Monday links: subprime pop

05Mar07

The Ticker Sense Blogger Sentiment Poll breaks its tie and shows a rise in bears.

In light of the market drop, checking in with John Hussman at Hussman Funds is worth the time.

The Morningstar.com Market Valuation Graph shows stocks back near fair value.

Greg Newton at NakedShorts has an interesting look at some things to worry about.

Not surprisingly large cap value stocks held up best during last week’s drop. (via Ticker Sense)

Will market unease “cast a shadow” on the private equity buyout boom. (via Wall Street Journal)

With their profile growing, private equity looks to get out in front of their PR problem. (via DealBook)

Going Private has heard this song before and notes the private equity has thrived in many different historical eras.

Things can’t be that bad if private equity firms are looking at Chrysler as a target. (via DealBook)

Roddy Boyd at the New York Post on whether Cerebrus regrets its GMAC purchase in light of the subprime mortgage market pop.

Howard Lindzon on the markets and “living to fight another day.”

Adam Warner at the Daily Options Report continues his look at the questionable value of VIX options for everyday traders.

The Diamonds (DIA) held their own during the trading glitch. (via Marketwatch.com)

“Closed” mutual funds continue growing. (via Morningstar.com)

Eddy Elfenbein at Crossing Wall Street is worried about the Indian stock market.

Ann Davis in the Wall Street Journal on hedge funds getting involved in the uranium market.

Worth Civils at MarketBeat on a “market” ETF coming to market.

Paul Kedrosky at Infectious Greed on how technology makes “Peak Oil” a moving target.

Brett Steenbarger at TraderFeed with some interesting insights into neuroeconomics, especially in light of a more volatile trading environment.

Jonah Lehrer at the Frontal Cortex on the evolutionary benefits of loss aversion.

Charles E. Kirk at the Kirk Report passes along some steps to attaining a “winning edge.”

CXO Advisory Group on a paper that takes a more look at the effect of comprehensive yields on stock returns.

Barry Barnitz at Asset Allocation notes a paper that looks at the drivers behind convertible bond fund performance.

Are the cellphone companies looking to put municipal wi-fi networks out of business? (via TCS Daily)

Stephen J. Dubner at the Freakonomic Blog with a long-shot play in the Presidential Election prediction markets.

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