It is election day, and CXO Advisory Group has a summary piece on the various trends of research on the effect politics has on the stock market.
Justin Lahart in the Wall Street Journal on how the election will remove one big uncertainty hanging over the market(s).
Eddie Elfenbein at Crossing Wall Street with some much needed perspective on the elections.
Brett Steenbarger at TraderFeed has more (troubling) data on the relationship between sentiment surveys and the stock market.
Barry Ritholtz at the Big Picture fingers some bad inflation data for Fed policy errors.
Menzie Chinn at Econbrowser on “how big is the housing overhang?”
Mark Hulbert at Marketwatch.com has some much needed perspective on the (potential) end of Bill Miller’s (way) over-publicized winning streak.
Chet Currier at Bloomberg.com on whether value investing has become a bit too popular.
Has the Canadian income trust debacle already moved onto the next phase? (via DealBook)
Apparently all it takes is a story about Hollywood and hedge funds to get Going Private back to blogging.
Andrew Ross Sorkin and Eric Dash in the New York Times on the conflicts inherent in management-led buyouts.
Zachery Kouwe in the New York Post on fears that “Private equity firms are starting to buy up the world…”
Speaking of private equity, look before you leap into the new “private equity” ETF according to Jen Ryan at TheStreet.com.
ETF biggie Barclays gets even bigger (in Europe). (via FT Alphaville)
Non-story of the day. Jenny Anderson in the New York Times on big bonuses for Wall Streeters.
All About Alpha summarizes an interesting, diversified, ‘team-based’ approach to alpha generation.
We are shocked to find this happening! Not really, but disturbing nonetheless. (via FT Alphaville)
As you very well know, we are suckers for a microjets story like this one by David LaGesse at U.S. News.
John Seabrook in the New Yorker on a potential concept-shift in video gaming that will allow users to explore “possibility space(s).”
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