S&P 500 sector performance over the past three decades. (Big Picture, EconomPic Data)
The time for small cap outperformance is coming to an end. (Marketwatch)
The last week put a big dent in the number of bulls out there. (Sentiment’s Edge)
The first three days of the month have a disproportionate effect on stock market returns. (Crossing Wall Street)
Hold your nose and buy the stocks of less admired companies. (CXO Advisory Group)
Time for the dispersion trade. (Daily Options Report)
Keep an eye on the “5yr5yr breakeven” TIPS-derived inflation rate. (WSJ)
Zero is not the loneliest number when it comes to Treasury auctions. (FT Alphaville)
The physical platinum and palladium ETFs (PPLT and PALL) have taken off. (TheStreet also ETF Database)
Dave Nadig, “Yes, ETFs have arrived. Let’s hope they survive the hype” (IndexUniverse)
Robert Shiller on how to diagnose a nascent bubble. (DealBook)
Berkshire Hathaway (BRK-B) soars on news it enters the S&P 500. (MarketBeat also Bespoke)
Larry Ellison of Oracle (ORCL) isn’t afraid to expand in the face of an economic downturn. (WSJ, NYTimes)
An unprecedented comeuppance for Toyota Motors (TM). (WSJ, 24/7 Wall St., The Big Money)
Has high frequency trading become a crowded trade? (Traders Magazine)
Pension funds want to use leverage to boost returns. (WSJ, Manual of Ideas)
John Bogle, “The financial industry gets paid before their clients, and we get paid whether times are good or bad.” (DealBook)
Tim Geithner is not playing from a position of strength. (Big Picture, Economist’s View)
The AIG-Goldman Sachs-NY Fed story just keeps getting worse. (Huffington Post)
Will the “Volcker Rule” do anything? (Economix also Don Fishback)
Insure depositors, not banks. (Interfluidity)
US fiscal and monetary policy is nothing if not “incoherent.” (Atlantic Business)
Are we approaching the “true panic stage of the economic cycle“? (The Business Insider)
The coming “lost decade” for housing. (WashingtonPost)
Housing inventory still has a long way to go. (Calculated Risk)
New home sales are going nowhere fast. (24/7 Wall St.)
Should China be worried about inflation? (FT Alphaville, The Money Game)
Given all the talk about the failure of Chicago economics you would think they had more people in the halls of power. (Economics One)
What Manchester United tells us about the world of leveraged buyouts. (Telegraph)
On the suburbs and the “unsustainable nature of the automobile complex.” (Gregor Macdonald)
What a “cloud computing” ETF might look like. (The Reformed Broker)
Apple (AAPL) is falling behind in the “Web/cloud.” (Time)
Looking for free financial data? (World Beta)
Two blog heavyweights sit down to talk. (Howard Lindzon)
The real-time web for investors is still in its infancy. (DailyFinance also Talking Biz News)
The ultimate round-up of themes for 2010. (Kirk Report)
In social media circles how many followers is “too many”? (Wired via peHUB)
Another myth debunked. The restaurant business isn’t as brutal as many believe. (BusinessWeek)
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