Thursday 7atSeven: margin reversion
- February 23rd, 2012
Here are seven (or so) links at 7AM Eastern. We will see you later with the daily linkfest. Good luck out there.
The market is cheaper on a P/E basis than it was a year ago. (Bloomberg)
What would it take for us to see some mean reversion in profit margins? (A Dash of Insight)
The market does not want to go down in 2012. (Bespoke)
Why have hedge funds performed so poorly? (Sober Look)
Are manufacturers really special? (Economix)
Are Fed interest rate forecasts anything better than mere guesses? (voxEU)
A look at why the housing bust was so bad. (Global Macro Monitor)
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- Tuesday links: being the market
- Top clicks this week on Abnormal Returns
- Monday links: assuming more risk
- Sunday links: a clean slate
- Saturday links: studying failure
- Friday links: trading places
- Podcast Friday: active management
- Thursday links: making the illiquid liquid
- Wednesday links: human ingenuity
- Tuesday links: self-awareness and self-control