Barton Biggs is dumping stocks.  (Bloomberg)

The state of equity market sentiment at week-end.  (Trader’s Narrative)

“Thirteen of the top 25 companies in the Standard & Poor’s 500 now trade at or below 10 times estimated 2011 profits…”  (Barron’s)

What happens after a seven-day losing streak for the Dow?  (Bespoke)

Is it worth paying up for volatility “insurance”?  (WSJ)

When market breadth is bad it usually gets worse.  (Trader’s Narrative)

Some items that could ruin your summer.  (MarketBeat)

Be careful when you borrow money from a hedge fund.  (WSJ)

Tesla (TSLA) as a metaphor for the current stock market.  (Deal Journal also clean2tech, Trader’s Narrative)

The Indian stock market keeps on chugging along.  (Bespoke)

What is a “legal beagle” stock?  (The Reformed Broker)

The aluminum market is all out of whack.  (FT)

Is HFT net-net displacing capital formation?  (Rajiv Sethi)

A look at the economy relative to expectations.  (VIX and More)

“The Economic Cycle Research Institute’s Weekly Leading Economic Growth Rate Index continues to drop further into negative territory.”  (BondSquawk)

Slow growth, but not double-dip, yet.  (Econbrowser)

Differentiating between a double-dip and a full-blow recession.  (Calculated Risk, ibid)

“You can simultaneously stimulate short term and reduce longer term debt.”  (Big Picture)

Reinhart and Rogoff and the return of the history of economics.  (NYTimes)

A preview of what a Greek debt restructuring might look like.  (FT)

Post-war economists don’t do energy.  (Gregor Macdonald)

A new entry into the crisis literature:  “Confessions of an Anonymous Hedge Fund Manager.”  (Speakeasy)

Behavioral finance’s smoking gun.  (The Psy-Fi Blog)

Why “experts” are so often wrong.  (Time via Farnam Street)

Why intelligent people fail.  (kottke)

Per usual, there are now a number of ways to follow Abnormal Returns including:  @ARupdates, free e-mails:  AR ClassicAR Energy, AR Options, the Abnormal Returns widget, our daily screencasts, and Abnormal Returns TV.

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.