Monday links: Canadian connections

25Sep06

The Carnival of Investing is up over at Free Money Finance.

The Ticker Sense Blogger Sentiment Poll shows a notable rise in bearishness.

We don’t often post non-linkfests on the weekend, but we did want to point you to this post on investment philosophy.

The Stalwart pulls together a number of items on why the economy may be facing hard times ahead.

Heather Scofield in the Globe and Mail notes the fact that the Canadian economy would be most exposed to a U.S. recession.

Karen Richardson in the Wall Street Journal on the effect falling commodity prices could have on the so-called “commodity currencies” including the Canadian dollar.

Kish Patel at Morningstar.com has a primer on what exactly Canadian Income Trusts are all about.

Barry Ritholtz at the Big Picture compares his reasons for the drop in oil prices against mainstream opinion.

Peter Brimelow at Marketwatch.com checks in with Bridgewater Associates and their “nuanced” position on the U.S. economy.

Adam Warner at the Daily Options Report has some interesting points to make on the change in options exercise policies.

Christine Harper and Adrian Cox at Bloomberg.com note the limited fallout for primer brokers from the Amaranth blow-up.

Greg Newton at NakedShorts speculates on where the next blow-up may occur.

Apparently alogrithmic trading systems are more expensive to maintain than previously thought. (via Wall Street Journal)

All About Alpha on the challenges of integrating a hedge fund operation in the confines of a large, diversified financial services firm.

Sonya Morris at Morningstar.com on some ETFs most investors would do well to avoid. We wait in anticipation for Random Roger’s response.

John Spence at Marketwatch.com takes a closer look at the newly trading PowerShares DB G10 Currency Harvest Fund (DBV).

CXO Advisory Group reviews a paper on a novel approach to measuring investor risk aversion.

DealBook on why investors should be wary of major acquisitions at Viacom (VIA).

Chicago Cubs fans keep your fingers crossed, DealBook reports that one analyst thinks a sale of the team by Tribune Co. (TRB) is “on the table.”

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