The Ticker Sense Blogger Sentiment Poll shows a big jump in bears this week.

Roger Nusbaum at on a new, broader international equity ETF.

Junk bonds are coming to an ETF near you. (via

CXO Advisory Group reviews a research paper on the genuinely poor performance of most mutual funds.

All About Alpha notes the opportunity to make UMAs more portable alpha-friendly.

Chad Brand at the Peridot Capitalist on whether the fall in oil prices is over.

Justin Lahart in the Wall Street Journal on “liquidity” as an ex-post explanation of market moves.

Speaking of excess cash, Jennifer S. Forsyth also in the Wall Street Journal on the now-heated battle for Equity Office Properties (EOP).

Greg Newton at NakedShorts on the proliferation of Russia-focused hedge funds near the top of the performance charts.

James Picerno with a piece in Wealth Manager on the advisability of emerging market equities as a strategic asset class.

MarketBeat notes a build-up in short positions in the two-year Treasury notes.

FT Alphaville on the surge in hybrid funds, i.e. mutual funds utilizing hedge fund techniques.

Brian Gormley at the Wall Street Journal on the surge in venture capital investment in 2006.

An interesting academic paper on the role of share issuance on stock returns. (via Journal of Finance)

Tyler Cowen at Marginal Revolution on the use of the iPod as a new measure of purchasing power parity (PPP). on a study that uses wagering to illuminate conscious decision-making. (via Biosingularity)

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