The Ticker Sense Blogger Sentiment Poll shows bulls and bears at a standoff.

Barry Ritholtz at the Big Picture on three potential market hazards.

James Picerno at the Capital Spectator on central banks’ “complacency” on inflation.

FT Alphaville has a trio of longer think pieces on: the rise of Asia, the ‘asset shortage hypothesis‘, and the risk of the commodity markets.

Henny Sender and Serena Ng in the Wall Street Journal on tightening conditions in the world of buyout financing.

Tom Lydon at ETF Trends has a odd mix of ETFs that performed well in the past few weeks. on earnings growth and why GE’s stock price hasn’t budged.

On average, hedge funds perform best in their first two years of existence. (via FT Alphaville)

CXO Advisory Group on research showing Benjamin Graham’s strategy works, but don’t get too excited, these conditions rarely hold in today’s market.

Russel Kinnel at says these mutual funds scream “Dump Me!”

Paul Kedrosky at Infectious Greed on Microsoft’s “continuing fall from online grace.”

Landon Thomas Jr. in the New York Times on a passel of disappointing Wall Street-related books.

A good reason to check out Portfolio magazine.

Are we entering a “post copyright” era for music? (via The Long Tail)

Daniel Drezner on the continued spread of blogging, this time to professional baseball players.

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