How to stop yourself from falling into the trap of dating mining.  (WSJ)

“So soon after the gargantuan losses of 2008, of course, it’s not certain that buying and holding will continue to be a viable long-term strategy. It may take many years to know.”  (NYTimes)

The holding period for stocks continues to plummet.  In short, don’t confuse your trading with investing.  (Clusterstock earlier Abnormal Returns)

The James Montier attack on the EMH is the post of the weekend.  (Big Picture also The Reformed Broker, Clusterstock)

Timber is one of those overhyped investments whose supposed virtues don’t hold up well under closer scrutiny.”    (Barron’s)

Global ETF assets are pushing $900 billion.  (InvestmentNews)

Equity sentiment is getting stretched.  (The Technical Take, Trader’s Narrative)

Has the frenzy in China reached a peak yet?  (ROI)

“Can’t wee all just agree that Goldman has way too much influence for a firm happy to trade around that influence and leave it at that?”  (Infectious Greed)

Conspiracy theorists take heart.  Hank Paulson was in frequent contact with Goldman Sachs (GS) during the crisis.  (NYTimes)

Some pushback against the breathless coverage of Zero Hedge.  (Across the Curve contra Zero Hedge)

The Baltic Dry Index had a bad week.  (naked capitalism, Fund My Mutual Fund)

So party if you feel like it. The popular meme that the recession is now over could ultimately prove to be correct.  But it’s by no means guaranteed.”  (Econbrowser)

Did the band of (economic) rivals in the Obama administration get it right after all?  (NYTimes also Clusterstock)

The economy won’t be on a sound footing until debt levels fall, and that won’t happen as long as the Fed stands in the way.”  (Rolfe Winkler)

How to develop a “prediction function.”  (GigaOM)

In venture capital sometimes it is appropriate to ‘double down’ on an investment.  (A VC)

Apple (AAPL) is, for now, unstoppable.  Fade it at your own risk.  (Howard Lindzon)

Reviews of In Fed We Trust by David Wessel and The Myth of the Rational Market by Justin Fox.  (NYTimes, ibid also Falkenblog)

How Bernie Madoff got away with it.  An excerpt from Too Good To Be True by Erin Arvedlund.  (Barron’s)

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