New commentary and highlights are up at Fundalarm.com.
James J. Cramer at New York magazine on the looming equity shortage.
Matthew Goldstein at TheStreet.com on the continued life of so-called ‘stapled financing’ for LBOs.
ETFs will continue to garner assets in 2007. (via FT Alphaville)
Jen Ryan at TheStreet.com on the prospect for innovative ETFs in the coming year.
Menzie Chinn at Econbrowser on the end of the ‘savings glut.’
James Picerno at the Capital Spectator on the notable lack of fear in 2006.
Justin Lahart in the Wall Street Journal on the prospects for a ‘perfect landing.’
David Gaffen at MarketBeat on the S&P 500’s current streak.
Greg Newton at NakedShorts on the distinction, or lack thereof, between ample liquidity and ‘risk blindness.’
Jenny Anderson in the New York Times on the growing (regulatory) concern over ‘hedge fund hotels.’
It seems that mega-buyouts are not limited to the United States. (via DealBook)
All About Alpha on whether ‘zero net alpha’ will deter the growth of the hedge fund industry.
Roger Ehrenberg at Information Arbitrage on the importance of culture on Wall Street.
Malcolm Gladwell in the New Yorker on whether Enron’s demise was forseeable.
Can’t they leave poor Bill Miller alone? (via DealBook)
David Andrew Taylor at dismally.com on the punk performance of the Japanese Yen.
Paul Kedrosky at Infectious Greed has a nifty graph on US gift card issuance (and usage).
Om Malik at GigaOm on the new Apple Phone and the options backdating scandal.
Paul Boutin at Slate.com on four Google applications you may not know about.
Omega-3s are the hot new nutraceuticals. (via USA Today)
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