Tuesday links: sentiment shift

06Mar07

Nearly a year ago we noted how the orthopedic implant industry was in the dumper after having been touted as a demographic “sure thing.” Now Karen Richardson in the Wall Street Journal reports on a rebound in the industry.

Felix Salmon on what constitutes a “safe haven” these days in a world of high asset class correlations.

Trader Mike highlights a sign that the market may be becoming oversold.

Ticker Sense graphically compares the current 5% decline with the most recent occurrences.

Mark Hulbert at Marketwatch.com on the rapid turnaround in newsletter writer sentiment.

Jeff Miller at A Dash of Insight looks for some clarity in the long term.

FT Alphaville on the big hit some trend following traders have taken in the market rout.

Brett Arends at TheStreet.com on the “cash distributions” the founder of Fortress Investment Group (FIG) took before the firm IPO.

Becky Yerak in the Chicago Tribune on the prospects for further hedge fund IPOs including speculation on a well-positioned prospect.

DealBook on the fact that bank-backed hedge funds lead the list of top hedge funds.

Paul Kedrosky at Infectious Greed puts in perspective what a top-hedge fund can earn.

Apparently the performance of private equity-backed IPOs depend on geography. (via DealBook)

Adam Warner at the Daily Options Report on the way penny pricing is going to affect the exchanges.

All About Alpha on the efficacy of performance fees in open-end mutual funds.

CXO Advisory Group highlights some research on the poor performance of individual investors.

Paul Kedrosky at Infectious Greed with some business lessons learned from mountain biking.

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