Are banks blind to the risks inherent in sovereign debt?  (FT also Capital Spectator)

What exactly is a good Sharpe ratio for a commodity trading advisor?  (World Beta)

Did John Paulson succeed due in part to his “antisocial behavior”?  (NYMag)

Understatement:  agency mortgage-backed securities are rich.  (EconomPic Data)

Realized volatility has once again caught up with the VIX.  (VIX and More)

What is going on with the VIX and the VXX?  (Daily Options Report)

What happened to the relationship between stocks and Treasury yields in the past decade?  (MarketSci Blog)

A new ETF tries to make a go of trendfollowing. (WSJ)

Add Egypt and Kuwait to your ETF screens.  (WSJ)

Might shareholder democracy initiatives actually backfire?  (Clusterstock)

Healthcare legislation” is now a risk factor for companies.  (Jeff Matthews)

A growing divergence between economic data surprises and the stock market.  (Hussman Funds)

The government is borrowing on “teaser rates” at the moment.  (NYTimes, The Money Game, Across the Curve)

The Treasury plans to auction TARP-related bank warrants.  (Atlantic Business)

Don’t cry for the heads of failed financial firms.  They’re doing just fine.  (naked capitalism)

Is it time for an inflation target?  (The Stash)

For any number of reasons the months supply of existing homes for sale is on the decline.  (Calculated Risk also Curious Capitalist, Floyd Norris)

What factors have driven local home price declines?  (Econbrowser)

Sentiment is overrated in economics.  (Big Picture)

“The juxtaposition of investments and policy has become more common as stock ownership has soared on Capitol Hill over the past two decades.”  (WashingtonPost)

Venture capital firms are cutting fees to attract investors amidst a downturn in returns.  (WSJ)

Why are tech layoffs still on the rise?  (GigaOm)

Wikipedia is losing volunteer editors.  What does that say about the future of crowdsourcing?  (WSJ)

SNL, Obama, Hu and the question of leverage.  (Daniel Drezner)

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