Sunday links: timber time


Vivian Marino in the New York Times on growing interest in timberland as an asset class.

Dimitra Defotis in has more on the stock picks arising from the 12th annual Ira W. Sohn Investment Research Conference.

Brett Arends at notes another slow start for star fund manager Bill Miller.

DealBook highlights a profile of a hedge fund that actually hedges and generates alpha.

Ray Dalio quoted in “Hedge funds and private-equity firms today are like the dot-coms in 2000: Ask for money and you’ll get it.”

More hedge fund IPOs are likely this year. (via AP/

Chuck Jaffe at on an intriguing new fund industry model.

VIX and More and ETF Central on the use of combined sentiment measures to better time the market.

Vitaliy Katsenelson at Contrarian Edge on the use of “time arbitrage” to take advantage of Wall Street’s “short-termism.”

Diya Gullapalli and Ian Salisbury at on investor confusion over what to expect from leveraged ETFs.

Tennille Tracy at Deal Journal on the high prices paid for buyouts prompting some prominent buyout investors to pull back.

Alex Halperin at notes a bump in the road for T. Boone Pickens’ compressed natural gas venture.

Roger Ehrenberg at Information Arbitrage has more on the troubling trend towards the “withering of the [public] U.S. new issues market.”

Ben White at on the rise of London relative to New York City as the world’s financial center.

Gene Epstein in on the growing disparity between official savings statistics and rising net worth figures.

Tim Harford at on why auction sites, like eBay, make economists so “giddy.”

Gary J. Bass in the New York Times reviews Bryan Caplan’s book, The Myth of the Rational Voter on the failure of “the miracle of aggregation” in the presence of ill-informed voters.

James Hamilton at says, “We’re still not seeing the deterioration in economic conditions that some had been expecting.”

Daniel Gross in the New York Times asks, “Is the government encouraging an alternative energy bubble?”

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