Friday links: LBO window

20Jul07

Manager selection in private equity is “critical.” (via Infectious Greed)

Limited partners are not all that happy that private equity (and hedge funds) are going public. (via NYTimes.com)

Is the “…LBO window is going to slam shut sooner rather than later’? (via FT Alphaville)

Accrued Interest on the backlog of bridge loans and the likely effect on the broader high yield market.

“Bond and loan investors began pushing back strongly against buyout deals in June…” (via WSJ.com)

Bespoke Investment Group has a look at the historical trend in analyst upgrades/downgrades.

Dow 14,000. Count Justin Fox at the Curious Capitalist unimpressed.

Low rates: dead or alive? (via Market Movers)

Matthew Hougan at IndexUniverse.com on the most recent “hedge fund index debacle.”

“(T)he most unsettling Google call in at least a couple of year…” Kevin Kelleher at GigaOM.com

CXO Advisory Group on the “truly active part of active fund management.”

“Traders are in the business of processing information.” (via TraderFeed)

Jeff Miller at A Dash of Insight has a handful of musings.

Stephen Baker at BusinessWeek.com on the magazine cover curse.

BloggingStocks has been redesigned.

“I think marketing is the new finance.” Hal Varian at Real Time Economics

“Checkers has been solved.” (via NYTimes.com)

Have we missed an interesting post in the investment blogosphere? Then drop Abnormal Returns a line.

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