Thursday links: overstated strength

24May07

Bespoke Investment Group with a market timing tool that is “off the beaten path.”

Mebane Faber at World Beta with more on cross-market momentum strategies.

Felix Salmon at Market Movers is taken with the new buy-write ETN.

IndexUniverse.com asks why an ETN for a buy-write fund?

Random Roger preaches moderation in the use of newer, more exotic ETFs.

Richard Kang at the Beta Brief on two new thematically focused ETFs.

James Picerno in Wealth Manager says the “ETF revolution is looking more speculative by the day.”

Michael Breen at Morningstar.com on equity funds that use a “concentrated, low turnover approach.”

David Gaffen at MarketBeat with five reasons why bond yields are rising.

The largest hedge funds get bigger. (via FT Alphaville)

Grace Wong at CNNMoney.com talks with Andy Lo on the prospects for hedge fund regulation.

Alistair Barr at Marketwatch.com profiles a hedge fund that plays private-equity matchmaker.

FT Alphaville rounds up coverage on Goldman Sachs’ new private exchange, GS TRuE.

Is the Bancroft family holding out for a $65 bid for Dow Jones (DJ)? (via Deal Journal)

Barry Ritholtz and Calculated Risk on the “overstated” strength in the job market.

Austan Goolsbee in the New York Times is skeptical of Warren Buffett’s plan to pick a successor.

Brett Steenbarger at TraderFeed on how investors differ psychologically from traders.

Steve Gelsi at Marketwatch.com on Boone Pickens’ imminent IPO windfall.

Joe Weisenthal at the Stalwart on Google’s persistent acquisition strategy.

Greg Mankiw on a potential arbitrage opportunity in the Presidential election prediction markets.

Have we missed an interesting post in the investment blogsophere? Drop us a line.

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