Another day of limited blogging. Enjoy the links below:
The Capital Spectator provides a sector scorecard for the three major S&P industry groups. Not surprisingly energy continues to lead the way in 2005.
Robert Marcin in RealMoney.com feels the Fed has done its job, â..if the Fed does not throttle back its rate hikes, it risks throwing the entire economy into a premature recession.â?
Craig Karmin in the Wall Street Journal on the surge of assets into Japan-focused funds. Not surprising considering their outperformance this year.
Will the rush of private equity cash into the public markets help public shareholders? Dimitra Defotis in Barrons.com highlights some stocks that are primed for a takeout.
Michele Gambera at Morningstar.com makes the case for â..stagflation and a sustained boom in the commodity markets.â?