Financial, Investing & Economic Links for 3-10-10

6 Theories on Why the Stock Market Has Rallied – Naked Capitalism

A Major Risk Reversal is Underway, and the Mother of All Carry Trades Has Begun – Business Insider

We All Know Gold is in a Bubble – ZeroHedge

And the World’s Largest Hedge Fund is.. – PragCap

Is Gold Really a Safehaven Asset? – PragCap

Mr. Distress is Ready to Buy – Fortune The title of this article is deceptive, it is not a bullish article.  Wilbur does share one interesting perspective that investors should consider in the current environment:

The relationship between information and decision-making is a challenge. Everyone gets the same information at basically the same time, so the value of information has gone to zero. And there has not been proportionate growth in the investment community’s ability to sort through it all. People spend so much time absorbing that they don’t have time to understand what it means. This creates volatility.

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