Tuesday links: hedge fund apocalypse

13Feb07

Daniel Gross in Slate.com on signs of the forthcoming hedge fund apocalypse.

Mark Hulbert at Marketwatch.com is surprised to see a pullback in adviser sentiment.

Barry Ritholtz at the Big Picture on slowing earnings growth.

Blodget vs. Cramer – Round 2. (via Slate.com)

DealBook on private equity circling Home Depot (HD), and MarketBeat on a new attitude from the executive suite.

Mega funds = Mega fees. (breakingviews via DealBook)

Are competing buyout offers on the upswing? (via BusinessWeek.com)

Australia is the hedge fund capital of Asia. (via FT Alphaville)

All About Alpha has a slew of posts on hedge fund replication, including one on how to think about alpha and beta in an “atomic” age.

John Carney at DealBreaker.com on the likely changes in the rules for accredited investors and hedge funds.

What to do with REITs after their huge run? (via DealBook)

Investing in corporate bonds in frontier markets. (via Wall Street Journal & FT Alphaville)

Ticker Sense on the growing menu of bond ETFs.

Dan Culloton at Morningstar.com on the need to fill out narrowly-defined ETFs with tangential large caps.

Murray Coleman at Marketwatch.com on the benefits of adding market neutral funds to your portfolio mix.

The Kirk Report begins a week of looking at so-called “lazy portfolios.”

James Picerno at the Capital Spectator on the effect of passive commodity investment on the oil futures curve.

James Surowiecki in the New Yorker on the perverse incentives of the risk premium in the price of oil.

Bring back the siesta! (via Daniel W. Drezner)

Great quote by Dwight D. Eisenhower, just substitute “trading” for “battle”:

“In preparing for battle I have always found that plans are useless, but planning is indispensable.”

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