The subtitle of this post describes both the quantity of items that came to our attention this week as well as the jump in traffic seen from a mention by a prominent financial writer.
James Altucher at RealMoney.com noted one of our posts which nicely increased the number of visitors to our humble site. Thank you James and welcome to the readers who are checking out our site for the first time.
Equity Private also saw a significant jump in traffic as Dealbook (and others) noted the excellent post that estimated the returns KKR has earned on their buyout of Sealy (ZZ).
Random Roger notes the cover story at Businessweek on the (seemingly) never-ending slump in the bluest of the blue chips. Many a strategist has called for a return to the blue chips, but as of yet that trend reversal has not played out.
Seeking Alpha has a good one page summary of this week’s Barron’s. We would note for those investors interested in an “alternative investment” proxy the cover story on Goldman Sachs (GS). In light of our earlier discussion on fund rankings, we found the piece on Lipper’s attempt to raise the profile of its mutual fund ranking system notable.
On the topic of investment proxies, Daniel Gross in the New York Times, notes the advantages of investing in mutual fund managers, versus the funds that actually manage.
On the topic of mutual fund managers, here is something you don’t see very often. A change in fund managers actually leading to lower fund fees. J. Alex Tarquinio at the New York Times notes just such a case with the Clipper Fund (CFIMX).
Mark Hulbert at the New York Times highlights an academic paper that demonstrates how even the most obvious financial questions can trip up investors.
We have been following the trans-Atlantic exchange merger talk, but David Reilly at the Wall Street Journal notes the head of the London Stock Exchange is in no hurry for a deal.
James Hamilton at Econbrowser notes the gloomy response of the capital markets to the new s of stronger economic growth.
We have been skeptical about the explosion in “niche ETFs”, but now according to Eleanor Laise at the Wall Street Journal you can add an IPO exchange traded fund to that list.
Another hot topic on this site has been ethanol, now Gerelyn Terzo at IDD notes a growing list of private ethanol producers looking for expansion capital including the potential for initial public offerings. (via Paul Kedrosky).
Given the strong performance of the overseas markets recently we should not be surprised by a report by Paul J. Lim in the New York Times that international index funds are gaining popularity.
Moises Naim at Foreign Policy believes economists as a class need to be a bit more humble about their collective abilities.
Malcolm Gladwell has an interesting post up on the book “Game of Shadows” and how we should unleash the forensic economists on the sports record books to test for “plausibility.”
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