Are we oversold yet? (Trade to learn also Pretend To Be Yourself, Bespoke)
Where does this pullback rank in terms of the current bull market? (VIX and More)
Should we fear the rise in advisor bullishness? (Trader’s Narrative, Bespoke)
While individuals continue moving into the market. (Pragmatic Capitalism also MarketBeat)
Uh oh. The capital markets window is closing. (The Reformed Broker, eFinancialNews)
Barry Ritholtz has moved to 100% cash. (Big Picture)
Post-peak sector performance. (Bespoke)
What to make of the huge jump in the VIX. (Options Zone)
Greed turns to fear quickly these days. (Pragmatic Capitalism)
Putting the decade-long small cap boom in perspective. (Fundmastery Blog)
Parsing momentum strategies. (CXO Advisory Group)
The emerging/developed metric no longer works. (FT)
Are East Asian bonds the new safe haven? (The Money Game also WSJ)
Eddy really doesn’t like share repurchases. (Crossing Wall Street, ibid)
Is there a mega-buyout lurking out there? (WSJ)
Notes from Day 2 of the Value Investing Congress. (market folly)
Companies are increasing their dividend payouts once again. (WSJ)
An open letter to the Biglari Holdings (BH) board of directors. (Noise Free Investing)
Hedge funds are tracking what blogs are saying. (FT Alphaville)
Don’t look now, but Disney (DIS) is cool again. (The Reformed Broker)
The US is outperforming China. (Bespoke)
Retail FX trading is coming under heightened scrutiny. (Bloomberg)
There is a shortage of US dollars. (The Money Game)
Two stocks James Altucher likes. (Financial Adviser)
What is the crack spread telling us about refiner margins? (Investing With Options)
Goldman Sachs (GS) CDS rates are now higher than Citigroup (C). (Bloomberg)
Freddie Mac needs more money. (Calculated Risk, NYTimes)
Risk is not a four-letter word. (BusinessWeek)
Don’t mistake low Treasury yields for an all-clear signal. (MarketBeat, RCM also FT Alphaville)
Non-farm productivity rose, but less than expectations. (WSJ, 24/7 Wall St., EconomPic Data)
Retail sales come in under estimates. (The Money Game)
What happens when the risk-free rate isn’t risk-free? (Free exchange)
The case for a first-world debt relief conference. (Infectious Greed)
Five steps to save the Euro. (Economix)
Who will ultimately bear the burden of developed world debt: taxpayers, savers or creditors? (Spiegel Online via Arts & Letters Daily, The Source)
Don’t expect Congress to live by the same rules it expects of Wall Street. (FT Alphaville)
It is hard to argue there wasn’t a housing bubble in the past decade. (Free exchange)
Why Facebook is like the US dollar. (Daniel Drezner)
Is the BP Gulf oil spill the oil industry’s Three Mile Island? (The Globe and Mail)
Putting an estimate on the cost of the BP (BP) oil spill. (Econbrowser)
Would Microsoft (MSFT) do better by ceding the search market to Google (GOOG)? (FT)
More on the Intel (INTC) as mobile loser meme. (GigaOM)
Why Newsweek is worth saving. (Felix Salmon also The Investor’s Consigliere, Atlantic Business)
Net neutrality is pro-business. (A VC)
Experience can sometimes work against our ability to adjust over time. (Kirk Report)
Comparing the commission-free ETF offerings from Vanguard, Fidelity and Schwab. (Morningstar)
Why invest retirement funds in stocks? (Felix Salmon)
Time diversification and the importance of recognizing the difference between uncertainty and risk. (Abnormal Returns also EconomPic Data)
How the mortgage crisis illustrated our problems with delayed gratification. (The Frontal Cortex)
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