Sunday links: online discourse

15Jul07

Mark Hulbert at NYTimes.com on a study showing ‘neighborhood effects’ in stock selection.

Barry Ritholtz at the Big Picture passes along four valuable investing lessons from Mark Hulbert.

Know what you own (WSJ.com edition): subprime mortgage investments & commodity futures trading.

Buy the fund companies, not the mutual funds. (via NYTimes.com)

Is an IPO glut in the offing? Be wary, because “The I.P.O. market can close on a dime…” (via NYTimes.com)

Brett Steenbarger at TraderFeed on the slowdown in money flows into stocks.

Can you see a double bottom in Bear Stearns (BSC)? (via Bespoke Investment Group)

Kevin Kelly at BloggingStocks on a Barrons.com profile of John Montgomery, CEO of Bridgeway Funds.

What will the new WisdomTree Emerging Markets High-Yielding Equity Fund (DEM) yield? (via IndexUniverse.com)

Felix Salmon at Market Movers thinks Whole Foods (WFMI) CEO “Mackey should resign, regardless of what the law says.”

Calculated Risk notes how Mackey has added to the level of cynicism surrounding online discourse.

Craig Karmin at WSJ.com on big asset allocation changes coming to the Teacher Retirement System of Texas.

Nice work, if you can get it. (via Market Movers)

The Epicurean Dealmaker on the prospects for higher private equity taxes.

Yves Smith at naked capitalism on the unreliability of questionnaires in “assessing buyers’ propensity to act…”

What will Apple’s iPod line-up look like in the next year? (via Big Picture)

Inflation expectations are on the rise. (via Real Time Economics)

Free exchange on the fundamental assumptions underlying ‘heterodox economists.’

Has Abnormal Returns missed an interesting post in the financial blogosophere? Feel free to drop us a line.

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