An interesting discussion with two Buffett experts.  Jeff Matthews talks with Buffett-biographer Alice Schroeder.  (Jeff Matthews)

Robert Rodriguez of the FPA Capital Fund didn’t become the leading fund manager since 1984 by following the crowd.  (Bloomberg)

Did the financial crisis kill off the “cult of equities“?  (Trader’s Narrative)

Is there a story to tell about momentum investing in the Fama-French mutual fund return study? (Systematic Relative Strength)

On the benefits of managed futures.  (Lawrence G. McDonald via market folly)

Vanguard is making headway in the ETF marketplace.  (IndexUniverse)

ETF providers continue to focus on the frontier markets.  (WSJ)

Paolo Pellegrini is opening his hedge fund up to outside investors.  (FINalternatives)

What things do traders wish they had known starting out?  (VIX and More)

Seven top trades, albeit obscure ones, for 2010 from Goldman.  (The Pragmatic Capitalist)

The United States continues to play an important role in predicting international equity market returns.  (SSRN)

Revisiting Bob Farrell’s ten rules for investing.  (The Money Game)

Research into refining the terms used to screen company filings for negative connotations. (Journal of Finance)

Emerging markets are not a bubble.  (Felix Salmon also Bespoke)

Should the Fed pop bubbles?  (Atlantic Business)

The prediction markets are still on Ben Bernanke’s side.  (Infectious Greed also 24/7 Wall St.)

Breaking down who is for (and against) the confirmation of Chairman Bernanke. (Economix also Calculated Risk)

The November payroll report is a surprise on any number of fronts.  (Calculated Risk, Economix, The Money Game, Floyd Norris)

Why did Bank of American (BAC) pay back the TARP?  Compensation limits.  (Baseline Scenario)

How much Goldman Sachs (GS) CEO Lloyd Blankenfein earns this year will say a great deal about compensation on Wall Street.  (Breakingviews also Bloomberg)

Building a better mousetrap.  Ten ways to rebuild the financial regulatory infrastructure.  (Epicurean Dealmaker)

Shrinking state spending is a drag on the economy.  (Economist)

A zero interest rate policy hurting the American economy by drawing capital overseas.  (WSJ)

Menzie Chinn, “On the other hand, in effecting global rebalancing, it it clear that what happens in China is important — perhaps nearly as important as what happens in the US.”  (Econbrowser)

The proposed “trader tax” is populist “bull***.”  (Investing With Options)

Comcast (CMCSA) is hedging its bets with the NBCU deal.  (WSJ, WashingtonPost, The Big Money, Curious Capitalist)

Life is short.  If you don’t enjoy trading find something else that fulfills you.  (Kirk Report)

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