Kraft (KFT) has a sweet tooth for Cadbury (CBY).  Is M&A back?  (NYTimes, WSJ, Economist, Clusterstock, 24/7 Wall St., Deal Journal)

This market isn’t asking for great. It isn’t even asking for “okay” since it is still well below where it has been in the past. This market just wants to see the US coming out of a hole.”  (The Money Game)

The benefits of successful market timing are obvious.  What is the downside?  (The Psy-Fi Blog)

Size is the enemy of investment performance.  (Institutional Investor)

Money continues to flow into commodity mutual funds.  (FT Alphaville)

A long term look at the stock market’s dividend yield.  (dshort)

Do buyouts (still) create value?  (Journal of Finance)

“Over the past decade, the U.S. private-sector has lost 203,000 jobs.”  (Big Picture)

Discouraged workers are the face of this economic downturn.  (NYTimes, Calculated Risk, The Money Game)

What do trends in temporary workers mean for the economy?  (True/Slant)

Why are so many people so afraid of inflation?  (New Yorker)

We are nearing the historical peak in the hurricane season.  (VIX and More)

If Jay Leno is the “future of TV” what does that say about TV?  (Time)

Inside the world of online shoe retailer Zappos.  (New Yorker)

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