Recent Links of Note

With some excellent content appearing during the last couple of days, I could not help but offer up a new installment in my periodic and highly personal list of favorite recent links, where a strong preference is given to posts that touch on the VIX and volatility, options, market sentiment, and ETFs. As always, informative is good, informative and provocative is better:

• The Impact of Volatility Derivatives (Jared Woodard, Condor Options)
• Comments on a Study of VIX Spikes (Don Fishback’s Market Update)
• Historical Volatility Demystified: Part 1; Part 2; Part 3; and Part 4 (Tyler Craig, Know Your Options)
• Monitoring the Implied Volatility of Your Options Positions (Josip Causic, The Options Insider)
• Stock ETFs, Treasury Bond ETFs, Gold ETFs: How Long Can This Threesome Last? (Gary Gordon, ETF Expert)
• VIX Updated (Biiwii)
• Weekly Overpriced Options Reminder (Adam Warner, Daily Options Report)
• If Sentiment Is Improving on Wall Street and Main Street, Why Are Big Investors So Bearish? (Jordan Kahn, In The Money)
• Inflated Fears (James Surowiecki, The New Yorker)
• Why Are Companies Not Borrowing? (Robert Peston, BBC/Peston’s Picks)
• Q&A: Covered Calls or Collars When Already Retired (Mark Wolfinger, Options for Rookies)
• China’s August Data Confirms Both Optimists and Pessimists OR [alternate link] (Michael Pettis, China Financial Markets)
• What Stories Aren’t Being Told (David Merkel, The Aleph Blog)
• Looking Back: From Peak to Present (James Picerno, The Capital Spectator)
• It’s the Economy, Stupid! (Sudden Debt)
• The Consumer Credit Game Is OVER (Karl Denninger, The Market Ticker)
• Getting It Wrong About Consumer Credit (Hale Stewart, The Bonddad Blog)
• Tracking the Consumption Decline (Menzie Chinn, Econbrowser)
• How Did Economists Get It So Wrong? (Paul Krugman, New York Times)
• 3 In-Depth Views of Flight Delays and Cancellations (Nathan, Flowing Data)