The worst decade ever for the S&P 500 just ended.  (NYTimes.com also Clusterstock)

As bad as his timing has been with Tribune Corp., Sam Zell top ticked the real estate market with his sale of Equity Office Properties.  (NYTimes.com)

Mohamed El-Erian, “Don’t become hostage to historical definitions of asset classes. Be flexible, because there will be opportunities that don’t fit easily into those categories.”  (Kiplingers.com via The Guru Investor)

A mixed sentiment picture.  (Trader’s Narrative)

The number of funds on the ETF Deathwatch is growing.  (Invest With An Edge)

This bear market will punish ALL the weak. America’s retail system is broke and none more broken than consumer electronics.”  (Howard Lindzon)

It costs a pretty penny to maintain a short on Sears Holding (SHLD) at this point.  (WSJ.com)

Speaking of retail, Bill Ackman’s high profile bet on Target (TGT) has not played out as he expected.  (Dealbreaker, The Ideas Report, Market Movers)

Is fundamental indexing all it is cracked up to be?  (Morningstar.com)

Does America really need 7,770 mutual funds?  (BloggingStocks)

News flash.  Cramer’s stock picks still stink.  (Barrons.com also Big Picture)

No one is immune.  The Harvard endowment cuts staff.  (WSJ.com)

Emerging market bonds are not longer yoked to the broader high yield market.  (Marketwatch.com)

“Wall Street imploded largely because the inmates — the star traders and quant geniuses — took over the asylum. Paying the wardens less won’t put the inmates back in their cells.”  (WSJ.com)

Bank executive compensation caps done right.  (The Baseline Scenario)

The proposed TARP plan is just too darn complex (and ineffective).  (Information Arbitrage also The Balance Sheet)

The US economy needs to eliminate debt not just shove it onto the balance sheets of the Fed and the Treasury.  (Barrons.com also Infectious Greed)

The central bank’s balance sheet is in fact contracting. Maybe. But is it policy tightening? Doubtful.”  (macroblog)

“It is one thing to identify a higher national saving rate as the long-term goal, and quite another thing to try to get there overnight in the form of a sudden drop in consumption spending.”  (Econbrowser also Marginal Revolution)

What has Rick Bookstaber got against blogs? (Market Movers)

Recent trends aside, America is not in irreversible decline.  (Slate.com)

No wonder the SI swimsuit issue gets bigger every year.  (Silicon Alley Insider)

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

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.