Friday seems like a good day to follow-up on a number of themes on which we have previously touched. Thanks for reading and have a pleasant weekend.
In a prior post we discussed the importance of quantitative rigor. We came across a couple of contrary voices. Andrew Feinberg at Kiplinger’s on the difficulty in using market history. Jeff Miller at A Dash of Insight on the questionable validity of quantitative insights gleaned from limited data points.
Now even the lawyers are jumping on the quantitative bandwagon. (via Slate.com)
We have been interested for some time in the nascent air taxi industry. Recent events will only make the nascent air taxi business (via microjet) all the more attractive.
Any one who read about the SUV bubble should not be surprised by that GM is slowing the production of big SUVs. (via WSJ.com)
Jeff Matthews is sadly, not surprised by the lack of foresight of Detroit executives.
Henny Sender at the Wall Street Journal coins the term, “the private equity put,” to describe the growing importance of private equity on the stock market.
Michael Hudson at the Wall Street Journal on growing tensions in the junk bond market.
Chart of the Day has an interesting graph depicting long term trends in interest rates.
Ticker Sense breaks down relative equity sector performance.
Jay Walker at the Confused Capitalist on the growing importance of rising dividends.
James Picerno at the Capital Spectator on recent equity performance and the importance of future Fed actions.
CXO Advisory Group finds that, not surprisingly, mutual funds run by managers with a substantial stake tend to outperform.
FinanceProfessor.com explores some results on the relationship between consumer confidence and equity prices.
James Hamilton at Econbrowser with the introduction to a debate on the effect of higher oil prices on the economy.
The Economist thinks the “national oil companies” should be privatized.
Daniel Gross at Slate.com on the protein glut.
DealBook with a number of items on the potential for a satellite television combination.
A sign of the times, Paul R. La Monica at CNNMoney.com on how “fantasy football” has become a “real business.”
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