Wednesday links: discounted CEFs

22Aug07

Go figure…A rise in t-bill yields brings “some relief” to Wall Street. (via WSJ.com)

David Leonhardt at NYTimes.com on the Fed, “Next time, it might be worth pushing a bit harder against the bubble while it is still inflating.”

Four types of views on the Fed’s next move. (via Real Time Economics)

Five reasons why the Fed may not cut the Fed funds target. (via MarketBeat)

Roger Ehrenberg at Information Arbitrage on the “global financial de-leveraging” that has yet to take place.

Doug Kass at TheStreet.com thinks a 25% equity market drop is not out of the realm of possibility.

Dennis K. Berman at Deal Journal with an interesting Q&A session on the state of investment banking with University of Virginia Professor William J. Wilhelm.

Felix Salmon at Market Movers on year one performance of new leadership at Harvard Management Company.

Heather Bell at IndexUniverse.com on the planned launch of a suite of fixed income ETFs from PowerShares.

Greg Newton at NakedShorts on the ever-stranger story that is Sentinel Management Group.

Eddy Elfenbein at Crossing Wall Street is “cautiously optimistic.”

Adam Warner at the Daily Options Report on how one might trade a spread in like-market volatility.

Jeff Miller at A Dash of Insight on John Hussman’s approach to the Fed model.

Don’t forget that S&P 500 sector weights change over time. (via Bespoke Investment Group)

All About Alpha on the “relentless evolution of the asset management industry.”

Rob Kelley at CNNMoney.com highlights a bank that is the “anti-Countrywide.”

Brett Arends at TheStreet.com on how to purchase emerging market debt at a discount.

More ideas in the now discounted closed-end fund space. (via WSJ.com)

Alea on the perils of reading the business news for investors.

What is YouTube’s revenue generation potential? (via Internet Outsider)

Brett Steenbarger at TraderFeed wonders if blog traffic a sentiment indicator.

Random Roger on the strange math that is blog syndication.

Another indication that hedge fund managers are really busy people. (via Infectious Greed)

Tyler Cowen at Marginal Revolution with a proposal to improve rating agency performance.

Timely…Emanuel Derman at WSJ.com reviews the new book “How I Became a Quant” which collects 25 mini-memoirs of academics who successfully made the jump to Wall Street.”

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