Keeping an eye on some recent market leaders.  (Barron’s)

A look at market valuations.  (MarketBeat)

The put-call ratio is poised to provide a market signal.  (Barron’s)

Should investors fear the coming midterm elections?  (Marketwatch)

The CBOE (CBOE) is now public and an acquisition target.  (WSJ, Points and Figures, Bloomberg, MarketBeat also AR Screencast)

Why all the price cuts for ETF expenses?  (WSJIndexUniverse)

The hype around emerging markets continues to grow. (The Money Game, Market Blog, Jubak Picks)

Bill Luby, “As traders, we each need to know our optimal time horizons. ”  (VIX and More)

What are the average investor’s “worst sins“?  (Forbes via Simoleon Sense)

Hedge funds have flipped their risk profiles around.  (Bloomberg)

How much does asset allocation matter?  (Advisor Perspectives)

Has the market given up its obsession for Goldman Sachs (GS)?  (Deal Journal also Dealbook)

Exxon Mobil (XOM) as a way to play the energy sector.  (CNBC, MarketBeat)

BP (BP) catches a downgrade.  Bankruptcy won’t help it avoid costs.  (WSJ, Big Picture)

Is it time for natural gas to shine?  (FT)

Is the housing market setting up for a future shortage?  (Fortune, Calculated Risk)

The states are a big drag on the economy.  (Big Picture)

Something unusual has happened in the past year to employment data.  (A Dash of Insight)

One model says the Fed should remain on hold until 2012.  (Economix)

A spike in China’s leading economic indicators.  (EconomPic Data, The Money Game)

China has some decisions to make in regards to inflation.  (China Financial Markets)

Gold vs. everything else.  (Infectious Greed)

A look at Buying at the Point of Maximum Pessimism by Scott Phillips.  (CXO Advisory Group)

Starbucks (SBUX) wants to be your office away from home.  (NYTimes, GigaOM)

The Big Mac vs. the Chipotle burrito.  A tale of the nutritional tape.  (The Atlantic)

Waiting for the first hedge fund to specialize in box office futures.  (WSJ, Hollywood Reporter, LATimes, Felix Salmon)

Content is no longer king.  Curation is king.  (SAI)

There are now a number of ways to follow Abnormal Returns including:  @ARupdates, free e-mails:  AR ClassicAR Energy, AR Options, and the new Abnormal Returns widget.

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Please see disclosures here.

Please see the Terms & Conditions page for a full disclaimer.