Is the earnings upgrade cycle over? (Bloomberg, Money Game)
September made a lot of bulls look pretty smart. (WSJ)
Does Microsoft (MSFT) need to take “drastic measures” to get its stock up? (Lex also Zero Hedge, Infectious Greed)
Is Sara Lee (SLE) now in play? (Bloomberg, WSJ)
GE (GE) has to turn around two big companies to get the stock going. (YCharts Blog)
The AIG (AIG) unwind continues with the AIA IPO. (WSJ, Bloomberg)
How Carlos Slim made $150 million from “saving” the New York Times. (Felix Salmon, The Wire)
Bond bubble or not, investors need an asset allocation approach that contemplates higher interest rates. (AR Screencast)
Ken Rogoff, “It has never been easy to have a rational conversation about the value of gold.” (Project Syndicate)
Investors are warming to local currency emerging market bonds. (WSJ, TheStreet)
The October ETF Deathwatch is up. (Invest With An Edge)
Some interesting ETFs on the horizon. (ETFdb)
Ugh. Structured notes are back in the retail channel. (The Reformed Broker)
The distressed crowd is all long when-issued Visteon. (Distressed Debt Investing)
John Meriwether is back….with a global macro hedge fund. (FINalternatives)
Equity (and options) volumes are down. (WSJ, ibid)
Visualizing the Flash Crash. (VIX and More)
HFT is under attack. Are its days numbered? (Points and Figures, Zero Hedge)
Gavyn Davies, “Unless the economy improves a lot in a very short space of time, the Fed will move in November.” (FT also Calculated Risk)
What effects might QE2 actually have? (Econbrowser)
Daniel Drezner, “TARP’s political unpopularity, however, could help to eliminate the moral hazard problem.” (Foreign Policy)
The “runaway foreclosure train” is going to have to slow. (Big Picture, Calculated Risk)
Infrastructure spending and thinking like a CEO. (Ezra Klein)
One look at an altogether weird economy in 2025. (Rick Bookstaber)
America’s top business and economics commentators. (The Daily Beast)
The press sometimes gets basic investing stuff wrong. (Kid Dynamite)
Can anybody catch up with the iPad? (Apple 2.0)
James Surowiecki, “Yet the reality of business life is all but absent from American films.” (New Yorker)
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