Monday links: i-bank envy

30Apr07

The Ticker Sense Blogger Sentiment Poll is at a literal (100% neutral) deadlock.

Peter A. MacKay at WSJ.com on just how long megacaps can outperform their small cap cousins.

Brett Steenbarger at TraderFeed on what happens after a period of large cap outperformance.

Burton G. Malkiel at WSJ.com asks, “But could the stock market be underestimating geopolitical risks today?”

Going Private revisits the LIPO that is Burger King (BKC).

Are activist investors targeting Citigroup (C)? (via DealBook)

FT Alphaville on the “root of private equity’s image problem.”

All About Alpha looks at an intriguing connection between the “liquidity effect” and the rise of private equity.

Adam Warner at the Daily Options Report on knowing one’s investment strengths (and timeframe).

James J. Cramer at New York says to stop envying investment bankers and simply buy the investment bank stocks.

It seems that fixed income guys will launch an actively traded ETF before the equity crowd. (via WSJ.com)

Lawrence Carrel at TheStreet.com on a book that charges “…that boards of directors are actually the main culprit keeping the management fees mutual funds charge unnecessarily high.”

Jeffrey Ball at WSJ.com on one company betting that diesel demand in the United States will justify a new multi-billion dollar refinery.

DealBook on the likely surge in privately funded infrastructure investment.

Arnold Kling at EconLog points to a “fascinating interview” with author Nassim Taleb.

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