Randall W. Forsyth at Barrons.com points to a model that favors large caps at the moment.
Brett Steenbarger at TraderFeed on how microcaps reflect investor sentiment towards stocks.
Jaime Black at Morningstar.com finds “all star” managers continuing to move into large, high quality stocks.
Chart of the Day looks at the returns to pre-Presidential election years.
Barry Ritholtz at the Big Picture on evidence that the “soft landing” remains a remote possibility.
Jeff Miller at A Dash of Insight looks at the data another way.
CXO Advisory Group finds little relationship between GDP growth and stock returns.
James Picerno at the Capital Spectator on the political risk of energy investments.
Jeff Jubak at MSN Money on five sectors to check out for 2007.
Jeff Matthews wonders when hedge funds stopped “hedging.”
All About Alpha finds (and agrees) with a recent defense of hedge funds.
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