November: Not off to a particularly strong start!
- The dollar's slide ain't a pretty picture (literally; see the adjacent one-year chart), but Bloomberg's Michael Sesit suggests we should hold off on the funeral plans.
- Yves Smith suggests that those 2005 changes in bankruptcy law appear to be exacerbating the foreclosure problem.
- CXO Advisory Group comments on Cremers and Petajisto's updated research on mutual funds' "active shares." This is interesting and important stuff, though we think Ross Miller's methodology strikes closer to the heart of the problem.
- The Mole, Money's "undercover financial planner," shares a simple message concerning equity-indexed annuities: Don't believe the hype.
- With tech blood running in the streets this week, equity bears will feast on Charles Kirk's suggestion that the nearly-three-month-old bounce will only give way when the big tech leaders are taken down.
- Barry Ritholtz weighs in on this morning's weak consumer sentiment numbers--and talks a little inflation trash for good measure.