Monday links: Skepticism reigns
- November 21st, 2005
A whole host of items this Monday morning. We hope you enjoy the links.
If you have not already entered, you can read about our book giveaway here.
James Hamilton at Econbrowser on the perils of analyzing hedge fund returns. The challenge is trying to make sense of a fundâs returns without access to the fundâs strategy or holdings.
Barry Ritholtz at the Big Picture on the âtheoretically impossibleâ? returns from a hedge fund that prompted the above post.
The Savings Glut meme continues unabated. Justin Lahart at the Wall Street Journal on investors calling for increased stock buybacks and dividends.
Peter Coy at Businessweek on the flood of private equity into the public markets.
Does the amount of sunshine really affect the stock market? There is some academic research to support the idea. You can see a forecast of the amount of sunshine in market centers here.
John Spence at Marketwatch.com on the what the introduction of two homebuilding ETFs means for the sector.
Leslie Wines at Marketwatch.com on the lack of research on small-cap stocks. Wall Street firms have cut back their coverage while independent firms have not picked up the slack.
Gareth Lyons at Morningstar.com on the sometimes overlooked Asian tiger, India, and how some fund managers are focusing their portfolios there.
We hope you have a happy and healthy Thanksgiving week.
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- Wednesday links: the multiplier effect
- Tuesday links: knowledge alone
- To bond ETF or not: an excerpt from Rational Expectations by William Bernstein
- Monday links: excessive valuations
- Sunday links: paralyzed with fear
- Top clicks this week on Abnormal Returns
- Saturday links: ripe for disruption
- Friday links: investor class attentions
- Thursday links: doing something different
- Wednesday links: tenacious independence