Friday links: big cap comeback

22Dec06

David Gaffen at MarketBeat on the large cap comeback this year. Apparently all they needed was some sort of catalyst.

Randall W. Forsyth at Barrons.com points to a model that favors large caps at the moment.

Brett Steenbarger at TraderFeed on how microcaps reflect investor sentiment towards stocks.

Jaime Black at Morningstar.com finds “all star” managers continuing to move into large, high quality stocks.

Chart of the Day looks at the returns to pre-Presidential election years.

Dow Theorists gets some notice as transportation stocks weaken.

Barry Ritholtz at the Big Picture on evidence that the “soft landing” remains a remote possibility.

Jeff Miller at A Dash of Insight looks at the data another way.

CXO Advisory Group finds little relationship between GDP growth and stock returns.

FT Alphaville on the lure of private equity to harried CEOs.

With news that the Chicago futures exchange merger remains on track, the bankers are beginning to total up their fees.

James Picerno at the Capital Spectator on the political risk of energy investments.

Jeff Jubak at MSN Money on five sectors to check out for 2007.

Jeff Matthews wonders when hedge funds stopped “hedging.”

All About Alpha finds (and agrees) with a recent defense of hedge funds.

Going Private with an answer to the “gift giving solution” that is better than cash.

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