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A closer look at EEM:SPY as a risk indicator.  (Quantifiable Edges)

We are entering a period of “equity grind.”  (The Money Game)

A historically good market buy signal is flashed. (Marketwatch)

The US equity market has held its own against global markets in 2010.  (Bespoke)

Industrial stocks have already priced in an economic recovery.  (WSJ)

On the relationship between the TED spread and the stock market.  (Minyanville)

Leverage is not as easy as it looks.  (Trader’s Narrative earlier Abnormal Returns)

Hedge fund assets approach their all-time highs.  (FT)

Citigroup (C) options have been a hot commodity.  (Reuters)

How to structure an options portfolio.  (Minyanville)

American IPOs rock.  (Bloomberg)

Recent greentech IPO filings show companies with an uncertain path to profitability.  (greentechmedia)

Price is sentiment.  (Howard Lindzon)

What a a 100-year stock chart says.  (Curious Capitalist)

Fred Hickey on the risks of a dollar collapse.  (Wall St. Cheat Sheet)

Why Netflix (NFLX) stock is a bad buy at the moment.  (Crossing Wall Street)

Airline mergers are often a sweet deal for their executives.  (footnoted)

Technical analysis doesn’t seem to generate profits in emerging market currencies.  (CXO Advisory Group)

“Why would a Russian aluminum producer be interested in launching an exchange-traded fund business?”  (FT Alphaville)

“European pension funds are investing in global farmland, with a focus on emerging markets.”  (Pensions & Investments)

An interesting profile of French money manager Edouard Carmignac. (Bloomberg)

The Squid has been living for years off the simple fact that, like the fabled IBM of yore, no-one ever got fired (or sued) for picking Goldman Sachs.”  (Epicurean Dealmaker also DealBook)

John Paulson is trying to reassure investors that he will “emerge unscathed” from the SEC case.  (WSJ also Felix Salmon)

The SEC-Goldman deal is now all about PR.  (Daily Options Report)

Is the SEC gambling on the Goldman case.  (The Daily Beast)

The Goldman case is not going to make markets any more fair.  (Marketwatch)

The real damage to Goldman has already been done, and is much greater than any fine it might end up having to pay the SEC.”  (Felix Salmon)

Magnetar and Goldman defend their CDO bets.  (Deal Journal)

It is hard to work up much sympathy for institutional CDO investors.  (Atlantic Business)

Mr. Tourre is going to play an important role in the Goldman saga.  (DealBook)

Retail sales figures presage stronger than expected jobs growth.  (Bonddad Blog)

Americans are evenly split on whether the economy is getting worse or better.  (Zero Hedge)

Deflationary pressures cannot be ignored.  (Bonddad Blog)

What can the Fed learn from the Bank of Canada?  (Real Time Economics)

Financial turmoil often leads to a power surge by populists.  (FT Alphaville)

Buying a home is the new renting.  (NYTimes also Economix)

An interesting look at the global debt/equity ratio.  (Infectious Greed)

Apple (AAPL) continues to crush earnings estimates.  (FT, WSJ, Apple 2.0, MarketBeat)

Apple promise more “extraordinary products” in the coming year.  (Bloomberg)

Goldman’s analyst has missed the rally in Apple.  (MarketBeat)

13 years ago nobody expected Apple to catch Microsoft (MSFT) in market cap.  (Rolfe WInkler)

How Tumbler got to 1 billion pageviews a month.  (A VC)

With all the talk about Facebook, don’t forget about Skype.  (GigaOM)

The Hollywood futures exchanges have been approved.  Now they await for contract approval.  (DealBook)

John Dickerson, “In some sense, Silicon Valley is the most perfect risk-taking environment ever devised…Failure actually is an option.”  (Slate)

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