This is an earlier than normal edition of the linkfest.  Don’t forget to check in on AR Now for updates during the day.

What are VIX futures telling us about October?  (FT Alphaville)

More evidence that EVERYTHING is correlated these days.  (Big Picture)

Why the doomsayers are wrong.  (WSJ also Bloomberg)

What relationship should we expect (if any) between bond yields and earnings yields?  (EconomPic Data)

Wall Street firms embracing artificial intelligence to pick stocks.  (WSJ)

Private equity IPOs outperform.  (WSJ)

Ford (F) vs. the proposed GM IPO?  (Deal Journal)

Goldman Sachs (GS) is still the banker of choice for IPOs.  (Bloomberg)

Don’t tell Intel (INTC) we are in a recession.  (FT, Pragmatic Capitalism, WSJ, Crossing Wall Street)

What is Google’s (GOOG) next move?  (Lex)

Is it time to tighten up market maker obligations?  (Forbes Street Talk)

When (and if) you should break your own rules?  (Derek Hernquist)

The paradox of benchmarking.  (Falkenblog)

What do you see when you look at this chart of Goldman Sachs?  (research puzzle pix)

Not much evidence for the McClellan oscillator.  (CXO Advisory Group)

On the challenges (and costs) of hedging “tail risk.”  (Felix Salmon also AR Screencast)

Americans see financial reform as “ineffectual.”  (Big Picture also Atlantic Business, Daily Beast)

The accidental CMBS market recovery.  (Fortune)

TARP failed many Main Street banks.  (Fortune)

In case you needed more evidence on the sorry state of state finances.  (Aleph Blog)

We all know the Fed can fight inflation, but can it fight deflation?  (Mark Thoma also DJ Market Talk)

A weak retail sales report.  (Calculated Risk. EconomPic Data, Credit Writedowns)

Rail traffic continues to recover, albeit slowly.  (Calculated Risk)

Forget BRICs and MAVINS, it is now the time of ABICI.  (Schott’s Vocab)

China wants to reduce its dependence on “bad growth.”  (China Financial Markets)

India vs. China:  the biopharma market.  (beyondbrics)

Are rare earth metals the basis of a new trade war?  (FT Alphaville)

Did we not learn any lessons from the Exxon Valdex disaster?  (WashingtonPost)

“In the main psychologists have learned to be cautious in how they project their ideas onto people. Economists are only now learning such lessons. ”  (The Psy-Fi Blog)

“Diary of a Very Bad Year: Confessions of an Anonymous Hedge Fund Manager”  sounds like a fun read.  (NYTimes)

Howard Lindzon, “Step away from the machines.”  (Tech Ticker)

Will the seed market crash?  (A VC)

Is the antenna issue another sign of hubris on the part of Apple (AAPL).  (Tech Trader Daily)

Can Netflix (NFLX) transform itself into a streaming contender?  (Newsweek)

One thing Americans still do right:  fast food.  (beyondbrics, Fortune)

Jonah Lehrer, “So here’s my theorem: The value of a political pundit is directly correlated with his or her willingness to admit past error.”  (The Frontal Cortex)

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