Monday links: game over

02Oct06

The Ticker Sense Blogger Sentiment Poll is up and is showing both a drop in bears and a rise in bulls. Ticker Sense also notes the current run of days without a daily 1% decline.

Jeff Matthews thinks it is “game over” for the booming demand for hedge funds.

Speaking of signs of a top in the hedge fund arena, Ron Insana of CNBC fame, is getting into the hedge fund biz. (via DealBreaker.com)

We have to admit were genuinely surprised by the buyout offer for Harrah’s Entertainment (HET). We had always thought the casino company was relatively well-managed. (via DealBook)

Kathyrn Kranhold and Brook Barnes in the Wall Street Journal on what effect the revamped NBC line-up might have on the earnings of General Electric (GE) and the eventual fate of the entertainment division.

DealBook finds some additional characters to blame for the Amaranth blow-up.

Barry Ritholtz at the Big Picture posts an interesting chronology of the oil boom (and bust).

We are not sure what this says about the state of the market, but Elizabeth Jensen in the New York Times notes a growing “brashness” is informing the programming at CNBC.

James Picerno at the Capital Spectator reviews the history of inverted yield curves and the lack of fear in the bond market.

Accrued Interest does not have a great deal of faith that competition in the bond rating business will happen any time soon.

Adam Warner at the Daily Options Report on underpriced options in biotech-land.

Taz Trader Blog has a good post on why posting “stock picks” is not that great an idea. (via Trader Mike)

John Spence at Marketwatch.com on the growing debate over “quasi-actively managed” ETFs.

Russel Kinnel at Morningstar.com on why fund managers should be better stewards of their investors’ capital.

Karen Richardson at WSJ.com reports on a new small-cap, emerging markets mutual fund from Franklin Templeton (BEN).

Kerry Hannon in the USA Today reviews a new book on international investing.

The Stalwart notes some interesting “disruptive” developments at Amazon (AMZN).

DealBook reports on venture capitalists doing what they are supposed to do.

Rebecca Knight at the FT.com on the “ill-prepared” entrants in the U.S. workforce.

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