Anything fixed income is winning the YTD performance race.  (EconomPic Data)

The bull market in Treasuries is dead and buried. (Gregor Macdonald)

What to do if you were caught unawares by the recent market pullback.  (CSS Analytics)

Investors seem to have already factored in better than expected earnings.  (Bespoke)

Underlying weakness in the iShares FTSE/Xinhua China 25 Index (FXI).  (VIX and More)

MSCI (MXB) has profited handsomely off of the index/ETF boom.  (WSJ)

Seven surprising ETF turnover statistics.  (ETF Database)

Not all ETFs, even those tracking the same index, are created equally.  (WSJ)

Are covered-calls all they are cracked up to be?  (Options Zone)

How to listen to stock analysts.  (Falkenblog)

Stocks vs. farmland as an investment.  (U of l via @CMEGroup)

How to play inflation by Howard Marks.  (market folly)

Up close and personal with Warren Buffett.  (Jeff Matthews)

Talk about jingle mail.  The biggest foreclosure in history.  (The Reformed Broker)

What happens to the housing market when the government begins pulling back its support?  (WashingtonPost)

The US auto industry is now in permanent decline.  (The Money Game)

Who knew the fight over Bernanke’s re-nomination was going to get so heated?  (WSJ)

In defense of Ben Bernake.  (Economix)

A Q&A with Simon Johnson on financial reform.  (Atlantic Business)

Not every one at the Fed agreed on the AIG bailout.  (DealBook)

Are mass layoffs coming back?  (24/7 Wall St.)

Residential investment will not help the US economy for quite some time.  (Calculated Risk)

Positive economic surprises are falling by the wayside.  (The Money Game)

On the importance of automatic stabilizers.  (Mark Thoma)

Now that is a secondary offering.  Bank of China plans to issue some $30 billion in shares.  (WSJ also The Money Game)

Why hasn’t there been more fallout from Greece?  (FT Alphaville, Bloomberg)

Whitney Tilson on “cribbing investment ideas from the best.”  (Kiplinger’s)

How to calculate a return on investment.  (A VC)

Is the Apple Tablet story now overbought?  (Howard Lindzon)

Some bets on the new Apple Tablet.  (Technologizer, Economist, The Big Money)

How does Apple (AAPL) generate all that favorable free publicity?  (NYTimes)

Four trends driving the future of the Web.  (mashable)

How political representatives act like grains of sand.  (arXiv blog)

Wondering what is going on with the site?  Check out our post on the topic.  (Abnormal Returns)