Thursday links: mounting headwinds


Michael Kahn at with the technical case for higher bond yields.

Brett Steenbarger at TraderFeed on the toll higher rates are taking on the stock market.

Doug Kass at on the “mounting headwinds” including interest rates for the stock market.

CXO Advisory Group finds little relationship between changing bond yields and the subsequent performance for the stock market.

Bespoke Investment Group on the anxiety caused by big two-day declines.

David Merkel at the Aleph Blog has been thinking about where the next blow-up might come from.

DealBook with two views on how the buyout binge might end, one of which includes higher interest rates.

Dana Dimilluca at Deal Journal with a great look at the “anatomy of (buyout) rumor.” with a sufficiently cynical look at the prospects for a “single stock” activist hedge fund.

Going Private takes a none-too-flattering look behind the scenes of a prominent buyout firm.

What would an independent editorial board for a Murdoch-owned Wall Street Journal look like? (via New York Times)

Chris Roush at thinks the founder of the Wall Street Journal would be a Rupert Murdoch fan.

Richard Kang at the Beta Brief on the inevitable rise of “ETFs of ETFs.” on coming competition to the international REIT ETF space.

Barbara Kollmeyer at on the prospects for a further run in international small caps.

Ticker Sense examines the history of their Blogger Sentiment Poll.

Paul Kedrosky at Infectious Greed examines the dictum, “Buy the iPhone hype, sell the iPhone launch.”

Adam Warner at the Daily Options Report on how to take advantage of “overpriced” options.

All About Alpha on whether wealthy individuals are buying into the concept of an “alpha centric” investment model.

Tyler Cowen at Marginal Revolution on how much hedge fund activity is “an artifact of regulations..” points to an interesting piece on behavioral finance.

Has Abnormal Returns missed an interesting post in the investment blogosphere? Then drop us a line.


%d bloggers like this: