Monday links: market neutrality

04Dec06

The Ticker Sense Blogger Sentiment Poll continues to show a healthy dose of skepticism.

Barry Ritholtz at the Big Picture on investor sentiment and the stock market stampede.

David Andrew Taylor at dismally.com looks at a possible explanation of the drop in the dollar.

Brett Steenbarger at TraderFeed on three steps every one should take to make yourself a better trader.

James Hamilton at Econbrowser on the role foreign debt purchases have on our yield curve.

Random Roger on bond investing in an inverted yield curve world.

Greg Newton at NakedShorts on a big player getting into the hedge fund replication business.

All About Alpha on what “market neutral” means in practice.

Chad Brand at the Peridot Capitalist on the Pfizer (PFE) fallout.

Speaking of following prominent investor actions, DealBook notes the speculation that Berkshire Hathaway (BRKa) may want to purchase USG (USG).

DealBook on whether retailer buyout talk has gone too far.

Roger Ehrenberg at Information Arbitrage on a better way to look at stock buybacks.

Jason Fry in the Wall Street Journal realizes how his shopping habits have changed in light of the Internet.

As always you can always contact us with any questions or comments.

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