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Earnings season is here. (The Reformed Broker)
Equity market sentiment at week-end. (Trader’s Narrative)
Why mutual fund investors are bad timers. (NYTimes)
This is what makes markets: a difference of opinion. (WSJ)
Interest rates have nowhere to go but up. (NYTimes earlier Abnormal Returns)
On the prospects for merger arbitrage in 2010. (Morningstar)
Traders who avoided holding overnight missed much of this bull market. (TraderFeed)
“Trend investing is all about new ideas and the ability to take advantage of the information gap.” (Leigh Drogen)
Andy Lo on future of (personalized) personal finance. (Barron’s)
Fiscal problems aside, muni bonds are still one of the few ways for investors to invest in a tax-advantaged fashion. (NYTimes)
Research indicates that aggregate jump risk is not priced in the cross-section of stock returns. (SSRN)
Do as I say, not as I do. What the endowment model means for individual investors. (Abnormal Returns)
You had better have an edge if you deal in illiquid assets. (Aleph Blog)
Should members of Congress follow conflict-of-interest rules when it comes to trading stocks? (WSJ)
A company that seems to get executive compensation right. (footnoted)
The Magnetar Trade and how it helped exacerbate the housing bubble. (ProPublica also Felix Salmon, The Reformed Broker)
Credit ratings agencies shouldn’t escape regulation this time around. (Guardian UK)
Robert Shiller says don’t count on a housing recovery. (NYTimes also Calculated Risk)
The Oracle of Kansas City, Thomas Hoenig. (Baseline Scenario)
Do (rising) oil prices threaten the economic recovery? (Econbrowser)
Stop using the word “unexpected” to characterize changes in the initial jobs claim figures. (Fundmastery Blog)
Why economic forecasters average across models. (voxEU)
A cool debt/GDP world map. (Infectious Greed)
“Positive and negative recency are both observable in normal human behaviour. ” (The Psy-Fi Blog)
Bias-free investing may not be possible, but it is desirable. (Abnormal Returns)
Projection bias and how to combat it. (SmartMoney)
Characterizing the cottage industry of Warren Buffett-related authors. (Deal Journal)
Why companies don’t experiment. (Predictably Irrational)
Netflix (NFLX) continues to push into streaming. (Atlantic Business)
How exactly could VC firms cause ‘systemic risk’? (A VC)
Apple has made the “walled garden” approach work. (NYTimes)
Is Twitter embarking on a more sophisticated strategy? (Chris Dixon also Digits)
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