Monday links: apple season

16Oct06

The Ticker Sense Blogger Sentiment Poll is up and is (finally) showing a big jump in bullishness.

The Carnival of Investing #44 is up over at Gold Stock Bull.

Wallstrip.com is live and features some of our favorite bloggers discussing Apple Computer (APPL).

Adam Warner at the Daily Options Report on the fact that discretion can be the better part of valor – during earnings season.

The Stalwart has a post up that shows us how much can change for a company like Apple in the span of a decade.

Controlled Greed on the fluid nature that is the classification of stocks as either growth or value.

Barry Ritholtz at the Big Picture on some disturbing trends in dividends and earnings.

James Picerno at the Capital Spectator on the long and short run outlook for oil production and prices.

Jenny Anderson in the New York Times reports that authorities are exploring how hedge funds are using inside information gleaned in one setting to trade securities in another.

Antony Currie at breakingviews.com on the success of the Merrill Lynch (MER) push into private equity. (via DealBook)

Activist Carl Icahn wants to distance himself from the hedge fund crowd. (via DealBook)

All About Alpha on the similarities between the “search for talent” and the “search for alpha.”

Paul Kedrosky at Infectious Greed points to a paper on the (negative) relationship between analyst disagreement and subsequent stock returns.

CXO Advisory Group points to a paper that explores the relationship between noise and value premium and size effect.

James Pethokoukis at US News on what the “investor class” is thinking in light of the November elections.

DealBook and DealBreaker.com comment on the faded glory that is Friendster.

We point to this Globe & Mail article by Grant Robertson so we can type: l’affaire comma.

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