Tuesday links: risk mispricing

06Feb07

Mark Hulbert at Marketwatch.com on elevated equity market sentiment levels.

Barry Ritholtz at the Big Picture looks at the recipe for an expensive stock market.

FT Alphaville the effect of risk mispricing on the equity markets.

GMO (continues) to forecast gloomy returns. (DailyII.com)

Bill Rempel on how the views of the long-term bears look in perspective.

Corporate bond market investors are waiting for a “shoe to drop.” (via Wall Street Journal)

Brett Steenbarger at TraderFeed on how different types of traders try to “capture market patterns.”

Roddy Boyd in the New York Post on the coincidence of the same stocks showing up in portfolios of two high profile investors.

Jeff Matthews on the “excitement” of buying when no one else wants to.

All About Alpha on a “beta arbitrage” strategy that looks to be an “alpha opportunity.”

Adam Warner at the Daily Options Report on the ins and outs of buying deep in the money calls as a stock substitute.

Is the Equity Office saga finally over? (via DealBook)

Roger Ehrenberg at Information Arbitrage on the “smell of fear” permeating Microsoft (MSFT). (Also note Paul Kedrosky’s note on the above post.)

Is a luxury goods ETF all that far away? (via DealBook)

How pervasive is insider trading on Wall Street? The SEC wants to know. (via New York Times)

Greg Newton at NakedShorts on Goldman Sachs (GS) getting out of the commodity index provider business.

Are all the publicly traded hospital companies going to go private eventually? (via DealBook)

Gregg Wolper at Morningstar.com on whether you should select an international equity fund based on your views of the dollar.

Thom Lambert at Truth on the Market on the role government should play (if any) in supporting alternative fuels, like ethanol.

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