Thursday links: cash balanced

01Nov07

The “bull market in everything” continued in October. (Capital Spectator)

Another batch of fund-related highlights and commentary. (Fundalarm.com)

Bubbles compared. (Bespoke Investment Group)

One-way shipping news. (FT Alphaville)

Fed who? The market is still focused on inflation. (Big Picture)

Assets in 1X0/X0 programs “soar.” (InstitutionalInvestor.com)

Some fund managers are not afraid of holding large cash balances. (Morningstar.com)

Beware of talk of the “trade of the year.” (Market Movers)

Is the SIV business model dead and gone? (NakedShorts)

A recession probability index has fallen. (Econbrowser)

A brief history of the toothpick. (Slate.com)

“Free is more complicated than you’d think.” (Scott Adams at WSJ.com)

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