Monday links: opening day delusions

31Mar08

The ‘four great momentum trades‘ of the moment are beginning to look tired. (FT Alphaville)

Commodities market correction or crash? (Barrons.com, WSJ.com)

The U.S. stock market has held up well compared to the rest of the world’s markets in 2008. (WSJ.com)

“(I)ts no surprise that we seem on the verge of the biggest financial regulatory overhaul since the Great Depression.” (DealBreaker.com also Infectious Greed)

“(I)nstitutions focus on alpha more than traditional hedge fund investors ever did.” (All About Alpha)

A true all-world equity ETF. (IndexUniverse.com)

What will individual investors learn from the most recent crisis? (naked capitalism)

What role are stricter personal bankruptcy laws playing in the current crisis? (NewYorker.com)

A declining homeownership rate will act as a ‘headwind’ for housing demand. (Calculated Risk)

How rising interest rates and falling home prices increase mortgage default rates. (Economist’s View)

The redemption of Henry Blodget. (BusinessWeek.com)

Adam Warner Live! On the Disciplined Investor podcast. (Disciplined Investor)

Expectations are growing for Apple’s iPhone. (Silicon Alley Insider)

Neuroscientists explore our collective attachment to the game of baseball in “Your Brain on Cubs: Inside the Heads of Players and Fans” (Dana.org, Amazon.com)

Equal measures of hope and fear on Opening Day at Wrigley Field. (ChicagoTribune.com)

Thanks again to every one who has generously contributed to Abnormal Returns. The tip jar remains open to any (and all).

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