Sunday links: money manager moods

22Jul07

“There has been a repricing of credit risk, from pricing to perfection to pricing to reality…” (via NYTimes.com)

“It is not hard to see how the subprime disease could infect other markets.” (via Economist.com)

Eleanor Laise at WSJ.com on the returns (and business) prospects for hedge fund clones.

Is General Electric (GE) too big for its own good? (via NYTimes.com)

Jeff Miller at A Dash of Insight on the current state of market sentiment.

How can we gauge money manager “moods”? (via TraderFeed)

Is it time to stop segmenting investment portfolios along regional lines? (via NYTimes.com)

David Merkel at the Aleph Blog with twenty five ways to reduce investment risk.

John Heinzl at globeinvestor.com on the utility of “coattail investing.”

Roger Ehrenberg at Information Arbitrage wonders if going public skews the incentives of alternative asset managers.

Lawrence C. Strauss at Barrons.com on the very real risk of closet-indexing in equity mutual funds.

Yves Smith at naked capitalism points to a “good primer on CDOs.”

Measuring the ‘term premium’ accurately is very difficult. (via Economist’s View)

Free exchange on financial patents and what makes an idea “proprietary.”

Does avoiding the effects of “extreme temperatures” extend lifespan? (via Real Time Economics)

Austan Goolsbe at NYTimes.com on the “vanity value” of professional sports teams and why some one might pay $1 billion for the Chicago Cubs.

Thanks for checking in with Abnormal Returns, where your feedback is always appreciated.

Advertisements


%d bloggers like this: