Alan Greenspan on the housing bubble , “I’m surprised it went as far as it did. I am having the same problem now with surging prices of oil and food. Are they bubbles?” ( WSJ.com also naked capitalism , Big Picture , Jeff Matthews )
The new business of private equity firms is…public equity. ( NYTimes.com )
Clearing out the backlog of leveraged loans via a CLO. ( FT Alphaville )
“ Target date funds are getting a lot more attention as a result of the Pension Protection Act of 2006.” ( IndexUniverse.com )”
Some supposedly “safe” bond funds have taken a hit from the crisis in asset-backed securities. ( WSJ.com , Market Movers )
Even the big names in the hedge fund industry take a hit from time to time. ( DealBook )
Plans for a publicly traded hedge fund manager north of the border. ( ReportonBusiness.com )
The best fund manager of our time ...
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Safe havens against stagflationFrom: abnormalreturns.com
Post Date: 2008-03-04 12:17:26
The markets are currently dealing with any number of cross-currents. One need only look to the fixed income markets to see how fears of stagflation are playing out in real time. Investors in search of a safe haven against stagflation are rapidly running out of options.
First, yields on the five-year TIPS are now below zero! In short, investors desperate for a “safe” way to play higher inflation have bid the bonds to levels not previously seen. (via Calculated Risk ...
more Tuesday links: corporate cash cacheFrom: abnormalreturns.com
Post Date: 2008-03-04 09:03:37
U.S. corporations are flush with cash . Net debt ratios hover around zero. ( NYTimes.com )
Will a weak economy prompt more corporate divestitures ? ( Financial Week )
“(N)ow both the bond market and foreign exchange show acute concern for the US economy .” ( FT Alphaville )
Investors are increasingly turning to currencies as an asset class . ( Capital Spectator )
Have commodity index investors pushed prices too hig...
more Wednesday links: follow the FedFrom: abnormalreturns.com
Post Date: 2008-03-05 08:56:08
“In standard models of asset pricing, negative real interest rates are most likely to arise if growth expectations are particularly low or if uncertainty is particularly high.” ( Mankiw Blog )
Why are other central banks not playing follow the Fed ? ( WSJ.com , NYTimes.com )
How much attention should central banks pay to commodity-led inflation ? ( FT Alphaville )
Searching for safe havens in times of stagflation. ( Market Blog...
more How to lie with statisticsFrom: abnormalreturns.com
Post Date: 2008-03-05 12:40:35
“ How to Lie With Statistics ” by Darrell Huff is a venerable book on the many ways we as end-users of statistics can be misled by “the numbers.” As participants in the capital markets we are bombarded with various statistics on a daily basis. From various governmental sources we receive data on the state of the economy. From companies we receive earnings report that purport to tell us how the firm is doing.
This post is not about the deliberate manipulation of ...
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