Monday links: frontier marketing

How to identify which emerging markets will rise above their “frontier” status. (Street Capitalist)

On the attraction of frontier markets as they replace newly “emerged” markets. (USNews.com)

Are implied volatilities as high as they should be right now? (Daily Options Report)

Speaking of volatility, interest in $200 call options on crude oil garner increased interest. (naked capitalism)

Pension funds aren’t going to stand for a rise in PE fees due to any tax changes on “carried interest.” (FT.com)

How are the big players planning to take advantage of the “130/30 gold rush.” (All About Alpha)

Combining value and momentum in global asset class allocation. (CXO Advisory Group)

Ray Dalio (founder of Bridgewater Associates) on the markets. (FT Alphaville)

Just who are SPACs good for, except for their underwriters? (DealBook)

On the threat of a recession and how to mitigate the damages. (FT Alphaville)

Are we in store for a mild or severe recession? (Calculated Risk)

The (sad) state of the U.S. auto market. (Econbrowser)

Gold prices: 1460-present. (Infectious Greed)

Starbucks (SBUX) and McDonalds (MCD) are on a crash course towards convergence. (WSJ.com)

On the relationship between “power” and a company’s market cap. (Market Movers)

A happy one year blogiversary to VIX and More. (VIX and More)

On the health hazards of blogging. (NYTimes.com)

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