Phibro (and Andrew Hall) go to Occidental Petroleum (OXY) at a seeming bargain.  (Clusterstock, 24/7 Wall St., WSJ, DealBook, Felix Salmon)

Jim Simons is retiring from his hedge fund firm.  (DealBook, WSJ, Zero Hedge )

As Zoe Cruz jumps into the hedge fund game.  (WSJ, DealBook)

David Rosenberg vs. Eddy Elfeinbein on market valuations.  (The Money Game, Crossing Wall Street also Abnormal Returns)

Is a covered call strategy an apt substitute for bonds?  (ROI)

Bull markets always bring out investment newsletter hype.  (Marketwatch)

Technical analysis is back in vogue.  (MarketBeat)

“Nobody knows where the markets are going and Nobody knows why things are happening as they are happening. Everyone is a genius after the fact.”  (Behind the Headlines)

What makes for a good ETF.  (Aleph Blog)

Bond market rally=surge in bond ETF filings.  (IndexUniverse)

ETF Deathwatch for October.  (Invest With An Edge)

Is Berkshire Hathaway (BRK) now a bargain?  (WSJ)

Why aren’t managed futures more popular?  (The Pragmatic Capitalist)

Is there a false dichotomy between market timing and buy-and-hold?  (Abnormal Returns)

Price momentum only arises in periods when investors are optimistic.  (SSRN)

“It is one thing to have “a passion for trading“; quite another to neglect important spheres of life in pursuit of market success.”  (TraderFeed)

The divergence between dry bulk shipping and gold.  (The Money Game)

Have muni bond investors finally cried Uncle on low rates?  (Money & Co.)

“My current view is that Gold and US Treasuries are both partaking of the same surge in liquidity, now washing over most asset classes.”  (Gregor Macdonald)

“There is a real commitment to a strong dollar. It’s just coming 10,000 miles from DC.”  (Dealbreaker)

The Canadian dollar is approaching parity once again.  (The Globe and Mail)

“Giant bank loans were a hallmark of the credit boom.” Bonds are the new bank loans.  (Breakingviews)

“Problems at the Federal Housing Administration, which guarantees mortgages with low down payments, are becoming so acute that some experts warn the agency might need a federal bailout.”  (NYTimes also naked capitalism)

The ECRI WLI is at a record high.  (ECRI)

“At the heart of the current crisis is a fundamental confusion about the nature of wealth.”  (Economist)

On the changing meaning of the Efficient Markets Hypothesis over time.  (Curious Capitalist)

How the once proud Eastman Kodak (EK) got to where it is today.  (The Reformed Broker)

Why does the blogosphere value sensationalism over intelligent thought? (Accrued Interest also Wall St. Cheat Sheet)

Twitter’s “firehose of data” is now available for a price.  (Gawker, AllThingsD, Felix Salmon)

Why again do they give out a “Nobel Prize” in economics?  (Christopher Swann)

Celebrating our fourth blogiversary.  (Abnormal Returns)

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