It’s once again rumor time on Wall Street. (The Reformed Broker)
Individual investors still have some buying power left. (Big Picture)
How bullish (or bearish) is the investment blogosphere? (The Pragmatic Capitalist)
Gold timers are stubbornly bullish in light of a drop in gold. (Marketwatch also The Money Game)
The steep yield curve is working against commodities and gold. (Fundmastery Blog)
On the relationship between the VIX and the slope of the yield curve. (SurlyTrader)
Money continues to flow into high yield and emerging market bond funds. (The Money Game)
Joe Donoghue’s trading rules. (UpsideTrader)
Brett Steenbarger, “If you don’t know your edge and cannot formulate it succinctly, you won’t have the inner confidence to weather trading setbacks.” (TraderFeed)
Why investors might want to give Joel Greenblatt’s “magic formula” strategy a closer look. (Morningstar)
An approach to better utilize earnings accruals. (CXO Advisory Group)
The past year has been a tough time to try and short stocks, even on a swing basis. (Downtowntrader)
More big pharma research failures, like Pfizer’s, imply more biotech acquisitions. (24/7 Wall St.)
PIMCO plans six more bond ETFs. (ETF Database)
More on the forthcoming CBOE IPO. (WSJ)
Live from the NYSE…it’s KKR! (DealBook also 24/7 Wall St.)
A sign of the times? Farallon Capital pulling back from equity trading. (WSJ)
Why hedge funds like to list on an exchange…survival. (All About Alpha)
How much can hedge funds successfully manage? (Money Science)
It remains as difficult as ever to start up a hedge fund. (CNNMoney)
Why the past decade was the golden age for activist investors in the small cap sector. (Greenbackd, ibid)
John Authers, “The secret of successful investing has always been to find inefficient markets and exploit them. Emerging markets, for all their development in recent years, still offer more market inefficiencies than the rest of the world.” (FT)
Investment bankers don’t owe a fiduciary responsibility to you, the shareholder. (The Epicurean Dealmaker)
Nobody killed Lehman Brothers. They did all themselves. (Jeff Matthews, Big Picture, DJ Market Talk, Clusterstock)
Is Janet Yellen going to be a dove as Fed Vice Chairman? (FT Alphaville also Real Time Economics)
Retail sales came in ahead of expectations. (Calculated Risk, Capital Spectator)
Rail traffic continues to improve. (Carpe Diem)
Shipping bottlenecks are slowing the US export boom. (WSJ)
Now might be the time for a little yuan revaluation. (Econbrowser)
Japan has budget problems, but it is not yet dependent on foreigners to purchase their debt. (Economist)
Has Canada’s housing market completely avoided the crisis? (Money Supply)
The Fed is essentially done buying MBS. What not for mortgage rates? (Calculated Risk)
Another wave of home foreclosures is on the horizon. (WashingtonPost)
Felix Salmon raves about Michael Lewis‘ The Big Short. (BN Review)
A review of Scott Patterson’s The Quants. (market folly)
Your financial advisor may be a “yes man.” (Fortune via Curious Capitalist)
Why a real money Hollywood Stock Exchange is a bad idea. (WashingtonPost contra Clusterstock)
How to in a formal way address your “emotional blindspots” when trading. (Derek Hernquist)
How Twitter has affect investor attention spans and the rate at which information is processed by the market. (SmartMoney)
The mainstream media need not fear the “loss of control” over social media use. (GigaOM)
Happy St.Patrick’s Day. Why Guinness is good for you. (Chicago Tribune)
Abnormal Returns Now is the real-time component of this site. Check it out.
