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If you sell stocks now you have to buy something else… (The Reformed Broker)

Jason Zweig, “You can lead an investor to disclosure, but you can’t make him think.”  (WSJ)

Jeremy Grantham on the disconnect between the markets and the economy.  (Trader’s Narrative, Scribd, naked capitalism)

No signs of pullback in the HYG/AGG ratio.  (TraderFeed)

Earnings season was strong no matter how you slice it.  (MarketBeat)

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

Are rising rates a good sign for commodities?  (WSJ)

Why do we feel comfortable taking investment advice from any old person?  (The Pragmatic Capitalist)

How good is ECRI’s WLI as a stock market indicator?  (CXO Advisory Group also The Pragmatic Capitalist)

We shouldn’t be surprised that acquisitions don’t pay off for the acquirers. (The Psy-Fi Blog)

Are there any remaining values in the world of closed-end funds?  (InvestmentNews)

Something has got to give.  The economy is rolling and the Fed remains on hold.  (Economist)

Two rules for investors from the Goldman case.  (Fundmastery Blog)

Goldman e-mails released show they would profit from a mortgage market fall.  (NYTimes, Reuters, WSJ)

Felix Salmon on why the change from partnership to public company had such an effect on Goldman.  (WashingtonPost also Crossing Wall Street, Felix Salmon)

A sneak peek at Lloyd Blankfein’s testimony before Congress.  (WashingtonPost)

The ratings agencies let Wall Street know their “secret sauce.”  (Big Picture)

The SEC needs to be back on the Wall Street beat.  (FiveThirtyEight)

Goldman’s biggest lie.  (Felix Salmon)

Greece is going to have to agree to more austerity to garner aid.  (Reuters)

“In other words, one ought not to expect markets to be efficient or inefficient, but rather to experience periods of relative efficiency that are interrupted from time to time by severe disruptions.”  (Rajiv Sethi)

Why Harvard kids go to work at Goldman Sachs.  (Ezra Klein)

A review of 13 Bankers.  (NYTimes)

A review of The Hollywood Economist.  (Economist)

Great (random) career advice from Chris Dixon.  (cdixon)

Get some insights into trading psychology from Dr. Brett while you can.  (TraderFeed)

Gordon C. Change, “So will ours be the Chinese century? Probably not. China has just about reached high tide, and will soon begin a long painful process of falling back.”  (World Affairs)

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