A volatility contraction implies a big move soon.  (Quantifiable Edges)

Earnings have normalized but stocks are no longer cheap.  (Big Picture)

How one hedge fund is betting on agriculture.  (market folly)

Why Brookfield Asset Management (BAM) is the likely buyer of General Growth Properties.  (Value Plays)

Rising short term interest rates will be a negative for mortgage REITs.  (Barron’s)

When is the best time to own options in the expiration cycle?  (OptionsZone)

Enough already with the media adulation of Warren Buffett.  (DJ Market Talk)

Brett Steenbarger, “The motivation to trade? Everyone has that. The motivation to be more than who you are: that’s what makes winners. ”  (TraderFeed)

The bull case for Treasuries.  (Trader’s Narrative)

A 30 year TIPS auction allows us to calculated long term inflation expectations.  (WSJ)

Repos help explain what happened in the shadow banking market?  (Marginal Revolution, Real Time Economics, Felix Salmon)

Commercial real estate prices are down some 40% from the peak.  Is the worst over?  (Calculated Risk contra Mish)

The Fed may stop buying MBS but Fannie and Freddie’s blank check allow for continued market support.  (Clusterstock)

The Case-Shiller figures show the pace of deterioration in home prices slowing.  (Big Picture, Real Time Economics)

Goldman Sachs (GS) created some of the most toxic CDOs.  (Bloomberg, Big Picture, Atlantic Business)

Goldman Sachs’ spokesman Lucas Van Praag has become part of the story.  (DealBook)

Ken Rogoff sees more sovereign defaults coming.  (naked capitalism)

Why did consumer confidence fall off the table?  (FT Alphaville also Crossing Wall Street)

The big banks want you to think they are lending to small businesses.  (Baseline Scenario)

A continued slump in state tax revenues presages further job cuts.  (Calculated Risk)

Why isn’t the “innovation economy” creating more jobs?  (Mandel on Innovation)

Factors are lining up for higher coal prices.  (Bloomberg)

On the benefits of high speed rail to the economy.  (The Atlantic)

On the correlation between CNBC ratings and the VIX.  (Zero Hedge)

Five different kinds of checklists, including the “discipline list.”  (HBR)

Has Toyota Motors (TM) past the PR “point of no return”?  (24/7 Wall St.)

Why is Wal-Mart (WMT) buying Vudu and not NetFlix (NFLX)?  (Deal Journal)

Surprised the CFTC would approve futures on movie box office receipts.  (Reuters, New Rules of Investing, The Wire)

Twitter announced that users generate 50 million tweets per day.  (GigaOM)

Can Twitter make money?  (Technology Review)

What is it about blogging that drives wages down (to zero)?  (EconLog)

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