Tuesday links: brain drain

18Sep07

FT Alphaville, Economist’s View and MarketBeat on expectations heading into the Fed meeting.

Tom Lauricella at WSJ.com on how a steepening yield curve could help the ailing banking sector.

Brett Steenbarger at TraderFeed on how relative sector performance may be pointing to a stagflation scenario.

Barry Ritholtz at the Big Picture on Alan Greenspan and the end of the low-inflation era.

Elizabeth Spiers at FastCompany.com on why we need a figure like Alan Greenspan around. (via Crossing Wall Street)

Alea on when it is appropriate for central banks’ to worry about “moral hazard.”

Bespoke Investment Group on how the S&P 500 responds to Fed easing cycles over the short and long terms.

Tim O’Reilly at O’Reilly Radar on how hedge funds are the new software companies. Earlier we wrote about how software-drive Apple (AAPL) is akin to a hedge fund.

Roger Ehrenberg at Information Arbitrage on the distinction between models and data.

All About Alpha on the divergence between performance between hedge fund of funds and the underlying fund universe.

DealBook on mounting evidence that Citadel Investment Group plans to come public.

“There’s no such thing as an objective credit rating.” (Market Movers)

Zubin Jelveh at Odd Numbers has a Q&A with Martin Feldstein on the NBER and the state of economics research.

It might be time to re-think the whole exchange stock as a play on market volatility according to Adam Warner at the Daily Options Report.

Tom Lydon at ETF Trends “Beware of overlapping ETFs.”

Ready or not, ETF fund of funds are coming. (Investors.com)

Is there a mutual fund manager brain drain in the works? (Odd Numbers)

Do not try and get anything past Jeff Miller at A Dash of Insight.

CXO Advisory Group on research into the structural break between the Fed funds rate and the 10 year treasury note.

A “cyclical” and “secular” bull market in oil could lead to $95 oil. (Energy Roundup)

Jim Jubak at MSN Money sees little reason for the rising oil price trend to reverse any time soon.

David Weidner at Marketwatch.com explores the booming derivatives business in Chicago.

Bill Rempel reminds us that active portfolio management is a “predictive process.”

Kevin Kelleher at GigaOm.com on the prospects for mergers in the discount brokerage business.

Equity Private is not a fan of Portfolio magazine, seriously.

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