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Monday links: coffee talk

Why this market correction shocked people:  the speed.  (WSJ)

“Mood and sentiment.  They drive so many of our actions and reactions, but I don’t think we are always that well attuned to them.”  (Prof. Pinch)

Doug Kass, “The world is interconnected, interlinked and increasingly complex.”  (TheStreet)

50% emerging markets is the new normal.  (Infectious Greed)

Fund flows are a coincident indicator.  (The Reformed Broker)

An interesting look at the role of volatility on position sizing.  (CSS Analytics)

Options on VIX futures ETNs.  What could possibly go wrong?  (Options Zone, VIX and More)

Putting quant models to the “common sense” test.  (Felix Salmon, Free exchange)

Inside the world of high frequency trading.  (Institutional Investor, TRB)

The stocks high frequency traders love to trade.  (Zero Hedge)

For some people stock trading and gambling are close substitutes.  (CXO Advisory Group)

Breaking up BP would be no easy task.  (FT Alphaville)

The administration (finally) gets tough on BP (BP).  (NYTimes, WSJ)

Contrarian alert:  gold bugs are finally having their day.  (NYTimes)

Momentum Monday:  the story of Netflix (NFLX).  (Bespoke, Daily Options Report, AR)

What the “Pub Power” index is telling us about the stock market.  (EconomPic Data)

The Buffett lunch bubble.  (Street Sweep)

What you can learn from Seth Klarman.  (the research puzzle)

Investors are ignoring the risks of the muni bond market.  (WSJ, Clusterstock, Bond Buyer via Infectious Greed)

If things are so bad why does everybody and their brother have an Apple (AAPL) iPad?  (The Reformed Broker)

The Fed’s Bullard says a robust global recovery is ongoing.  (Reuters, Real Time Economics)

On the risk of a double-dip recession.  (BondSquawk, Hussman Funds)

The cost of fixing Fannie and Freddie keeps going higher.  (Bloomberg, Big Picture)

Nancy Miller, “Accountability seems more elusive than ever. Over the past week we’ve seen a barrage of news bruiting the perils of regulator capture and indifference to the weakest among us.”  (True/Slant)

Cities and states are once again looking to privatize assets.  (Fortune)

The tragedy that would be a bailout of cities and states.  (Kid Dynamite, Gregor Macdonald)

Can Europe and America cut their way to prosperity?  (Slate)

In regards to gold, Ron Paul puts his money where his mouth is.  (Washington Post)

Bubbles are an intractable problem.  (Atlantic Business)

Domestically companies are shunning coal for natural gas in adding new capacity.  (Green Blog)

Making gasoline pay its full freight.  (Washington Post)

On the failure of the Human Genome Project to deliver “medically significant results.”  (Mandel on Innovation)

Wall Street has a thin skin.  (Big Picture, Crossing Wall Street)

Apple is under growing scrutiny for anti-trust and privacy issues.  (BusinessWeek, Politico)

Why have agriculture futures been such a bad bet?  (Minyanville also ETFdb)

Ah, sweet nectar.  Coffee prices soar.  (MarketBeat, USA Today, AR Screencast)

Is the sun broken?  (New Scientist)

On the essence of pleasure.  (The Frontal Cortex)

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