“The most recent circumstantial evidence also suggests that the Fed may bear some responsibility for the commodities boom.” (Economist.com)

The many flavors of AAA. (FT Alphaville)

What does it mean to invest like Buffett? (Morningstar.com)

Hedge funds are guarding their ‘trade secrets‘ now in court. (Portfolio.com)

Hedge funds waiving fees to make up for previous losses. (FT Alphaville)

The yield curve has steepened. (Trader’s Narrative)

An interesting way to look at relative sector performance. (Bespoke Investment Group)

“How much do you know about your trading?” (TraderFeed)

Checking in on portfolio overlap. (TheStreet.com)

Is it time for a stock replacement strategy? (Daily Options Report)

Somebody, PIMCO, wants to hire some investment banking cast-offs. (DealBreaker.com)

The jobs report. “It could have been much worse.” (Floyd Norris also Calculated Risk)

Risks of a recession are rising, but still not definitive. (Economist’s View)

Maybe its more of a ‘recession-like episode‘? (Curious Capitalist)

The GSEs were asleep at the switch during the housing/mortgage bubble. (Econbrowser)

Trading lessons from Nicholas Darvas including, “Losses are tuition on Wall Street. Learn from them.” (Kirk Report)

The pitfalls involved in trying to close any sort of Microsoft-Yahoo! merger. (blog.pmcarca.com)

Who does the computer say will win the Kentucky Derby? (The Rail, Freakonomics)

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