Thursday links: end of a streak

28Dec06

Eddy Elfenbein at Crossing Wall Street points to a Bloomberg.com story on the end of Bill Miller’s market-beating streak. The unanswered question is to what degree this effects the price of Legg Mason (LM) stock?

Dave Altig at macroblog on the growing importance (and distortions) caused by the increasing popularity of gift cards.

Caroline Baum at Bloomberg.com with a handful of observations on the recent holiday selling season.

David Gaffen at MarketBeat on the continuing weakness in trucking volumes.

Barry Ritholtz at the Big Picture has more on trucking tonnage.

Brett Steenbarger at TraderFeed on the different uses of equity and index put/call ratios.

Adam Warner at the Daily Options Report with another in his series on the ‘Greeks’, today – gamma.

Roger Ehrenberg at Information Arbitrage on the ‘appropriate’ use of employee stock options.

Laurie Kulikowski at TheStreet.com on whether the bond market has seen the end nearly ideal conditions.

Tavia Grant at the Globe & Mail on the growing profile of the ‘weather whisperer.’

All About Alpha on academic disagreement on the fundamental source of returns.

Matthew L. Wald in the New York Times on the complications of trying to substitute wind power for conventional power plants.

Stephen J. Dubner at the Freakonomics blog on the most popular dog names.

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