Monday links: activist successes

07May07

The Ottaway family come out against the News Corp. (NWS) bid for Dow Jones & Co. (DJ). (via WSJ.com)

Paul Kedrosky at Infectious Greed on a piece that highlight’s Murdoch’s real target, CNBC.

John Heileman at New York on the inevitable backlash against Rupert Murdoch’s move to acquire the Wall Street Journal.

Serena Ng at WSJ.com on the pressure put on corporate bond spreads by surging corporate buyouts.

DealBook on some recent success for activist shareholders.

Bespoke Investment Group on the sector performance and correlation with crude oil.

The Ticker Sense Blogger Sentiment Poll shows a jump in net bearishness.

Barry Ritholtz at the Big Picture on currency-adjusted performance of the S&P 500.

James Picerno at the Capital Spectator on the difficulties of re-balancing your portfolio in a world of uniformly positive asset class performance.

Jason Kelly at Bloomberg.com with a longer piece on the rise of “hyperquants” on Wall Street.

Brett Arends at TheStreet.com on the stunning reversal of fortune for John W. Henry and his bevy of hedge funds.

All About Alpha takes a closer look behind a recent report on the rising risks of the hedge fund industry.

ETFs and ultra low-cost index funds compared. (via WSJ.com)

CXO Advisory Group with another piece of evidence in favor of value investing, this time from Down Under.

Roger Ehrenberg at Information Arbitrage on the search for a “smart pipe” that would provide “…high value, deftly targeted content.”

Zero Beta has begun researching the relationship between demographics and the capital markets.

Speaking of demographics, Rob Wherry at WSJ.com on the sustained demand by baby boomers for dividend-focused mutual funds.

John Spence at Marketwatch.com on the role international small cap ETFs can play in a well-diversified portfolio.

Ken Auletta at the New Yorker with a profile of the trusted “brand” that is Walt Mossberg, personal technology columnist for the Wall Street Journal.

Tyler Cowen at Marginal Revolution on why (long) book reviews still exist and the search for bottom-line reviews.

Thanks for checking with Abnormal Returns, which Value Blog Review names the “Best Blog To Read If Your Wife Just Gave Birth To Your Baby (or any other event which may cause you to be short on time).”

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