Thursday links: one-way bet

Just what assets are going to get put in the proposed super-SIV. (Accrued Interest)

“One thing is clear though: I wouldn’t want any of my pension money invested in the Master Liquidity Enhancement Conduit.” (Bloomberg.com)

Who exactly was behind the development of the SIV “mini-industry”? (naked capitalism & RGE Monitor)

Vulture funds have yet to find much in the “fire sale” category. (InstitutionalInvestor.com)

What is behind the recent Treasury bond rally? (MarketBeat)

Chinese stocks are parabolic…don’t be a hog! (Howard Lindzon)

Is the January Effect still operative? (World Beta)

Is $100 oil a one-way bet? (Free Exchange)

It is easy to forget that official inflation statistics have real world consequences. (Big Picture)

Is now the time for a dose of inflation? (Market Movers)

An interview with Charles Kirk. (Kirk Report)

Is Google (GOOG) missing out on potential revenue from Google Finance? (24/7 Wall Street)

Why study sports economics? (Sports Economist)

A cool map of the country domains of the world wide web. (strange maps)

Thanks for checking in with Abnormal Returns where your feedback is always appreciated.

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