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Institutions pull back from the stock market while individuals gear up to buy stocks. (The Pragmatic Capitalist, Fortune)
The smart money is reducing its equity exposure. (Market Folly)
Earnings guidance remains strong. (Bespoke, EconomPic Data)
We have forgotten what real volatility looks (and feels) like. (Crossing Wall Street)
The implications of a big spike in the VIX. (VIX and More, Daily Options Report)
The proposed Jefferies VIX ETF has a few advantages over the iPath VXX Volatility ETN (VXX). Still, for most investors, it’s a terrible idea. (IndexUniverse)
How S&P 500 sectors have performed since the 2007. (Bespoke)
What sovereign credit crises have meant for the stock market historically. (Marketwatch)
A look at TIPS-derived inflation expectations. (Minyanville)
Does it pay to “cherry pick” an advisor’s selections? (Minyanville)
A risk management checklist. (Options for Rookies)
Talk of tax hikes may roil the markets. (The Money Game also Money Supply)
Hedge fund side pockets get the SEC treatment. (WSJ)
Plan sponsors are just as likely as individual investors to chase performance. (The Psy-Fi Blog)
Distressed debt funds is still hot with investors. (peHUB)
Be afraid. Private equity IPOs pick up steam. (Institutional Investor)
A new Ineichen paper revisiting “absolute returns.” (All About Alpha)
The myth of the sophisticated investors. (The Big Money)
Avoid the “sideshow” that is the Senate-GS hearings. (the research puzzle also Fortune)
Some free advice for Goldman Sachs (GS) management. (Baseline Scenario)
Doug Kass‘ simple financial reform measures. (TheStreet)
Goldman is an obvious target for Congress. (HBR)
Steve Randy Waldman, “A knife fight is not a mediation.” (Interfluidity)
On the true money of “selling risk.” (Falkenblog)
On the prospects for a second half slowdown. (Calculated Risk)
Retail sales continue to rebound. (The Pragmatic Capitalist contra CMI)
Trucking continues to show improvement. (Calculated Risk)
Martin Feldstein on why Greece will default. (Project Syndicate also FT, The Source)
Contagion fears on the rise in Europe. (MarketBeat, FT Alphaville, FT)
Creating a “hard Eurozone.” (Aleph Blog also Curious Capitalist)
Always a bad sign when a country bans short-selling. (Fund My Mutual Fund)
There are no good options left for Europe. (Felix Salmon)
Spain is next on the credit downgrade parade. (Bloomberg, MarketBeat)
How to solve the problem of Greece. (24/7 Wall St.)
China loves it’s new stock futures market. (FT)
On the prospects for peak phosphorous. (Infectious Greed)
On the benefits of neurodiversity on Wall Street. (The Frontal Cortex)
A great Q&A with Herb Greenberg. (Kirk Report)
Hipsters can make a city cool, but don’t guarantee economic success. (The Big Money)
What economic advantages do cities have? (Economix)
Kentucky’s horse breeding industry is hurting. (Time, NYTimes)
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