Wednesday links: housing fallout

15Nov06

Doug Kass at TheStreet.com on the “long reach” that housing weakness will have on ancillary industries.

John Kimelman at Barrons.com profiles money manager Ron Muhlenkamp who still believes a soft landing is in order.

DealBook points to a (largely) positive profile of Legg Mason money manager Bill Miller.

Carrick Mollenkamp at the Wall Street Journal on plans to create an new Euro-based stock trading platform.

FT Alphaville looks at why the investment banks backing this venture are acting in cooperation with each other.

Mark Hulbert at Marketwatch.com on what a low VIX level means for the market.

Eddie Elfenbein at Crossing Wall Street has a neat graph that shows the VIX at its low for the years.

MarketBeat highlights the fallout on the airline group from US Air’s bid for Delta.

FT Alphaville looks at the possibility of investment banking bonuses luring back hedge fund defectors.

Brett Steenbarger at TraderFeed on finding your real motivation for trading.

Barry Ritholtz at the Big Picture on the historical yield curve.

Tyler Cowen at Marginal Revolution on the effect drug price controls on R&D and employment.

Going Private on the Ben Stein-related controversy over MBOs.

Floyd Norris in the New York Times jumps on the stadium naming rights curse bandwagon.

David Leonhardt in the New York Times profiles an economic approach to pricing fine art.

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