Recent global stock market performance.  (Bespoke)

The TRIN Index is at a bearish extreme.  (Bespoke also Investing With Options)

What the Ultimate Stock Pickers are buying and selling.  (Morningstar)

Who’s making money in the ETF business?  (IndexUniverse)

How to use ETFs in pairs trading.  (Morningstar)

I see levels.  But what do they mean?  (the research puzzle)

Most stocks fall over time.  Does this argue for indexation or active management?  (Money also Infectious Greed)

Is Goldman Sachs (GS) stock a bargain at 6x trailing earnings?  (Crossing Wall Street)

Keep an eye on the for-profit education sector.  (FT)

How to implement a Rosenberg-ian portfolio using ETFs.  (Random Roger)

As the Baby Boomers stream into retirement, what kind of investments will they favor?  (The Psy-Fi Blog)

What it takes to be a full-time trader.  (Attitrade)

The “epic” spread between BTU-equivalent oil and natural gas prices.  (Infectious Greed)

Why Whitney Tilson is buying BP (BP).  (market folly)

Are the Chinese the ultimate contrarian investors?  (The Reformed Broker)

On the never ending search for a true financial risk factor.  (Falkenblog)

On the importance of dividing the market into three regimes:  normal, crisis AND pre-crisis.  (Rick Bookstaber also Capital Spectator)

Standard asset classes just aren’t that good an inflation hedge.  (SSRN)

Commercial paper rates hit eighteen month highs.  (Zero Hedge)

Do we need better economic forecasters or better economic analysts?  (Real Time Economics, Big Picture)

Has the second half slowdown started?  (Calculated Risk, BondSquawk)

The average workweek is growing, albeit from a low base.  (Bespoke)

The threat of deflation is still out there.  (FT)

The jobless recovery and why another stimulus bill is unlikely.  (Fundmastery Blog, NYTimes, Econbrowser)

A look at GDP drawdowns.  (EconomPic Data)

Should we net out intergovernmental debt holdings when measuring debt/GDP?  (The Money Game)

The UK has a “formidable task” ahead of it to keep its AAA rating.  (BondSquawk)

The Swiss franc is the new Deutsche mark.  (FT Alphaville)

Seven reasons to love the Euro.  (MarketBeat)

The blogger who foresaw the end of the Euro.  (NYTimes)

China to the (economic) rescue.  (EconomPic Data)

Brazil’s domestic demand remains strong.  (Bloomberg)

China’s housing bubble looks a great deal different than our own.  (Ezra Klein)

Is Japan finally emerging from its balance sheet recession?  (Infectious Greed)

Post-BP and deficit-wise, why isn’t there more talk about a Pigovian gas tax?  (Curious Capitalist)

It is hard to set up incentives to prevent a potentially rare event that has never happened before.  (Econbrowser)

The role that income inequality played in the financial crisis.  (Esquire)

The carried interest debate rolls on.  (WSJ also peHUB)

As hedge fund managers move to blunt its effects.  (Clusterstock, Free exchange)

Wasn’t the commercial real estate crash supposed to have been here by now?  (Fortune)

Why have pharmaceutical pipelines seemingly gone dry?  (The Atlantic via Business Insider)

Challenging to say the least:  putting together succession plans at a hedge fund.  (BusinessWeek)

If true, this is really depressing.  (Business Insider)

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