China is the new dot-com.  (WSJ)

The rhetoric over the Chinese yuan is heating up.  (WSJ, 24/7 Wall St.)

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

A turnaround in dividends.  (MarketBeat)

Morningstar (MORN) is getting deeper into the credit ratings game.  (Reuters)

Interesting discussion about the difference between intelligent and unintelligent speculation.  (Simoleon Sense)

Three things to do to overcome a large trading loss.  (TraderFeed)

The Yale endowment increased its private equity allocation because it had to.  (peHUB)

Is there an alternative to exchange traded CDS?  (Felix Salmon)

Volatility in the markets is tough to explain.  (The Psy-Fi Blog)

Does openness increase volatility?  (voxEU)

Ben Bernanke on the too-big-to-fail problem.  (DealBook, Economist’s View)

Who needs Wall Street?  (NYTimes also The Reformed Broker)

Speculators aren’t getting much encouragement these days.”  (NYTimes)

Demand for private credit is on the upswing.  (peHUB)

Downside risks to the economy.  (Calculated Risk)

A drop in the financial obligations ratio shows Americans spending less on their debts.  (Real Time Economics)

Things are going to get uglier between Apple (AAPL) and Google (GOOG).  (Daring Fireball also GigaOM)

Martin Peers, “The Microsoft cash machine remains intact, for now.”  (WSJ)

Ryan Block, “There’s no question Apple has (re)defined the tablet dialog and raised the bar for the space moving forward.”  (GigaOM)

Many brackets, including Pres. Obama’s, were busted last night with the Kansas loss.  (ABC News)

Paul Westerberg on Alex Chilton.  (NYTimes via greenskeptic)

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