J. Alex Tarquino in the New York Times on one of our favorite topics – the modest, but real benefits of portfolio re-balancing.
Howard Lindzon details how he is re-balancing his portfolio in light of the market’s recent run.
Bespoke Investment Group checks in with the prediction markets for clues on oil and the odds of a U.S. economy.
Kara Scannell at WSJ.com on the return “with a vengeance” of insider trading. Speaking of insider trading, did it ever leave?
Paul Tharp at the New York Post on the financial decision facing members of the Bancroft family.
If a Dow Jones deal doesn’t happen, the market may just have to settle for a Reuters-Thomson hookup. (via WSJ.com)
Paul J. Lim at the New York Times on the prospects for continuing large cap outperformance.
Brett Steenbarger at TraderFeed on the current large cap rally’s “dwindling base of strength.”
Barry Ritholtz at the Big Picture passes along an oddly behaving sentiment measure.
Bill Luby at VIX and More on the statistical relationship between the VIX and the SPX.
David Merkel at the Aleph Blog has a half dozen market observations.
Daniel Gross at the New York Times on whether the U.S. economy has de-coupled from the rest of the world.