Thursday links: hedge fund diet

21Sep06

With just one post today the linkfest is longer than normal, so just take a deep breath and dive on in.

Amaranth continues to dominate the news, has got Bill Holland at BusinessWeek.com speculating on whether there are any more blow-ups lurking.

As always Greg Newton at NakedShorts gets right to the point.

Roger Ehrenberg at Information Arbitrage on why hedge fund blow-ups occur and what can be done to prevent them.

Gregory Zuckerman and Henny Sender in the Wall Street Journal on whether commodity newbies will be shaken out in light of Amaranth. In addition Henny Sender looks at whether Amaranth will put institutional investors on a hedge fund diet, in general.

David Weidner at Marketwatch.com on how dependent Wall Street has become on hedge fund business.

In light of Amaranth, a paper reviewed over at US News might explain why powerful individuals are willing to take unnecessary risks seems all the more relevant.

DealBook reports on a study that shows that so-called private equity flips fails to create much in the way of long term value.

Mark Hulbert at Marketwatch.com finds bond market timers a bit too bullish.

Barry Ritholtz at the Big Picture focuses on the relative nature of wealth measurement.

CXO Advisory Group reviews a paper that links ethnopharmacology and technical analysis. Not exactly dinner table talk, but interesting nonetheless.

FacebookChad Brand at the Peridot Capitalist and Henry Blodget at the Internet Outsider comment on Yahoo! (YHOO) earnings news and what it might mean for Google (GOOG).

Monitor110 in the news. Paul Kedrosky, TechCrunch and the FT.com all comment thereon.

Eddie Elfenbein at Crossing Wall Street finds truth stranger than fiction in a recent corporate scandal.

Given our interest in quantitative investing, we found this piece by Mark Thoma at Economist’s View on the prevalence of just-significant enough statistics in political science papers interesting.

David Pogue provides some much needed perspective on the fact that Apple Computer (APPL) was not always a media darling.

Speaking of Apple, how random is the shuffle feature on your iPod? (via Wall Street Journal)

We can see it now, the Abnormal Returns School of Business. (via BusinessWeek.com)

The Office goes international. (via Slate.com)

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