Monday links: ETF crowding

13Mar06

For those of you interested the new Carnival of Investing is up with a link to one of our previous posts.

John Spence at Marketwatch.com notes the launch of yet another dividend-focused exchange traded fund, the First Trust Morningstar Dividend Leaders Index Fund (FDL). Random Roger wonders about how this ETF fits in with Morningstar’s previous comments on fund concentration.

macroblog notes the rising possibility of a 5.00% fed funds at the May meeting.

Mark Hulbert in the New York Times highlights some research that shows a weakening relationship between changes in the value of the U.S. dollar and the equity market.

Despite a setback, Henny Sender in the Wall Street Journal notes the “anywhere but America” trade is still alive and well.

Craig Karmin in the Wall Street Journal wonders whether emerging market bonds are due for a pullback, having already incorporated a great deal of good news.

ControlledGreed.com notes the difficulty of “investing like the pros”, when the pros disagree.

Matthew Lynn at Bloomberg.com reviews some of Warren Buffett’s most recent market calls and sees alot to be desired.

Emma Trincal at TheStreet.com reports on the growing intersection of private equity and hedge funds.

We have covered the notion of an ethanol economy previously. Chris Woodyard at the USA Today reports that the ethanol gold rush is moving beyond its midwestern roots to less obvious locations.

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