Monday links: simply crushed

27Aug07

Craig Karmin at WSJ.com on how some pension funds are getting “cold feet” in regards to their hedge fund investments.

Is the HD Supply buyout a preview of future deal “adjustments”? (via Calculated Risk)

Insider buying abounds in the finance and insurance sectors. (via Bloomberg.com)

Bear Stearns’ (BSC) prime brokerage is under assault by the competition. (via DealBook)

Steve Rosenbush at BusinessWeek.com profiles a hedge fund manager that “profited from the credit meltdown.”

While a high-profile fund manager tells investors that investments in his fund have been “simply crushed.” (via DealBook)

David Gaffen at MarketBeat on the status of the market rebound.

Bill Luby at VIX and More on the big drop in the VIX last week.

Adam Warner at the Daily Options Report on a steeper than normal skew in options volatility.

Blogger sentiment has become a touch more neutral. (via Ticker Sense)

Christine Benz at Morningstar.com on how the subprime crisis has played out in various fund categories.

James Picerno at the Capital Spectator on whether it is time to venture back into riskier assets like high yield bonds.

Tom Lydon at ETF Trends on the true nature of “liquidity.”

Christopher Stahl at TheStreet.com gives readers fair warning over high-yield closed-end funds that are simply returning capital to shareholders.

Mebane Faber at World Beta passes along a summary of a paper that explores various stock market anomalies.

Random Roger on the value of adding value in a down market.

We failed to mention in the last linkfest this interesting long-form article by Michael Lewis at NYTimes.com on the growth in the business of weather derivatives.

Barry Ritholtz at the Big Picture looks behind the new home sales figures.

Paul Kedrosky at Infectious Greed on research into whether the U.S. economy still leads global economic activity.

“U.S. in 1887=China in 2007?” (via Informed Reader)

Om Malik at GigaOM.com on the growing popularity of SMS.

As big fans of HBO’s Deadwood, we were interested in this post on just how “homicidal” the Old West really was. (via Volokh Conspiracy)

Abnormal Returns encourages you to check out our sponsor. If you are interested in sponsoring us, please feel free to drop us a line.

Advertisements


%d bloggers like this: