Missing Links…

Last week was so busy that I never got around to my usual weekly Linkapalooza, so this week I will try to more than make it up in volume:

• New blog on the block Zero Beta looks at the technology bubble (1996-2000) and the financial bubble (2003-?) in two parts: part one; and part two
  
  
• James Hamilton of Econbrowser on what you need to know about housing data and time lags
  
  
• Agustin Mackinlay spots a change in liquidity at where else but The Global Liquidity Blog
  
  
• Eddy Elfenbein of CrossingWallStreet on the cyclical rally
  
  
• If you missed Barron’s, you’re in luck: Roger Ehrenberg of Information Arbitrage, has sifted out all the gold nuggets for you
  
  
• Two profits make a loss?!? Parrando’s Paradox revealed, thanks to Babak at Trader’s Narrative
  
  
• Mebane Faber of WorldBeta on unusual arbitrage plays
  
  
• Paul Kedrosky with a visual explanation of why Google is the world’s most cost-effective brand
  
  
• Mike at HEDGEfolios.com with a reminder that the Saudis are still prime terrorist targets
  
  
• Bullish Jim has some thoughts on better blow-off bottom trades
  
  
• Eddy Elfenbein on why you should care about April 28, 1942
  
  
• Larry Nusbaum of Millionaire Now examines CNN’s stocks vs. real estate debate
  
  
• Babak tips us off to free unlimited online photo storage
  
  
• engadget on the latest technology innovation at bus stops