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Wednesday links: cool dividends

What the contraction and expansion in the market’s P/E ratio tells us about investor mood.  (Big Picture)

Are dividends now cool?  (Crossing Wall Street)

Where the Obama stock market stands relative to other administrations.  (Bespoke)

The good (gold) and bad (everything else) of John Paulson’s August performance.  (Clusterstock, FT)

Why some investors continue to heart gold.  (FT Alphaville, Street Sweep)

Active fund managers are frustrated by market correlations.  Maybe they should be playing a different game?  (AR Screencast)

Capitulation in the bond market.  (WSJ)

Bond math is pretty simple.  (Bucks Blog)

Goldman Sachs (GS) has a muni bond it wants to sell you.  (WSJ)

Why Wall Street loves Mark Hurd.  (Fortune, Deal Journal)

What stocks would gain from deflation?  (Marketwatch, Crossing Wall Street)

In search of a growth story in the cloud.  (The Reformed Broker)

The puzzling success of trend-following investment strategies.  (Gavyn Davies)

David Merkel, “Markets aren’t magic.  They can only deliver what the real economy does.”  (Aleph Blog)

“It doesn’t hurt to be comprehensive in your knowledge and targeted in your approach.”  (Milktrader)

Nick Gogerty, “Mutual Fund managers get paid extremely well.  Mutual Fund managers suck.”  (Designing Better Futures)

Jeff Miller, “We celebrate the results of the recently-successful, perhaps being fooled by randomness.”  (A Dash of Insight)

Do investors really want absolute returns?  (MarketSci Blog)

What high frequency data can do for risk management.  (FT Alphaville)

Why aren’t mortgage rates and housing prices more closely related?  (Economix, EconomPic Data)

Where does housing rank in terms of the problems with the economy?  (NYTimes also Big Picture, Modeled Behavior, Felix Salmon)

TIPS-derived inflation expectations continue to fall.  (Macro Musings)

Rail traffic continues to bounce back.  (ValuePlays)

Taxes are not a reason for America’s growing income disparity.  (Atlantic Business)

Stimulus won’t fix the structural unemployment problem.  (WashingtonPost)

Anglo Irish Bank goes the good bank/bad bank route.  (WSJ, Bloomberg, FT Alphaville)

The Swiss franc as a safe haven from the rest of Europe.  (The Reformed Broker)

The Thai baht is on fire.  (beyondbrics)

Contango is back in the WTI crude futures.  (FT Alphaville)

The new normal in oil and natural gas prices.  (Donald Marron)

Could oil prices fall further?  (Fortune)

Ping is likely to grow beyond music.  (Daring Fireball also GigaOM)

Interesting interview with Satyajit Das.  (Planet Money)

Part 2 of an interview with Justin Fox.  (Wall St. Cheat Sheet)

Stock spammers are not stupid.  (The Psy-Fi Blog)

Seven things to do to improve.  (Kirk Report)

How junk food hijacks your brain.  (NewScientist)

Why alcohol is good for you.  (The Frontal Cortex)

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