Tuesday links: stock market cycles

09Sep08

Who killed Frannie (and did they use a bazooka)? (NYTimes.com, Market Movers)

More links on Frannie.  (FT Alphaville)

Who won (and lost) in the Frannie debacle? (Market Movers, Bull Bear Trader, Alea)

Some major hedge funds are reducing leverage, raising cash and generally just “hunkering down.”  (NYPost.com)

Volatility-based hedge funds are thriving in this environment.  (Bloomberg.com also Crossing Wall Street)

While other hedge funds are cutting fees to hold on to assets and investors.  (WSJ.com)

Would you like to see long-short, momentum and volatility ETFs?  (Morningstar.com)

How have emerging market bonds performed in this environment?  (TheStreet.com)

“(M)any of these tiny [hedge fund of] funds never actually get beyond the so-called “friends and family” stage.”  (All About Alpha)

Ignore all the talk about the election and its affect on stock prices.  (Daily Options Report)

Wall Street’s trading operations aren’t worth much these days.  (naked capitalism also DealBreaker.com)

A guide to stock market cycles.  (TraderFeed)

Your portfolio should have a solid core, before venturing elsewhere.  (InVivoAnalytics.com)

What is up, or down, with Google (GOOG) stock?  (A VC also The Long Tail)

Newspapers are on a glide path to irrelevance.  (ClusterStock.com also Howard Lindzon)

Seeking Alpha appropriates a blog name.  Hilarity ensues.  (Big Picture)

“Why are exchange rates for these “commodity currencies” able to forecast commodity prices?”  (Economist’s View)

TIPS-derived inflation expectations have apparently peaked.  (VIX and More)

“Recession or not? Yawn. Much more exciting question: How is the economy evolving?”  (Growthology)

The democratization of genetic information for only $399 a pop.  (SFGate.com)

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