Friday links: crisis indicators

28Mar08

One of the highest profile investment management positions, the head of Harvard Management Company, is filled. (NYTimes.com, WSJ.com)

The grain markets are exhibiting some anomalous behavior. (NYTimes.com)

Goldman Sachs (GS) pulls out of its Global Equities Fund. Jimmy Cayne blows out his entire stake in Bear Stearns (BSC). (DealBreaker.com, ibid)

Hedge fund shutdowns slow. (DealBook)

A review of a trio of “crisis indicators.” (Bespoke Investment Group)

Major market bottoms are few and far between. (Infectious Greed)

Taking a skeptical look at a well-worn cliche: “Market timing is a fools game. As an example, look what would happen if the investor missed the 10 best days in the market.” (World Beta)

“The shorts are wrong sometimes, but in my experience they are usually right in the cases when companies scream bloody murder…” (Floyd Norris)

Maybe there really is a relationship between IQ and trading success. (Infectious Greed)

Are gold stocks cheap relative to bullion? (Humble Student)

An in-depth profile of best-selling author Nassim Taleb. (Bloomberg.com)

Huge moves in the Japanese bond market generates some huge losses for leveraged players. (FT Alphaville)

Stresses building in the European bond markets. (Economist.com)

Don’t expect a housing market revival until 2010. (Calculated Risk)

Why are academic macroeconomists shying away from commenting on the current economic mess? (Freakonomics)

A look at recessions on the state-level. (Econbrowser)

When should you turn a fluorescent light off? (ScientificAmerican.com)

Thanks for checking in with Abnormal Returns. We appreciate your questions and feedback.

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