View this page "Links and Articles"

[dnanetw...@gmail.com]

Two new links on MLPs and the Baltic Dry Index

Click on http://groups.google.com/group/dna-network2007/web/links?hl=en
- or copy & paste it into your browser's address bar if that doesn't
work.

[dnanetw...@gmail.com]

Please view this new study on potential changes to our socio-economic
system by Davide Accomazzo

[dnanetw...@gmail.com]

[dnanetw...@gmail.com]

Please visit the "Links and Articles" page on DNA for comments by
Davide Accomazzo and Mack Frankfurter on the current financial crisis

[dnanetw...@gmail.com]

Please note 2 new articles on this page

[dnanetw...@gmail.com]

New chart on mortgage resets

[dnanetw...@gmail.com]

Excellent analysis on the global liquidity boom bust cycle

[dnanetw...@gmail.com]

Research piece on market valuations and forward looking expected rates
of returns

[dnanetw...@gmail.com]

Comprehensive economic overview of most countries around the world;
analysis of global monetary and fiscal action and 2009 ramifications.
Nouriel Roubini provides an excellent macro economic framework.


Click on http://groups.google.com/group/dna-network2007/web/links - or

[dnanetw...@gmail.com]

4th Q 2008 and 2009 outlook/analysis

[dnanetw...@gmail.com]

Sector rotation and active alpha via ETFs; a study on active portfolio
management by Prof. Accomazzo and Rosario Rivadeneyra

[dnanetw...@gmail.com]

Please view new article by Noel Roubini on improving the banking
system stability

[dnanetw...@gmail.com]

Please view 2 new articles on fixing the banking system and a
potential break up of the Euro

[dnanetw...@gmail.com]

Please view new posted article

Click on http://groups.google.com/group/dna-network2007/web/links?hl=en

[dnanetw...@gmail.com]

Please view new article on market timing

Click on http://groups.google.com/group/dna-network2007/web/links - or

[dnanetw...@gmail.com]

Please view Morgan Stanley analysis of the PPIP

[dnanetw...@gmail.com]

Please view Michael Milken piece on the right capital strucutre for
companies and what that means today in terms of a potential economic
recovery

[dnanetw...@gmail.com]

Please view MF Global comments on the Chrysler situation and its
ramifications

[dnanetw...@gmail.com]

Please view Spotlight interview with Davide Accomazzo

Click on http://groups.google.com/group/dna-network2007/web/links?hl=en

[dnanetw...@gmail.com]

Please see GBR Poll on Debt

[dnanetw...@gmail.com]

Please view new piece on Central Banks role in the future - published
on the FT

Click on http://groups.google.com/group/dna-network2007/web/links - or

[dnanetw...@gmail.com]

Please view new article on historical returns of equities, bonds and
what the future holds

Click on http://groups.google.com/group/dna-network2007/web/links?hl=en

[dnanetw...@gmail.com]

Please view link to GBR Poll results on savings and debt

[test1]

Please view new article on future of banks

Click on http://groups.google.com/group/dna-network2007/web/links - or

[test1]

Please view article on European banking problems and useful charts on
global banking leverage

Click on http://groups.google.com/group/dna-network2007/web/links?hl=en

[test1]

Paul Wilmott piece - great read

[test1]

Please view Brighton House 2Q report on alternative investments.

Click on http://groups.google.com/group/dna-network2007/web/links - or

[test1]

Please view new articles posted (PPIP commentary, Bill Gross monthly
review)

Click on http://groups.google.com/group/dna-network2007/web/links?hl=en

[test1]

Please view newly posted Stephen Roach's comments on China

Click on http://groups.google.com/group/dna-network2007/web/links - or

[test1]

Please view new posting on many of the topics we discussed in class -
incredibly relevant for your understanding of the system and your
asset allocation

Click on http://groups.google.com/group/dna-network2007/web/links?hl=en

[test1]

Please view new article on Endowment Strategy

[test1]

Please view excellent piece from FT on future of banking

Click on http://groups.google.com/group/dna-network2007/web/links - or

[test1]

Please view David Malpass' editorial on weak dollar

[test1]

Please view new article on USD; interesting information and a number
of additional sources for those interested in the future of our
currency

Click on http://groups.google.com/group/dna-network2007/web/links?hl=en

[test1]

Please view new FT article on nature of this rally

Click on http://groups.google.com/group/dna-network2007/web/links - or

[test1]

Analysis of Federal Reserve composition - hawks and doves

[test1]

Please view new interview with Harvard economic historian Niall
Ferguson

Click on http://groups.google.com/group/dna-network2007/web/links?hl=en

[test1]

Please view new article on global trade and protectionism...along the
lines of what we pointed out last night in class

[test1]

Please view new article by Satyajit Das on the China Syndrome

[test1]

Please view new article by Niall Ferguson on China and the West

[test1]

Martin Wolf on lessons from the Japanese economy. References to Dr.
Koo's analysis which we explored in class and interesting analogies
with China.

[test1]

Please view piece form Micheal Pettis on reserve imbalances

Click on http://groups.google.com/group/dna-network2007/web/links - or

[test1]

Please view new Martin Wolf's piece on the Euro fiscal mess

[test1]

Please view new piece on Richard Duncan's view of crisis and economic
future - usual suspects from our class debates

[test1]

Please view new article by Martin Wolf on Chermany - another classic
by the best economics journalist

Click on http://groups.google.com/group/dna-network2007/web/links?hl=en

[test1]

Please view new provocative take on the future of the euro

[test1]

Please view research piece on Chinese Yuan revaluation - May the Yen
stand to benefit?

[test1]

Please view new FT editorial by Soros on derivatives regulation

Click on http://groups.google.com/group/dna-network2007/web/links?hl=en
- or copy & paste it into your browser's address bar if that doesn't
work.

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[test1]

Please view Jeff Saut commentary on inflation/deflation portfolio
construction

[test1]

Please view new FT article on 4 future scenarios for Europe

[test1]

Please view new FT article on bankers compensation

[test1]

Please view new article on increased role of gold as central banks
reserve

[test1]

Please view new article on gold theory of storage

[test1]

Paul Wilmott bashes High Frequency Trading

[test1]

Please view new piece on global inventory cycle and equity performance

[test1]

Please view new piece by Niall Ferguson on Keynesian Mistakes

[test1]

Please view new piece on how to value currencies

[test1]

Please view Morgan Stanley piece on global liquidity

[test1]

Please view new piece on the real estate subsidies of the last 50
years

[test1]

Please view piece on HFT

[test1]

Please view new piece by Soros on currency imbalances and China