Thursday links: inflation ignorance

20Sep07

Is the dollar at risk? (Big Picture & Abnormal Returns)

Are the emerging markets getting a little too bubblicious? (WSJ.com & FT.com)

Has the Federal Reserve let inflation out of the bag? (MarketBeat)

Does Chairman Bernanke really know what is going on with inflation? (Jeff Matthews)

The credit markets have loosened up. (WSJ.com)

The yield curve has steepened and this may not help home borrowers. (MarketBeat)

“Mishkin is kind of the Ted Koppel of Fed officials — interesting and informative, but you have to tune in really late to watch him.” (Real Time Economics)

How have various sectors and countries performed since the July top? (Bespoke Investment Group)

Goldman Sachs‘ earnings avoid the credit market downdraft. (Deal Journal)

But the Global Alpha fund continues to have problems. (DealBook)

Research shows the “X” in 1X0/X0 funds is in actuality a moving target. (All About Alpha)

“You cannot stray from a discipline you never defined in the first place.” (TraderFeed)

On the importance of friends and blog progress. (Aleph Blog)

What is worth more: subscription revenues or relationships? (Market Movers)

Economists vs. Ecologists (TierneyBlog)

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