Tuesday links: a very good year

16Jan07

The Ticker Sense Blogger Sentiment Poll shows a drop in bearishness.

William Samuel Rocco at Morningstar.com on why Japan’s market may not be as beaten down as it appears.

Justin Lahart in the Wall Street Journal wonders why a pullback in the emerging markets didn’t occur earlier.

Brett Steenbarger at TraderFeed on the low correlation between energy and technology stocks.

The NYSE remains “deadly serious about global expansion…” (via NY Post)

Adam Warner at the Daily Options Report on the effect of a holiday weekend on option prices.

Greg Newton at NakedShorts notes that in 2006 some high profile hedge funds had a very good year.

All About Alpha on the importance of ‘cheap beta’ in a portable alpha world.

Janet McFarland in the Globe & Mail on Canada’s plan to force hedge fund managers to register with the CSA.

Prasenjit Bhattacharya in the Wall Street Journal on the role ethanol is playing in higher corn prices.

James Picerno at the Capital Spectator on the easing in (market-derived) inflation expectations.

John Tierney in the New York Times on the neurological circuits that underlie consumer purchases.

James Surowiecki in the New Yorker on the role ‘social networks’ play in board representation and CEO pay.

Sam Roberts in the New York Times on the changing demographics of women in America.

Hacking Netflix has an interesting demo of the new movie download system.

The NFL conference championship games have a town divided. (via Indianapolis Star)

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