Boy how the weather vane swings. Paul Kedrosky at Infectious Greed notes the simultaneous appearance of Google (GOOG) on the cover of Barron’s and Time. Certainly the Barron’s piece is less than optimistic about the future price potential for the stock.

Barry Ritholtz at the Big Picture re-examines the Citigroup Panic/Euphoria Model in Barron’s and has a simple fix for its stubborn “panic” readings.

Mark Hulbert in the New York Times notes an academic study that delves into a little known issue with mutual fund pricing. So-called “T+1 accounting” is seeminly not the problem as late trading was, but is disturbing nonetheless in a world of automated trading and accounting systems.

Margot Patrick in notes the growing discrepancy between hedge fund of funds ability to provide liquidity to investors and the lengthening time frames of the underlying fund investments.

breakingviews in the Wall Street Journal calls into question the diversification value of publicly traded timber investments like Plum Creek Timber (PCL).

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