Monday links: a viable threat

What really brought down Bear Stearns?  (VanityFair.com)

Is Vikram Pandit, CEO of Citigroup (C), a robot?   Yes, he is. (Market Movers, ibid)

The “parallels are eerie” between the financial crises of the late 80’s in Scandinavia and in the U.S. currently.  (breakingviews/WSJ.com)

Investors actually believed Wall Street would support the auction rate securities market.  (DealBreaker.com)

For something so important, there is little consensus on the equity risk premium.  (CXO Advisory Group)

‘Buy and hold’ commodity investing is not all it is cracked up to be.  (All About Alpha)

Why aren’t there more value investors, because “Value investing lacks drama.”  (Kiplingers.com)

“(I)f indexing does not work then indexers need to do something different.  (Random Roger)

Bottom-fishing can yield glory, but usually comes with many a false start. (Dash of Insight)

ETFs pose a “viable threat” to the mutual fund industry.  (ETF Trends)

Did you know Vanguard holds a valuable patent in the ETF space?  (IndexUniverse.com)

Yahoo! (YHOO) takes a swipe at Carl Icahn’s investments.  (TheDeal.com)

The steel top is in…seriously.  (NakedShorts, ibid)

Should any one really be surprised that Congress went after “speculators” for the rise in oil prices?  (DealBook)

Private equity firms may need to return cash to investors.  (FT.com)

“(T)he VC business without an IPO market would be a different business.”  (A VC)

Four recommendations for the economy from Lawrence Summers.  (Calculated Risk)

Will Congressional intervention ultimately make the housing problem worse?  (Big Picture)

The coming infrastructure crisis and the inevitable rise in logistics costs.  (ReportonBusiness.com)

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