In an earlier post we noted the potential of megamergers to serve as a catalyst for megcap outperformance. The evidence just keeps on coming.

Dennis K. Berman and Jason Singer in the Wall Street Journal look at the recent “blizzard of deals” and what that means for the market.

Although megamergers may be increasing not every one will gone down well. DealBook has some reaction to the Johnson & Johnson (JNJ) deal for Pfizer’s consumer businesses.

Despite our best efforts it is difficult to get away from the Warren Buffett charity announcement. Just a few items of note.

Daniel Gross at Slate.com notes that despite the announcement Warren Buffett is unwilling to outsource money management.

DealBook looks at what the Buffett announcement actually means for Berkshire Hathaway.

Andrew Feinberg at Kiplinger’s thinks the Buffett decision is “wonderful” for any number of reasons.

Eric Savitz at Barrons.com caught up with Buffett confidante Charlie Munger and collected some additional “wit and wisdom” from the outspoken investor.

Greg Newton at NakedShorts has an in-depth look at the fallout from the rollback of the SEC’s hedge fund registration rule.

It took a little while but John Bogle and Burton Malkiel launched a counter-attack against fundamental indexation in an op-ed piece in the Wall Street Journal.

Karen Wallace at Morningstar.com looks at the best fund options for investors seeking out commodity exposure.

Mark Hulbert at Marketwatch.com notes bond timers are too sanguine given conditions.

Tim Middleton at MSN Money is raising cash in his ETF portfolio.

Randall W. Forsyth at Barrons.com thinks in a world of uncertainty six-month t-bills look quite attractive.

Random Roger has been hard at work putting together his own all-ETF model portfolio.

Brett Steenbarger at TraderFeed looks at some reasons why your trading might not be working out.

John Hussman at Hussman Funds has some intriguing evidence pointing towards some economic weakness.

Barry Ritholtz passes along an interesting graph on second-year performance in the second term of the Presidential election cycle.

Robert J. Shiller at Project Syndicate looks at the “unstable market psychology” behind the market’s recent drop.

Daniel Gross thinks we should consider ourselves lucky we were bypassed by a big Russian IPO.

Given the sweet deals available, we should not be surprised that university endowment chiefs are leaving for greener pastures according to a piece by Peter Grant and Rebecca Buckman in the Wall Street Journal.

On the World Cup front, Skip Sauer at the Sports Economist points to some research on the incidence of yellow and red cards per game.

Steven D. Levitt at the Freakonomics blog applies some game theory on why more penalty kicks are not hit right down the middle.

A “Wall Street” sequel….Consider us intrigued. (via DealBreaker.com)

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