Thursday links: fiduciary duties

17May07

We are among the “blogs we are reading” at FT Alphaville and amongst BloggingStocks‘ “faves.” Thanks to both for the recognition.

David Enrich at WSJ.com on the “growing chorus” including Eddie Lampert lobbying for change at Citigroup (C).

Breakingviews, FT Alphaville, Steve Rosenbush and Nat Worden on investor hopes for a brighter day at the financial behemoth.

Felix Salmon at Market Movers wonders how much Chrysler is really worth.

Elizabeth Nowicki at Truth on the Market on Dow Jones (DJ) board’s duty to assess the News Corp. (NWS) bid.

Roger Ehrenberg at Information Arbitrage with a trio of examples of boards in need of a primer on “fiduciary duties.”

DealBook on whether Blackstone is (or isn’t) an investment company.

Henry Blodget at the Internet Outsider on whether venture capital fees are income or capital gains.

Michael Panzner at BloggingStocks on the divergence in performance between megacap and small cap stocks.

Have REIT ETFs finally rolled over? (via MarketBeat)

Jon Markman at MSN Money has an article that explores how the lowly standardized shipping container has transformed international trade, including a couple of stock recommendations.

CXO Advisory Group on research showing the “best companies to work for” are also good stocks.

Adam Warner at the Daily Options Report is on “guru watch.”

Who is, and to what purpose, is behind all this trading in VIX options? (via WSJ.com)

Bespoke Investment Group with an interesting metric for measuring individual investor participation.

Brett Steenbarger at TraderFeed on the importance of risk management in controlling the body’s “emergency response.”

Curtis Faith at Way of the Turtle on the fact that “New traders tend to overgeneralize.”

PIMCO’s bond funds are lagging their peers of late. (via WSJ.com)

Can adding Alan Greenspan to the mix help? (via Bloomberg.com)

Barry Ritholtz at the Big Picture on the growing gap between headline and core inflation.

Calculated Risk on the non-existent slump in home improvement spending.

Ex-Goldman honcho thinks Wall Street pay is “shocking.” (via DealBook)

Adam Piore at Portfolio.com on continued demand for executive compensation consultants.

Eric Falkenstein at Overcoming Bias asks “are almost all investors biased?”

Kevin Kelleher at GigaOm.com on the power of disinformation to move stock prices, like that of Apple (AAPL).

Arik Hesseldahl at BusinessWeek.com is not all that impressed with Apple TV.

Joe Weisenthal at The Stalwart on the boom in art prices and art investment funds.

Thanks for checking in with Abnormal Returns, where your feedback is always appreciated.

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