Thursday links: emerging exasperation

11Jan07

Ticker Sense on the struggling emerging markets.

David Gaffen at MarketBeat on the decline in Latin American stocks and the fear of nationalization spreading.

Daniel M. Harrison at TheStreet.com wonders about the sustainability of the rise in the emerging markets.

DealBook on how bondholders are playing a key role in the (now contested) Equity Office Properties (EOP) leveraged buy out.

Non-story of the day. “Private equity firms raked in record amounts last year.” (via Wall Street Journal)

Non-story of the day – part two. KKR closes on a $16 billion fund. (via DealBook)

Hedge funds did alright in 2006. (via Marketwatch.com)

Does the specter of increased regulation haunt hedge funds the world over? (via FT Alphaville)

Are we headed towards a global stock exchange? (via Bloomberg.com)

Ticker Sense on the effect of (unexpected) rate hikes on a stock market and the effect of “earnings season” on equity market returns.

Adam Warner at the Daily Options Report on the short-lived pop in the VIX.

Michael Kahn at Barrons.com on the signs of a potential move (up) in volatility.

Accrued Interest does not have good things to say about TIPS.

Like Barry Ritholtz at the Big Picture, we never really know what to make of graphs showing indices priced in various “currencies.”

David Andrew Taylor at dismally.com on the role lower oil prices may play on the U.S. dollar.

A particularly good Daily Blog Watch from James Altucher at TheStreet.com. It includes a link to this post on $1 a year CEOs.

CXO Advisory Group highlights some research that may help explain momentum effects – managers playing “follow the leader.”

Controlled Greed on the “art and science” in investment management.

Brett Steenbarger at TraderFeed has identified “four overlooked qualities of successful traders.” We especially like #4 – creativity.

Free exchange on whether the “instability” in the labor markets is really all that bad.

What’s a linkfest without something on Apple Inc. (AAPL)? David Pogue in the New York Times has some interesting thoughts on the iPhone.

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