Junk stocks continue to lead this rally.  (Chart.ly Blog)

The state of equity market sentiment at week-end.  (Trader’s Narrative, The Technical Take)

The online brokers rated.  (Barron’s)

Jason Zweig, “It is high time for companies to cut shareholders a bigger slice of the pie.”  (WSJ)

Fred Wilson, “So what to do when your bank is paying you 0.00%?”  (A VC)

Two ETFs launch that cover the copper and platinum industries.  (ETF Trends)

Natural gas has become more like coal and less like oil.  (Economist)

Retail stocks are on fire.  (Bespoke)

Where the Ultimate Stock Pickers are putting new money.  (Morningstar)

Apple (AAPL) is now the third largest domestic company by market cap and COO Tim Cook gets a bonus.  (Tech Trader Daily, WSJ)

Wall Street hates Garmin (GRMN).  Should you?  (Barron’s)

A profile of Didier Sornette and his hunt for financial bubbles.  (WSJ)

Why traders lose money in slow markets.  (TraderFeed)

Why muni bond investors are shifting from general obligation bonds to revenue bonds.  (Aleph Blog)

A look at ever-rising CMBS delinquency rates.  (FT Alphaville)

Bankruptcy activity is down, but does that mean the worst is over?  (Deal Journal)

Paul Murphy, “The trouble is that speculation is to financial markets what claptrap is to the political system: absolutely crucial.”  (FT Alphaville)

Roger Ehrenberg, “Between lobbying dollars and entrenched interests, our financial regulatory regimes have become so perverted as to have little basis in reality.”  (Information Arbitrage)

Ernst & Young has much to answer for in the demise of Lehman Brothers.  (Felix Salmon)

Are other investment banks masking their borrowing as Lehman Brothers did?  (Reuters)

Ravi Nagarajan, “If Lehman’s story can be distilled down to its core problem, it seems to be that the company’s CEO did not regard himself as the Chief Risk Officer. ”  (Ideas Report)

Maybe it is a good thing consumer confidence remains muted in the face of a rising stock market.  (NYTimes)

The consumer is unhappy, but continues to spend.  (EconomPic Data)

What does the divergence between Gross Domestic Product and Income imply about the recession?  (macroblog)

Mixed news on the transportation front.  (Carpe Diem, Calculated Risk)

Global housing prices may have further to fall.  (Real Time Economics)

Why value investing is as much an emotional exercise as a technical discipline.  (The Psy-Fi Blog)

Men are more overconfident than women when it comes to investing.  (NYTimes)

While making inroads behavioral finance has not replaced standard models…yet.  (Simoleon Sense)

How some bettors are planning to play the new Cantor Future Exchange movie contracts.  (DailyFinance also Clusterstock)

A short review of Scott Patterson’s The Quants.  (The Reformed Broker)

Google (GOOG) is nearly certain to close its Chinese search engine.  (Reuters, DigiCha)

To what degree are the cable operators going to control the online television viewing experience?  (BusinessWeek)

Managed care is coming.  It is just a matter of form (and time).  (NYTimes also Marginal Revolution)

Always think of yourself as a student.  (CSS Analytics)

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