Tuesday links: wireless wars

15May07

Bespoke Investment Group has a really neat “ETF Cheat Sheet” that is definitely worth printing out.

Eddy Elfenbein at Crossing Wall Street thinks the bond market is calling for a rate cut.

The Fly on the Wall Blog with a way to play a slowing economy (and steepening yield curve).

Mark Hulbert at Marketwatch.com on how sentiment has not yet caught up with the stock market.

Brett Steenbarger at TraderFeed on continued support for large cap stocks.

Bill Luby at VIX and More on the recent relationship between implied and realized volatilities.

Adam Warner at the Daily Options Report on the importance of options volume data.

The WSJ.com on how the Cerberus Capital Management deal for Chrysler makes them an even bigger player in the auto finance industry.

Mark Landler in the New York Times on how this deal makes Daimler (DCX) a more attractive company.

Tom Petruno and Walter Hamilton in the Los Angeles Times on how the Chrysler deal will heighten the public profile of the private equity industry even further.

Will the Bancroft family give Rupert Murdoch’s bid any further consideration? (via New York Times)

FT Alphaville has a nice summary of the terms of the Thomson-Reuters transaction.

All About Alpha doesn’t think 130/30 strategies are the “worst of all worlds.”

Emerging markets private equity is “hot.” (via Dailyii.com)

Felix Salmon at Market Movers on inefficiencies in the CDO marketplace.

Howard Lindzon on the “Long Tail” and opportunities for Amazon.com (AMZN).

Greg Newton at NakedShorts on continued turmoil at Bear Stearns (BSC).

Chet Currier at Bloomberg.com on the problems posed by asset growth at open-end mutual fund companies.

Dan Lefkovitz at Morningstar.com explores the “best way to invest in Europe.”

Richard Kang at the Beta Brief explores the two (very different) ETFs dedicated to “clean water.”

Paul Kedrosky at Infectious Greed notes “insider trading is tougher than it looks.”

Tavia Grant at the Globe and Mail on resurgent talk of Loonie-Greenback parity.

Om Malik at GigaOm.com on whether Apple’s iPhone will spark “wireless wars”?

Daniel Gross at CNNMoney.com on the “bubbles that built America.”

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