Tuesday links: growing tensions

19Jun07

Ben Smith at FT Alphaville on the growing tensions present in the bond market.

Jim Jubak at MSN Money on deep worries about the structure of the bond market.

Going Private and DealBook point to a Steven Rattner-penned op-ed piece on the likely bad ending to the private equity boom.

Would a bid by General Electric (GE) for Dow Jones (DJ) add “long term value”? (via TheStreet.com)

Will a GE “underbid” win the Dow Jones derby? (via Market Movers)

Is a Pearson-GE bid for Dow Jones largely a defensive move? (via WSJ.com)

Are individual investors going to get shut out from public private equity? (via DealBreaker.com)

Is the now rapidly approaching Blackstone Group IPO overpriced? (via breakingviews.com)

Brett Arends at TheStreet.com with some further anecdotal evidence of a Chinese stock market bubble.

Brett Arends at TheStreet.com on the difficulty firms are having in attracting “seed capital” to the slew of new ETFs thereby creating illiquid securities.

Bespoke Investment Group on the use (and abuse) of displaying housing data.

Helen Thomas at FT Alphaville on the fact that institutions are now the dominant hedge fund investors.

Deja vu on DIY hedge funds. (via All About Alpha)

John Birger at CNNMoney.com speaks with Jean-Marie Eveillard on his return to money management.

Adam Warner at the Daily Options Report with some color on a naked put selling strategy.

Jeff Miller at A Dash of Insight on whether the markets will come to a “sudden realization” that inflation is a serious problem.

Bill Luby at VIX and More with a worthy list of books to make up a “risk library.”

CXO Advisory Group on research showing institutional investors don’t do all that well at hiring and firing money managers.

Paul Kedrosky at Infectious Greed on research showing that investors do better with fewer choices.

Joe Tierney at TierneyLab on the nature of altruism, while the Epicurean Dealmaker highlights some worthy charities.

Joe Sharkey in the New York Times on the potential advantages of the air taxi industry.

Steven Levitt at the Freakonomics Blog with some interesting reasons for a much higher gas tax.

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