Tuesday links: efficiency gains

17Apr07

Jenny Anderson in the New York Times on how hedge fund managers are able to defer compensation far into the future.

Mark Hulbert at Marketwatch.com looks at the stubbornly low investor sentiment despite the rapid rise in the stock market.

Ticker Sense on a new high in net new highs and a look at what futures prices are saying about home prices.

Zubin Jelveh at Chartistry looks at “slowflation” the new century’s alternative to stagflation.

Randall W. Forsyth at Barrons.com on what the dollar’s decline has meant for the stock market’s rise.

Speaking of the dollar, the Pound crosses a psychological barrier ($2), and the return of the carry trade.

Chad Brand at the Peridot Capitalist on the similarities between the big corrections of this year and last.

Felix Salmon at Market Movers on the efficiency gains from insider trading and quantified subprime losses.

Roger Ehrenberg and FT Alphaville on the prospects for a Carlyle initial public offering.

Spin-offs with a twist. Here comes the “sponsored spin-off.” (via DealBook)

Mark DeCambre at TheStreet.com on transparency and Goldman Sachs (GS) seemingly low relative valuation.

All About Alpha highlights an article on the history of 130/30 strategies.

Richard Kang at the Beta Brief on the existence (in Canada) of an actively managed ETF.

dailyii.com reports that hedge fund replication is coming to the fixed-income side of the street.

Chet Currier at Bloomberg.com on increasing complexity of insitutional portfolios, while individual investors are embracing simplicity.

Tensions grow between hedge fund activists and private equity. (via Marketwatch.com & FT Alphaville)

Hedge fund activism is coming to Japan. (via FT.com)

Jeff Miller at A Dash of Insight has a reality check on slowing productivity growth.

Barry Ritholtz and John Carney on the Wall Street Journal’s Pulitzer Prize for options-backdating coverage.

John Carney at DealBreaker.com rounds up a passel of reviews of the new Portfolio.

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