Tuesday links: emerging risks

13Mar07

Greg Newton at NakedShorts on the subprime market and the notion that these problems “always spread.”

Daniel Gross at Slate.com on why some major Wall Street firms should have known better about the risk of the subprime market.

The only subprime market surprise to Randall W. Forsyth at Barrons.com is why the weakness took so long to emerge?

Doug Kass at TheStreet.com on why some pundits may be underestimating the risk of further subprime fallout.

Marketbeat covers the stock price fallout from the subprime market implosion.

Mark Hulbert at Marketwatch.com on the utility of overall put/call ratios as contrarian indicators.

Another major hedge fund sells a stake to an investment bank. (via DealBook, WSJ.com & Marketwatch.com)

The hedge fund lobby is getting the hang of things in Washington. (via New York Times)

“Political risk in emerging markets has risen sharply in the past year…” (via FT Alphaville)

Is longevity risk the next new “frontier of financial innovation”? (via FT Alphaville)

All About Alpha with another interesting interview on the topic of hedge fund replication.

Veryan Allen at Hedge Fund blog on the scarcity of alpha in a 2&20 world.

Barry Ritholtz at the Big Picture on lessons learned from the recent history of the homebuilding stocks.

IPO investors are paying up for technology growth. (via Wall Street Journal)

Alpha & Omega on the forthcoming Nassim Nicholas Taleb book. (via DealBreaker.com)

Eddy Elfenbein at Crossing Wall Street on Goldman Sachs’ (GS) “amazing” earnings report. (more at DealBook)

Ticker Sense on some consumer staple stocks trading well below their 50 day moving average.

CXO Advisory Group on a trio of studies that adjust the P/E ratio to enhance its effectiveness.

Morningstar.com and the Capital Spectator on the new comprehensive non-U.S. equity ETFs.

James Surowiecki in the New Yorker on the question of “choice and diversity” in regards to the proposed satellite radio merger.

Chuck Jaffe at Marketwatch.com on the parallels between mutual fund selection and bracketology.

Will Leitch at New York magazine on the end of “New York’s Greatest Tourney Tradition.”

Cool photo of Boeing’s new “blended wing” prototype. (via CNNMoney.com)

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