The best of the bull market may already be behind us.  (Barron’s)

The performance gap YTD between large caps and small caps has evaporated.  (MarketBeat)

Four key sectors that are struggling of late.  (VIX and More also Bespoke)

While the window remains open corporations are issuing bonds at a rapid pace.  (WSJ)

Tracking down the months in which Galleon had big slugs of alpha.  (HedgeWeek via Alea)

A number of firsts in the launch of the iShares Diversified Alternatives Trust (ALT).  (IndexUniverse)

Apparently it is back to business as usual at money market mutual funds.  (WSJ)

Why would any one pay a premium for S&P 500 Covered Call Fund (BEP)?  (Daily Options Report)

A simple asset class timing model based on the slope of the yield curve.  (World Beta)

The Ivy League Model isn’t broken.  It just needs to be tweaked. (The Pragmatic Capitalist)

Izabella Kaminska, “In short, natgas — traditionally one of the most responsive commodity markets to supply and demand fundamentals — has been acting hugely out of character.”  (FT Alphaville)

Should we be worried that the big high frequency traders are now in the futures markets?  (FT also FT Alphaville)

Three observations about calendar effects on the equity market.  (CXO Advisory Group)

GDP-based indices are fundamentally flawed.  (SSRN)

Buffett admits that BNI was no bargain, while the BDI soars.  (DealBook, The Money Game)

Citigroup (C) is attracting some friends.  (Dealbreaker, James Altucher)

Is General Motors in better shape that previously thought?  (Washington Post, Deal Journal)

How the credit rating agencies are just like a racket.  (The Big Money)

Should the Fed be doing more?  (Tim Duy)

The Federal budget deficit looks worse when it put in a graph.  (Bespoke)

“It appears retail sales have bottomed, but there has been little pickup in final demand.”  (Calculated Risk also EconomPic Data, Atlantic Business)

Secretary Geithner has “long valued the blogosphere.”  (NYTimes)

James Surowiecki, “Subsidizing debt seems harmless simply because we’ve always done it. But the fact that you’ve had a bad habit for a long time doesn’t make it less dangerous.”  (New Yorker also The Balance Sheet, Felix Salmon)

Experts oversell their predictive powers.  (The Frontal Cortex)

Michael Mauboussin talks with Tom Keene about his book, Think Twice.  (Bloomberg)

The top ten business books on Amazon for 2009 are a bit of a mess.  (The Reformed Broker)

Will the Apple Tablet be the gadget to “end all gadgets”?  (CNNMoney)

Water and Helium-3 make the moon an attractive destination.  (The Money Game)

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