Friday links: the Bernanke collar

28Sep07

The credit markets seem to have stabilized…for now. (WSJ.com)

Emerging market debt deals are still getting done. (FT.com)

Emerging market equities are overbought. (FT Alphaville)

The Chinese stock market rally has been largely indiscriminate. (Bespoke Investment Group)

“The days of cheap grain are gone…” (WSJ.com)

The housing numbers keep coming in “worse and worse.” (naked capitalism)

How might the global housing boom play out? (Real Time Economics)

Do homebuilder stocks lead the overall stock market? (CXO Advisory Group)

One distressed mortgage bond buyer has yet to venture into CDOs. (MarketBeat)

A Robert Shiller paper on recent trends in home pricing and ownership. (Financial page)

Scott Rothbort notes five lessons from the mortgage meltdown. (TheStreet.com)

What are credit spreads telling us about further Fed rate cuts? (Accrued Interest)

Out with the ‘Greenspan put’ and in with the ‘Bernanke collar.’ (Real Time Economics)

Three long-short mutual funds that survived the market meltdown intact. (BusinessWeek.com)

Jeff Miller with insight into how he manages an ETF investment process. (A Dash of Insight)

Mebane Faber examines the newly listed private equity ETF. (World Beta)

Research showing that investors in closed-end funds are not particularly rational. (SSRN.com)

Jeff Matthews on the pot (MSFT) calling the kettle (GOOG) black. (Jeff Matthews is Not Making This Up)

Kevin Kelleher has five tips to spot a “hot” tech IPO. (GigaOM.com)

How might Canada and Mexico be affected by a U.S. economic downturn? (Economist.com)

“(Michael Jensen) argues that the (private equity) managers of these operations are much better stewards of the public companies they acquire than the boards they replace. ” (NYTimes.com)

The consensus is turning against ethanol as a viable fuel alternative. (Economist.com)

Om Malik at GigaOM.com with a reason why Facebook may need “big money.”

Have we missed an interesting post in the investment blogosphere? Then feel free to drop Abnormal Returns a note.

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