Another brick in the sentiment wall:  Investors Intelligence show bears outnumber bulls.  (Bloomberg)

Hedge funds are light on equity.  (market folly)

What is strength in high yield bonds telling us about the stock market?  (dshort)

Technology stocks are cheap.  (BusinessWeek)

Don’t fall in love with a stock, even Apple (AAPL).  (Joe Fahmy)

Chart the iPath S&P 500 VIX Short-Term Futures ETN (VXX) at your own risk.  (Daily Options Report)

Finreg does nothing about HFT.  (Points and Figures)

The ETF Deathwatch is up for July.  (Invest With An Edge)

A comprehensive look at golden cross lookbacks.  (MarketSci Blog)

How seemingly unrelated asset classes are becoming “assimilated.”  (FT Alphaville)

Another energy MLP ETN comes to market.  (ETFdb)

Some investors are profiting from commodity contango.  (FT Alphaville)

Metrics for analyzing restaurant companies.  (Street Capitalist)

“While hitting home runs is sexy it is rarely a recipe for success in the investment world.”  (Pragmatic Capitalism)

Does the world suffer from a shortage of safe assets?  (FT)

On the practical aspects of hedging tail risk with VIX products.  (Condor Options)

A simpler approach to hedging tail risk.  (Random Roger)

Democracy, investor mistakes and the stock market. (Crossing Wall Street, Matt Yglesias also AR Screencast)

Are the benefits from behavioral economics overblown?  (Farnam Street, Freakonomics)

Wealth managers want to get paid like hedge fund managers.  Doesn’t everyone?  (Felix Salmon)

Banks are once again staffing up to sell and trade mortgage backed securities.  (FT)

Eric Dash, “..JPMorgan’s overall operation is in better shape than most, the bank does not enjoy a top position in any single business.”  (NYTimes also Forbes Street Talk, Dealbreaker, Dealbook)

Goldman Sachs (GS) is interested in an “all-in-one” SEC settlement.  (WSJ)

On the growing gap between Main Street and Corporate America.  (The Reformed Broker, IBD, Curious Capitalist)

Weekly unemployment claims come in better than expected.  (Calculated Risk, Real Time Economics)

Industrial production comes in flattish.  (Calculated Risk, EconomPic Data)

Kurt Brouwer, “Is a double-dip recession the end of the world?”  (Fundmastery Blog also Carpe Diem)

The Fed pulls back on their growth forecast.  (Bloomberg, FT, WashingtonPost)

Would a helicopter drop of cash stimulate aggregate demand?  (Marginal Revolution also Zero Hedge, Economist’s View)

Just how big are shadow housing inventories?  (naked capitalism, Big Picture)

Are banks already loosening consumer lending standards?   (WSJ)

When a trillion dollar deficit is good news.  (Slate)

How shifts in the supply of ships affects the Baltic Dry Index.  (Economist, MarketBeat)

China still pumping out double digit economic growth.  (EconomPic DataWSJ)

Energy costs aren’t dragging down the economy.  (Econbrowser)

Why isn’t the BP oil spill spurring more calls for energy conservation?  (Big Picture)

North Dakota continues to grow oil production.  (Carpe Diem)

Crisis-lit review of the day:  “Complicit.”  (Aleph Blog)

Apple is “Google-proofing” its business.  (SAI)

Then again maybe Verizon (VZ) doesn’t need Apple.   (NYTimes)

Apple need to come to terms with attitude that helped cause the antenna issue.  (Scripted, Bloomberg, peHUB, Fortune 2.0)

The winners (and losers) from the iPad revolution.  (MarketBeat, ibid)

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