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 thinks enough gloom has built up to allow for a stock market rally.

Meanwhile recent bullishness at Barron’s gets the 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. 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 should give you pause.

If you are interested in staying up-to-date with all of our posts you can add our feed to your favorite feed reader.

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Please see disclosures here.

Please see the Terms & Conditions page for a full disclaimer.