Tuesday links: Buffett buffet

21Aug07

Karen Richardson at WSJ.com reports on how this unsettled environment plays into the hands of cash-rich investors like Warren Buffett and Berkshire Hathaway (BRKa).

How might Warren Buffett put his cash hoard to work? (via FT Alphaville)

Justin Fuller at Morningstar.com looks at the many attractive investment opportunities lurking in the portfolio of Berkshire Hathaway.

Yves Smith at Market Movers looks at the four distinct opinions on what the Federal Reserve should be doing.

Barry Ritholtz at the Big Picture passes along an interesting comment on the nature of “market tops and Fed easings.”

Did the money markets not listen to the Fed’s message? (via FT Alphaville)

Doug Kass at TheStreet.com on why it might now make sense to “fight the Fed.”

Wow. The T-bill rate compared to the Fed funds target. (via Bespoke Investment Group)

The TED spread has widened a great deal as well. (via MarketBeat)

The market expects a rate cut by the September meeting. (via Calculated Risk)

Accrued Interest with some interesting thoughts on the money and bond markets.

Justin Fox at the Curious Capitalist notes “..there’s no telling where we stand in the current repricing, to use a nice neutral term, of global financial markets.”

Andrew Ross Sorkin at NYTimes.com on “sunk costs” and the possibility of private equity firms backing out of announced transactions.

Greg Newton at NakedShorts is on the Sentinel Management Group story.

All About Alpha on what happens to quant funds when enough of them are trading the same strategies.

Econocator highlights an interesting way of measuring the attractiveness of the ‘carry trade.’

Brett Arends at TheStreet.com highlights some bargains in the closed-end fund space.

Adam Warner at the Daily Options Report on recent readings in the VIX/VXN ratio.

Chris Perruna is tracking the movements in the New High-New Low ratio.

CXO Advisory Group on research showing the value of using insider trading data in conjunction with short interest data in stock selection.

Tyler Cowen at Marginal Revolution on research into the link between cellular phone use and auto accidents.

Paul Kedrosky at Infectious Greed on whether lithium ion batteries are inherently unsafe.

Tim Swanson at the Hollywood Deal notes that the high definition DVD war is not over.

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