All of our new (and existing) readers should realize that we are are always open to your questions and comments.

ContraHour examines the recent rotation into defensive sectors and what it means for the economy.

Adam Warner at the Daily Options Report passes on some statistics on the recent buying cluster in smaller stocks, i.e. Russell 2000.

Barry Ritholtz at the Big Picture still believes that this is still a “Missouri market.”

Chet Currier at Bloomberg.com thinks enough gloom has built up to allow for a stock market rally.

Meanwhile recent bullishness at Barron’s gets the DealBreaker.com treatment: point & counterpoint.

James Picerno at the Capital Spectator thinks “The fate of the major asset classes now rests with the central banks to a higher degree than we’ve seen in recent years.”

DealBook passes on some comments by SEC chairman Cox on the “retailization” of hedge funds.

Tim Middleton at MSN Money on the role of real estate in every investor’s portfolio.

Bloggers are nothing if not navel gazers, due in large part to the continued question of what value the blogosphere actually adds. Malcolm Gladwell defends the relevance of the mainstream media and focuses on the “derivative” nature of blogging.

Brad DeLong defends the role of blogging from the perspective of an academic. Greg Mankiw agrees that blogging has a role for academics despite the fact that will not be “rewarded” for it in the halls of academia.

ProfessorBainbridge.com explores the role of the “lock-in effect” and the hopes of the “iPod killer.”

For those of you who look at collectibles, like baseball cards, as “investments” an article by Dave Jamieson at Slate.com should give you pause.

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