander Ineichen on “asymmetrical return profiles.”
DealBook (a tad too cynically) highlights a private equity investment by some smart money managers at Third Avenue Funds.
Brett Steenbarger at TraderFeed on the value of the historical relationship between the yield curve and the stock market.
Speaking of innovation, Barbara De Lollis at USA Today has a piece on Honda’s move into the game-changing, small-jet market.
Daniel Gross at Slate.com highlights some “idiotic examples of corporate cost-cutting.”
Keith Sharfman at Truth on the Market on the difference between monopoly and market power.
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