Congratulations to Ticker Sense on their one year blogiversary. In addition the Blogger Sentiment Poll is up and showing an increase in bears, and they also have updated election forecasts from the prediction markets.

Ian McDonald in the Wall Street Journal reminds us that we should not be surprised that active managers underperform the S&P 500 when big caps are roaring.

Adam Warner at the Daily Options Report tracks down another reference to stock replacement strategies.

All About Alpha on expectations that institutional investors will continue to increase their share of hedge fund flows, and the growing awareness of the distinction between alpha and beta.

If you are unfamiliar with Dimensional Fund Advisors, this piece by Joanna L. Ossinger in the Wall Street Journal is a good primer.

Brett Steenbarger at TraderFeed points to a cluster of readings of bullish sentiment.

DealBook points to an potential conflict in yet another management-led buyout.

On the subject of private equity, Erin White and Gregory Zuckerman in the Wall Street Journal explore the unique challenges facing the CEOs of private equity-controlled firms.

LifeHacker points to a piece on “how to think like a genius.”

Thanks for checking in with us, as always you can add always add our feed to your already unmanageable list.