What companies are showing up on Moody’s “The Bottom Rung” list of troubled credits?  (WSJ.com also FT Alphaville, Zero Hedge)

The prospects for profits in the quarter from Citigroup (C) is widely cited for today’s stock market rally. Other items to the contrary. (24/7 Wall St., naked capitalism, The Stash, Atlantic Business)

What is “latency arbitrage” and how are some hedge funds profiting from it?  (MarketBeat)

Whoever said that asset class correlations were stable?  (World Beta)

Are you confused why the US Dollar is so strong?  Don’t forget that currencies are a relative game.  (Fund My Mutual Fund)

Should Google (GOOG) be added to the Dow?  (GigaOm)

The Dow Chemical (DOW) merger deal rests on a layer of preferred stock.  (breakingviews.com)

Gold market timers are now no longer all that bullish.  (Marketwatch.com)

Can we view oil as a “store of value“?  (Gregor.us)

“Could it be that energy markets are making some bullish noise?”  (Barrons.com)

It is difficult to discern signal from the noise in the oil markets.  (MarketBeat, FT Alphaville)

Is it time to start keeping an eye on Dr. Copper?  (ValuePlays)

A bottoming Baltic Dry Index points to strengthening commodity markets.  (VIX and More)

“But now that everybody knows that buy and hope does not work, the contrarian deep within thinks it is time to think about its return.”  (Behind the Headlines)

On the importance for traders to have a “diversified emotional portfolio.” In short, man cannot live on trading alone.  (TraderFeed)

How accountable should quants be for the meltdown on Wall Street?  (NYTimes.com also Big Picture)

The secondary market for private equity stakes is locked up due to differences over price.  (Clusterstock)

“Corporate culture matters, and some corporate cultures don’t deserve to survive.”  (Interfluidity)

Credit cards are a problem, but are banks overreacting?  (WSJ.com also Clusterstock)

Don’t invest alongside the Feds, seriously.  (Zero Hedge)

The five flavors of bank nationalization.  (Baseline Scenario)

“Ultimately it is the health of banks, not the size of the Fed’s balance sheet, that matters most.”  (WSJ.com)

The problem with the banks is that nobody will trust them and they have not been able to raise funds.”  (Bronte Capital also Marginal Revolution)

How big a role did the failure of Lehman Bros. have on our current predicament?  (The Balance Sheet)

A rave review for House of Cards.  The first of many books on the crisis.  (DealBook)

Is the Obama administration being too optimistic in its economic forecasts?  (Economist’s View, Free exchange)

Welcome to the “little guy economy” where smaller, more nimble firms thrive.  (The Big Money also 37signals)

One positive area of the economy:  the box office.  (EconomPic Data)

On the prospects for an Apple (AAPL) touchscreen netbook.  (GigaOm)

Interested in receiving Abnormal Returns via e-mail?  Please visit this simple sign-up form to receive all of our posts delivered (almost) daily.

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Please see disclosures here.

Please see the Terms & Conditions page for a full disclaimer.