Sunday links: leveraged ESOP

01Apr07

Abnormal Returns has posts up on how fixed income investing just keeps getting easier and notes the publication of a potentially interesting investment book.

Will a “leveraged ESOP” be the end of Tribune (TRB) as a public company? (via Chicago Tribune)

The new highlights and commentary page is up at FundAlarm.com.

Mark Hulbert in the New York Times on research showing how a small handful of stocks affect the performance of various market sectors.

Laura Mandaro at Marketwatch.com on the “peculiar dynamics” of timberland and how it is recognized as an alternative asset class.

Barry Ritholtz at the Big Picture on the growing income gap and the “Armageddon Gang.”

Justin Fox at the Curious Capitalist on whether we need a recession to change consumer behavior.

Eddy Elfenbein at Crossing Wall Street on slowing expectations for earnings growth.

James Picerno at the Capital Spectator on active managers looking far afield for investment opportunities.

MarketBeat on forecast corn plantings, Theflyonthewall.com on another commodity that may benefit, and Paul Kedrosky on the “perfect storm” causing a run in nitrogen fertilizer prices.

The Blackstone Group initial public offering comes along with some interesting accounting moves as well. (via DealBreaker.com)

breakingviews.com notes one reason (compensation) that CEOs may favor private equity-led buyouts.

John Carney at DealBreaker.com on the ongoing “Solengo Imbroglio” and a plausible theory of why they are worried about their marketing brochure becoming public.

Curtis M. Faith at Way of the Turtle on the “outcome bias.”

Paul Kedrosky at Infectious Greed on research showing a change in the short-run elasticity of oil demand.

Daniel Gross at Slate.com on research showing a negative relationship between CEO house size and stock performance.

Lee Celano in the New York Times with a profile of family-run McIlhenny Company, the makers of world-famous Tabasco hot sauce.

You can always reach Abnormal Returns with your questions and/or comments.

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