On the value of going against the consensus.  (FT)

How the credit ratings agencies went wrong.  (Bronte Capital)

The Baltic Dry Index continues to fall.  (FT Alphaville)

Analysis of a company at 52-week highs that is still substantially undervalued.  (Street Capitalist)

BP (BP) oil spill costs now exceed $3 billion.  (CNNMoney, 24/7 Wall St.)

BP is piling up cash and increasing its loan commitments.  (The Source, WSJ)

What say Goldman’s leading economic indicator?  (Pragmatic Capitalism)

We should be preparing for mediocre growth for some time to come.  (FT Alphaville, The Money Game, Big Picture)

Can the US stimulate the economy in the short-term while getting its fiscal house in order in the long run?  (FT)

Why are firms saving so much?  (Economist’s View)

Watch the states.  They are the true picture of the nation’s economic health.  (Aleph Blog)

Is it time to talk the end of the mortgage interest deduction?  (FT, ibid)

China is set to be the world’s IPO leader this year.  (Bloomberg, FT Alphaville)

A handy James Montier resource page.  (EuroShareLab via Simoleon Sense)

The wireless carriers still rule handset sales.  (GigaOM)

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