Absent a stunning December the S&P 500 is still on track to its first negative total return decade.  (DJ Market Talk also Bespoke)

November was a boon for riskier asset classes in comparison with “return-less cash.”  (Capital Spectator)

Looking back at the biggest market call of the decade.  (The Reformed Broker)

More fun with Shiller P/E ratios.  (FT Alphaville)

How to (not) value gold.  (Crossing Wall Street)

For what it’s worth Citigroup’s proprietary Panic/Euphoria model is back in panic mode.  (The Money Game)

“For now, yields, equity prices and the greenback will remain acutely sensitive to changing expectations about how long the Fed will support financial markets.”  (FusionIQ)

Frontier market ETFs are still illiquid and volatile.  (VIX and More also WSJ)

Brazil has had a big impact on many fund categories this year.  (Morningstar)

Emerging market bonds have gotten ahead of themselves.  (Fundmastery Blog)

For tax reasons expect to see more special dividends in 2010.  (Barron’s)

Dave Nadig, “Ticker symbols and fund names shouldn’t matter, but I suspect they do. A lot.”  (IndexUniverse)

The rise in Amazon (AMZN) stock vindicates Henry Blodget.  (Crossing Wall Street)

Dennis Gartman’s investment performance in perspective.  (Big Picture)

Few spin-offs outshine their parents, but Paolo Pellegrini is off to a good start. (Dealbreaker)

Brett Steenbarger, “Like all performance disciplines, from sports to games of skill, successful trading requires self-development.”  (TraderFeed)

Nassim Taleb is going to hole up counting his Black Swan money so long as Bernanke is Fed Chairman.  (Huffington Post)

Don’t look to changes in productivity for clues to stock market direction.  (CXO Advisory Group)

Fama and French with a condensed version of their paper on luck and skill in mutual fund returns.  (DFA via Research Puzzler, Felix Salmon)

AIG (AIG) is repaying the government with assets it already owns.  (Kid Dynamite also Daily Options Report)

Bethany McLean examines at the stark differences between how Goldman Sachs (GS) and the rest of the world view the company.  (Vanity Fair via Simoleon Sense, Felix Salmon)

There are better targets for anger than Goldman Sachs (GS).  (Huffington Post)

Australia raises benchmark rates again in the face of stronger economic growth.  (FT Alphaville)

A yield curve-based model rejects the chances of a double-dip recession.  (Carpe Diem)

How long will it take for real consumption to return to pre-crisis levels?  (Maximum Utility)

It’s been a really bad decade for private sector employment.  (Real Time Economics)

Dubai is teaching the rest of the world about capitalism. (Clusterstock)

Daniel Gross, Both Lehman Bros. and Dubai “..may have shared the illusion that they were too big to fail.”  (Slate also Ezra Klein)

Many of Dubai’s skyscrapers are empty, but will be filled one day.  (Economix)

Making the case for higher uranium prices.  (The Money Game)

Hertz (HTZ) drops its libel suit against Audit Integrity.  (Law Review)

The need for speed has flip-flopped the desirability of vertical integration.  (Information Arbitrage)

The IPO pipeline is filling with VC-backed firms.  (Dealscape)

Best Buy (BBY) is now huge in electronics recycling.  (Fortune)

Bob Geldof should have titled his song “I Don’t Like Sundays.”  (The Stash)

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