Small-cap stocks have been crushing large caps for the better part of decade. Is the trend bound to reverse? (WSJ)
Equity market sentiment at week-end. (Trader’s Narrative, The Technical Take)
“Sell in May” does not work every year. (StockCharts Blog)
The market has rallied alongside prospects for a GOP takeover of the House in November. (Crossing Wall Street)
Technology stocks dominate the list of “triple play” names from this past earnings season. (Bespoke)
A trading strategy that takes advantage of the timing of CEO option grants. (WSJ)
Options traders would like to see a little more volatility. (Barron’s)
How to implement a stock replacement strategy. (Options Zone)
Do individual investors realize that they can lose money on their bond funds when interest rates rise? (Bloomberg BusinessWeek)
“Americans are famous for admiring success. Americans do not begrudge successful people their success, no matter how they earned it..” (The Epicurean Dealmaker)
Look what the “Age of the Trader” hath wrought. (Credit Writedowns)
As early as 2007 John Paulson saw risks in the big broker. (Forbes StreetTalk)
Robert Rubin: pro and con. (Slate, Felix Salmon)
Buffett doesn’t receive a 25% incentive fee. Should Biglari? (My Investing Notebook)
Four investing lessons from the Goldman case. (ROI)
Buffett defends Goldman Sachs (GS). (WSJ, FT, Jeff Matthews)
Could the criminal case mean the end of Goldman? (Clusterstock, Barron’s)
Goldman’s “no big deal defense” rests on the obscurity of John Paulson at the time. (WSJ)
How Goldman turned financial reform into Wall Street reform. (Newsweek)
There is still life in the Volcker Rule. (WSJ also Big Picture)
The Fed is facing a “Goldistocks” economy – not too hot, not too cold. (FT)
A closer look at the GDP report. (FiveThirtyEight)
Business investment has rebounded off of very low levels. (WSJ also Stone Street Advisors)
Weakness in residential investment helps explain the weakness in economic growth. (Calculated Risk)
After hitting multi-decade lows the average maturity of US debt is on the rise. (Infectious Greed)
The pros and cons of a VAT. (NYTimes)
Later retirements could keep Americans healthier, longer. (Real Time Economics)
Greece reaches a deal with the EU and IMF. (WSJ, FT, NYTimes)
If the Greeks would just pay their taxes. (Kid Dynamite, NYTimes)
Can Greece truly make an austerity package stick over the long run? (WSJ, Reuters)
The UK is looking pretty smart for not having joined the EMU. (The Pragmatic Capitalist)
The Swiss franc has seen appreciation against the shaky Euro. (Zero Hedge)
The Gulf oil slick may cost BP (BP) nearly $5 billion at last count. (Reuters)
Where would we be without offshore oil? (Econbrowser)
Has cleantech already lost its mojo? (Growthology)
China taps on the monetary brakes. (Reuters)
Is Apple (AAPL) planning to take iTunes onto the cloud? (Minyanville contra All Things D)
Maybe Steve Jobs is right. Flash really is fading. (Apple 2.0)
Why herding occurs so often in the financial markets. (The Psy-Fi Blog)
The challenge of the disposition effect for investors. (Simoleon Sense)
On the benefits of a clean slate when it comes to investing. (A Dash of Insight)
What will it take for the permabears to admit an economic recovery is underway? (Infectious Greed earlier Abnormal Returns)
On the evolution of the investment newsletter business. (New Rules of Investing)
A rave review for Michael Lewis’ The Big Short. (Leigh Drogen earlier Abnormal Returns)
Las Vegas doesn’t like being compared to Goldman Sachs. (FT)
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