Recent Links of Note

The latest installment in what I’ve been reading and pondering in the past few days:

• Mebane Faber at World Beta on how to piggy back on hedge fund strategies
  
• Brett Steenbarger at TraderFeed comments on dwindling participation across the S&P 500 in the recent rally
  
• Eddy Elfenbein at Crossing Wall Street notes the surge in cyclical stocks
  
• Charles Kirk of The Kirk Report spots a recent 10:30 reversal pattern
  
• Michael Shedlock’s of Mish’s Global Economic Trends Analysis has his second installment on data that are signaling a coming recession
  
• The dk Report has a chronology of the post-2/27 investment world
  
• Roger Ehrenberg of Information Arbitrage looks at vertical integration 2.0
  
• Bullish Jim on what happens when growing earnings and shrinking P/Es collide
  
• Pradeep Bonde at Stockbee reminds us that mental models create blind spots
  
• Eddy Elfenbein looks back at a decade of productivity growth, one of my favorite pieces of fundamental data
  
• Libby Mihalka of Financial Pragmatist examines returns by investment style
  
• A potential new behavioral tax from Stephen Dubner at The Freakonomics Blog
  
• The Capital Spectator on rising liquidity
  
• Michael Shedlock has a different angle on the money supply
  
• Agustin Mackinlay of The Global Liquidity Blog has a Goldilocks/Stagflation indicator that will give you a new frame for pondering the macro environment
  
• Barry Ritholtz of The Big Picture summarizes the data on the recent Dow winning streak
  
• Lauriston of The Lauriston Letter offers up some investment lessons from an African queen
  
• That pesky Steenbarger guy again…this time on why a particular short-term trader loses money
  
• Roger Ehrenberg redux, on 12 Important U.S. Laws Every Blogger Needs to Know (hat tip to Bill Cara)
  
• Barron’s says there is a better than 50% chance your new notebook will have a flash drive by the end of 2009
  
• My bet for the next great small digital camera: Canon PowerShot SD850 IS (story at Digital Photography Review)
  
• Paul Kedrosky with some interesting shopping links that combine price and trend data (start with mPire.com)
  
• Dilbert can account for 90% of happiness with very little effort

Finally, kudos to Bespoke Investment Group, whose founders Justin Walters and Paul Hickey were the driving force behind TickerSense. I was going to hold off passing judgment on which blog to watch more closely going forward, but in less than two weeks, Bespoke has already made this question moot. My suggestion: bookmark Bespoke and/or read some of my favorites from their first batch of posts:

• A Bear Market in Analyst Sentiment
• Economic Indicators and the Market
• Sector Snapshot
• Recession and Oil Contracts
• S&P 500 Cumulative A/D Line
• What Is the Fed Going to Do…After Today?
• The Market Is Wrong
• One Percent Intraday Declines