Friday links: beer price pressure

September payroll figures come in stronger than anticipated. The blogosphere reacts: Market Movers, Capital Spectator, Calculated Risk, Big Picture & RGE Monitor.

Venture capitalists are diversifying away from small start-ups. (WSJ.com)

It is going to take discounts to entice vulture investors to take LBO debt off of bank balance sheets. (FT Alphaville)

High yield spreads narrow…should we be worried? (Accrued Interest)

Is a KKR initial public offering still a possibility? (Deal Journal)

The world continues to move away from the U.S. dollar. (naked capitalism)

Is gold either a safe haven asset or an effective inflation hedge? (Bloomberg.com)

The relationship between a weaker dollar and higher commodity prices. (Barrons.com)

A closer look at the newly introduced Morningstar commodity indices. (World Beta)

On the subject of higher commodity prices, skyrocketing barley and hop prices are putting pressure on craft brewers to raise prices. (WSJ.com)

Six reasons to be less bullish on the economy.  (TheStreet.com)

Isn’t the European economy supposed to be stronger than the U.S. economy?  (Bespoke Investment Group)

Dark pools of liquidity call into question the relevance of public quotes. (BusinessWeek.com)

Would we be better off if more trades occurred on exchanges? (naked capitalism)

Is it a mistake to focus on P/E ratios in measuring the state of the current bull market. (FT Alphaville)

It’s good to have friends in high places. (NakedShorts & DealBreaker.com)

On the need for a systematic approach to sector ETF rotation. (A Dash of Insight)

Nine thoughts on the international scene. (Aleph Blog)

What happens to performance when people deviate from buy-and-hold advice?  (Odd Numbers)

Have we missed a notable post in the investment blogosphere? Then feel free to drop Abnormal Returns a line.

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