Sunday links: dry powder

29Jul07

We apologize in advance for the length of today’s linkfest. The week that was generated a unusually large number of worthwhile items. Enjoy.

Barry Ritholtz at the Big Picture examines a WSJ.com article on the return of capital markets volatility.

Mark Hulbert at NYTimes.com on research showing that middle-path between market timing and a static portfolio may produce the best results.

Bespoke Investment Group with a look at what happens to the stock market after a week with three one percent down days and a glance at the global interest rate situation.

Joanna Ossinger at MarketBeat on the trend towards small-cap underperformance.

Adam Warner at the Daily Options Report on whiny market pundits who view every sell-off as a conspiracy.

Greg Newton at NakedShorts has a piece on managed futures investments at Barrons.com.

Hugo Dixon at breakingviews with six predictions for a changed buyout industry.

Going Private on a returns to normalcy in the private equity world.

Hedge funds with “dry powder” are looking to step-up and purchase distressed debt. (via WSJ.com)

David Merkel at the Aleph Blog wonders if the investment banking stocks are undervalued.

Mebane Faber at World Beta points to a research paper that explores the “judicious use” of the value effect to generate higher risk-adjusted returns.

A video interview by Justin Fuller at Morningstar.com with “Dhandho Investor” author Mohnish Pabrai.

VIX and More on the prospects for a post-spike VIX.

A global luxury ETF is slated to launch. (via ETF Trends)

Felix Salmon at Market Movers with some additional unanswered questions on the Bear Stearns hedge fund fiasco.

Alan Blinder at NYTimes.com on the “under-taxed kings of private equity.”

Menzie Chinn at Econbrowser takes a look at where we stand with a handful of “recession indicators.”

M. P. Dunleavy at NYTimes.com on research showing that “disclosing bias doesn’t cancel its effects.”

This was new to us, the “homebody bias”, where investors choose not to hire foreign-based investment managers. (via SSRN.com)

Sheldon Liber at BloggingStocks on no lack of self-promotion at some of the biggest investment sites.

Michael Taube at Barrons.com on how to create a “…pro-sports league in North America that is fun, competitive, profitable and financially prudent?”

Michael Oneal at chicagotribune.com on the potential for the Chicago Cubs to be the first North American pro franchise to change hands for in excess of $1 billion.

Have we missed something in the investment blogosophere? Drop us a line.

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