Thursday links: short selling stars

03Jul08

Is the price of coal a ‘canary in the coal mine’?  (FT Alphaville)

Commodity funds come in a variety of flavors.  (WSJ.com, Morningstar.com)

Carl Icahn’s activist hedge fund is in a slump.  (Bloomberg.com)

The VIX doesn’t matter…until it does.  (Daily Options Report)

Is FAS 157 to blame for today’s credit market woes?  (Information Arbitrage also FT Alphaville)

KKR is “still keen” on becoming a publicly traded company.  (WSJ.com)

Hedge fund replication, mutual fund-style.  (IndexUniverse.com, Random Roger)

Short sellers are the new cool kids.  (DealBreaker.com)

“It turns out that the price of an index fund has a lot more to do with the economics of managing a fund, not the investment strategy itself. ”  (All About Alpha)

“Effectively, the US is offshoring some of its weakness.”  (Economist’s View)

Superstar CEOs‘ not all they are cracked up to be.  (Real Time Economics)

The WSJ.com will go free…eventually.  (Market Movers)

The Long Tail hypothesis is basically true, just don’t sell to the Long Tail alone.”  (Marginal Revolution)

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