Equity fund managers are asset rich and cash poor.  (Sentiment’s Edge)

A historical review of equity allocations.  (Big Picture)

What happens when the S&P 500 goes from a 50 day high to a 50 day low in 8 days.  (Quantifiable Edges)

The S&P 500 Material Sector (XLB) is decidedly oversold.  (Bespoke)

You can’t chart the VIX like you would a stock.  (OptionsZone also Daily Options Report)

Nick Gogerty, “Checklists are not sexy, but their results are.”  (designing better futures earlier Abnormal Returns)

It’s once again a long/short market.  (Leigh Drogen)

What is noted value investor Bruce Berkowitz buying and selling these days?  (Street Capitalist)

On the relationship between corporate bond spreads, distress and equity returns.  (SSRN)

Charles Kirk, “After all, opinions don’t pay the bills but making good trades do and many times the best decisions will be made that go directly against the vast majority.”  (Kirk Report)

David Merkel, “Are we the double-down society as far as investing goes?”  (Aleph Blog)

Great rant (and follow-up) by Dr. Brett.  (TraderFeed, ibid)

Goldman Sachs (GS) isn’t going private any time soon.  (Fortune)

If the big investment banks are tired of the scrutiny, maybe they should “..shrink their balance sheets, replace government-subsidized debt with market-rate debt, stop relying on the Federal Reserve for funding, and get out of our index funds.”  (Slate)

Given bonus restrictions bankers are now getting paid in many more “flavors.”  (WSJ)

4Q GDP comes in ahead of expectations.  (WSJ, Calculated Risk, EconomPic Data, Economist, Econbrowser)

The best economic gauge you’ve never heard of.  (Big Picture)

Why 2010 is unlikely to see a fed rate hike.  (Econbrowser)

Benanke confirmed.  (WashingtonPost)

What does the UK actually do?  (Financial Crookery)

Switzerland is trying to lure UK bankers.  (DealBook)

China has been bending the laws of economics for some time now.  Is the run over?  (Contrarian Edge)

Has a price war broken out in online trading?  (Barron’s)

Who will buy Netflix (NFLX)?  (Deal Journal)

John Gruber, “The mobile computing landscape is in land-grab mode, and Apple is trying to stake out a long-term dominating position.”  (Daring Fireball also Technologizer)

The real reason the Apple iPad will be a success.  (Ultimi Barbarorum, ibid)

Are AT&T (T) and Verizon (VZ) the best way to play the iPad?  (ROI)

The New York Times (NYT) does not have high hopes for revenue gains from a pay wall.  (Felix Salmon)

Measuring the returns on art.  (CXO Advisory Group)

A special report on social networking.  (Economist)

Abnormal Returns Now is the real-time component of this site.  Check it out.