Can an intelligent person using common sense make money trading?  (A Dash of Insight)

A couple of approaches to improve on buy-and-hold returns.  (MarketSci Blog, Big Picture)

Mark Twain on why your bet on green energy will likely not work out.  (Street Capitalist)

Is the stock market 26% overvalued according to long-term P/E ratios.  (The Pragmatic Capitalist)

“It is difficult not to notice the weak breadth and volume that has accompanied this recent bounce in equities.”  (Trader’s Narrative)

Mark Hulbert, “Based on the several hundred investment advisers I track, I’d have to say that bullish sentiment is approaching dangerously high levels.” (Marketwatch)

Six reasons to short the asset managers.  (TheStreet)

Preferred stocks have rocked since the end of the crisis.  (Bespoke)

Have transportation stocks had their run?  (Minyanville)

The Goldman Sachs VIP list of hedge fund holdings.  (market folly)

Dean Foods (DF) as a value play.  (Crossing Wall Street)

Investing with Warren Buffett bested every mutual fund over 45 years.  (WSJ, 24/7 Wall St.)

Using style analysis to classify Berkshire Hathaway (BRK-A).  (MPI Blog via the research puzzler)

Cliff Asness on the attraction of a managed futures strategy.  (Morningstar)

Corporate bond default rates have ticked down.  (FT Alphaville)

Build America Bonds are booming.  (Institutional Investor)

Russian IPOs have been a big disappointment.  (WSJ)

Is Brazil at risk of overheating?  (FT Alphaville)

Is Mexico the new Brazil?  (IndexUniverse)

“The situation in Japan is about to get a lot worse.  (The Money Game)

Iceland doesn’t care much for the proposed Angl0-Dutch bank pact.  (DealBook)

A sign that the Greek crisis is over, for now.  (The Money Game, Marketwatch, DealBook)

Feel free to ignore any single month of the Non-Farm Payroll numbers.  (Big Picture)

Non-farm payrolls come in better than expected.  (MarketBeat, Calculated Risk, Floyd Norris, EconomPic Data, Economix, ibid, Atlantic Business,  Real Time Economics, DJ Market Talk)

One upside from a higher unemployment rate, less influenza.  (Real Time Economics)

“Rail freight is showing the same robustness as the ISM reports in recent months.”  (The Pragmatic Capitalist)

Protestations aside, does any one believe “too big to fail” has gone away?  (WashingtonPost, (24/7 Wall St., Felix Salmon, Clusterstock, DJ Market Talk)

Why did the US ignore the regulatory lessons of the LTCM crisis?  (Zero Hedge)

The forgotten lessons of 2008.  (Farnam Street)

(Good) advice to a young market participant.  (Big Picture)

Happy blogiversary (and good luck) to Jake.  (EconomPic Data)

A review of “Diary of a Hedge Fund Manager” by Keith McCullough.  (Traders Magazine)

Eugene Fama, “My Life in Finance.”  (DFA)

The real-world fallout of the hedge fund-Euro collusion story.  (CJR)

On Mark Zuckerberg and the controversial origins of Facebook.  (Silicon Alley Insider)

Steve Jobs vs. the patent process.  (Slate)

What do bankers and movie stars have in common?  (Atlantic Business)

Forget the Oscars.  What companies made the most in film finance last year.  (The Big Money)

The economics of lobsters are out of whack.  (CNNMoney)

How do rogue waves work?  (Time earlier Abnormal Returns)

The “You Era” is over.  Quit your blogging and get back to work.  (Adam Lashinsky)

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