Where has all the volume gone? (Trader’s Narrative)
A long term look at the CAPE. (EconomPic Data)
What does the market typically do around July 4th? (CXO Advisory Group)
A look at the dip in the VIX. (Daily Options Report)
Is it time to bottom fish in the homebuilders? Nope. (Big Picture)
Where Mark Mobius is seeing opportunities. (beyondbrics)
Grains are in wicked surplus. (WSJ)
Commodities will see little impact from the rise in the Yuan. (Market Blog, ibid)
On the parallels between winning golf and winning trading. (VIX and More)
Distress does not seem to be priced in the cross-section of equity returns. (SSRN)
More on the drop in the Baltic Dry Index. (FT Alphaville)
Schwab (SCHW) makes inroads into the ETF business by being a low-cost provider. (Morningstar)
The ETF industry is going to continue pushing the envelope. (Bloomberg Magazine)
Why the Pimco Enhanced Short Maturity Strategy (MINT) is changing the active ETF equation. (IndexUniverse also AR Screencast)
Just how on the hook is Anadarko Petroleum (APC) for clean-up costs? (Fortune)
Should we bee all that surprised that sell-side analysts misplayed the BP news? (Felix Salmon)
China didn’t have many options in regards to a revaluation of the Yuan. (FT, WSJ, Free exchange)
The moves in the Yuan are really not all that big. (EconomPic Data, WSJ, BondSquawk)
A really long term look at where the Yuan may be going. (Maoxian)
Will the Euro benefit from the move in the Yuan? (MarketBeat)
Is China now at risk of a “tidal wave” of capital inflows? (beyondbrics)
An interesting look at currency trade weights over time. (Minyanville)
China’s move signals a more normal global economy. (MarketBeat, ibid)
Deflationary risks followed by inflationary risks. (Econbrowser)
Some Eurozone companies are thriving in this environment. (NYTimes)
Andy Kessler on the parallels between bailing out the banks and bailout out Europe. (The Daily Beast)
Even China recognizes that natural gas is a better bet than coal. (The Reformed Broker)
Shale gas discovery is not without its risks. (Bloomberg Magazine)
The IPO market waits on a bellwether tech IPO. (TechCrunch)
What is the third largest Internet company in the world? The answer may surprise you. (TechCrunch)
Some thoughts on herding. (Zero Beta)
A Warren Buffett reading list. (market folly)
Aggressive math-focused players are dominating tournament poker. (Time)
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