Remember that yield curve inversion that every one said to ignore? (Odd Numbers)

The market is pushing for a bigger than expected (50 bp) Fed funds rate cut. (Calculated Risk, naked capitalism)

Exploring the reasons behind the “Treasury bond bubble.” (Aleph Blog)

The Fed Model rears its head and says buy stocks. (WSJ.com)

“Now more than ever, it’s important to invest in something you understand – and a fund tracking hedge-fund returns does not fit that bill.” (Market Movers)

Market sentiment indicators. (Big Picture, naked capitalism)

Sector themes for the week and a round-up of some useful ETF resources. (TraderFeed, ibid)

Some perspective on Nasdaq bear markets. (Bespoke Investment Group)

More currency ETFs are coming to a trading screen near you. (ETF Trends)

Muni bond insurance is less crucial than thought. (Aleph Blog)

On fund concentration and the futility of closet indexing. (FT.com)

The case for activist investors to get involved with Yahoo! (YHOO). (breakingviews.com/WSJ.com)

Skepticism reigns on the efficacy of fiscal stimulus. (Marginal Revolution, Econbrowser, Mankiw Blog)

Thanks for checking in with Abnormal Returns. We appreciate your readership and welcome your feedback.

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