Is the US Treasury give-up finally here?  (WSJ, Bespoke)

The Fed is going to hike rates some day.  Are you ready? (The Reformed Broker)

Should we fear yesterday’s stock market “key reversal“?  (Marketwatch)

Another way to look at 52-week highs.  (Trader’s Narrative)

We are going to have to see revenue growth to further extend earnings growth.  (The Pragmatic Capitalist)

Doug Kass on twenty signs that could mark a market top.  (TheStreet)

Internet stocks have been a star in this bull market.  (Bespoke)

The Euro rally is here.  (The Money Game, My Investment Analysis also Economist’s View)

What might the emerging markets look like in ten years?  (FT Alphaville)

Brett Arends, “Should ordinary investors entrust their money to private equity?”  (ROI)

Why are you using the S&P 500 as a benchmark if you aren’t a large cap equity manager?  (Forbes)

Where marginal tax rates are going by 2013 and what it means for “tax inefficient” strategies.  (The Capital Spectator also Barron’s)

Berkshire Hathaway (BRKB) continues to dump Moody’s shares.  (24/7 Wall St., market folly)

The Man Group is interested in buying a long/short equity shop.  (BusinessWeek, Clusterstock)

On the importance of due diligence in assessing hedge fund risk taking.  (MoneyScience)

Research finds that sentiment helps predict stock returns, but only during recessions.  (SSRN)

Is the wirehouse model finally on the ropes?  (Reuters)

The Fed will sell its mortgage securities…some day.  (Real Time Economics, Money Supply)

Was the market meltdown not actually due to “subprime contagion“?  (Federal Reserve, FT Alphaville)

Wall Street is cleaning up on the dismemberment of AIG (AIG).  (Reuters)

George Soros, “The business model of Fannie Mae and Freddie Mac is fundamentally unsound.  (Politico)

Next week’s non-farm payroll figures should show jobs growth.  (Real Time Economics also DJ Market Talk, Free exchange)

Rail traffic continues to expand.  (The Pragmatic Capitalist)

With mortgage delinquencies on the rise, the Obama administration moves on the way to help prop up housing.  (Reuters, WashingtonPost)

The Greek bailout is final.  (FT Alphaville, Buttonwood)

What would Adam Smith say about the economy these days?  (Time)

Health care reform is already unleashing a wave of (weird) deals .  (DealBook)

Where are the next 100 million people in the US going to live?  (The Big Money)

The MPAA is not interested having people bet on box office receipts.  (LATimes also Clusterstock)

Check out for ETF data, charts and analytics.  (VIX and More)

Does higher risk aversion explain better investment returns for women over men?  (SmartMoney)

Re-thinking the Bono as “worst investor in America” meme.  (peHUB)

A skeptical review of Yves Smith’s Econned.  (Aleph Blog)

It sounds like a movie:  Shia LeBoeuf vs. the Short-Sellers.  (Felix Salmon)

On the use of social media and the need for solitude to generate original thought.  (Abnormal Returns)

Tom Brakke, “My advice:  Read widely and well, and realize that understanding comes from taking nothing for granted and questioning everything.  And never fall in love with the story or the storyteller.”  (the research puzzle)

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