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.”

Every day more of you are adding 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.