Tuesday links: holding the bag

10Jul07

Is Moody’s (MCO) stock a proxy for credit market woes? (via WSJ.com)

The NYSE’s ETFs are moving to the all-electronic Arca exchange. (via IndexUniverse.com)

Will the Chicago Merc-Board of Trade merger bring about more exchange deals? (via DealBook)

Stock buybacks are on a roll. (via Marketwatch.com)

Bill Luby at VIX and More on the advantages of using implied volatility in identifying “earnings spikers.”

As is the performance of the so-called ‘lazy portfolios.’ (via Marketwatch.com)

Going Private on just what is motivating the legislative pushback against private equity.

Just how long will the now publicly traded private equity firms stay public? (via Information Arbitrage)

Fees are falling at funds of hedge funds. (via Institutional Investor)

Hedge fund launches are up year-to-date. (via FT Alphaville)

CXO Advisory Group on research showing the potential value of a “perfect” sector rotation strategy.

Jeff Miller at A Dash of Insight, “Economic effects are not binary.”

Yves Smith at naked capitalism on just who is going to end up “holding the bag” at the end of this credit cycle.

FinanceProfessor.com points to a paper on CDOs and the transfer of credit risk.

Daniel Gross at Newsweek.com notes “…the line separating genius and bankruptcy can be a thin one.”

Eddy Elfeinbein at Crossing Wall Street liked Daniel Gross’ book, “Pop!: Why Bubbles Are Great For The Economy.”

Om Malik at GigaOM on the growing Facebook frenzy.

Howard Lindzon on what company cannot allow Facebook to get away.

A new theory on why crime rates have fallen. (via Mankiw Blog)

Gizmodo’s comprehensive “No BS iPhone Review”

How long is the career of an average major league baseball player? 5.6 years. (via Science Blog)

Did you know Abnormal Returns has a tip jar? Check it out.

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