Thursday links: diverse thinking

25Jan07

The always interesting Michael Mauboussin at Legg Mason has a new strategy piece up entitled “The Importance of Diverse Thinking” (pdf)

Chad Brand at the Peridot Capitalist on the end of “The Streak” and the perils of popularity.

David Gaffen at MarketBeat on the beating the bond market is taking.

Doug Kass at TheStreet.com thinks today’s stock market looks an awful lot like that of 1994.

Ticker Sense on market streaks.

Adam Warner at the Daily Options Report on the trade-off of short ETFs versus index puts.

Russell Gold in the Wall Street Journal on the foreseeable slowdown in oil company profits.

The Economist on the state of emerging market bond “vigilantes.”

breakingviews weighs in on the Sun/KKR deal.

Roger Ehrenberg at Information Arbitrage on proxy voting and economic ownership.

All About Alpha on the use (and misuse) of SEC registration for hedge fund managers.

Murray Coleman at Marketwatch.com on that pesky little problem of survivorship bias in mutual fund returns.

Barry Ritholtz at the Big Picture on how to read the ‘message of the markets.’

Brett Steenbarger at TraderFeed on how the pursuit of autonomous goals contributes to subjective well-being.

Barry Barnitz at Financial page points to a paper on short-term international stock market efficiency.

Knowledge@Wharton on the drivers of the M&A frenzy and what it means for the dealing companies. (via FinanceProfessor.com)

DealBook on increasing speculation that Steve Jobs is in trouble.

William Pesek at Bloomberg.com thinks the BRIC countries deserve a bigger say in world economic matters.

Mark Gongloff at MarketBeat on the side-effects of higher corn prices due to ethanol demand.

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