Tuesday links: small changes add up

26Sep06

Let’s start today’s linkfest with a look at the effect of falling housing prices on the economy.

Randall W. Forsyth at Barrons.com on the unique nature of the forthcoming recession.

Jeff Miller at A Dash of Insight has a “balanced assessment” of the chances of a recession.

Barry Ritholtz at the Big Picture on the ugly headlines coming out the housing sector.

Mark Hulbert at Marketwatch.com warns us off “tortured data” that shows a strong relationship between housing and stock prices.

Paul Kedrosky at Infectious Greed notes a piece on the “coming oil bust.”

Allan Sloan in the Washington Post on the tendency of hedge fund managers to “shoot for the moon.”

All About Alpha (thankfully) beat us to this interesting interview with Alexander Ineichen on “asymmetrical return profiles.”

DealBook (a tad too cynically) highlights a private equity investment by some smart money managers at Third Avenue Funds.

Brett Steenbarger at TraderFeed on the value of the historical relationship between the yield curve and the stock market.

Morningstar.com looks at the prospects for real estate funds and overseas investing.

Roger Nusbaum at TheStreet.com is busy with analysis of two new ETFs that focus on a currency strategy and dividends.

John Carney at DealBreaker.com interviews Jonathan Knee, author of The Accidental Ivnestment Banker.

We just can’t stay away from the Apple Computer (APPL) product rumors. Think Secret on a forthcoming iPhone and Businessweek.com on a potential move into gaming.

Speaking of innovation, Barbara De Lollis at USA Today has a piece on Honda’s move into the game-changing, small-jet market.

Daniel Gross at Slate.com highlights some “idiotic examples of corporate cost-cutting.”

Stop the insanity! Greg Mankiw and Alex Tabarrok weigh in on the push to eliminate the penny, once and for all.

Speaking of small changes adding up, John Markoff in the New York Times on a call by Google (GOOG) to computer manufacturers to make their products more energy efficient.

Keith Sharfman at Truth on the Market on the difference between monopoly and market power.

Just to close the loop, Jim Holt in the New Yorker weighs in on the growing string theory debate.

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