The linkfest is up and running during this long weekend. Enjoy.
Laurence C. Strauss in Barron’s discusses the performance of Harry W. Lange, portfolio manager of the “struggling” Fidelity Magellan Fund (FMAGX).
Undaunted, Lange is convinced that growth stocks are attractively valued.
“Growth stocks are about as cheap as they’ve been in the last 25 to 30 years, relative to value stocks,” he tells Barron’s. “I’m definitely sticking with growth stocks.”
The portfolio manager predicts that, unless the most dire economic predictions come true, growth stocks will do well.
Paul J. Lim in the New York Times looks at the reasons why many are anticipating a surge in the relative performance of large growth stocks.
Holman W. Jenkins Jr. in the Wall Street Journal profiles founder of Vanguard, Jack Bogle.
Brett Steenbarger at TraderFeed has a two-part series on the “most important psychological skill for traders.”
Barry Ritholtz at the Big Picture notes how this most-recent economic recovery differs in important ways from most.
Mark Thoma at Economist’s View points to paper on the uses of the yield curve to forecast the economy.
James Altucher in the FT.com on how coal-to-liquid technology should be favored over biofuels.
Kabir Chibba at Bloomberg.com looks at the siren’s song that is Iceland’s treasury bills.
Roger Ehrenberg at Information Arbitrage comments on a Ben Stein-penned piece in the New York Times on the legal (and ethical) implications of management-led buyouts (MBOs).
Richard Walters at the FT.com on how Apple Computer (APPL) has been able to maintain their overwhelming edge in the digital music/player space.
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