Sunday links: relieved rally

03Feb08

New mutual fund highlights and commentary. (FundAlarm.com)

Can the relief rally continue? (TheStreet.com, IndexIndicators.com, TraderFeed)

Deep thoughts on the VIX, put/call ratios and Cramer. (Daily Options Report)

Early performance and the life cycle of directional and non-directional hedge funds. (Odd Numbers)

A new structure to terminate private equity deals. (DealBook)

Might private equity firms, like Blackstone (BX), have to return incentive fees already earned, via a “clawback feature.” (Barrons.com)

Billions “vaporized” in just over a year in a commercial real estate deal. (Market Movers)

Turmoil spreads to muni money market funds. (BusinessWeek.com)

On the ways ETFs have changed the way we examine sector performance. (A Dash of Insight)

The implications of further ETF liquidations. (Abnormal Returns)

Was there another bidder, of the private equity ilk, stalking Yahoo! (YHOO)? (Infectious Greed, Silicon Alley Insider)

“Yahoo!’s days as a stand-alone public company are almost certainly numbered.” (Slate.com, Barrons.com)

What does this all mean for AOL? (Silicon Alley Insider)

“Yet in these turbulent times, Wall Street traders are behaving like toddlers.” (Slate.com)

Trend sensitivities in nominal GDP. (Crossing Wall Street)

ECRI’s measure of future economic growth fell to a six-year low. (Reuters.com via Calculated Risk)

Recession fears rise on the poor January jobs report. (Economist.com, Econbrowser)

Spain’s housing crisis is arguably worse than that in the U.S. (naked capitalism)

“The financial system that has bankrolled Iceland’s rapid growth is under suspicion.” (Telegraph.co.uk)

(I)nnovation is a slow process of accretion, building small insight upon interesting fact upon tried-and-true process.” (NYTimes.com)

Some one really enjoys this blog.  (Going Private)

Do you ever wonder what others are saying about Abnormal Returns? Then check out some reviews.

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