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Wednesday links: irrational equanimity

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Ranking the current rally.  (Big Picture, Bespoke)

“Irrational equanimity is back.”  (FT)

Technical resistance looms for the S&P 500.  (VIX and More)

Why has market volume “dried up”?  (greenfaucet also A Dash of Insight, Systematic Relative Strength)

Some high profile hedge funds missed the March stock market rally.  (WSJ)

Corporate insiders have picked up their selling pace.  (Marketwatch)

On the relationship between the growth in ETFs and high-frequency trading.  (FT Alphaville)

Are ETFs becoming too complex?  (ETF Trends)

Can long-term investors benefit from short-term trading signals?  (CXO Advisory Group)

Bottom fishing for cheap options is an expensive game.  (Options Zone)

Investors “shunning” options is playing tricks with some market statistics.  (Don Fishback)

On the benefits of the stock replacement strategy.  (Investing With Options)

Looking back at the lessons of The Tao Jones Averages.  (the research puzzle)

Taking a look at John Mauldin’s track record.  (Investing Caffeine via TRB)

How much in absolute return strategies is appropriate?  (Random Roger)

Bank profits are back.  (Infectious Greed also The Pragmatic Capitalist)

Has the trend in the US dollar turned?  (Bespoke)

Ambac (ABK) stock has gone crazy.  (zero hedge, Marketwatch, SMB Capital)

Due to shortages Apple (AAPL) delays the overseas launch of the iPad.  (Bloomberg)

Morgan Stanley (MS) made “bum property investments.”  (WSJ, Fundmastery Blog)

The problem with public pensions.  (Megan McArdle)

Geithner is neither a genius nor a dupe.  (WashingtonPost)

When household debt went vertical.  (Calculated Risk)

Daniel Gross defends his “America is back” story.  (Tech Ticker)

Should be worried the regional Fed bank presidents are losing power?  (The Big Money)

Retail sales have bounced back.  (WSJ)

Diesel fuel consumption hints at an economic recovery.  (Calculated Risk)

Core inflation remains contained.  (EconomPic Data, Atlantic Business)

With the deficit now falling, new programs to help the unemployed are probably off the table.  (CBS Moneywatch)

What if the Chinese yuan were actually overvalued?  (The Money Game)

There is still uncertainty overhanging the situation in Greece.  (MarketBeat also FT Alphaville)

James Kwak, “So what kind of picture of Wall Street does [Michael Lewis']
The Big Short paint?”  (Baseline Scenario)

Joe Weisenthal talks with Nassim Taleb.  (Clusterstock)

Awesome list.  Deep truths about markets and investing.  (Crossing Wall Street)

“What does a business blog offer that is not offered by other media?”  (Felix Salmon)

Is Twitter’s new ad plan “brilliant”?  (The Big Money, Information Arbitrage)

By moving to TBS Conan has changed the nature of “the game” he is playing.  (Newsweek)

Tips on how not to choke.  (The Frontal Cortex)

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