Where’s the bubble:  bonds or equities?  (Big Picture)

The junk phase of the rally is over.  What next?  (The Reformed Broker)

2010 will be a year of “nuance” in asset class returns.  (Capital Spectator also Investment Postcards, EconomPic Data)

How much stock should we put into the small cap effect?  (MarketSci Blog also New Rules of Investing)

The bulls are nominally still in charge in the US equity market.  (Investment Postcards)

By this measure the correction has more to go.  (Big Picture)

February has not been that a great a month for the Dow historically.  (Bespoke)

Does sector performance have anything to do with happens in January?  (Kirk Report)

The market’s mood turned in January.  Is that an opportunity?  (Mean Street)

One year of the iPath S&P 500 VIX Short-Term Futures ETN (VXX).  (VIX and More)

Why the CME Group (CME) should buy the Dow Jones index business.  (MarketBeat)

Check the spreads on an ETF before trading.  (WSJ)

What implied volatility tells us about future returns.  (CXO Advisory Group)

On the link between preparation and performance.  (TraderFeed)

Disentangling the effects of a CFA or MBA on investment performance.  (SSRN)

Finally some one found a bull on the economy and markets.  (Clusterstock)

Will merger arb hedge funds benefit from a pick up in MA& activity?  (All About Alpha)

UK and US natural gas prices diverge.  (FT Alphaville)

Will Goldman Sachs (GS) thumb its nose at the government by paying Lloyd Blankenfein $100 million?  (naked capitalism, Deal Journal, Felix Salmon, Dealbreaker)

Is private equity consolidation coming?  (WSJ)

Traders are fleeing the Euro.  (The Money Game)

Are Greek bonds the new subprime?  (MarketBeat)

Obama plans a $3.8 trillion budget. (WashingtonPost)

Confusion reigns as the deficit continues to balloon.  (24/7 Wall St., Atlantic Business, Rolfe Winkler)

“The financing backbone of the American mortgage market has effectively been transferred from the banks to the government.”  (FT Alphaville)

“The British screwed us,” Henry Paulson stated in regards to the British stance on a Lehman Brothers rescue.  (WSJ also Clusterstock, DealBook)

CIA agents are moonlighting for major financial institutions.  (Politico also Farnham Street)

Katie Fehrenbacher, “If investors actually respond positively to Tesla’s public offering, to me, it will mean that in this media-saturated day and age, branding is truly everything.”  (earth2tech)

A new monthly options magazine from the blogosphere’s best options bloggers.  (Expiring Monthly)

Take journalist’s stock picks with a big grain of salt.  (The Big Money)

The “disposition effect” shows up in NFL betting markets.  (SSRN)

The e-book business is getting all shook up.  (NYTimes, GigaOM, Tech Trader Daily)

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

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Please see disclosures here.

Please see the Terms & Conditions page for a full disclaimer.