Monday links: greed to fear

06Aug07

The yield curve re-inverts, and asset class performance since the market peak. (via Bespoke Investment Group)

The growing field of international REIT ETFs compared. (via IndexUniverse.com)

Rob Wherry at WSJ.com with a piece on recommended all-ETF portfolios.

Correlations tend to one in times of market stress. (via WSJ.com)

Jeff Matthews writes “The shift from greed to fear had been underway for months…”

Accrued Interest on a company that is (surprisingly to us) involved in the CDO mess.

Barry Ritholtz at the Big Picture passes along some neat graphics that help explain “credit’s alphabet soup.”

Bloggers are still bearish, but less so. (via Ticker Sense Blogger Sentiment Poll)

Howard Lindzon says “don’t overthink” the big trends of the times.

David Merkel at the Aleph Blog does not see the “FOMC loosening in 2007.”

Jeff Miller at A Dash of Insight on the chances that the Federal Reserve moves to “rescue” hedge funds and the market.

How is Doug Kass doing with his predicted 2007 “surprises” to-date? (via TheStreet.com)

Felix Salmon at Market Movers on what company the increasingly flush Warren Buffett might be looking to purchase. (see also Bloomberg.com)

Gwen Robinson at FT Alphaville on the increasing attractiveness of using “simple” instruments for hedge funds.

Tammer Kamel at All About Alpha on the state of hedge fund replication.

Adam Warner at the Daily Options Report on the proper use of deep in-the-money calls.

Ugh. Greg Newton at NakedShorts on “selective enforcement” at the SEC.

James Surowiecki at the New Yorker notes “For decades, student-loan companies have had one of the cushiest businesses in America.”

Tiernan Ray at Barrons.com on the unmasking of “Fake Steve.”

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