Wednesday links: a true contrarian

03Oct07

What is really going in the equity markets and why it might end up “in tears.” (FT Alphaville)

“True contrarian” Whitebox Advisors got the credit crunch right. (DealBook)

REITs have not surprisingly taken a hit of late, but apartment REITs may now be set-up for a favorable move. (WSJ.com)

The professor who wrote the paper that started the “carried interest” tax controversy. (DealBook)

New funds being formed to take advantage of banks laded with LBO debt. (FT Alphaville)

What lessons have been learned from the private equity downturn? (DealBook)

Why European banks were the big losers in the U.S. subprime meltdown. (Newsweek.com)

Newsletter writers remain decidedly unimpressed with the current stock market rally. (Marketwatch.com)

The march toward an “alpha-centric” world continues apace. (All About Alpha)

A small-cap “superstar” portfolio. (Morningstar.com)

ETFs are not always the low-cost alternative. (IndexUniverse.com)

The prospects for target-date ETFs. (TheStreet.com)

Is a sector rotation strategy an investment dead-end? (Behavioural Investing)

Research into how “medieval credit finance arrangements have formed the basis for today’s loans.” (Alea)

Some free advice to WSJ.com on how to straddle the world of subscriptions and free access. (Big Picture)

Zecco.com finds that traders do not like having their free trades taken away. (BusinessWeek.com)

The news on the economy is not all bad. (Econbrowser)

How will Fox Business compete with CNBC?…More hotties! (NYMag.com)

The 2007 edition of the Ex-Cubs Factor. (Cub Reporter)

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