Why does the yield curve continue to steepen?  (Aleph Blog , Mish, Atlantic Business)

Mortgage rates are moving higher.  (Accrued Interest, Calculated Risk, FT Alphaville, Bloomberg)

The reversal in high yield bond performance is stunning.  (EconomPic Data)

How appropriate is a 100% bond portfolio?  (IndexUniverse)

Why is gold such a “snoozer” of late?  (Clusterstock)

Stocks that have continued to rally while the market pulled back.  (Bespoke)

David Einhorn does not heart Moody’s (MCO), and more notes from the Ira Sohn Conference.  (MarketWatch, Zero Hedge)

The fallout from the shutdown of the once mighty Pequot Capital Management.  (WSJ, DealBook, Clusterstock, Breakingviews, market folly)

Trading ETFs is so last week.  Time to start picking stocks.  (The Reformed Broker)

It isn’t easy to access timberland as an asset class via traded vehicles.  (greenfaucet)

Does technical analysis ever add value?  A look across global markets.  (SSRN)

The carry trade does not work all the time.  A strategy to enhance its performance.  (Alea Blog)

Using options to manage the risk of trades in leveraged ETFs.  (VIX and More)

“If you do experience mood swings around losing trades, it’s probably because you are evaluating yourself by the criterion of being right–not by the criterion of trading well.”  (TraderFeed)

Forecasting is “folly.” (Big Picture)

When does the rise in interest rates become a problem for governments and the economy?  (ValuePlays, Breakingviews, Capital Spectator, Free exchange)

A little inflation helps at this point in the cycle, however can the Fed keep inflation expectations in check?  (Economix, Baseline Scenario, Atlantic Business)

The PPIP is foundering.  (WSJ, naked capitalism)

Since a patchwork of regulators failed, a proposal for a single bank regulator to rule them all.  (WashingtonPost, 24/7 Wall St.)

The car czar, Steven Rattner is going to be busy overseeing a reorganized General Motors (GM).  (WashingtonPost, WSJ)

Amen.  Trying to define financial terms for a mass audience is no easy task.  (Felix Salmon)

“In this long and deep recession, those who still have private sector jobs are now increasingly less likely to find that they come with insurance.”  (Slate)

Another positive review of Bailout Nation.  (Bloomberg)

All hail the soon-to-be independent AOL.  (AllThingsD, Crossing Wall Street)

Man these linkfests are getting long!  What’s the deal?  (Abnormal Returns)

Maybe the comics have it right.  Extreme wealth does make you insane.  (Epicurean Dealmaker)

Eight new ways you might be insane.  (The Daily Beast)

You can now follow Abnormal Returns on Twitter at @abnormalreturns.  Check it out.

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.