Wednesday links: convenience yields

25Jun08

Quite a rebound for Goldman Sachs’ Global Alpha fund in 2008.  (Marketwatch.com, DealBreaker.com)

Four strategies investors can use in today’s investment market.  (FT Alphaville)

Good Analysis = Technique + Common Sense”  (Humble Student)

“(T)he technical-analysis crew seems to think that they’re dealing with immutable, permanent, semi-scientific probabilistic laws. In the markets, there’s no such thing.”  (Market Movers)

Just how well constructed is the new frontier ETF, the Claymore/BNY Mellon Frontier Markets (FRN)?   (ETF Expert, ETF Trends)

The new Alpha magazine hedge fund hall of fame.  (All About Alpha)

A dearth of venture capital-backed IPOs.  (Infectious Greed)

Junk bond defaults are on the rise.  (Crossing Wall Street)

“Last year, 57% of the net new money flowing into funds went to index funds and ETFs, which generally carry lower costs than actively managed funds.”  (WSJ.com)

Open seats on the FOMC make the job of Fed watchers more difficult.  (FT Alphaville)

“So the Fed will talk a good game to try to keep inflation expectations low. They might even hike by 25bps to keep inflation expectations under control. But a long series of hikes? No way.”  (Accrued Interest)

Jim Rogers expands his index empire to commodity stocks.  (IndexUniverse.com)

The top is the steel market is in.  (NakedShorts)

How much oil exists in the world?  Who knows…the data on oil “stink.”  (Slate.com)

“Expect to see demand responses become ever more dramatic as the duration of this episode of rising fuel prices grows.”  (Free exchange)

An ode to the ‘convenience yield.’  (Interfluidity)

Option value and a model of the oil futures market.  (EconLog)

“In a number of previous housing busts, real prices declined for 5 to 7 years before finally hitting bottom.”  (Calculated Risk)

The exurbs look less attractive in an era of $4 gasoline.  (NYTimes.com)

Has the FT surpassed the WSJ as business’ paper of record?  (Curious Capitalist)

The term ‘political strategist‘ has lost all of its meaning on cable news.  (Politico.com)

Why are men over-represented on op-ed pages?  (Market Movers)

Android vs. iPhone.  (Daring Fireball via Silicon Alley Insider)

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