Investment advisers are getting increasingly bearish.  (Bespoke)

Individuals are becoming less interested in “buying on the dip.”  (Big Picture)

How should we read extreme TRIN readings?  (Trader’s Narrative)

A more nuanced look at Shiller P/E ratios yields three buckets.  (World Beta)

Characterizing the recent strong run in the US dollar.  (Bespoke)

The yield curve implies a lower VIX later this year.  (Bloomberg also Don Fishback)

Investors don’t want their hedge funds betting big on the economy.  (Bloomberg)

Institutional investors don’t seem to do a better job timing fund buys than individuals.  (Morningstar)

Another example of why individual investors are getting spooked from the stock market.  (The Reformed Broker)

What could ultimately prick the growing gold bubble?  (Pragmatic Capitalism)

Ben Bernanke is puzzled by the gold rally.  (Real Time Economics)

Have you “di-worisified” into commodities?  (FT earlier Abnormal Returns)

An iron cross in the oil service sector.  (Bespoke)

Mean reversion in country returns.  (World Beta)

The ETF-ization of everything.  (Abnormal Returns)

Betting is not investing.  (EconomPic Data)

Everybody talks their book, including Mario Gabelli.  (Points and Figures)

The commercial real estate crash happened.  The rest is just clean-up.  (Prof. Pinch)

Do Build America Bonds represent a good deal for individual investors?  (SSRN)

Emerging markets have gone from niche to mainstream.  (Institutional Investor)

Did you know there was a zero coupon Treasury bond ETF?  (ETF Trends)

BP (BP) is now trading as a junk credit.  (Bloomberg, MarketBeat also Pragmatic Capitalism)

Is BP headed for bankruptcy?  Matt Simmons thinks so.  (Fortune, Curious Capitalist contra The Money Game)

Cramer gets cut trying to catch the falling knife that is BP.  (Zero Hedge also Maoxian)

What we can learn from the slope of a corporate CDS curve.  (Distressed Debt Investing)

Four rules to offset the downside of a bubble and why they always surprise us.  (HBR, ibid)

We were misled as to the true state of AIG.  (Big Picture)

Goldman Sachs (GS) needs to settle NOW.  (The Buzz)

How can we prevent a TARP II?  (Kid Dynamite)

Why do the markets still trust Ben Bernanke?  (Pragmatic Capitalism)

Disappointment in the financial reform bill.  (Economist’s View)

Fear the rollover in leading indicators.  (The Source, Big Picture)

Railroads are running out of cars.  (The Money Game)

Signs that the trucking industry is getting stronger.  (Calculated Risk, CNNMoney)

Waste and scrap” traffic indicates a stronger, but sluggish recovery.  (Calculated Risk)

More people are quitting their jobs.  (EconomPic Data)

Is higher worker productivity a blessing or a curse?  (FT)

Ben Bernanke on the deficit.  (Street Sweep, DJ Market Talk)

No wonder anger is rising against public sector workers.  (Real Time Economics)

The structural factors that may keep unemployment rates for awhile.  (Fortune)

Why do governments focus on shorts when it is the longs who do all the damage?  (Economist)

Putting the Greek rumor mill into some perspective.  (The Source)

Australia still seems to be growing.  (MarketBeat, The Money Game)

How much can we read into the surge in Chinese exports?  (MarketBeat, beyondbrics)

Putting the peak oil discussion into perspective.  (Gregor Macdonald)

On the benefits of paper trading, especially in regards to options.  (Minyanville)

“..blogs and paywalls just don’t mix.”  (Felix Salmon)

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