Adam Warner at the Daily Options Report on the persistent bull market in complacency.
Brett Steenbarger at TraderFeed on what a persistent string of strong closes means for the market.
Eddy Elfenbein at Crossing Wall Street on the persistent relative rise in cyclical stocks.
James Picerno at the Capital Spectator on the persistent rise in consumer prices and a lack of interest by the markets.
Justin Lahart in the Wall Street Journal on whether the Fed can continue to stay on hold in light of recent inflation numbers.
Add record levels of margin debt to the list of “bad news” indicators. (via MarketBeat)
Are years ending in “7” bad for the market? (via Marketwatch.com)
Scott Berry at Morningstar.com on the risks facing the bond market at the moment.
All About Alpha summarizes a discussion on the state of the CAPM and its role in the current hedge fund industry.
Roger Ehrenberg at Information Arbitrage on the rise (and wisdom) of so-called “best idea” hedge funds.
Tom Petruno in the Los Angeles Times on the grass roots backlash that the SEC’s tightened rules for hedge fund investor accreditation has engendered.
What will it take to unwind the Yen carry trade? (via MarketBeat)
The XM-Sirius deal will apparently hinge on the definition of the satellite radio companies’ market. (via Wall Street Journal)
Henry Blodget at Slate.com on the misuse of past performance numbers in the marketing of various investment products.
Amity Shlaes at Bloomberg.com on whether oil is really a blessing or a curse for a country.
Stephen J. Dubner at the Freakonomics Blog on the surprising momentum of the climate change story.
David Leonhardt in the New York Times on the proper discount rate to use when considering the costs of global warming.
Speaking of certainty, Jonah Lehrer at The Frontal Cortex has a nice post on “certainty bias” and how it affects our decision making.
In honor of the coming of spring training – Sports Quant on why Earl Weaver was right all along – a quantitative analysis of bunt strategy shows it to be a run killer.