Wednesday links: worldwide equity risk premium

26Apr06

Without futher ado another batch of links worth clicking, with an emphasis on the ongoing gasoline price debate.

CXO Advisory notes a paper that breaks down the worldwide equity risk premium over the past century. The results are interesting in that give some global context to what is often a myopic interest in the U.S. case.

Russel Kinnel at Morningstar.com highlights a raft of new emerging market equity mutual funds which may be a sign of an overheated market.

Morgan Harting in Institutional Investor recaps some research that predicts an increase in emerging market bond credit spreads in an more "normal" liquidity environment.

Economist's View excerpts an interesting piece that serves as a primer on growing income disparities in the U.S.

Mark Hulbert at Marketwatch.com notes some research which shows that earnings momentum strategies continue to outperform the market.

Justin Lahart in the Wall Street Journal highlights the danger of investor reaction to a stop-start Federal Reserve.

Ticker Sense has some cool graphs that put into perspective how this recovery stacks up historically.

Matthew Lynn at Bloomberg.com does not think the bull market in commodities has much farther to run.

Paul Kedrosky graphs the "spurious correlation" between gasoline prices and Pres. Bush's approval ratings.

Amanda Cantrell at CNN Money looks at the role hedge funds are playing in the oil futures market.

James Hamilton at Econbrowser defends the role of speculators in the oil futures market.

Daniel Drezner wonders, "…why is a spike in gas prices considered such a political crisis?"

The FT.com reports that the SEC is taking hedge fund advisor examinations seriously.

DealBook notes some talk that the Cerebrus deal for GMAC is "cleverly structured."

Is the move in TheStreet.com (TSCM) a function of the Cramer halo-effect (Barnako.com) or simply a sign of market speculation (Barry Ritholtz)?

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