Thursday links: accidental asset class

12Jul07

David Kesmodel and John R. Wilkie at WSJ.com on the simply unbelievable conduct of Whole Foods Market (WFMI) CEO John Mackey.

Roger Ehrenberg, FT Alphaville, Felix Salmon are all scratching their heads.

Will recent court ruling slow the pace of going private transactions? (via WSJ.com)

DealBook on the carried interest debate “raging” in Washington.

The Epicurean Dealmaker on the unexpected effects a rise in taxes may have on the private equity industry.

MarketBeat takes a closer look at a favored strategy of activist hedge funds.

Think insider trading is bad in the U.S. Then check out Brazil. (via DealBreaker.com)

Bespoke Investment Group on the divergence in performance of the stock market while open and overnight.

Yves Smith at naked capitalism wonders whether the credit contraction has finally begun.

Will investors use the subprime mortgage meltdown as “catalyst for a reassessment of other risks in the system..” (via FT Alphaville)

Good work, if you can get it. (via DealBreaker.com)

David Merkel at the Aleph Blog has seven observations on real estate.

Tom Murcko at InvestorGuide.com has an interesting interview with value investor and author Mohnish Pabrai. (via Stockbee)

How would you asset allocate a $45 billion fund? (via WSJ.com)

Chris Hughes at FT.com notes how dividends have become the “accidental asset class.”

Gorton, Rouwenhorst (and Hayashi) delve once again into “The Fundamentals of Commodity Futures Returns.” (via SSRN.com)

“Professional economists” are not very good at forecasting stock market returns. (via CXO Advisory Group)

Brett Steenbarger at TraderFeed has identified “ten principles of short-term trading.”

Kevin Kelley at BloggingStocks with an introduction to piggyback investing.

Bond ETFs are benefiting from asset inflows as interest rates rise. (via TheStreet.com)

Random Roger on the launch of some new international equity ETFs.

Matthew Hougan at IndexUniverse.com on the new Nasdaq ETF market.

Tyler Cowen in the New York Times on how national, natural resource audits can serve the purposes of better government. In short, “In general, transparency can improve governance.”

Ameritrade-founding family, the Ricketts, are reportedly joining the throng interested in bidding for the Chicago Cubs. (via Chicago Tribune)

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