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Tuesday links: inflection points

How institutional investors are positioned for the next inflection point.  (Big Picture)

Four guys who got this bull market correct.  (The Reformed Broker)

A golden cross looms in China.  (The Pragmatic Capitalist)

Repo rates are on the rise.  (FT Alphaville)

Solar stocks have gotten crushed of late.  (Bespoke)

Doug Kass reviews where his investment thesis went wrong this year.  (TheStreet also Wall St. Cheat Sheet)

The markets do not seem unnerved by the passage of health care reform.  (MarketBeat, DJ Market Talk)

“Shame on you, you know who you are, you infect your stock operation with personal political beliefs.  The market doesn’t give a crap about whether you are a Democrat or Republican…”  (Leigh Drogen also Marketwatch)

A slew of international small cap ETFs are coming.  (IndexUniverse)

What demographic trends tell us about future stock market returns.  (CXO Advisory Group)

Over what time horizon do the benefits of international diversification accrue?  (Abnormal Returns)

Be very careful in parsing the (many) opinions of market pundits.  (Fundmastery Blog also market folly)

Eddy Elfenbein, “The markets didn’t fail. They adjusted. That’s what markets do.”  (Crossing Wall Street)

The “rogue trader” theory of market development.  (Infectious Greed)

“If PE firms don’t spend this $500bn in the next 2 or 3 years they have to give it back to investors.  I think, well, hope, even the most novice observer should realize by now that little, if any of that money will go un-spent.”  (Stone Street Advisors)

Are institutional investors finally pushing back on private equity fees?  (naked capitalism)

Rules trump councils.  (DJ Market Talk)

Taxes are going up.  But what kind?  (Mark Thoma)

What will it take for the electorate to vote for “economic pain“?  (The Source)

Existing home sales fell in February.  (Calculated Risk)

Commercial real estate prices rose in January.  (Calculated Risk, EconomPic Data)

Is there a labor shortage looming as baby boomers retire?  (Real Time Economics, Free exchange)

Ten things we can learn about the economy from The Big Short.  (Marketwatch also Distressed Debt Investing)

More on the startup visa debate.  (A VC)

Don’t let “return envy” drive your investment plans off track.  (Abnormal Returns)

Financial websites and blogs are the top influences on US individual investors.  (IR Web Report also New Rules of Investing)

Google (GOOG) defies China.  (WSJ, NYTimes)

“Hot news” vs. “Fair use” in the case of the banks vs. Flyonthewall.com.  (NYTimes)

Twitter succeeded in large part by filling a niche and “keeping it simple.”  (GigaOM)

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