Tuesday links: liquidating lumber

• abnormalreturns
• June 22nd, 2010

Country “PEG” ratios.  (Bespoke also dshort)

Is the market already overbought?  (Trader’s Narrative)

Eight ways Doug Kass has adapted to this market.  (TheStreet)

Are you prepared for a prolonged period of little (or no) equity risk premium?  (Bucks Blog, Capital Spectator)

Adam Warner, “In real life, not every day of an option’s life is equal. The simplest example is that a day has less value for an option if the market is closed.”  (Options Zone)

The continuing economic shift from developed to emerging markets.  (Trader’s Narrative)

One of the few reasons to watch CNBC.  (CXO Advisory Group)

When a reverse split is a positive:  the case of ETFs.  (WSJ)

In a world of highly correlated assets maybe all you need is one ETF.  (The Money Game)

Hedge fund rising stars for 2010.  (Institutional Investor)

Trading is a business, not a hobby.  (Joe Fahmy)

Home improvement stocks have been notable laggards of late.  (Barron’s also WSJ, AR Screencast)

Incompetence, uncertainty and risk.  The case of the $BP analysts.  (Abnormal Returns)

Socially responsible investors were onto BP (BP) for some time now.  (Guardian)

Anadarko Petroleum (APC) debt is viewed as increasingly risky.  (WSJ also Barron’s)

Are Vanguard’s ETFs cannibalizing the firm’s index funds?  (SSRN)

A sign of things to come:  weakness in Ford (F) stock?  (The Stock Bandit)

Dow Chemical (DOW) is adding capacity.  (Value Plays also The Money Game)

Commercial real estate prices are bouncing along the bottom.  (Calculated Risk)

More weakness in existing home sales.  (Calculated Risk, EconomPic Data)

The odds of a double-dip recession.  (Marketwatch, Pragmatic Capitalism)

Bad unemployment statistics are no longer news.  (The Macro Trader)

Can bond auctions actually fail?  (Pragmatic Capitalism)

Why is Germany so interested in fiscal austerity?  (Marginal Revolution, EconomPic Data)

The limited impact of the Yuan revaluation.  (NYTimes, beyondbrics, MarketBeat)

Why was everyone so excited by the Yuan news?  (FT, Macro Man also Free exchange)

Which is it:  yuan or renminbi?  (MarketBeat)

In case you didn’t believe it, more evidence that China is not a free market economy.  (The Money Game)

Looking for growth in China.  (Leigh Drogen)

Economic growth solves a lot of problems.  (Free exchange)

Roger Lowenstein, “Opportunities for financial reform don’t arise very often.”  (Bloomberg)

The Obama administration has fumbled the opportunity in regards to the Gulf oil spill.  (Big Picture)

Think the Deepwater Horizon disaster is going to stop deep water drilling?  Think again.  (WashingtonPost)

Are Android+Nokia an inevitability?  (Ultimi Barbarorum)

Don’t be fooled.  Microsoft (MSFT) is at-risk.  (SAI contra All Things D)

Google and Twitter go to bat for TheFlyontheWall.  (NYTimes)

Who is going to win the e-book wars?  (GigaOM, Minyanville)

Firms like Quora are fighting over the space not filled by Google (GOOG).  (WSJ)

More on the use of “text mining” to trade stocks.  (Digits)

Victor Niederhoffer on being wrong.  (Slate)

Another area where the emerging markets rule:  football.  (EconomPic Data)

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