What is taking so long for the GSE bailout?  (naked capitalism also Dash of Insight, Accrued Interest)

Dedicated short-sellers are a very small minority of the investment industry.  (TheStreet.com)

Have the credit and equity markets diverged once again?  (FT Alphaville)

China’s stock market has tanked, is the economy soon to follow?  (Mish)

Still want to own some financials?  Take a look at small banks(MarketBeat)

Another big investment manager founders in hedge fund waters.  (WSJ.com)

The Claymore/Delta Global Shipping Index (SEA) launches.  (IndexUniverse.com, ETF Trends)

The return of the links.  (Kirk Report)

Research into the two-year reversion effect in the stock market.  (CXO Advisory Group)

Stock market seasonality:  September through December.  (Bespoke Investment Group)

Short steel prices and piggyback momentum investing.  (NakedShorts, ibid)

Is fundamental indexation a “value strategy in disguise” that is an inefficient proposition?  (SSRN.com)

ECRI’s leading indicators decisively show a recession in the works.  (Big Picture)

Home prices (and new home sales) are down.  (Calculated Risk, ibid)

Should the Fed continue to focus on measures of core inflation?  (Real Time Economics)

Abstracts from the Jackson Hole Symposium.  Including speculation that investment banks may become deposit issuing institutions and the possibility of further growth in hedge funds due to their relative freedom from regulation.  (Odd Numbers)

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