Monday links: merger melt-up

20Nov06

The Ticker Sense Blogger Sentiment Poll continues to show more bears than bulls.

FT Alphaville on the fact that size has become no object to private equity deals.

MarketBeat on the reversal of Sam Zell’s interest in publicly traded real estate.

FT Alphaville on the generous financing terms available to Nasdaq to purchase the LSE.

MarketBeat with some additional commentary on the much anticipated end of the housing bubble.

Barry Ritholtz at the Big Picture notes the continuing drop in existing home sales (and prices).

Jeff Matthews does not think the world economy is slowing down.

Greg Newton at NakedShorts on the tidal wave of ETF applications.

Random Roger likes one China ETF more than the other.

Russel Kinnel at Morningstar.com on the performance of their fund-rating system.

James Picerno at the Capital Spectator notes trying to find fallen angels has been a fruitless asset allocation exercise.

Mark Hulbert in the New York Times on the significance of the phase of the moon for stock market returns.

Controlled Greed notes a prominent value investor is loading up 0n eBay (EBAY), as other prominent value investors are buying into Canada’s beaten-up lumber sector.

Steven M. Sears in Barron’s on another example of a stock replacement strategy.

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