In an earlier post we tried to capture some relevant posts on the Amaranth blow-up. Here are some additional items for your to peruse.
Speaking of risk Jeff Miller at A Dash of Insight has a handy checklist on risk levels.
DealBook comments on the growing popularity of the “buyout-hunting game.”
James Picerno at the Capital Spectator wonders: “Where will liquidity go next?”
Accrued Interest has a great post on how investors should act more like detectives, not lawyers.
Todd Harrison at Marketwatch.com thinks the current market feels a great deal like last May.
Ticker Sense wonders whether opportunity lies in an “orphaned sector.”
CXO Advisory Group reviews a study on the similarity between mutual funds managed according to behavioral finance tenets and good old fashioned, value funds.
Michael Lewis at Bloomberg.com examines the lessons from a memoir from an investment banking insider.
John Carney at DealBreaker.com points to a depressing item on MBA ethics.
The Stalwart has some first hand reports on the effect (or not) of the coup in Thailand.
Greg Mankiw on the policies that put a tariff on imported ethanol.
David Leonhardt in the New York Times on the fact we really are better off than we were a generation ago, despite what some statistics may show.
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