StockTwits Network

A wide-ranging, forecast-free investment blog

Tuesday Links: Broken Equity Culture

Rydex market timers are getting bearish.  (The Technical Take)

The stock market is as oversold as it was back in March 2009.  (Bespoke)

What is mutual fund cash telling us about the market?  (Marketwatch)

Is America’s “broken equity culture” ultimately going to lead to lower returns down the road?  (Barron’s)

Distressed debt and arbitrage strategies had positive returns in January.  (FINalternatives)

Marking the top in the high yield bond market.  (Distressed Debt Investing)

Are investors piling into the BlackRock iShares TIPS ETF (TIP) going to be disappointed?  (IndexUniverse, ibid)

Does Pimco have a better way of weighting a global bond index?  (Morningstar)

Investors are pulling back from the emerging markets.  (The Money Game)

Five themes that play off of the divergence between industrialized and emerging economies.  (market folly)

Exotic ETFs do not have the tax efficiency of plain vanilla index ETFs.  (DailyFinance)

Institutional money managers trade more than they tell clients they will.  (WSJ)

Berkshire Hathaway (BRKB) is entering the S&P 500 on Friday.  What to expect?  (Barron’s)

Don’t overlook the benefits of portfolio rebalancing.  (Capital Spectator)

In defense of the management of the United States Oil Fund (USO).  (FT Alphaville)

Apparently the coast is clear for private equity dividends again.  (NYTimes)

Goldman Sachs (GS) responds to its critics, blog-style.  (Huffington Post, Felix Salmon, Gapper Blog, Deal Journal)

The US dollar is going down, on an inflation-adjusted basis, whether Bloomberg says it is or not.  (Finance Trends Matter)

Howard Simons, “Just because the value of paper money is declining doesn’t mean the value of a static asset has to be increasing at an equal and opposite rate.”  (Minyanville)

Is the Fed making it too easy to borrow short and lend long?  (The Money Game)

The good news coming from the temporary job market.  (Atlantic Business)

How the Federal Reserve plans to mop up the excess liquidity sloshing around the financial system.  (WashingtonPost also Fox Business)

Elizabeth Warren takes Wall Street to task for throwing away their customer’s trust.  (WSJ also Baseline Scenario)

Are the wise old men back in charge of fiscal policy?  (Guardian)

Given its relative size why are we so worried about Greece?  (Free exchange)

Venture capital went from “cottage industry” to “asset class.”  What now?  (Institutional Investor)

On the relationship between fear and loss aversion.  (Reuters also Scientific American, TraderFeed)

How is neuroeconomics changing economics?  (The Psy-Fi Blog)

Morningstar (MORN) acquires the excellent footnoted.org blog.  (footnoted)

What induces people to e-mail a New York Times story?  (NYTimes)

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