Greg Ip in the Wall Street Journal on a change in Fed thinking on the relationship between unemployment and inflation.

Barry Ritholtz and James Picerno on Alan Greenspan’s recession call.

Andrew Ross Sorkin in the New York Times on the tough negotiations (with environmentalists) that allowed the TXU (TXU) deal to move forward.

Are midcaps the “sweet spot” in the stock market? (via Wall Street Journal)

The Ticker Sense Blogger Sentiment Poll remains at a stand-off.

Sam Zell jumps into the Tribune (TRB) auction. (via New York Times)

Danielle Kost and David Clarke at on the rise in long-short funds available to individual investors.

Hedge funds are joining the grains rally in a big way. (via Wall Street Journal)

Brett Steenbarger at TraderFeed identifies five principles of short-term trading.

Paul Kedrosky at points to an interesting academic paper on weekly momentum.

Adam Warner at the Daily Options Report on the penny pricing problem.

Jeff Miller at A Dash of Insight on the problem of spurious correlations.

John F. Wasik in the on slicing and dicing in the rapidly growing ETF marketplace.

Roger Ehrenberg at Information Arbitrage has a trio of thoughts.

David Warsh at points to a paper on closet indexing and the reasons behind the underperformance of the Fidelity Magellan fund.

Brett Arends at on finding managers who invest for the “long haul.”

“As an investment play is global warming a bubble and social short-term craze…” (via FT Alphaville)

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