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Posted By Barry Ritholtz On June 26, 2005 @ 6:33 pm In Economy,Investing,Psychology,Real Estate | Comments Disabled
Man, its hot out there! I’ll just cool off in the A/C, and enjoy some weekend linkage:
From Bubble to Bubble 
Greenspan, J’accuse! Everybody’s favorite bear places the blame for most of the world’s economic woes on the shoulders of you know who. (Cant say I disagree much)
Confusing Sentiment Data 
Recent polling data about American’s attitudes can get quite confusing. Consumer Sentiment up, Presidential and Congressional ratings down. Go figure.
What If It’s a Bond Bubble and Condo Conundrum? 
Caroline Baum wonders why if Housing is a bubble, Bond prices aren’t?
Why Politics Matters to Investors 
Its not so much who you voted for but how you invest that may be getting impacted.
US sees big growth in high-risk home loans 
The number of ARMs and interest only lonas are skyrocketing.
Its Different This Time Redux 
Deustche Bank says the flattening yield curve can be safely ignored. (I say Poppycock!)
How Home Prices Can Be Hot but Inflation Cool 
The NYT looks at the history of how CPI substituted cheap rent for dear mortages and home prices.
Bob Lefsetz on Major Label Madness 
Lefsetz, an industry legend, dropkicks the labels’ bad business planning
Why Porn Stars are increasingly marketing mainstream products 
The Mess That Greenspan Made 
How 18 Years of Easy Money Have Changed the World
Article printed from The Big Picture: http://www.ritholtz.com/blog
URL to article: http://www.ritholtz.com/blog/2005/06/weekend-linkfest/
URLs in this post:
 From Bubble to Bubble: http://www.morganstanley.com/GEFdata/digests/20050624-fri.html#anchor0
 Confusing Sentiment Data: http://bigpicture.typepad.com/comments/2005/06/confusing_senti.html
 ": http://www.thestreet.com/_tscs/comment/barryritholtz/10229374.html
 What If It’s a Bond Bubble and Condo Conundrum?: http://www.bloomberg.com/apps/news?pid=10000039&sid=aPfBpNTQeWXA&refer=columnist_baum
 Why Politics Matters to Investors: http://www.ritholtz.com/blog http://bigpicture.typepad.com/comments/2005/06/where_politics_.html
 US sees big growth in high-risk home loans: http://news.ft.com/cms/s/9584bb50-e348-11d9-b6f0-00000e2511c8,ft_acl=,s01=2.html
 Its Different This Time Redux: http://bigpicture.typepad.com/comments/2005/06/its_different_t_1.html
 How Home Prices Can Be Hot but Inflation Cool: http://www.nytimes.com/2005/06/26/business/yourmoney/26view.html?ex=1277438400&en=a2f81e2f687108da&ei=5090&partner=rssuserland&emc=rss
 Major Label Madness: http://bigpicture.typepad.com/comments/2005/06/major_label_mad.html
 50 Smart Things: http://money.cnn.com/magazine/investing/smartest/
 15 Dumb things: http://money.cnn.com/popups/2005/specials/smartest/frameset.exclude.html
 increasingly marketing mainstream products: http://sfgate.com/cgi-bin/article.cgi?f=/gate/archive/2005/06/24/notes062405.DTL
 The Mess That Greenspan Made: http://themessthatgreenspanmade.blogspot.com/
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