Thursday links: currency alpha

Sell bonds…now. (TheStreet.com)

Signs of capitulation are building. (Big Picture)

The Baltic Dry Freight Index has plunged. (Bespoke Investment Group)

Are the emerging markets becoming “re-coupled”? (WSJ.com, FT Alphaville)

Who really needs an actively managed ETF? (TheStreet.com)

What works in stock investing. (Aleph Blog)

What is the VIX saying? (Daily Options Report, TraderFeed)

Don’t expect a big (successful) airline merger any time soon. (DealBook)

The bond insurer ‘death watch’ continues. (naked capitalism)

Hedge fund seeding no longer has the stigma it once did. (All About Alpha)

Do professional currency managers generate ‘real’ alpha? (SSRN.com)

On the controversy over a mainstream investing site giving penny stock promoters a soapbox. (BloggingStocks.com)

Has Bernanke “frozen under the pressure”? (Bespoke Investment Group)

Everyone, and I mean everyone, is pointing to a long profile of Ben Bernanke by Roger Lowenstein. (NYTimes.com)

“America’s vaunted financial system does not adequately serve the purposes it is meant to serve.” (Interfluidity)

Tech spending does fall in a recession. (Silicon Alley Insider)

The indicators the Fed is using to measure inflation expectations. (Econbrowser, Market Movers)

The (limited) effect of financial crises on the real economy. (EconLog)

A new primer on behavioral economics. (Odd Numbers)

News you should (already) know. A study finds that “..clowns are universally disliked by children.” (Scientific American)

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