Wednesday links: meaningless forecasts

20Jun07

Greg Newton at NakedShorts on the risks the turmoil at Bear Stearns-managed funds hold for the CDO and RMBS markets.

FT Alphaville and Felix Salmon examine growing signs of risk and caution in the private equity industry.

Going Private on the challenges of those looking to profit from the errors generated by the crowd of investors.

Barry Ritholtz at the Big Picture clarifies his contrarian position on the state of inflation.

Anecdote alert! Is the Nuveen (JNC) buyout sign of a “secular bond bear market”? (via MarketBeat)

David Altig at macroblog on the lack of clarity on the effect of housing market weakness on the overall economy.

James Picerno at the Capital Spectator on rotation away from REITs.

Are bearish forecasts meaningless? (via Market Movers)

Why is the Blackstone Group pushing its IPO forward in the face of mounting uncertainties? (via DealBook)

John Carney at DealBreaker.com with some details on the great Ron Insana’s hedge fund of funds – The Legends Fund.

Jaime Peters at Morningstar.com updates the stock picks from all-star fund managers.

Roger Nusbaum at TheStreet.com checks back in on the “defensive” qualities of the Claymore/Sabrient Defender ETF (DEF).

David Merkel at the Aleph Blog reminds us that “Tops are a process, not an event…”

Bill Miller likes megacap stocks. (via Kiplingers.com)

CXO Advisory Group reviews research on the value of ROIC in distinguishing stock returns.

An interesting paper that explores the value of extending the ‘carry trade’ to the emerging markets. (via SSRN.com)

Trang Ho at Investors.com on the inability of ETFs to track the performance of crude oil.

Om Malik at GigaOM.com on the love Apple’s iPhone is inducing at AT&T.

Is Gordon Gekko venturing overseas? (via FT Alphaville)

Bryan Caplan at Free exchange on what economics and happiness research can tell us about optimal parenting strategies.

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