Wednesday links: PE backlash

07Feb07

Claudia H. Deutsch in the New York Times on General Electric‘s push to create synergies and additional organic growth.

Peter Lauria at the New York Post on a potential sale or spin-off of GE’s NBC Universal division.

Sam Zell now has a wad of cash burning a hole in his pocket – a bid for the Tribune (TRB) may be nigh. (via Chicago Tribune & DealBook)

Is a private equity backlash in the works? (via CNNMoney.com)

Andy Kessler in the Wall Street Journal on the circularity of hedge funds going public.

Is the hedge fund industry overdue for a big “unwinding”? (via FT Alphaville)

Is liquidity just another word for confidence? (via Barrons.com)

James Picerno at the Capital Spectator on the surprising power of momentum on asset class returns.

Mebane Faber at World Beta on hedge fund manager conviction and stock selection.

Jeff Miller at A Dash of Insight on compelling graphs and the perils of data mining.

All About Alpha on the increasing use (and risks) of options by financial advisers.

Low rates+Increasing longevity=Pension trouble. (via Wall Street Journal)

Caroline Baum at Bloomberg.com on the global savings glut and the inverted yield curve.

FT Alphaville on investors’ growing selectivity towards Russian stocks.

Jen Ryan at TheStreet.com on more ways (ETFs) to play the value of the dollar.

Jennifer Reingold at Fortune on the SPAC phenomenon.

Barry Ritholtz at the Big Picture passes along an interesting “foreclosure heatmap.”

Eddy Elfenbein at Crossing Wall Street on an unheralded pocket of investment profits.

Ticker Sense with a cautionary tale on the juxtaposition of financial advice and Internet-based advertising.

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