Thursday links: no peso problem here

24Jul08

A noted manager of financial sector funds finds little to like out there.  (WSJ.com)

Goldman Sachs (GS) raises $10 billion to invest in loans backing LBOs.  (FT Alphaville also Deal Journal)

The Mexican Peso is at a six year high.  (Money & Co.)

If Apple (AAPL) says the economy is depressed, what does that mean for the rest of us?  (footnoted.org, Big Picture)

Not surprisingly, the options market is now the home of financial shorts.  (MarketBeat also Alea)

“(I)nvesting overseas is more about an expanded opportunity set and less about diversification…”  (Morningstar.com)

How did the iShares iBoxx $ High Yield Corporate Bond Fund (HYG) hold up through the credit crisis? (TheStreet.com)

“If you have a reasonably long time horizon, lower stock prices are a positive development, not a negative one…”  (Morningstar.com)

Is the commodity bubble on its last legs?  (MarketBeat)

Infrastructure investing takes a step towards the mainstream with a new set of indices.  (IndexUniverse.com, Random Roger)

What are state budgets saying about the state of the economy?  (naked capitalism)

A handful of films that provide a business school education.  (Deal Journal)

Why does the January Effect persist?  (CXO Advisory Group)

A BlogTalkRadio star is born.  (Daily Options Report)

A bull market in…garbage and water.  (NYTimes.com, TheStalwart.com)

Yet another macroeconomic model predicting gloom for John McCain’s chances.  (Free exchange, Real Time Economics)

The process to purchase the Chicago Cubs moves forward, with one previously favored bidder seemingly falling by the wayside.  (ChicagoTribune.com)

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