Monday links: earnings recession

Is the earnings recession already here? (Bloomberg.com)

Are dividends in danger? (Financial Week)

A growing divergence between earnings and cash flow. (Big Picture)

Is the Citadel-E*Trade (ETFC) deal going to set a template for further transactions? (WSJ.com)

Will lawsuits foul up any large-scale mortgage rescue plan? (Market Movers)

Is it still too early to dip into the banks? (breakingviews/WSJ.com)

Since 1929 the S&P 500 has been up 75% of the time in December. (Bespoke Investment Group)

“The Bank of England look like fools.” (Alea)

SIVs explained. (Morningstar.com)

Research into what big up and down days mean for the stock market going forward. (CXO Advisory Group)

On the inherent difficulty in forecasting future stock prices. (FT Alphaville)

Just how “active” does an ETF need to be to be an “active ETF“? (IndexUniverse.com)

Just how big is the global hedge fund market? (All About Alpha)

Top hedge fund earners. (InstitutionalInvestor.com)

On the differences between historical and implied volatility. (Daily Options Report)

On the costs (and benefits) of a falling U.S. dollar. (Crossing Wall Street)

A few additions to your financial glossary. (NakedShorts)

Thanks again to all of you who have donated to Abnormal Returns. The tip jar remains open through the holiday season.

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