Pre-Expiration Links

OK, so links below are not really all about options expiration, but this is expiration week and it’s my blog, so…

• Kash at The Street Light on mobile phones and efficient fishermen
• Do you have a favorite bond market blog? I suggest you try Accrued Interest and check out their perspective on A Brief History of Time
• Headline Charts updates their ongoing look at market breadth and momentum
• Michael Shedlock of Mish’s Global Economic Trends Analysis interprets the April PPI data
• Barry Ritholtz of The Big Picture breaks down 136 years of S&P 500 returns
• The CXO Advisory Group has an update on corporate earnings
• James Hamilton at econbrowser: Northern Ghawar is in Decline (if true, all these other links are pretty much irrelevant…)
• Eddy Elfenbein at Crossing Wall Street on the bond market looking for a rate cut
• The BofA CEO calls for more sanity and less stupidity in the credit markets, courtesy of Toro’s Running of the Bulls
• Agustin Mackinlay at The Global Liquidity Blog discusses some dramatic new thinking on the part of Bill Gross at PIMCO
• Brett Steenbarger at TraderFeed on the equity put to call ratio and the significance of total option volume trends
• Adam at Daily Options Report has some thoughts on what the high implied volatility premium may be telling us
• Eric Savitz at Barron’s Tech Trader Daily on the corporate cash implications of stock options backdating
• Mebane Faber of World Beta with some interesting micro-cap seasonality data
• Pradeep Bonde of Stockbee has everything you need to know about the float
• James Picerno at The Capital Spectator on why investing always boils down to momentum vs. value
• Abnormal Returns has some thoughts on how to invest in the art market
• Paul Hickey at Bespoke Investment Group has an easy to digest ETF family tree
• HEDGEfolios suggests that traders think about their adversity quotient
• Trader Mike on overthinking contrarian approaches
• ETF Central has some interesting data on various indicators and their correlations
• Macro Man offers a ‘remedial lesson in statistics’ (can you ever know too much?)
• The Econophysics Blog (don’t you just love that name?) looks at the Foresight Saga
• Thomas Ott of Neural Market Trends is busy at work on timing market volatility
• Howard Lindzon ponders two possible futures for CROX
• The Freakonomics Blog examines the five second rule (if you drop it and pick it up quickly, can you still eat it?)