Tuesday links: holiday hangover

26Dec06

The Ticker Sense Blogger Sentiment Poll is out and shows a widening gap between the bears and the bulls.

The Festival of Stocks is up over at Stock Market Beat.

Mark Hulbert at Marketwatch.com on the market’s reaction to economic weakness.

E.S. Browning in the Wall Street Journal on finding true “loser stocks.”

CXO Advisory Group on the validity of short-term reversals.

Brett Steenbarger at TraderFeed on three pervasive trading myths and the importance of having a global trading perspective.

Roger Ehrenberg at Information Arbitrage on the challenges of the convergence between hedge funds and private equity.

Eduardo Porter in the New York Times on the “anti-Goldilocks” economy.

Barry Ritholtz at the Big Picture on disappointing holiday sales and the media coverage thereof.

Eddy Elfenbein at Crossing Wall Street reminds us that corporate margins are at record highs.

John Hussman at Hussman Funds thinks these margins are unsustainable.

Bill Rempel has an interesting take on what options open interest means for the market. (via Daily Options Report)

Adam Warner at the Daily Options Report has a helpful explanation of options ‘vega.’

Howard Lindzon has ten investment themes to keep an eye out for in 2007.

WRA Strategies takes a look at some consensus views for 2007 to fade.

William Samuel Rocco at Morningstar.com points to some low cost international equity funds.

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