Linkfest 10/10/2008

• Prepare to go long (The Big Picture)
  
• IEA cuts global oil demand increase forcecast to 0.5% for 2008 (NYT)
• Gulf states' markets have lost $350 bil since Jan (WSJ)
  
• Jim Rogers doesn't agree with bailing out a bunch of Maserati driving Wall Streeters (CNBC)
• Tiger Cubs or Wet Cats (NY Post)
• Hedgies that couldn't hedge (Economist)
• Lots of people to blame for the current crisis (Aleph Blog)
• The secular bear market may end in 2017 (Juggling Dynamite)
• Paper: A Quantitative Approach to Tactical Asset Allocation (SSRN)
• Paper: Does Trend Following Work on Stocks? (pdf)