Friday links: complacent complacency

03Nov06

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Jeff Miller at A Dash of Insight thinks now is a good time to explore stock replacement strategies. Jeff also wonders to what degree next week’s mid-term election results are already ‘baked into‘ the markets.

Adam Warner at the Daily Options Report weighs in on ‘complacent, complacency’ and the disparity between implied and historical options volatility.

Ticker Sense looks at the historical reaction of the markets to employment reports.

David Andrew Taylor at dismally.com looks at the surprising strength in income and employment.

James Picerno at the Capital Spectator on what employment trends tell us about future monetary policy.

Eddy Elfenbein at Crossing Wall Street wonders “…why anyone pays attention to these numbers.”

Random Roger is ‘constructive’ on the concept behind buy-write strategies.

Josh Peters at Morningstar.com on the Canadian income trust debacle.

FT Alphaville on the latest (surprising) country to reach ’emerging market’ status.

Greg Newton at NakedShorts looks at hedge fund firm pricing in light of Morgan Stanley’s buying spree.

Despite a high profile hiccup, hedge funds will continue to outsource important functions like record keeping, administration and accounting. (via DealBook)

DealBook on the role that compensation consultants have played in the run-up in executive compensation.

Randall W. Forsyth at Barrons.com on a mutual fund manager who is no ‘tree hugger.’

Non-story of the day. Private equity firms have already set a fund-raising record in 2006. (via Wall Street Journal)

DealBook on what the MGM-UA-Cruise deal tells about trends in movie financing.

Borat! (via Slate.com)

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