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.
Jeff Matthews is sadly, not surprised by the lack of foresight of Detroit executives.
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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