What has happened 100 days after a major market trough?  (Big Picture)

An indicator that supports the notion that we have seen “the low” for this cycle.  (Trader’s Narrative)

The appetite for risk is set for a rebound. But not yet.”  (Capital Spectator)

Are corporate bonds a “screaming buy”?  (EconomPic Data)

Are convertible bonds an attractive asset class in this environment?  (BusinessWeek.com)

Bank stocks and bonds are going in different directions.  (MarketBeat)

On the benefits of broader asset class diversification.  (CXO Advisory Group)

REITs were crushed in Q1.  (WSJ.com also CNNMoney.com, Clusterstock)

What happened to the frontier markets during the current crisis?  (FT Alphaville)

Surprising patience is required in trading some ETFs.  (Morningstar.com)

Rules for approaching trading as a business.  (Tickerville)

Big personnel changes over at Goldman Sachs Asset Managment.  (Clusterstock, WSJ.com)

A pension fund fight goes public.  (naked capitalism)

Not surprisingly, the government may be working at cross-purposes with the easing of mark-to-market rules.  (WSJ.com)

At foreseeable prices don’t expect banks to sell assets en masse to PPIP participants.  (Accrued Interest)

The world economy is shrinking for the first time since WWII.  (WSJ.com)

(F)inancial stress in the advanced economies leads to financial stress in the emerging markets.”  (Econbrowser)

The Fed mistakenly thought it was the cause of the “Great Moderation.”  (TheAtlantic.com via Crossing Wall Street)

No one should be surprised by General Motors’ problems. The company has been in decline for fifty years.  (FiveThirtyEight.com)

The situation in Detroit is desperate.  Pres. Obama should tread carefully.  (Deal Journal, The Daily Beast, NYTimes.com)

It worked in Europe, so do not be surprised if we see a “cash for clunkers” deal here as well.  (NYTimes.com)

Felix Salmon (now at Reuters) on the utility of small banks.  (Reuters.com)

“This financial crisis has essentially torn down the walls of traditional research houses.  In its wake, we have literally thousands of analyst-bloggers writing about individual securities and macroeconomic issues form a variety of standpoints.”  (New Rules of Investing)

Why URL-shortener bit.ly could be a game-changer.  (GigaOM)

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