Tuesday links: permanent capital mode

03Jul07

Michael J. de la Merced and Jenny Anderson in the New York Times note that a skeptical public and Congress is not keeping hedge funds from planning to come public.

Helen Thomas at FT Alphaville reports that Europe’s alternative asset managers remain in “permanent capital mode.”

John Carney at DealBreaker.com and Alistair Barr at Marketwatch.com profile Daniel Och and his importance to the success of a publicly traded Och-Ziff Capital Management IPO.

Private equity is becoming an increasingly important player in technology deals. (via DealBook)

Paul Murphy at FT Alphaville on the rebound in risk-seeking behaviors.

Greg Newton at NakedShorts on the challenges of “client concentration risk.”

Felix Salmon at Market Movers on the CDSs, CDOs, and MBSs.

Bespoke Investment Group on what the ISM commodities survey is telling us about inflation.

David Altig at macroblog on growing fears of a “resurgence in inflation.”

Joe Mysak at Bloomberg.com on the potential for a shake-up in the way states tax municipal bond income.

Brett Steenbarger at TraderFeed notes on what happens when the market is experiencing record levels of stock splits.

Paul Kedrosky at Infectious Greed on how regional social networks influence stock picking and a link to a handful of other interesting research papers.

All About Alpha on trends towards “alpha becoming more perfectly priced.”

John Hussman at Hussman Funds on the illustrative purposes of an “unacceptable model.”

Abnormal Returns on what to think about the “diminished gains from international portfolio diversification.”

Jeff Miller at A Dash of Insight on the annoyances of “cherry picking in data analysis.”

David Merkel at the Aleph Blog on the tension between “efficient markets” and “adaptive markets.”

Zero Beta on the punk performance of a “suburban shopping center portfolio.”

James Surowiecki in the New Yorker on how the “wisdom of crowds” may help better evaluation book proposals.

David Warsh at economicprincipals.com on two books that explore the “upside of bubbles.”

Paul B. Farrell at Marketwatch.com on the message in Peter Bernstein’s “brilliant new book, Capital Ideas Evolving.”

Bryan Caplan guest-blogging at Free exchange poses a couple of intriguing economic puzzles.

Thanks for checking in with Abnormal Returns, where the e-mail inclined can stay up-to-date with all of our posts via FeedBurner.

Advertisements


%d bloggers like this: