Sunday links: systemic leverage

24Jun07

Shefali Anand at WSJ.com on the differences underlying the structures of various ETFs.

John Kimelman at Barrons.com talks with Paul Mazzilli, ETF analyst at Morgan Stanley.

Mohammed Hadi at WSJ.com on whether now is the wrong time for ‘buy-write’ funds.

Matthew Hougan at IndexUniverse.com compares two BRIC ETFs now trading.

Mark Hulbert in the New York Times on whether this bull market still has a “wall of worry” to climb.

DealBook on the first day “poplet” for Blackstone Group (BX).

Boyd Erman in the Globe & Mail on a publicly traded private equity powerhouse north of the border, Onex Corp.

Barry Ritholtz at the Big Picture on the pain the unraveling in the CDO market might inflict.

The Epicurean Dealmaker hears an “echo” bouncing down the corridors of Wall Street in regards to the Bear Stearns and the CDO market.

Zero Beta on the growing level of systemic leverage in the U.S. economy.

Vivian Marino in the New York Times on poor peformance of British REITs.

Bespoke Investment Group on the 2007 global housing boom, and the effects of quarter-end window dressing.

Brett Steenbarger at TraderFeed writes “The rarest of trading virtues is simply the ability to persevere with positions when winning.”

Bill Rempel thinks water might be this year’s ethanol and takes a closer look inside the PowerShares Water Resources Portfolio (PHO).

Richard Corliss at Time.com gives a “Thumbs up for Roger Ebert.”

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