Individual investors are pouring money into long-short and bear market mutual funds.  (Bloomberg also Fund My Mutual Fund)

Mark Hulbert, “I think it would be fair to say that the stock and T-Bill markets can’t both be right about the financial risks that exist today.”  (Marketwatch)

What stocks “matter the most” to hedge funds?  (The Money Game)

Is the quest for yield a lost cause in this market?  (MarketBeat)

Let’s not exaggerate the similarities between the skills required to play poker and trading.  (Daily Options Report)

On the limits of information processing:  how much data is too much?  (Derek Hernquist)

John Paulson holds more gold than many countries.  (The Reformed Broker)

Why did Warren Buffett take a 1-year $8 billion loan to pay for Burlington Northern?  (Clusterstock)

A profile of natural gas trader John Arnold of Centauras Energy.  (Fortune)

The returns after extreme quarterly earnings reports seem to persist for some time.  (CXO Advisory Group)

What role does uncertainty play in stock and bond valuation?  (SSRN)

Should the Fed continues its MBS purchase plan?  (Atlantic Business)

What the world looks like one year-post Lehman Bros. (Big Picture)

David Merkel, “Banks aren’t lending to fund new growth.  They are lending to collapse capacity through takeovers.”  (Aleph Blog)

Nominal GDP is telling quite a different story on the recovery.  (EconomPic Data also DJ Market Talk)

A recent upturn in housing activity seems to be a function of government intervention and not real demand.  (Calculated Risk)

With some 1/4 of US homes underwater on their mortgages any recovery will take some time (and pain).  (DailyFinance)

Is the quest for financial literacy a lost cause?  (Clusterstock)

Did Chicago make a good deal when it sold the rights to parking meter revenues?  (Felix Salmon)

Save yourself:  flip out on someone today.  (Dealbreaker)

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