The world needs its bears.  They were right about a lot of the past decade’s disasters.  (Economist, ibid)

Sorting through candidates for the next market mania.  (market folly)

What happens after record setting quarters for the Dow?  (Big Picture)

The underlying market thesis can change on a dime.  (A Dash of Insight)

September turned out to be a classic case for contrary analysis.  Will October work out for the bears?  (Abnormal Returns also Bespoke)

On the value of avoiding stocks during a recession. (ECRI)

Tax free bond yields touch a 40-year low.  (WSJ)

Keep an eye out for a reversal in the ISM.  ( The Money Game)

The question is not whether hedge fund cloning works, the question should be:  “Should we be cloning hedge funds in the first place?”  (World Beta)

Why the iPath S&P 500 VIX Short-Term Futures ETN (VXX) “..has considerable shortcomings, both as a short-term and a long-term play.”  (VIX and More)

Utility stocks have become a backdoor way to play higher energy prices.  (Barron’s)

Just how profitable high frequency trading is for Citadel Group.  ( WSJ)

Just how profitable are high frequency trading strategies?  (FINalternatives)

Why do investment banking profits persist?  (Felix Salmon)

Beware the looming leveraged loan refinancings.  (Economist)

Should money market mutual funds have insurance like bank deposits?  (Morningstar)

“The data this week has not been supportive of a rapid exit from accommodative policy.”  (Tim Duy’s Fed Watch also Baseline Scenario)

The not-so-pretty employment report dissected.  (Calculated Risk, Curious Capitalist, Real Time Economics, EconomPic Data, Market Talk, Economix)

Plotting US recession probabilities.  (Economist’s View)

New times call for a new asset allocation model, adaptive asset allocation.  (Abnormal Returns)

What John Paulson protege Paolo Pellegrini sees for the markets.  (Bloomberg)

“..Harry Dent has always said the right things to attract fans.”  (Marketwatch)

More firms are closing the loop between research and money management.  (New Rules of Investing)

Why conspiracy theories hold sway with traders.  (Curious Capitalist)

What a Comcast (CMCSA)-NBC Universal tie-up would mean for the media landscape.  (NYTimes, WSJ)

Bloomberg LP, sans Bloomberg, is fast becoming a media powerhouse.  (24/7 Wall St.)

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