Friday links: bottled water woes

27Apr07

James Picerno and Barry Ritholtz on the weakish 1Q GDP report.

Maoxian on the continued rise in shipping rates.

Eddy Elfenbein at Crossing Wall Street on the rise in the market’s P/E ratio and the continued relative rise of cyclical stocks.

Brett Steenbarger at TraderFeed on what net new highs are telling us about the state of the market’s current rise.

The Economist.com on the long term implications of the surge in corporate stock buybacks.

John Carney at DealBreaker.com asks, “What’s Behind Private Equity’s Warnings About Debt?”

All About Alpha and FT Alphaville on the debate over hedge fund fees.

DealBook on what it takes for a sidelined hedge fund manager to “get back in the game.”

Jeff Matthews identifies Apple’s “secret weapon” for rising Mac sales.

David Merkel at the Aleph Blog on the opportunities (and challenges) of launching an investment blog.

Daniel Gross at Slate.com on the “societal ill” bottled water represents and how it is we got to this point.

Felix Salmon at Market Movers on the “…beginning of the end of imported bottled water.”

Much is made about the role of large gifts to university endowments. June Kronholz at WSJ.com on the real-life implications of a modest gift to Brown University.

Going Private gets way more interesting e-mail than we do.

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