For those who might have missed it, we have a post up on the importance of simplicity in model building.
James Picerno at the Capital Spectator on the market’s continued appetite for risk.
The Ticker Sense Blogger Sentiment Poll shows a huge drop in blogging bulls.
Justin Fuller at Morningstar.com uses an “all star” methodology to build the “Morningstar Ultimate Stock-Picker’s Portfolio.”
FT Alphaville on the undeserving scapegoat status of the Yen carry trade.
Brett Steenbarger at TraderFeed on how your trading rules should feel to you.
CXO Advisory Group on the status of the “stock supply cycle.”
Adam Warner at the Daily Options Report on the advisability of selling naked puts.
DealBook on one trading system that thrived in the market correction.
All About Alpha on research that shows the challenges of managing “deadweight costs” in a hedge fund of funds.
Caroline Baum at Bloomberg.com on how much attention you should pay to Alan Greenspan’s recent spate of comments.
We are no fan of stock picking contests, but James Altucher at TheStreet.com gives some sage advice on how to win one.
Avoid the crowd in order to win your NCAA basketball office pool according to David Leonhardt in the New York Times.
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