We have not focused on it to any extent, but many seem to be waiting with bated breath for the Fed. (via Adam Warner)
While the world awaits the Fed decision, David Andrew Taylor at dismally.com notes the “pesky inversion” has returned to the yield curve.
James Picerno at the Capital Spectator wisely notes that “It’s a given that the Fed will err in its monetary policy. That’s the nature of systems devised and managed by humans fated to make forward-looking decisions with lagging data points.”
Ticker Sense looks at sector performance after Fed rate hikes in this tightening phase.
Michael Kahn at Barrons.com thinks that we have not yet entered a period of higher volatility – yet.
Karen Dolan at Morningstar.com believes a look at a mutual fund company’s “corporate culture” can provide important insights into their ability to generate excess returns and a shareholder friendly environment.
We admire the openness Andrew Feinberg at Kiplinger’s demonstrates in exposing his entire portfolio to the blogosophere.
Edward Chancellor at BreakingViews looks at the synergies, or not, available in today’s megadeals. (via DealBook)
Equity Private does the math so you don’t have to. Texas Pacific Group’s investment in J. Crew (JCG) turned out alright after all.
Antony Currie at BreakingViews looks at the phenomenon of private equity firms paying themselves large dividends thereby reducing the “illiquidity premium.” (via DealBook)
John Carney at DealBreaker.com may just have billion dollar foundation envy.
Paul Kedrosky has a few thoughts on the newly launched Google Checkout.
Val MacQueen at TCS Daily posits that India is now “The Most Optimistic Country in the World.”
Tyler Cowen at Marginal Revolution points to a paper that looks at “what does experimental economics tell us?”
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