Friday links: go-go growth stocks

14Dec07

Given the buzz, shouldn’t the odds of a recession in 2008 be higher? (Bespoke Investment Group)

Inflation isn’t a problem, is it? (Big Picture, Crossing Wall Street)

The super-SIV is dead. (MarketBeat, DealBook)

Is the Fed the new FEMA? (Slate.com)

The call for rates cuts despite their limited ability to affect a credit crunch. (naked capitalism)

The commercial paper market is in worse shape than in August. (Calculated Risk, FT Alphaville)

Are there “deadweight losses” hiding the swap books of investment banks? (Aleph Blog)

How Goldman Sachs (GS) cleaned up on the subprime mortgage mess. (WSJ.com via EphBlog)

Cerberus Capital Management has its hands full. (BusinessWeek.com)

As earnings growth becomes scarcer, true growth stocks become more attractive. (Economist.com)

Beating the market this year (for long-only managers) has not been easy. (FT Alphaville)

Why the bears always have the best arguments. (Infectious Greed)

Is the “beautiful era” for the asset management business over or just starting? (All About Alpha)

Secrets of success: James Simons, Bill Gates. (Alea)

What does the stock market typically do through year-end? (Active Trader via Kirk Report)

Do you know how the stock market performed by time of day? (TraderFeed)

Mutual fund investors exhibit poor timing ability. (CXO Advisory Group)

Research into the role of sectors in generating international equity market correlations. (Asset Allocation)

The benefits (and costs) of TIPS issuance. (Economist’s View)

Another pan for “Invest Like a Shark.” (Stockbee)

Getting into the holiday spirit, sort of… (Going Private)

Have we missed an interesting post in the investment blogosphere? Feel to drop Abnormal Returns a line.

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