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“With risk-free rates hovering near zero, an investor must take a much larger amount of risk to achieve any level of absolute return.”  (EconomPic Data also SurlyTrader)

Put-call ratios are levels not seen in this market upswing.  (TraderFeed, Daily Options Report)

Hypselotimophobia – the fear of high prices.  (The Reformed Broker)

Evidence of overoptimism vs. conjecture.  (Sentiment’s Edge)

Did Dow 11,000 represent a psychological barrier or a true price barrier?  (Marketwatch)

When will the stock market wake up to rising interest rates?  (Trader’s Narrative earlier Abnormal Returns)

How long can we have better economic news and stable interest rates?  (FT Alphaville)

An example of why you need to look under the hood of your (housing) sector ETF.  (Bespoke also Peridot Capitalist)

The demographic case for investing in Vietnam.  (The Money Game)

With performance on the rebound is Bill Ackman going to renew his fight with Target (TGT)?  (Dealbreaker)

The Morningstar (MORN) acquisition spree rolls on.  (DealBook)

Morgan Stanley (MS) can’t seem to get its trading operations right.  (WSJ)

Motorola (MOT) should buy Palm (PALM).  (GigaOM)

Do mutual fund managers time liquidity?  (SSRN)

Hedge funds are investing in Capitol Hill.  (Politico)

The Magnetar Trade could not have happened without the complicity of the banks.  (Baseline Scenario)

Private equity firms must adapt or die.  (Institutional Investor)

Felix Rohatyn thinks we need a “domestic IMF.”  (WSJ)

Good news (relatively) on the deficit front.  (WashingtonPost, 24/7 Wall St.)

One member of the NBER thinks it is ‘obvious’ the recession is over.  (Deal Journal also Reuters, Capital Spectator)

Investors, ignore all the NBER recession talk.  (A Dash of Insight)

Small businesses have yet to join the economic optimist camp.  (Bloomberg, EconomPic Data, DJ Market Talk)

Greece has learned well the lessons from the bailout era.  (Baseline Scenario, Kid Dynamite, MarketBeat, DealBook)

Bored with the Greek bailout drama.  (Curious Capitalist)

The talk about peak oil seems to have died down.  (Infectious Greed)

An interview with Scott Patterson author of The Quants.  (Minyanville earlier Abnormal Returns)

Whether you call it a “nudge” or “choice architecture” it is still about changing behaviors.  (SSRN)

The StockTwits platform continues to grow.  Now on your Blackberry and blog.  (Howard Lindzon)

Twitter is going to change in some fundamental ways:  non-followed tweets and non-chronological timelines.  (John Battelle, Bits)

Social networking is the new e-mail.  The mobile Internet is the new fixed  (A VC also Wired)

Be wary when studies show really alternative assets, like fine wine, outperform.  (Bloomberg)

Business lessons from Five Guys.  (kottke)

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