Monday links: misunderstood month

01Oct07

Exporters are the big beneficiaries of the fall in the value of the U.S. dollar. (WSJ.com)

James Surowiecki on the ‘peculiar arrangement’ that surrounds the (ever) lower U.S. dollar. (NewYorker.com)

Hedge fund assets now exceed $2.5 trillion. (FT.com)

Banks are discounting LBO debt to get it out the door. (FT Alphaville)

David Snowball has a look at the mutual fund world this month. (FundAlarm.com)

Is ‘endowment style’ investing for you? (Random Roger)

Bloggers are still bullish. (Ticker Sense)

October is a ‘misunderstood’ month in the market. (Marketwatch.com)

Beware rumors that Warren Buffett is buying a company. (Big Picture)

Can you make money off of the ‘Cramer effect’? (CXO Advisory Group)

Is there a contrarian opportunity in all this talk about an ‘ethanol glut’? (BusinessWeek.com)

Is the global oil industry slowly liquidating itself? (Bloomberg.com)

Does the heavily advertised GorillaTrades deliver for investors? (BusinessWeek.com)

The ISM Commodities Survey signals an easing in inflation. (Bespoke Investment Group)

‘Location-based services’ are hot. (GigaOM.com)

Raj Chetty profiled in the ‘young economist’ series. (American.com)

What is the correct precedent for the current “financial turmoil”? (Mankiw Blog)

The FT.com kinda goes free, but still doesn’t get it. (Portfolio.com)

99 things every real Chicago Cubs fan should know. (ChicagoTribune.com)

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