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Another Not-Quite-a Linkfest

Sunday, July 06, 2008 | 12:15 PM

Another Not-Quite-a Linkfest, filled with random holiday weekend linkage . . .

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INVESTING & TRADING

• The Bear is Back (Barron's) but see also Barron's: Back in the Pool

• How to stop the next bubble (Prospect)

• Markets calling Bernanke's bluff (Reuters)

• The aughts are well on their way to being the worst decade for stocks since 1930-40 The return on the S&P 500 was negative for the decade that ended on June 30. (Marketbeat)

• Lessons to be learnt from the financial crisis (FT)

• Just Who Are the Pervasive Pollyannas of Prosperity?

• Stock Market Performance: Nowhere to Hide (Investment Postcards) See also Returns Show Just How Tough the Going Has Been Lately

• China to tighten capital controls in clampdown on 'hot money' (FT)

• Defending the Maginot Line (MacroMan)

• Why Does -20% = Bear Market? (TBP)

• Straight-talk on FAS 157: Blackstone and their Banker Buddies Have it Wrong (Information Arbitrage)

• 50 Things Being Blamed on Rising Oil Prices (Buzzwatch)

• European Banks May Need EU90 Billion, Goldman Says (Bloomberg)

• Who is Right: Professionals or the Populace ? (TBP)

• Michael Lewis: Rules to Keep Your Skin in Wall Street Massacre (Bloomberg)

• How Lehman lost its way (CNN/Money) see also Lehman's Hedge-Fund Deals Leave Public in Dark (Bloomberg)

• Lehman Brothers hits our $20 Price Target (Fusion)

• Twenty-Five Reasons We Remain Cautious (Atlantic Advisors)

• Smackdown: Footnoted vs Seeking Alpha (Footnoted)

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ECONOMY

• States Going From Bad to Worse (Real Time Economics)

• Persons "Marginally Attached to the Labor Force" +B/D (TBP)

• The Economy? Words Fail Me (Washington Post)
(The video, Economic Anxiety Disorder is hysterical)

• Economists React: ‘Consistent Picture of Weakness’ on Jobs (Real Time Economics)
See also Number of Those Unemployed For at Least 6 Months Rises (WSJ)

• U.S. Energy Consumption as Percent of GDP (Calculated RIsk) see also Stay-at-Home Grillers on July 4th Still Pay More (Bloomberg)

• U.S. Auto Sales Plunge to 10-Year Lows (Posterous)

• British household debt is highest in history (Telegraph)

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FEDERAL RESERVE

• The Shrinking Influence of the US Federal Reserve (Spiegel)

• Are Trichet's Rate Hikes 1930 All Over Again? (Naked Capitalism)

• Treasury Bear Market to Worsen Under Bernanke's Fed (Bloomberg)

• ECB President, Jean-Claude Trichet, says inflation could 'explode' (London Times)

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HOUSING

• Housing market seen getting worse (Reuters)

• Should Congress Let Home Prices Fall ? (TBP)

• L.A Foreclosures Quadruple, Miami Doubles, Corporate Bankruptcies Soar (Global Economic Analysis)

• Overdue Home-Equity Credit Lines Rise Most Since 1987 (Bloomberg)

• Housing Industry Ramps Up Political Donations (WSJ)

• Analyst sees 'ghost town' in Inland Empire (LA Times)

• Loan Delinquencies Increase; Trend Likely to Continue (Real Time Economics)

• UK House prices won't recover until 2015, ex-MPC expert warns (Telegraph)

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MEDIA/POLITICS/ENERGY/WAR

• Capitol Words: Capitol Words are determined by capturing the full text of the House, Senate and Extension of Remarks sections of the Congressional Record for every day, then running a query to calculate the most commonly used words for a given day.

• How the Rich Would Fare Under Obama, McCain (Wealth Report) see also McCain Allies Find Finance-Law Holes (WSJ)

• For Republicans, the Senate outlook is bad (LA Times)

• American Energy Policy, Asleep at the Spigot (NYT)

• What China’s Stock Market Implosion Means For Oil (Traders Narrative)

• Mandela taken off US terror list (BBC)

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TECHNOLOGY & SCIENCE

• Recessions are Good for Google, Yahoo and Wikipedia (Infectious Greed)

• Assuring Scarcity / Fear of Abundance (Frankston)

• Wind: The Power. The Promise. The Business (BusinessWeek)

• AMAZING AIR CAR

• Tracking Air Fares: Elaborate Algorithms Predict Ticket Prices (Wired)

• Hologram Google Earth (G Earth Blog)

• From Microsoft comes VISTA -- the most torturous computing experience ever devised. (Video)

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MUSIC FILM BOOKS FUN

• What you need is a little Fourth of July FUNK

• Book Review: Confessions of a Subprime Lender

• This weekend, we saw WALL-E which was very very good, with amazing visuals (93 at metacritic) and Hancock -- which could have been a great action comedy, but instead chose to be a pretty good flick with a few laughs thrown in (49 at metacritic). "Intriguing enough that you wish it were better."

• Summer Grilling: Mr. Weber, Meet Mr. Brinkmann

• Ultimate Water Gun: Battlemodo Royale (Gizmodo)

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