Monday links: art and science

25Jun07

The KKR IPO seems to be in the works, as hedge fund GLG Partners plans to come public in the U.S. via a reverse acquisition with a special purpose acquisition company.  (both via WSJ.com)

FT Alphaville on what kind of valuation (high) GLG Partners has achieved in this deal.

Greg Newton at NakedShorts reviews his Blackstone Group (BX) IPO predictions and the odd trading surrounding the GLG Partners announcement.

Whitney Tilson at FT.com on why value investors should ignore the private equity boom and focus on company fundamentals.

Felix Salmon at Market Movers on the need for pricing transparency in the entire Bear Stears (BSC) hedge fund imbroglio.

We are somewhat skeptical of trying to find safer shortcuts to emerging market exposure. (via WSJ.com)

Speaking of the emerging markets are rising U.S. interest rates going to take a bite out of the asset class’ strong returns? (via WSJ.com)

Rob Scherer at csmonitor.com with the umpteenth article on the imminent peak in private equity.

A whipsaw in the Ticker Sense Blogger Sentiment Poll.

Bespoke Investment Group on the minor increase in high yield credit spreads.

Brett Arends at TheStreet.com speaks with a fund manager who is generating strong returns despite a bearish outlook.

Brett Steenbarger at TraderFeed looks at the distinction between art and science in trading.

Adam Warner at the Daily Options Report quotes himself, quoted elsewhere.

CXO Advisory Group finds little momentum or reversal effect after a bad month.

We smell a new alternative investment vehicle, protein! (via FT Alphaville)

Tim Arango at CNNMoney.com on the front-runner to purchase the Chicago Cubs.

Speaking of Chicago, the Wages of Wins Journal with a defense of Jerry Krause and his role in building the Jordan-led Chicago Bulls dynasty.

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