Friday links: turning the page

01Sep06

Turning the page of our calendar means another informative highlights and commentary piece from Fundalarm.com.

CXO Advisory Group notes that this August was better than the average August.

Chart of the Day with a graph showing the historically poor performance for the month of September.

Ticker Sense reports that of the international equity ETFs they track, none are currently oversold.

Barry Ritholtz at the Big Picture on the “crowded and tired” bond market rally.

macroblog is not convinced that recent news on inflation is all that good.

Jeff Miller at A Dash of Insight has a couple of interesting posts up on the use (and abuse) of economic statistics.

Paul Kedrosky at Infectious Greed on the 2006 IPO trough for VC-backed companies.

Investors should always be wary when a company in a once-hot sector looks to revamp their business model. (via TheStreet.com)

DealBook notes some comments by Wilbur Ross on the (in)advisability of a leveraged buyout of Ford Motor (F).

For those of you with globally diversified portfolios Chet Currier at Bloomberg.com notes the new Fed chairman is firmly in your camp.

Martin T. Sosnoff at Forbes.com on the importance of “the inner game of investing.”

The Economist reports on the growing rivalry between London and New York City for hedge fund predominance.

Keith Bradsher in the New York Times reports on the growing industrialization India is experiencing.

Some interesting food for thought for financial bloggers currently posting on Seeking Alpha. (via Trader Mike)

With a long weekend coming up it is worth reading up on the “evolution of brunch” by Bryan Curtis at Slate.com.

This post is a great example of “snark” and made us laugh out loud. (via Gawker.com)

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