Thanks for joining us as the linkfest powers through the week with another jam-packed edition.

All About Alpha takes a closer look at a change in thinking about the CAPM by William Sharpe.

Mark Thoma at Economist’s View has an item on the ways in which Sharpe’s thinking has changed.

In the “Blog Spotlight” at the Big Picture, Capital Chronicle has a post up on the value of the Baltic Dry Index as a proxy for global economic activity

Is any one really surprised the private equity consortium felt compelled to raise their bid for Harrah’s Entertainment (HET)? (via New York Times)

Apparently even the taint of scandal will not keep hedge fund investors from investing in a new hedge fund. (via Wall Street Journal)

On the Google (GOOG) front. Diane Mermigas at the Hollywood Reporter focuses on the positive “platform building” aspects of the YouTube deal.

Roger Ehrenberg at Information Arbitrage looks at the (many) challenges Google faces in managing this platform in the future.

Leave it to Adam Warner at the Daily Options Report to get a piece of the Google story with a post on stock replacement strategies.

CXO Advisory Group reviews a paper on index option pricing and where some biases might exist.

Accrued Interest on the question of whether Fed officials truly speak their mind in public.

Wailin Wong in the Wall Street Journal on how falling commodity prices have not derailed the emerging market equity markets.

Ticker Sense wishes the bull market a happy fourth birthday and looks at the historical record for fifth years.

Mark Hulbert at the state of insider selling in the face of a strong market.

Roger Nusbaum at on why the market, not experts, will ultimately judge the success of all the new ETFs.

Trader Mike on the importance of education when discussing investment blogs.

The Stalwart on the question of what really is (and is not) “zero sum.”

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