Tuesday links: stock-picking mystique

23Jan07

Daniel Gross on Slate.com on politicians move into hedge funds and the ongoing attempt to legitimize the industry.

Greg Newton at NakedShorts on a subtle change to Fortress’ offering document.

James Altucher in FT.com on the rise of long-only hedge funds.

DealBook on the de-linking of economic interests and shareholder votes.

Is this investment by KKR in Sun Microsystems (SUNW) a sign of creativity or an overabundance of cash? (via WSJ.com)

Jeff Matthews on feeding the (private equity) ducks when they are quacking.

Jen Ryan at TheStreet.com on mutual funds that solely invest in ETFs.

All About Alpha finds some support for the ‘fundamental law of active management.’

Ticker Sense on the current state of investor sentiment and technology stock seasonality.

Jeff Miller at A Dash of Insight on “re-thinking the presidential election cycle” effect on stocks.

MarketBeat on investors’ nervous reactions to quarterly earnings reports.

Adam Warner at the Daily Options Report on the advisability of fishing for the bottom in volatility.

Brett Steenbarger at TraderFeed on the effect of broad bond market moves on the returns to equities.

David Andrew Taylor at dismally.com on the advisability of foreign investors move into Canadian bonds.

Free exchange on the future of the Euro.

James Picerno at the Capital Spectator on the diminishing odds of an outright economic recession.

Henry Blodget at Slate.com on how the “stock-picking mystique” leads many investors astray.

Paul Boutin at Slate.com with an upbeat assessment of Windows Vista.

“The Curse of Knowledge.” (via 37signals)

Thanks to all of our readers, new and old. Please feel free to contact us with any questions and/or comments.

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