Thanks to all of our new readers. We hope you enjoy this edition of the daily linkfest.

Barry Ritholtz at the Big Picture explores the relationship between earnings, reaction, and guidance.

Chad Brand at the Peridot Capitalist looks at the two reasons behind strong corporate results.

Eddy Elfenbein at Crossing Wall Street has a “soft landing” survival guide.

James Picerno at the Capital Spectator thinks “lazy” oil bulls should examine some conflicting data.

Jonathan Burton at examines the double-edged sword that is cash equivalents in the equity mutual fund.

Steven D. Jones in the Wall Street Journal looks at the definition of cash on the balance sheets of corporate America.

Larry Ribstein at Ideoblog looks at the rise of private equity and the decline of the public firm. (via

DealBook explores the latest Wall Street rush, “blank check” IPOs.

John M. Berry at on the single biggest fear for the Fed.

In light of our discussion of technology stocks, we found an article by the Economist on the 25th anniversary of the PC interesting.

Now if they could just adapt this technology for stocks! (via Gizmodo)

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