Long term Treasury bonds are setting up for a fall.  (The Money Game contra Barron’s)

After a flood of inflows will the new bond fund investors stick around?  (Morningstar)

Is it time to retire the Baltic Dry Index as an economic indicator?  (WSJ)

The expectations ratio continues to fall.  (The Pragmatic Capitalist)

What is T. Boone Pickens’ BP Capital up to these days?  (Bespoke)

The percentage of assets in equity mutual funds that are actively managed continue to decline.  (Marketwatch)

Why your individual experience with stocks is meaningless.  (Carl Richards)

Are obsessive tendencies necessary for success in the markets?  (Abnormal Returns)

Governments are not happy with the big bets investors are making these days.  (MarketBeat, Clusterstock)

How AIG (AIG) blew itself up.  (Clusterstock)

Why the Consumer Financial Protection Agency is necessary.  (Big Picture, Felix Salmon)

Some sort of financial regulation will pass, here’s hoping it doesn’t include the Volcker Rule.  (Dealbreaker)

The jobs picture is going to be particularly murky this month.  (Real Time Economics, Macro Advisers, DJ Market Talk)

Another month of weak auto sales.  (Econbrowser, EconomPic Data)

David Leonhardt, “The economy’s biggest problem has not changed. When bubbles pop, they wreak enormous, lasting damage. Credit stays hard to get for years because banks need to rebuild their balance sheets.”  (NYTimes)

Why did the emerging market economies come through the economic crisis so well?  (John Taylor)

Michael Pettis, “Chinese household consumption will undoubtedly rise as a share of Chinese GDP over the next decade or two, but the process nonetheless can be disappointing for growth.”  (China Financial Markets)

Is pressure off Euroland and the Euro for now?  (The Money Game, Daily Options Report, FT Alphaville)

Greece unveils its austerity program.  (Money Supply, WSJ, The Source)

The issue of executive pay has been with us for a long time.  (The Crosshairs Trader)

How the US Postal Service is in the spam business.  (Zero Beta)

What uber-blogger Felix Salmon reads.  (The Atlantic Wire)

Tim Sykes vs. Shaq.  (Clusterstock)

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