Credit market conditions are improving.  (Alea, MarketBeat, Market Movers)

Fiscal stimulus, part two.  (Real Time Economics)

There have been no IPOs for ten weeks.  That’s a record.  (

“After years of binging, the buyout boys are tightening their belts for the rocky ride ahead.”  (

Buying stocks, imply selling Treasury bonds.  (NakedShorts)

Investors need to look beyond simple dividend yields.  (

Where is the bottom in earnings?  (Crossing Wall Street)

Reasons for optimism.  But take it slow.  (, Howard Lindzon)

Some notable bears are turning bullish.  (Infectious Greed)

Are too many banks now ‘too big to fail‘?  (breakingviews/

This whole derivative debate needs paring back. There’s far too much derivative scare mongering going on.”  (FT Alphaville)

“But the fact remains, hedge funds – like all other investments – are measured by institutions on a relative basis, not an absolute basis. ”  (All About Alpha)

You don’t need the VIX to know things are volatile out there.  (Daily Options Report)

“Investors should seek out companies that provide consumers with ‘value propositions, both real and perceived.'”  (FT Alphaville)

Executives who borrowed against their holdings are being forced to liquidate their holdings.  (DealBook)

Lower oil prices have shaken faith in the foundations of alternative energy.  (Clusterstock)

Americans’ satisfaction is at a record low.  (Trader’s Narrative)

Ten reasons why this is not the 1930s.  (Supply and Demand)

Is China the next trouble spot?  (Infectious Greed, 24/7 Wall St.)

Jim Cramer, “I’m not Warren Buffett.”  ( also

Why is Barron’s ‘banned’ from CNBC?  (Big Picture)

On the invention of the modern sports book.  (The Balance Sheet)

Moneyball, the movie.  (Clusterstock)

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