Hedge fund assets grew 27% in 2007. ( WSJ.com )
The state of the hedge fund industry . ( Information Arbitrage )
The highest paid hedge fund managers . ( Alpha )
The trades that made the ten most successful hedge fund managers . ( Deal Journal )
How much is too much for these managers? ( DealBook )
A big name in venture capital is purportedly venturing into the world of hedge funds . ( TheDeal.com )
Options prices imply a big cut in the Citigroup ( C ) dividend. ( WSJ.com )
Just how useful are credit default indices . ( Dash of Insight )
“At a minimum there should be enough volatility this week to keep both the bulls and bears happy so long as their time frames are exceptionally short.” ( Kirk Report )
Ten things not to worry about . ( Aleph Blog )
How to properly use the magazine cover indicator . ( Big Picture )
It’...
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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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