Wednesday links: a truly global bubble

25Apr07

Are we truly in the midst of “…the first truly global bubble, almost everywhere in almost everything.”? (via Crossing Wall Street)

Jeff Miller at A Dash of Insight builds on our thoughts on natural hedges and international investing.

Barbara Kollmeyer at Marketwatch.com on the importance of knowing what is in your international equity fund.

Felix Salmon at Market Movers what countries may be “graduating” from emerging market status.

Mark Hulbert at Marketwatch.com passes along the investment case for South Korea.

Richard Kang at the Beta Brief on the surge in fixed income ETFs.

T. Boone Pickens thinks we will see $80 oil this year. (via CNNMoney.com)

James Hamilton at Econbrowser.com looks at reasons behind the rise in gasoline prices.

More buyout firm IPO talk. (via DealBook)

Is the emergence of ‘investable alternative betas’ the beginning of the end for the hedge fund industry? (via All About Alpha)

Keith Hahn at DealBreaker.com has more on hedge fund titan James Simons.

CXO Advisory Group on research showing “no evidence of any systematic intraday inefficiencies in the SPY.”

Barry Ritholtz, Jeff Matthews and Dave Altig on the downside of the (global) housing boom.

Paul Kedrosky at Infectious Greed on the prospects for the iPhone and Steve Jobs’ role in options backdating.

Chad Brand at the Peridot Capitalist has an investment book review.

David A. Shaywitz at OpinionJournal.com on the implications of Nassim Taleb’s new book, The Black Swan.

Has employment volatility really increased in the past few years? (via New York Times & Marginal Revolution)

Good news item of the day. Pirate attacks drop worldwide. (AP via Yahoo.com)

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