Catching up with some items from over the weekend. We hope you enjoy the following links.
While there is no definitive news the probability of a silver ETF launch in the near future seems to be rising despite opposition from industry groups according to John Spence at Marketwatch.com.
Justin Lahart in the Wall Street Journal tackles the question: which asset class is more attractive – large caps or small caps? Conventional wisdom is that large caps are far more attractive at this point in time, but the ubiquity of the idea may mean that the chances of large cap outperformance is far lower than believed.
Russel Kinnel at Morningstar.com highlights the best performers from the largest fund families. Not surprisingly, the Dodge & Cox group comes out on top.
Barry Ritholtz at the Big Picture picks up on a piece we missed last week. E.S. Browning in the New York Times deconstructed some well-worn market cliches.
Truth on the Market comments on the question: Are private equity firms appropriating excess profits that should accrue to public shareholders?
Daniel Gross in Wired takes the alternative view that boom and bust cycles are net-net positive for the U.S. economy.
The prolific Daniel Gross in Slate.com comments on the news that IBM is freezing their pension fund and how that portends the end of the defined-benefit retirement plan.
Jeff Madrick reviews John C. Bogle’s new book, “The Battle for the Soul of Capitalism” in the New York Times. Bogle sees corruption throughout the business and financial communities and belives that genuine shareholder democracy could help alleviate the issue.
Edward Jay Epstein in Slate.com on what Disney (DIS) really is paying for the expertise of the Pixar (PIXR) creative team. In short, $6 billion.
Daniel Drezner collects some opinions on what this blogosohpere thing is really all about.
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