Paul J. Lim, “By almost every measure, stocks are far cheaper at Dow 10,000 today than at Dow 10,000 in March 1999.”  (NYTimes also Big Picture)

Investor sentiment at week end.  (The Technical Take, Trader’s Narrative)

What happens to the stock market after a successful earnings season?  (Bespoke)

Jason Zweig, “..fighting confirmation bias is a never-ending battle. But if you can’t conquer this gremlin of your own mind, you don’t stand a chance of outwitting the market.”  (WSJ)

The best new mutual funds of 2009.  (Morningstar)

Why Schwab’s move into ETFs could be huge.  (ETF Trends)

Get a load of these devilishly complex currency ETPs.  (FT Alphaville)

The PowerShares Build America Bonds Portfolio Fund (BAB) is set to launch. (IndexUniverse)

John Paulson likes Citigroup (C) and has kicked Goldman Sachs (GS) to the curb.  (24/7 Wall St.)

Gregory Zuckerman, “Eight investing lessons of Mr. Paulson’s $20 billion gamble, the greatest trade in financial history.”  (WSJ)

And you thought the video game industry was recession-proof?  (Silicon Alley Insider)

The companies are thriving in the new, new economy.  (Howard Lindzon)

Is the hedge fund era on Wall Street finally over?  (NY Magazine)

Just how unusual is it to have a falling dollar and rising stock market?  (A Dash of Insight)

A look at the many economic models that have led investors astray.  (The Psy-Fi Blog)

Steve Randy Waldman, “The one rule that you can rely on with respect to banking regulation is that whenever regulators have discretion, they do exactly the wrong thing. For very predictable reasons and despite the best of intentions, they screw up.”  (Interfluidity)

On the relationship between housing starts and the unemployment rate.  (Calculated Risk)

Is a rebound in the jobs market closer than we think?  (Slate)

James Hamilton, “Why are the prices of so many commodities rising in an economy that seems to remain quite weak?”  (Econbrowser)

Is the recovery in China all smoke and mirrors?  (The Reformed Broker)

China has no plans to remove the Yuan peg to the US dollar any time soon.  (The Money Game, ibid)

Richard Thaler, “Some games and battles are like that: even when you win, you lose. When you see at the start that such a dynamic is likely, you’re better off just walking away.” (NYTimes also naked capitalism)

Bryan Caplan, “Why aren’t academic economists Bayesians?”  (EconLog)

Bloomberg LP is reinvesting terminal revenue into becoming a media powerhouse.  (NYTimes)

The best f***ing books about the financial crisis.  (Infectious Greed)

Top clicks this week on Abnormal Returns.  (Abnormal Returns)

Brett Steenbarger, “Romantic relationships mirror our deepest experiences of ourselves, sometimes for better; other times for worse.”  (TraderFeed)

The 50 best inventions of 2009.  (Time)

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