Wednesday links: bubble bashing

08Nov06

Matthew Goldstein at TheStreet.com quotes Barton Biggs on the idea that private equity is now facing a cash and expectations induced bubble.

Greg Newton at NakedShorts is not all that impressed with Biggs’ ability to identify “bubbles.”

On the subject of private equity, Eleanor Laise in the Wall Street Journal explores some of the new ways that individual investors, albeit with substantial assets, can get a piece of the private equity.

Ticker Sense looks at where the Dow stood relative to its highs on other election days.

Brett Steenbarger at TraderFeed demonstrates an interesting relationship between investor sentiment and new highs/lows.

Matthew Lynn at Bloomberg.com wonders if Morgan Stanley’s hedge fund binge is “ill-considered.”

Henny Sender in the Wall Street Journal on whether the commodity boom is over and what effect it may have on hedge funds.

DealBook on the continuing tension between hedge funds and companies whose stock has been targeted on the short side.

All About Alpha on the true cost of bundled asset management arrangements.

Strong volumes at the LSE make it an “increasingly attractive prize.” (via FT Alphaville)

James Picerno at the Capital Spectator looks for bargains in the world equity markets.

CXO Advisory Group on the relationship between margin debt and the stock market.

The New Economist is in the Blog Spotlight over at the Big Picture.

Random Roger on what the carry trade in currencies tells about the state of risk taking in the world markets.

Jen Ryan at TheStreet.com wonders whether Morningstar is biased against ETFs in favor of open-end mutual funds.

David Leonhardt in the New York Times takes a look at some major economic-related issues facing the new political establishment.

Accrued Interest  on how the ‘crowding out effect’ gets overplayed in general.

Bill Sjostrom at Truth on the Market on a proposed change in the way companies report financial results.

Ilan Brat in the Wall Street Journal on how Chicago has avoided the fate of other formerly industrial Midwest cities. Now if we could only figure out how to turn the Cubs around.

Thanks for checking in with Abnormal Returns. We have noted some additional reviews you may find enlightening.

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