Monday links: intervention agita

20Aug07

James Surowiecki at NewYorker.com on how the Fed’s move is ill-advised in that it may lead to greater risks down the road.

Becker and Posner on the question: “Should Central Banks Intervene During This Financial Crisis?”

Barry Ritholtz at the Big Picture on just what the Fed is trying to accomplish.

David Gaffen at MarketBeat on the chances for a full-on Fed ease.

Bespoke Investment Group on reactions (sort of) to the Fed’s cut in the Discount Rate.

How might subprime exposure affect the monoline bond insurers? (via naked capitalism)

The “rosy scenario” for the backlog of leveraged buyout financings. (via Deal Journal)

“For hedge funds, illiquidity is their Achilles’ heel,” said one fund investor… (via NYTimes.com)

Did the Fed ignore the issue of highly correlated hedge fund strategies? (via naked capitalism)

E.S. Browning at WSJ.com compares today’s market to that of 1998 and 1987.

John P. Hussman at Hussman Funds again with the “whole truth” on the Fed Model.

Ticker Sense on how the market performs after a substantial spike in the VIX.

Crain’s Chicago Business profiles LSV Asset Managment in light of recent successes and quant fund turmoil.

Lina Saigol at FT Alphaville on “mission creep” for the private equity industry.

Bloggers have gotten more bullish in the Ticker Sense Blogger Sentiment Poll.

Lyneka Little at WSJ.com reports that closed-end mutual funds are trading at their highest discounts in two years.

All About Alpha on the downside from managing long/short mutual funds in the bright light of day.

Ann Davis at WSJ.com on the return of “backwardation” to the crude oil market.

Greg Newton at NakedShorts gets way more interesting e-mail than us.

Adam Warner at the Daily Options Report on how we should think of Cramer’s CNBC shtick.

Alea on the relationship between housing and the rise in consumer credit.

Helen Thomas at FT Alphaville with more on Minksy’s ‘new found fame.’

Mebane Faber at World Beta with reviews of a couple of interesting academic finance working papers.

Niall Ferguson at NewYorker.com reviews Greg Behrman’s book “The Most Noble Adventure: The Marshall Plan and the Time When America Helped Save Europe.”

Steven D. Levitt at Freakonomics on paying for water and changing consumer tastes.

Tyler Cowen at Marginal Revolution with a memorable research paper abstract.

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