Monday links: profound ignorance

09Apr07

The Ticker Sense Blogger Sentiment Poll continues to show a relative stand-off amongst the bulls, bears and uncommitted.

New York magazine has a series of articles on hedge funds this issue, including one by Tim Harford on why hedge fund fees aren’t coming down any time soon.

Eric Dash in the New York Times on the growing outrage against corporate executives getting paid coming (and going).

Justin Lahart at WSJ.com on the record pace in net negative share issuance.

Roger Ehrenberg at Information Arbitrage the gaping valuation discrepancy between Goldman Sachs (GS) and Fortress Investment (FIG).

Karen Richardson and Serena Ng at WSJ.com on what some high-profile veteran turnaround artists are seeing in certain stocks.

According to Marketwatch.com Citigroup (C) is reportedly willing to pay up for alternative investment talent.

Corporate bond defaults are near record-low levels. (via MarketBeat)

Felix Salmon on the “meme of the week – debt arbitrage.”

Adam Warner at the Daily Options Report concludes his “Lenny Watch.”

All About Alpha has some issue with Warren Buffett’s statements on the “2 & 20 crowd.”

Brett Steenbarger at TraderFeed highlights four “insightful studies” by Andrew Lo.

John P. Hussman at Hussman Funds with a nice turn of phrase, “Investors Need Not Be Bearish to Hedge Risk.”

John Spence at Marketwatch.com on growing complexity in the ETF world.

Roger Nusbaum at TheStreet.com puts together his own ETF-based “lazy portfolio.”

Alexander Ragir and Michael Tsang at Bloomberg.com on the hunt for dividends in the emerging markets.

Jonathan Clements at WSJ.com with a good piece of advice, “Develop a sense of conviction — about your profound ignorance.”

James Picerno at the Capital Spectator on one of our favorite topics – the opportunity inherent in portfolio re-balancing.

Mark Fass at New York on the last big magazine launch, the new business magazine Portfolio.

James Surowiecki at the New Yorker on the “skills famine” in…India?

Entry into the Way of the Turtle book giveaway has come to a close. Keep an eye on this space for the announcement of a winner and our review of the book.

Advertisements


%d bloggers like this: