Historically what effect have interest rates had on the stock market.  (Trader’s Narrative, MarketSci Blog)

Bond spreads:  you’ve come a long way baby.  (EconomPic Data also Breakingviews)

Jared Woodard, “(N)o one should trade a new non-equity ETF unless and until it has proven its ability to avoid massive tracking error.”  (Condor Options)

Given its strong performance why is the United States Gasoline Fund (UGA) an asset laggard?  (IndexUniverse)

Is Seth Klarman rightfully the fund manager of the decade?  (World Beta also Distressed Debt Investing)

How to determine when it makes sense to add a new source of active management to a portfolio.  (All About Alpha)

Absent a strong V-shaped recovery the stock market is overvalued.  (The Money Game)

Do overall volume figures matter in the age of high frequency trading?  (Marketwatch)

Shouldn’t behavioral finance work best in a world gone mad?  (Infectious Greed)

A handful of items on quantitative finance and high frequency trading.  (Abnormal Returns)

Is it time to shift back to the yen-based carry trade?  (The Money Game)

GE (GE) has a problem.  What to do with the cash from NBCU?  (24/7 Wall St.)

Kurt Brouwer, “What single factor could derail or, at a minimum, slow down economic growth in at least two of the BRIC economies?  One word: demographics.”  (Fundmastery Blog)

Don’t expect Morningstar (MORN) to put much pressure on the incumbent credit ratings agencies.  (Dealbreaker)

The TARP is winding down.  (WSJ, Dealbreaker)

According to Goldman Sachs (GS) why its employees deserve such big bonuses.  (FT Alphaville)

Still looking for some one to defend Bernanke.  (Economics of Contempt, Dylan Ratigan, Real Time Economics)

Is the Fed to blame for bubbles blown overseas?  (Tim Duy)

The finance industry is once again having a disproportionate effect on the overall economy.  (Clusterstock)

An employment report preview (and roundup).  (A Dash of Insight also Sentiment’s Edge)

You know you are in trouble when Evan Newmark and Brad DeLong think your “jobs summit” is a sham.  (Deal Journal, The Week)

Elizabeth Warren, “Can you imagine an America without a strong middle class?”  (Huffington Post)

Justin Paterno, “A hedged economy is an economy that believes in nothing.”  (Zero Beta)

Shale-based natural gas finds have changed the energy equation in the US.  (WashingtonPost)

A failed transition away from oil leads to an unfortunate increase in coal.  (Gregor Macdonald)

The story on 401(k) balances isn’t as rosy after you take into account contributions.  (IndexUniverse)

Kent Thune, “To conclude, there is no such thing as financial freedom, at least not in the conventional sense of the term, which is the great deception.”  (Big Picture)

Risk taking is part of the human condition” but don’t expect to trade your way to riches.  (The Psy-Fi Blog)

How neuroscience could help the Fed in identifying bubbles. (The Frontal Cortex)

Our minds are a black box, even to ourselves.  (Simoleon Sense)

Good investment blogs keep on evolving. (VIX and More)

CNBC ratings keep on falling.  (The Pragmatic Capitalist)

Seven Black Swans a swimming.  (Outside the Cardboard Box)

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