Rydex market timers are getting bearish.  (The Technical Take)

The stock market is as oversold as it was back in March 2009.  (Bespoke)

What is mutual fund cash telling us about the market?  (Marketwatch)

Is America’s “broken equity culture” ultimately going to lead to lower returns down the road?  (Barron’s)

Distressed debt and arbitrage strategies had positive returns in January.  (FINalternatives)

Marking the top in the high yield bond market.  (Distressed Debt Investing)

Are investors piling into the BlackRock iShares TIPS ETF (TIP) going to be disappointed?  (IndexUniverse, ibid)

Does Pimco have a better way of weighting a global bond index?  (Morningstar)

Investors are pulling back from the emerging markets.  (The Money Game)

Five themes that play off of the divergence between industrialized and emerging economies.  (market folly)

Exotic ETFs do not have the tax efficiency of plain vanilla index ETFs.  (DailyFinance)

Institutional money managers trade more than they tell clients they will.  (WSJ)

Berkshire Hathaway (BRKB) is entering the S&P 500 on Friday.  What to expect?  (Barron’s)

Don’t overlook the benefits of portfolio rebalancing.  (Capital Spectator)

In defense of the management of the United States Oil Fund (USO).  (FT Alphaville)

Apparently the coast is clear for private equity dividends again.  (NYTimes)

Goldman Sachs (GS) responds to its critics, blog-style.  (Huffington Post, Felix Salmon, Gapper Blog, Deal Journal)

The US dollar is going down, on an inflation-adjusted basis, whether Bloomberg says it is or not.  (Finance Trends Matter)

Howard Simons, “Just because the value of paper money is declining doesn’t mean the value of a static asset has to be increasing at an equal and opposite rate.”  (Minyanville)

Is the Fed making it too easy to borrow short and lend long?  (The Money Game)

The good news coming from the temporary job market.  (Atlantic Business)

How the Federal Reserve plans to mop up the excess liquidity sloshing around the financial system.  (WashingtonPost also Fox Business)

Elizabeth Warren takes Wall Street to task for throwing away their customer’s trust.  (WSJ also Baseline Scenario)

Are the wise old men back in charge of fiscal policy?  (Guardian)

Given its relative size why are we so worried about Greece?  (Free exchange)

Venture capital went from “cottage industry” to “asset class.”  What now?  (Institutional Investor)

On the relationship between fear and loss aversion.  (Reuters also Scientific American, TraderFeed)

How is neuroeconomics changing economics?  (The Psy-Fi Blog)

Morningstar (MORN) acquires the excellent footnoted.org blog.  (footnoted)

What induces people to e-mail a New York Times story?  (NYTimes)

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.