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With the markets in a funk the timing could not have been better for an article by Jane J. Kim in the Wall Street Journal how cash has become a "hot investment."

Ticker Sense graphically reviews the history of U.S. strategists' recommended stock/bond/cash allocations.

Eddy Elfenbein at Crossing Wall Street "sequences" the stock market.

Christopher Davis at Morningstar.com reviews some sound advice on how to maximize returns in a low-return environment.

One relative beneficiary has been utility stocks. Michael Kahn at Barrons.com reviews the technical case for utility stock outperformance.

Daniel Gross at Slate.com re-thinks the issues surrounding Hank Paulson's large stake in Goldman Sachs (GS).

John Carney at DealBreaker.com adds another option to this weighty problem.

DealBook looks at a North American example of so-called "public, private equity."

The Kirk Report tracks down an article that succinctly summarizes fifteen common biases that can lead to bad investment decisions.

James Surowiecki at the New Yorker looks at why refining capacity hasn't seemingly kept up with demand.

Google Spreadsheets is attracting a fair amount of attention. Henry Blodget thinks Google wants to attract "casual Microsoft Office users." Paul Kedrosky wonders how seriously users should take Google's product approach. GigaOm weighs in as well.

If we do abolish the penny, will it increase prices? Tyler Cowen at Marginal Revolution looks at the theories.

Demographic data (and trends) are widely abused by investment analysts looking for easy answers to complex problems. Frederick Kempe in the Wall Street Journal has a thoughtful look at how demographic shifts may further isolate the U.S. from the rest of the developed world.

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