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)

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