Friday links: boneheaded thinking


Jenny Anderson at takes a “..look at some boneheaded thinking, decisions made at the height of a credit bubble and amid the hedge fund and private equity mania.”

Daniel Gross at on the lengths some companies will go to unload unwanted subsidiaries.

Yves Smith at naked capitalism on the value of hedge fund activism.

Doug Kass at expects current market volatility to stay with us for awhile.

Yet another distressed fund is coming to a portfolio near you. (via

Barry Ritholtz at the Big Picture on the curious timing of the Bush-Bernanke  speeches.

The problem with SIVs. (via

How the subprime mortgage crisis evolved into a global liquidity crisis. (via

“..pain on Main Street also makes regulatory actions against all things related to structured finance “even more inevitable” notes (Christopher) Wood. (via FT Alphaville)

David Merkel at the Aleph Blog on the “liquidity noose.”

“Do the members of CME Group Inc.’s Chicago Board of Trade own part of the Chicago Board Options Exchange?” (via

Mark Hulbert at says the “insiders have spoken” and they are bullish.

Bespoke Investment Group breaks down market breadth by industry sector.

Adam Warner at the Daily Options Report with his sense of the VIX.

Howard Lindzon on who should buy Research in Motion (RIMM).

Paul Kedrosky at Infectious Greed with the “financial media quote du jour.”

Income inequality is on the rise while mobility remains constant. (via Mankiw Blog)

What do the betting markets know that the top writers know about the NFL? (via Sports Economist)

Why is the market flooded with “copycat” premium vodkas? (via Freakonomics)

Have we missed an interesting post in the blogosphere? Then feel free to drop us a line.

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