If you would like to receive our links in real-time please follow us at @ARupdates.

Earnings season is here.  (The Reformed Broker)

Equity market sentiment at week-end.  (Trader’s Narrative)

Why mutual fund investors are bad timers.  (NYTimes)

This is what makes markets:  a difference of opinion.  (WSJ)

Interest rates have nowhere to go but up.  (NYTimes earlier Abnormal Returns)

On the prospects for merger arbitrage in 2010.  (Morningstar)

Traders who avoided holding overnight missed much of this bull market.  (TraderFeed)

Trend investing is all about new ideas and the ability to take advantage of the information gap.”  (Leigh Drogen)

Andy Lo on future of (personalized) personal finance.  (Barron’s)

Fiscal problems aside, muni bonds are still one of the few ways for investors to invest in a tax-advantaged fashion.  (NYTimes)

Research indicates that aggregate jump risk is not priced in the cross-section of stock returns.  (SSRN)

Do as I say, not as I do.  What the endowment model means for individual investors.  (Abnormal Returns)

You had better have an edge if you deal in illiquid assets.  (Aleph Blog)

Should members of Congress follow conflict-of-interest rules when it comes to trading stocks?  (WSJ)

A company that seems to get executive compensation right.  (footnoted)

The Magnetar Trade and how it helped exacerbate the housing bubble.  (ProPublica also Felix Salmon, The Reformed Broker)

Credit ratings agencies shouldn’t escape regulation this time around.  (Guardian UK)

Robert Shiller says don’t count on a housing recovery.  (NYTimes also Calculated Risk)

The Oracle of Kansas City, Thomas Hoenig.  (Baseline Scenario)

Do (rising) oil prices threaten the economic recovery?  (Econbrowser)

Stop using the word “unexpected” to characterize changes in the initial jobs claim figures.  (Fundmastery Blog)

Why economic forecasters average across models.  (voxEU)

A cool debt/GDP world map.  (Infectious Greed)

Positive and negative recency are both observable in normal human behaviour. ”  (The Psy-Fi Blog)

Bias-free investing may not be possible, but it is desirable.  (Abnormal Returns)

Projection bias and how to combat it.  (SmartMoney)

Characterizing the cottage industry of Warren Buffett-related authors.  (Deal Journal)

Why companies don’t experiment.  (Predictably Irrational)

Netflix (NFLX) continues to push into streaming.  (Atlantic Business)

How exactly could VC firms cause ‘systemic risk’?  (A VC)

Apple has made the “walled garden” approach work.  (NYTimes)

Is Twitter embarking on a more sophisticated strategy?  (Chris Dixon also Digits)

Want awesome energy links?  Sign up the for the Abnormal Returns Energy e-mail newsletter curated by Gregor Macdonald.

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Please see disclosures here.

Please see the Terms & Conditions page for a full disclaimer.