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Archive for May, 2009

  • Wednesday links: specific advice
    , May 20th, 2009 at 1:27 pm, Comments: 0

    The US lags in global equity market performance year-to-date. (Bespoke, ibid) “Volatility analysis is very complicated. The genius of VIX is that it expresses something [...]

  • Wednesday links: specific advice
    , May 20th, 2009 at 1:27 pm, Comments: 0

    The US lags in global equity market performance year-to-date. (Bespoke, ibid) “Volatility analysis is very complicated. The genius of VIX is that it expresses something [...]

  • Tuesday links: be flexible
    , May 19th, 2009 at 11:58 am, Comments: 0

    Hedge funds would be wise to give some ground on fees. (WSJ) Hedge fund-like mutual funds continue to launch. (Morningstar) “Be flexible. Don’t be critical [...]

  • Monday links: fear and regret
    , May 18th, 2009 at 12:44 pm, Comments: 0

    A very good day for the Indian stock market. (greenfaucet.com, Clusterstock, FT) Fear and regret on display in the aftermath of the stock market rally. [...]

  • Monday links: fear and regret
    , May 18th, 2009 at 12:44 pm, Comments: 0

    A very good day for the Indian stock market. (greenfaucet.com, Clusterstock, FT) Fear and regret on display in the aftermath of the stock market rally. [...]

  • Investment book review link dump
    , May 18th, 2009 at 12:07 pm, Comments: 0

    As summer approaches the need for beach reading increases.  Here are links to some recent book reviews that we failed to note the first time [...]

  • Sunday links: rotten times
    , May 17th, 2009 at 9:03 pm, Comments: 0

    “Rotten times are a good time to invest.”  (Crossing Wall Street) The decline in S&P 500 earnings is breathtaking.  (Big Picture) Treasury bonds are in [...]

  • Friday links: alpha generation
    , May 15th, 2009 at 12:18 pm, Comments: 0

    Should equity investors care what the Baltic Dry Index is doing?  (Bespoke) If you are going to play the leveraged ETFs is it better to [...]

  • Thursday links: revenue problems
    , May 14th, 2009 at 2:21 pm, Comments: 0

    Apparently everybody wants to get into the actively managed ETF business.  (IndexUniverse.com) You asked for a small cap Brazil ETF, you got it.  The Market [...]

  • Thursday links: revenue problems
    , May 14th, 2009 at 2:21 pm, Comments: 0

    Apparently everybody wants to get into the actively managed ETF business.  (IndexUniverse.com) You asked for a small cap Brazil ETF, you got it.  The Market [...]