Tuesday links: bubble benefits


Things just got interesting. Rupert Murdoch’s News Corp. (NWS) makes an unsolicited takeover offer for Dow Jones (DJ). (via WSJ.com)

Instant analysis: Barry Ritholtz, Jim Cramer, Paul Kedrosky and DealBook.

Henny Sender at WSJ.com on how another private equity firm (TPG) is looking to cash out, at least in part.

Yet another example of hedge funds getting into the private equity business. (via DealBook)

All About Alpha on the continuing controversy over factor-based hedge fund replication.

Julia Werdiger at the New York Times on why “…hedge funds and private equity firms may need to get used to greater scrutiny if they want to capitalize on the keen interest in their high-returning funds and go public.”

The Fundalarm.com highlights and commentary page is worth a look.

A new (to us) blog Zero Beta compares the 1990’s Technology Bubble to today’s “Financial Bubble” in a two-parter.

Carbon issues aside, coal stocks are staging quite a comeback. (via Barrons.com)

Zubin Jelveh at Chartistry on where mortgage equity withdrawals actually went.

Randall W. Forsyth at Barrons.com notes the emerging markets, including China & India in particular, are no longer cheap.

William Samuel Rocco at Morningstar.com wonders how much exposure you already have to China?

Greg Newton at NakedShorts tracks down a hedge fund of funds “due diligence goldmine.”

Tyler Cowen at Marginal Revolution on the benefits of bubbles and Daniel Gross’ new book.

Daniel Gross at Slate.com really didn’t like Tom Wolfe’s piece on hedge funds in the inaugural issue of Portfolio.

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