Friday links: hedge fund lite

“Stocks rarely rise from over an 18 times P/E multiple unless profit margins rise or bond yields drop.” (TheStreet.com)

2007 stock sector performance in one graph. (Crossing Wall Street)

Money managers back the rise of ‘hedge fund lite.’ (Economist.com)

“Alpha is in the eye of the beholder.” (All About Alpha)

Handicapping the ETF providers. (IndexUniverse.com)

A better way to do portfolio rebalancing? (Asset Allocation)

A closer look at the effect of the Presidential election cycle on the stock market. (CXO Advisory Group)

Constrained portfolios and the challenges of portfolio benchmarking. (Aleph Blog)

Might the Citadel Group go public in 2008? (DealBook, FT Alphaville)

Another positive book review of “The Dick Davis Dividend.” (TraderFeed)

Are we entering an era of big ‘strategic mergers‘? (Economist.com)

Are we really in the midst of a ‘credit crisis‘? (Accrued Interest)

How does the ‘subprime bust‘ compare to previous crises? (Odd Numbers)

The bond market rally points to a recession. (MarketBeat)

The December payroll numbers increase the talk of a recession. (Capital Spectator, Big Picture, Calculated Risk, Market Movers)

An interesting graph on life expectancy and health care spending. (Big Picture)

Is Chinese economic growth really ‘export driven‘? (Economist.com)

Can a ‘free’ WSJ.com overtake Yahoo! Finance? (Market Movers)

Have we missed an interesting post in the investment blogosphere? Then feel free to drop Abnormal Returns a line.

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