10 ETFs trading above their 200 day moving averages.  (Kirk Report)

How to get to “600 – 840 as a sensible S&P500 target.”  (Zero Hedge)

What stocks are included in a “hedge fund masters portfolio“?   (World Beta)

“Hedge funds have been accumulating cash to pay redeeming investors. If withdrawals are canceled, that money can go straight back to work — potentially further stoking equity markets.”  (Breakingviews)

“In other words, those days where you see the SPX strong and the VIX relatively strong as well, take a note. It probably has bullish implications.”  (Daily Options Report)

On the relationship between a falling dollar and rising commodity prices.   (VIX and More)

“Avoiding the stock market can’t mean all cash.”  (Random Roger)

“The Nasdaq/S&P relative strength indicator is well worth keeping and eye on and is a useful tool for measuring the health of the market.”  (Quantifiable Edges)

David Swensen has tweaked his portfolio recommendations for individual investors.  (Random Roger)

Research indicates lightly shorted stocks tend to outperform.  (CXO Advisory Group)

“Why would low asset growth firms reliably outperform high asset growth firms after adjusting for various risk factors?”  (Empirical Finance Research Blog)

Recent research into dividend policy.  (Disciplined Approach to Investing)

“The 52-week high stock price has always had a fetishistic role in merger discussions.”  (WSJ)

TIPs-implied inflation is on the march.  (Capital Spectator)

The implied volatility of oil has dropped like a rock.  (Green Sheet)

Is the collapse in hydrocarbon production coming sooner than we think?  (The Walrus via Freakonomics)

Housing prices fall, consumer sentiment rises.  (Econbrowser, Calculated Risk, Real Time Economics, MarketBeat)

“Ordinarily, if an industry innovates, a few people make a lot of money, and then most of the benefits flow to that industry’s customers.”  Why didn’t that happen in finance?  (Baseline Scenario)

“When unemployment starts to drop — then, and only then, will I start to believe that a rising stock market might be telling me something.”  (Felix Salmon also Ezra Klein)

“As Fed leaders ponder their next move, analysts say they may have to choose between propping up credit markets today and fighting inflation tomorrow.”  (WashingtonPost)

Did we waste the crisis?  (Baseline Scenario)

On Social Security and Medicare, “These are not easy issues. But procrastination is a bad policy. The longer changes are postponed, the more wrenching they will be.”  (Newsweek)

“Are the Chinese finally getting serious about loosening their ties to the dollar—and even replacing the greenback with the yuan as the global economy’s reserve currency?”  (BusinessWeek also Clusterstock)

“China’s foreign assets went from around $500 billion in 2003 to around $2.5 trillion in 2008. That is a stunning increase.”  (Brad Setser)

The risks of a wave of sovereign defaults just went up…a lot.  (Felix Salmon)

“Most board members, accomplished as they may be in their real jobs, are amateurs when it comes to being directors. So it shouldn’t surprise us when they get buffaloed or pushed around by C.E.O.s, who are professionals.”  (New Yorker)

Is the lack of analyst coverage going to de-rail the IPO process?  (WSJ)

The back story behind “Bailout Nation” and a review.  (Big Picture, Trader’s Narrative)

On the importance of “fighting the isolation of trading.”  (TraderFeed)

Morningstar (MORN) has been on a bit of a database buying spree of late.  (PI Online)

“Twitter is facing pressure to prove it has staying power, as a good number of users lose interest in the service after trying it for a while.”  (WSJ also GigaOM)

Why isn’t Paypal way bigger?  (A VC)

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