The Ticker Sense Blogger Sentiment Poll is out and shows a widening gap between the bears and the bulls.
Mark Hulbert at Marketwatch.com on the market’s reaction to economic weakness.
E.S. Browning in the Wall Street Journal on finding true “loser stocks.”
CXO Advisory Group on the validity of short-term reversals.
Roger Ehrenberg at Information Arbitrage on the challenges of the convergence between hedge funds and private equity.
Eduardo Porter in the New York Times on the “anti-Goldilocks” economy.
Eddy Elfenbein at Crossing Wall Street reminds us that corporate margins are at record highs.
John Hussman at Hussman Funds thinks these margins are unsustainable.
Adam Warner at the Daily Options Report has a helpful explanation of options ‘vega.’
Howard Lindzon has ten investment themes to keep an eye out for in 2007.
WRA Strategies takes a look at some consensus views for 2007 to fade.
William Samuel Rocco at Morningstar.com points to some low cost international equity funds.
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