Monday links: anti-risk assets

30Jul07

Russel Kinnel at Morningstar.com checks in with Jeremy Grantham and finds a great opportunity in “anti-risk” assets.

Energy stocks and the emerging market equities look like they are running out of steam. (both via WSJ.com)

Brett Steenbarger at TraderFeed looks at the performance of the stock market after a week of significant weakness.

Barry Ritholtz at the Big Picture finds little evidence of capitulation in the news.

Bespoke Investment Group documents some extreme oversold readings.

The Ticker Sense Blogger Sentiment Poll notes a surge in bearishness.

Adam Warner at the Daily Options Report on the “volatility explosion.”

VIX and More on a non-VIX way of hedging higher volatility.

Howard Lindzon with the important observations that “trends end…they really do.”

U.S. News has an multi-part report on Warren Buffett including this story on Berkshire after Buffett.

We remember when we used to look forward to “Merger Mondays.” (via DealBook)

Gwen Robinson at FT Alphaville on the end of the nascent IPO boom given the prospect for further capital market contagion.

Greg Newton at NakedShorts on the prospects for further hedge fund casualties due to the credit meltdown.

Helen Thomas at FT Alphaville notes the prospects for a public offering of a prominent hedge fund operator.

Felix Salmon at Market Movers, “Bond investing is not some kind of morality play.”

Accrued Interest notes “…a key thing to remember is that corporate spreads will not rebound as quickly as they widened out.”

ETF Central with an update of the “MSCI market minimum spinning tree.”

All About Alpha on the prospects for hedge fund replication to be a “solution” for novice hedge fund investors.

Geoff Colvin at CNNMoney.com on the assumptions underlying Google’s valuation.

Chad Brand at the Peridot Capitalist highlights a unique dividend opportunity.

John F. Wasik at Bloomberg.com on research showing the high implicit costs that “devour” mutual fund returns.

Martin Skala at csmonitor.com on what is happening to bank loan or loan participation funds.

Tyler Cowen at Marginal Revolution on the futility of trying to “equalize” tax rates.

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