Monday links: inflation debate

18Jun07

Bill Alpert in Barrons.com on the many ways quants are changing the world of portfolio management.

CXO Advisory Group with a sensible breakdown of how to balance observations and time frames in financial research.

Helen Thomas at FT Alphaville on what comes next after the rise in bond yields.

Barry Ritholtz at the Big Picture looks even closer at the inflation measurement debate.

Pradeep Bonde at Stockbee on a surprising change in the most recent Ticker Sense Blogger Sentiment Poll.

Private equity bids are taking a heavy toll on short-sellers. (via DealBook)

Adam Warner at the Daily Options Report with a way to play overpriced volatility.

Speaking of private equity, is the “end of the golden age” near? (via CNNMoney.com)

Eddy Elfeinbein at Crossing Wall Street on the “Lula Rally.”

Greg Newton at NakedShorts looks at Moody’s new-found pessimism on subprime mortgage-related securities.

All About Alpha on financial patents and the coming rumble over fundamental indexation.

Have changing demographics reduced macroeconomic volatility? (via Economist’s View)

Brett Steenbarger at TraderFeed on how to frame trades scientifically and three common mistakes of traders.

Howard Lindzon on the convergence of “personal finance and social networking.”

Sharon Waxman in the New York Times takes a closer look at the model Marvel Entertainment (MVL) is taking in becoming a “film-making brand.”

Kish Patel at Morningstar.com on the new (echo) wave of limited partnerships in the energy sector.

John Heileman at New York magazine thinks Steve Jobs seems like a “man in a hurry.”

Kevin Kelleher and John Shinal both examine the case for Apple (AAPL) stock at this critical point in time.

James Surowiecki at the New Yorker on an inherent flaw in the way the F.D.A. regulates pharmaceuticals.

The Economist.com writes that Peter Bernstein’s new book, Capital Ideas Evolving is “insightful and thought-provoking.”

Russ Juskalian in the USA Today on Robert Frank’s Richistan which explores the very changed world of today’s “rich.”

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