Newsletter writers are (dangersously) bullish on the Nasdaq.  (Marketwatch also Sentiment’s Edge)

What is the yield curve telling us at the moment?  (Trader’s Narrative)

Some thoughts on market valuation.  (Value Plays)

Earnings trump Greece.  (The Reformed Broker)

High yields spreads scream complacency.  (The Pragmatic Capitalist)

So much for the pop in volatility.  (VIX and More)

How not to own volatility.  (Daily Options Report)

Warren Buffett is ready for questions about Goldman.  (WSJ also Reuters)

What to expect if you go to Omaha this weekend.  (Tech Ticker)

Taking a look at some Warren Buffett-inspired mutual funds.  (Morningstar)

Is Japan poised for a period of outperformance?  (MarketBeat)

On the value of cloning mutual fund portfolios.  (CXO Advisory Group)

United Air (UAUA) and Continental Air (CAL) getting hitched.  (WSJ)

Might Palm’s “treasure trove” of patents attract other bidders?  (Bits also Technologizer)

Look who profited from the rise in Dendreon (DNDN)?  (Clusterstock)

Revisiting an unprofitable short on First Solar (FSLR).  (Bronte Capital)

Is HP-Palm the beginning of Big Tech putting their cash hordes to work?  (The Buzz)

New derivative rules would cost the big banks a boat load.  (DealBook)

How financial reform could be a boon for CME Group (CME).  (Economist)

Never underestimate the role of incentives both for banks and politicians.  (Farnam Street)

Bill Miller still likes Goldman (GS) shares.  (InvestmentNews)

Goldman may face a criminal probe.  (WSJ, 24/7 Wall St., Bloomberg, Gapper Blog)

Will Goldman settle?  (Atlantic Business)

On the risk of “reputational contagion” in the banking sector.  (FT Alphaville)

First quarter GDP comes in near expectations.  (NYTimes, EconomPic Data, Atlantic Business)

The US economy needs to be doing better at this point in the cycle.  (Crossing Wall Street also Jubak Picks, Calculated Risk, Econbrowser)

A big chunk of consumer deleveraging is coming in the form of chargeoffs.  (macroblog)

Rail traffic is gaining momentum.  (The Pragmatic Capitalist, CNNMoney)

Can the US export its way to prosperity?  (Economist’s View)

The problem with Europe:  “Financial markets have no idea who is in charge.”  (Economist also The Balance Sheet)

Floyd Norris, “China is to the world as Germany is to Europe.”  (NYTimes)

Greece caves on new austerity measures.  (WSJ, Money Supply, 24/7 Wall St.)

Is the UK the next Greece?  (WSJ, FT Alphaville)

Greece=Lehman.  (FT Alphaville, ibid)

Maybe the real problem is Spain and its 20%+ unemployment rate?  (The Money Game, DealBook)

A fun re-imagining of the map of Europe.  (Economist)

How much is a Champions League championship worth?  (SportsBiz)

On the marriage between sports and television.  (Economist)

Signs the iPad is gaining traction quite quickly.  (TechCrunch)

A rave review for Mike Bellafiore’s new book One Good Trade.  (TraderFeed)

If the characters in Michael Lewis’ The Big Short profited who ultimately lost?  (Abnormal Returns)

“Faith is dumb, Fear is good and Fair is for kids.”  (Howard Lindzon)

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