Breaking down the source of stock market returns to build a better forecast.  (WSJ.com)

Ten rules of market survival.   (InVivoAnalytics.com)

Traders need to be aware of the macro situation.  (TraderFeed)

A less than impressive debut for many 130/30 mutual funds. (WSJ.com)

No model helped distinguish among mutual funds in Q4 2008.  (NYTimes.com)

Why hasn’t Warren Buffett announced an equity investment recently?  (Barrons.com)

Are there big opportunities in the big oil stocks?  (Barrons.com)

Is McDonalds (MCD) the ultimate recession play?  (The Big Money)

The much-talked about Jeremy Grantham letter.  (GMO.com also Forbes.com)

Rising since October, money market assets finally dropped last week.  (VIX and More)

Why should there be a way to short stocks, but not bonds?  (Market Movers also Dealbreaker)

Could the Fed start buying longer-term Treasury bonds?  (Real Time Economics)

Country default risk on the rise.  (Bespoke)

Tensions are growing around the Euro.  (NYTimes.com, Free exchange)

“If everybody wants a bailout, that’s a good indication that we’re making some mistakes.”  (Econbrowser)

America has become Liquidation Nation.  (Slate.com)

“Not all disagreements among economists are alike. Some are based mostly on ideology, and some are based more on analytical points of view.” (EconLog)

Be careful, very careful, when taking advice on options from Lenny Dykstra.  (Daily Options Report)

Why Twitter is worthy of the hype.  (Howard Lindzon)

Are you curious what other bloggers are saying about Abnormal Returns? So are we. Feel free to check out a compilation of reviews.

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