An interesting mix of items in today’s linkfest. We apologize in advance for no linkfest tomorrow.

James Picerno at the Capital Spectator highlights a research paper that explores the conditions that were present before the start of meaningful bull markets in the twentieth century.

Toan Tran at has a nice Finance 101-type piece on optimal capital structures that includes a list of stocks which would be well-served by a leveraged recapitalization. In short, these are potential buyout candidates.

Ticker Sense has some neat graphs showing shifting sector relative strength.

Brett Steenbarger at TraderFeed reviews some relevant research in sports psychology and how it applies to trading.

Karyn McCormack at has a piece up on whether “hedge funds hold trade secrets.”

Speaking of hedge funds, Roddy Boyd at the New York Post on one hedge fund that is betting “big time” on lower house prices.

Competition for the Alpha Awards, i.e. prime brokerage, was “intense” this year. (via DealBook)

Paul R. La Monica at makes the case for Comcast (CMCSK) buying Viacom (VIA).

Amity Shlaes at examines the downside of the housing boom.

Thomas Kostigen at looks at a surprising capital market disappointment – single stock futures.

Jeff Miller at A Dash of Insight is on “recession watch.”

James Hamilton at Econbrowser looks at the prospects for even lower gasoline prices.

David Leonhardt in the New York Times on the true value of shopping for “bargains” at warehouse stores.

The Seeking Alpha deal with Yahoo! Finance has received a great deal of (not surprisingly) positive coverage from the blogosphere. However Bill Rempel at No DooDahs! has a thoughtful piece on where the value accrues in these sorts of networks. Whereas Roger Ehrenberg at Information Arbitrage sees this as a big step forward for the investment blogosphere.

To stay up-to-date with all of our posts please add our feed to your favorite feed reader.

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Please see disclosures here.

Please see the Terms & Conditions page for a full disclaimer.