Thursday links: rolling fireball of worry

“(V)ery few corners of the credit market are totally safe from the rolling fireball of worry, at least until it finally burns itself out. ” (WSJ.com)

“Public ownership of financial institutions does not cause larger losses. Public ownership of financial institutions enables larger losses. This is a subtle but absolutely critical distinction.” (Going Private)

How good a job do TIPS do in forecasting future inflation? (TheStreet.com)

The efficacy of bond insurance and failures in the auction-rate muni securities market? (Accrued Interest, WSJ.com, Market Movers)

Some one is wrong. Is it the credit markets or the stock market? (MarketBeat)

What the Yale Crash Confidence Index saying about equity market sentiment. (InVivoAnalytics.com)

Factoring VIX futures into a sentiment toolbox. (Daily Options Report)

A closer look at the risk and return of buy-write strategies. (IndexUniverse.com)

Real retail sales are worse than you think. (Big Picture)

Is Yahoo! (YHOO) really worth all that much than Microsoft (MSFT) offered? (GigaOM.com, NYTimes.com, Silicon Alley Insider)

“Price is all that matters.” (Howard Lindzon)

Teams take less extreme investment positions than do individual managers. (SSRN.com)

A profile of Madison Dearborn and their “genteel approach” to private equity. (BusinessWeek.com)

Government moves slowly. Often too slow for the pace of pundits and bloggers. (A Dash of Insight)

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