Quote of the day

Vikas Bajaj, “Food prices are rising faster in India than in almost any other major economy, faster than they did during the 2007-8 surge.”  (NYTimes)

Chart of the day

Commodities up. Bonds down. Is it that simple?  (StockCharts Blog)

Markets

The Mubarak resignation in charts.  (Money Game, FT Alphaville, IndexUniverse also Bespoke)

Looking for oversold ETFs?  Check out the emerging markets.  (Bespoke)

Size aside, why the Kinder Morgan (KMI) IPO matters.  (Term Sheet)

Active money managers are still betting on a continued market rally.  (Seeking Delta)

For now, markets are taking a shine to the acquirer.  (WSJ)

Strategy

Why options should be a bigger part of your trading toolkit.  (The Minimalist Trader)

Dividend yield is losing its strength as an indicator as buybacks rise in importance.  (World Beta)

What’s behind the surge in stock buybacks?  (Daily Finance)

How hard is ‘ETF stripping‘? Depends on the ETF.  (IndexUniverse)

Exchanges

What a stock market exchange merger means for you.  Not a whole lot.  (ROI)

What next for Nasdaq OMX (NDAQ)?  (WSJ)

Shouldn’t we be encouraging exchange competition, not more mergers?  (naked capitalism)

Is there going be any regulatory pushback on what seems to be the last wave of exchange mergers?  (Dealbook, Trading Places, WSJ)

Top ten changes at a German-controlled NYSE.  (Big Picture)

Technology

Not a lot of enthusiasm for the Nokia (NOK)-Microsoft (MSFT) tie-up.  (GigaOM, SAI, TechCrunch, Economist)

Android may never create the future, but it demonstrates the utility of being a fast follower.  (asymco)

Now Apple (AAPL) reportedly jumps into the market with a scaled-down ‘iPhone Nano.’  (Bloomberg)

Great discussion with Fred Wilson and Chris Dixon on the state of the start-up market. (TechCrunch)

Global

A Mubarak resignation linkfest.  (Big Picture)

How to spot trouble in the Eurozone.  (Free exchange also Economix)

Is it time to bet on emerging European currencies?  (WSJ)

The devaluation of the Vietnamese dong raises more questions.  (beyondbrics)

Economy

The ECRI WLI continues to improve.  (ECRI)

Food inflation is coming to a restaurant near you.  (The Reformed Broker, Money Game)

The current housing finance status quo is unacceptable.  What should come next?  (Felix Salmon, MarketBeat, Street Sweep)

Last week saw a drop in rail traffic.  Weather effects?  (Pragmatic Capitalism)

Ranking the economic releases.  (Calculated Risk)

Earlier on Abnormal Returns

The Meredith Whitney muni bond bear market seems to be over, but volatility remains.  (AR Screencast)

ARTV with Corey Rosenbloom of Afraid to Trade.  (Abnormal Returns)

Our Friday morning live link look-in.  (Abnormal Returns)

Abnormal Returns is big in Portugal.  (Económico also TRB)

Errata

Under pressure.  (Dealbreaker)

Is there really a link between diet soda consumption and heart disease.  (The Atlantic)

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