Looking back on just how bad things were in the stock market a year ago.  (Bespoke)

No wonder insiders aren’t buying back their shares.  (The Pragmatic Capitalist)

Can you still make a case for timberland as an asset class?  (Morningstar also SSRN)

Fodder for the magazine cover indicator crowd.  (The Money Game)

Since the beginning of 2008 high yield bonds and Treasuries have roughly the same total returns.  (EconomPic Data)

Sugar is the new oil.  (The Reformed Broker)

More actively managed ETFs are coming.  (ETF Database)

Was the Chicago PMI “leaked”?  (Bespoke)

Bill Gross talking deflation (and his book).  (The Money Game)

On the development of a Trader Development Stage Model.  (VIX and More)

“Is the Day of the Week phenomenon tradeable—not any more!”  (CSS Analytics)

Many times stubbornness comes from trying to be right: investing one’s ego in catching market highs or lows. Sometimes that stubbornness comes from missing a market move and then fading that move just to be proven “right”.”  (TraderFeed)

I have trading rules.  I have asset allocation rules.  I can lean against something that I think is wrong, but I can’t put all of my weight on it.”  (Aleph Blog)

Forecasting is really guessing, and no one is any good at it. The assumptions that go into a financial plan are really forecasts, and in the end, nothing more then guesses.”  (behavior gap)

Could shrunken investment banks actually do the job(s) they are created for?  (Epicurean Dealmaker)

Is the FDIC telling us things are worse in the banking sector than earlier thought?  (Kid Dynamite also Real Time Economics, 24/7 Wall St.)

If we are serious about corporate fraud we would adequately fund the SEC.  (Big Picture)

Reactions to the Matt Taibbi story on naked shorting and Goldman Sachs (GS) lobbying.  (Clusterstock, DealBook, Dealbreaker)

Robert Shiller sees “stagnant” home prices for the next five years.  (Real Time Economics)

At the end of the Great Moderation – higher savings rates.  (Economist)

What in the real economy is going to replace government stimulus?  (DJ Market Talk)

Restaurants are touting cheap booze to entice dinersIt used to be the other way around.  (DailyFinance)

Should investors pay attention to which city wins the summer Olympics?  (SportsBiz)

Is AOL only worth $4 billion?  (paidContent)

CNBC’s viewership numbers continue to sink.  (Zero Hedge)

Don’t miss our interview on blog aggregators.  (Wall St. Cheat Sheet)

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