Tuesday, February 27, 2007

Links of the day

The Portable Alpha Trade-off: Beta Leverage for Alpha Diversification...Good explanation of the concepts of portable alpha

Debt-market bomb could hurt us all...excellent analysis of derivatives and their effects

Will Hong Kong Shanghai Bank Be the New Credit Anstalt....from PrudentBear.com...thought-provoking analogy with a bank that collapsed at the end of the Weimar era in Germany...I added Prudent Bear to my links as it is an excellent site...

Intel Adds Insult To Injury With Latest Production Investment...a contrarian view on Intel's investment in 45 nm production facility...

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