Sunday links: blog stars

• abnormalreturns
• October 18th, 2009

How ETFs went from sideshow to the main stage.  (Barron’s)

The ways you can fight mutual fund “fee blindness.” (WSJ)

What stock do people feel is the best stock to hold for the next five years?  (market folly)

Michael Mauboussin, “My sense is that at least some of the appetite for bond funds represents less a love of bonds than a distaste for stocks.”  (Morningstar)

What commodities have yet to run?  (The Reformed Broker)

The state of investor sentiment at week end.  (Trader’s Narrative, The Technical Take)

What does it take to be a successful market timer?  (World Beta earlier Abnormal Returns)

A better way to structure hedge fund fees.  (Breakingviews)

“Discretionary trading need not be reactive trading.”  (TraderFeed)

The golden age of insider trading yields a big fish.  (Deal Journal, Matthew Goldstein)

Expert networks, hedge funds and the rise of insider trading.  (DailyFinance also The Daily Beast)

Washington set the stage for this year’s Wall Street bonus bonanza.  (NYTimes, Clusterstock, Zero Beta)

“Goldman should announce that it’s taking itself private and becoming a partnership again.”  (The Stash)

Who is going to win in this era of cheap money and “state capture”?  (Baseline Scenario)

“..the deal Citi cut with Oxy struck strongly suggests that Phibro’s performance was in large measure the result of amped up leverage that no one outside Citi was able or willing to provide.”  (naked capitalism)

“The worldwide recession appears to have ended, with surveys showing manufacturing activity is on the rise nearly everywhere.”  (NYTimes)

“Real output grew significantly this quarter. Will employment follow?”  (Econbrowser also Calculated Risk)

Bruce Wassterstein was a complicated man.  (Epicurean Dealmaker)

Four places Google (GOOG) could put its money, but shouldn’t.  (GigaOM also Dealscape)

An extended interview with Howard Lindzon.  (Trading for the Masses)

“Blog stars are real people, not companies.”  (A VC)

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