Thursday links: recession kills inflation

14Aug08

Apple (AAPL) is worth more than Google (GOOG).  Does that make sense?  (Market Movers, ValleyWag)

We’re number one!  The S&P 500 outperforms the BRICs.  And Europe.  (FT Alphaville, Infectious Greed also Bespoke Investment Group)

Alan Greenspan is going to keep calling a bottom in the housing market until he is correct.  (Big Picture also Market Movers)

Private equity firms are all over the leveraged loan market.  (Deal Journal, Bloomberg.com, Mish)

Inflation surges, but “Recession kills inflation.”  (BusinessCycle.com also Floyd Norris)

After a 41% decline, Apollo Global Management LLC is coming public.  (Fortune.com)

While some private equity firms are still able to cash out of deals at a profit.  (Deal Journal)

Has biotech been taken over by the momentum trade?  (MarketBeat)

Is the PowerShares Buyback Achievers Portfolio Fund (PKW) worth the trouble?  (ETF Expert)

What are the pros and cons of various currency hedging strategies?  (Morningstar.com)

Are hedge funds to blame for the drop in mutual fund alpha?  (All About Alpha)

Evolving follow-through patterns in the Treasury market.  (MarketSci Blog)

Research on the returns for companies that undertake highly leveraged acquisitions.  (DealBook)

Commodity ETFs are weighted in very different ways, leading to very different returns.  (WSJ.com)

Has the Pickens Plan worked too well?  T. Boone Pickens’ hedge fund has a rough month.  (ClusterStock.com)

Goldman Sachs (GS) is putting its rich clients on a “diet of tough love.”  (DealBreaker.com)

The decline in miles driven is comparable to that of the oil crises of the 1970s.  (Calculated Risk)

Should the ECB bow to calls for greater transparency?  (Free exchange)

Google just bought your company.  Will it ever see the light of day again?  (Slate.com)

“Geek tech” and the mobile web are going mainstream.  (A VC)

Thanks for checking in with Abnormal Returns. Feel free to contact us with any questions and/or comments.

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