Oversold for sure now.  (Market Rewind, Trader’s Narrative)

Two models are now bullish on the stock market.  (Marketwatch also MarketBeat)

A nice graph of how major markets have fared since the bottom.  (dshort)

A longer term look at the weekly new highs-new lows indicator.  (StockCharts Blog)

Why July and August might be good times to hold some beaten down asset classes.  (World Beta)

The rule of 16 with a VIX of 40.  (VIX and More)

The “safe asset” shortage.  (Deus ex Macchiato)

An alternative to (overvalued) bonds:  “plain old cash.”  (FT)

The round-trip in Treasury yields.  (EconomPic Data)

Time to short bonds?  (Mean Street)

Eddy Elfenbein, “Think of zeros as like regular Treasuries but they have their own automatic dividend reinvestment program.”  (Crossing Wall Street)

Trying to tell stories based on the wiggles in the stock market is a fool’s errand.  (Atlantic Business)

Stock market turbulence is “here to stay.”  (Curious Capitalist)

The error of conflating volatility with risk.  (Falkenblog)

James Montier on the flaws in modern portfolio management.  (Zero Hedge)

Why technical analysis is important.  (Afraid to Trade)

Time to look at closed-end funds.  (ROI)

Some companies showing insider buying.  (Financial Adviser)

If you can’t honestly assess your trading you shouldn’t be trading.  (Attitrade)

Traders need to have a “selective memory.”  (The Stock Bandit)

Hedge funds often wind up in the same place holdings-wise.  (Institutional Investor)

Does the world need two Poland ETFs?  (ETFdb)

The anatomy of calendar effects.  (SSRN)

The death cross has hit commodities.  (The Money Game)

What is the divergence between investment grade and junk bonds telling us?  (Mish)

Wall Street CEOs are nuts.  (Baseline Scenario)

Big banks window dress their debt at quarter-end.  (WSJ, Tech Ticker)

The unlikely winners from financial reform?  (Fortune)

New home sales pop on the end of a tax credit.  (Calculated Risk)

Low interest rates are not the cure for the US economy.  (Pragmatic Capitalism)

A review of positive economic indicators.  (Value Plays also Free exchange, Big Picture, Daniel Drezner)

Indicators that point towards a second-half slowdown.  (Credit Writedowns also True/Slant)

Greece is not going to infect the US, yet.  (Slate)

Grasshoppers vs. Ants:  the modern version.  (FT)

The G7 vs. emerging markets:  total debt/GDP.  (Bespoke)

Are Chinese stocks cheap or simply in their own world?  (beyondbrics)

“This inverse relationship between risk and benefit is the Affect Heuristic. It’s now been shown many times most interestingly, for us, in the world of finance.”  (The Psy-Fi Blog)

Apple (AAPL) vs. Microsoft (MSFT) this decade has been no contest.  (SAI)

iPhone candidate:  Sprint (S) or Verizon (VZ)?  (Tech Trader Daily, Apple 2.0)

The box office futures debate.  (Clusterstock also TBM)

The World Cup effect on the US stock market.  (HedgeHogs)

In-N-Out Burger is reportedly moving east.  (DailyFinance)

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