Thursday links: building blocks

17Aug06

Just the linkfest today. Thanks for visiting Abnormal Returns.

James Picerno at the Capital Spectator has an interesting takeaway from a report on the building blocks of portfolio optimization.

Sonya Morris at Morningstar.com with six principles for ETF investors looking to invest the Morningstar way.

Ticker Sense is finding more overbought domestic ETFs and a higher overbought/oversold spread for S&P 500 stocks.

Tom Lydon at ETF Trends on the spread of ETFs into retirement plans.

The debate on fundamental indexation rolls on. John Spence at Marketwatch.com and Lawrence Carrel at SmartMoney.com weigh in.

Randall W. Forsyth at Barrons.com unearths some closed-end funds trading at a discount that are run by “top 100” fund managers.

Muckdog at the Learning Curve has a “Say what?” moment watching a prominent sell-side strategist on CNBC. (via A Dash of Insight)

Gregory Zuckerman in the Wall Street Journal on the rapid growth in corporate borrowing, due in part to the influence of private equity.

DealBook notes the first moves by the publicly traded KKR Private Equity Investments.

Barry Ritholtz at the Big Picture is still on the housing weakness beat.

The Economist on those who think a recession would do the US economy a great deal of good.

Brett Steenbarger at TraderFeed on the importance of traders “…constantly adapting to changing market conditions.”

Although the ethanol story has quieted the fallout from the ethanol boom continues. Matt Vella at Businessweek.com examines the E85 strategy of General Motor (GM). Jeff Swiatek at the Indianpolis Star on the effect of ethanol on the corn-rich state.

Daniel Drezner on the brewing battle between the Democratic Party and Wal-Mart (WMT).

The rich get richer, and The Economist reports on the growth in the global private banking industry.

Mark Thoma at Economist’s View looks at a high-profile “debate” on the role of monetary policy.

Skip Sauer at the Sports Economist draws some interesting lessons from a piece on state investment in universities as an “engine of economic development.”

DealBreaker.com interviews Chris Anderson on The Long Tail.

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