Checking in on mid-month asset class performance. (Capital Spectator)
The forward swap curve is very, very flat. (EconomPic Data)
Like the rest of the fixed income world muni bonds are on fire. (Bespoke)
More on the meaning of negative TIPS yields. (Money Game)
Corporates won’t trade though Treasuries. (Felix Salmon)
How can I beat the Lehman Aggregate? (Aleph Blog)
Is a gap opening up between large cap and small cap stocks. (Bespoke)
Macro hedge funds have got it all wrong, while fixed income relative have it going on in 2010. (FT, ibid)
On the power of momentum as an investment style. (Systematic Relative Strength)
Measuring the equity risk premium and whether the cost of capital actually matters. (AR Screencast)
Warren Buffett joins Eddy on the Johnson & Johnson (JNJ) train. (Street Capitalist)
A reason why analysts consistently underestimate company earnings. (SSRN)
The corporate profit mirage. (Atlantic Business)
Signs of life in the industrial economy. (Calculated Risk)
Commercial paper volume is making a comeback. (Calafia Beach Pundit)
The battle over private equity return statistics. (FT Alphaville)
The “four horsemen” of the jobs apocalypse. (Atlantic Business)
The Fed can’t do much about “employment mismatches.” (Free exchange, 24/7 Wall St.)
The Fed has entered a period of relative economic impotence. (Gregor Macdonald)
The Feds should get out of the mortgage business, but Bill Gross differs. (John Carney, Street Sweep)
How the alphabet soup of federal programs helped inflate the housing bubble. (Falkenblog, Crossing Wall Street, Lex)
Playing the bailout counterfactual game. (Big Picture, Kid Dynamite, DJ Market Talk)
“As we live progressively longer we must also rethink our retirement expectations. ” (Free exchange)
G10 growth rates are diverging. (FT Alphaville)
How much longer can China be expected to outgrow the US by 6% per annum? (Infectious Greed also Free exchange, Economist, Fundmastery Blog)
It is a good time to be a US cotton farmer. (Lex)
Why OPEC doesn’t mind low(ish) oil prices. (Atlantic Business)
High frequency traders are looking to re-brand themselves. (Forbes)
Get ready for a wave of bookstore closings. (ROI)
Three books for approaching behavioral finance. (VIX and More)
Skepticism abounds on a potential Hulu IPO. (peHUB, CNNMoney, Atlantic Business)
How cloud computing makes life easier for startups these days. (GigaOM)
For incoming college freshmen, “Email is just too slow, and they seldom if ever use snail mail.” (Beloit College)
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