Hedge funds are dazed and confused.  (Bloomberg also market folly)

John Paulson had a rough June.  (Bloomberg also The Money Game)

Earnings season is coming.  Should we be afraid?  (Bespoke)

How real are current earnings?  (EconomPic Data)

The Ford equity valuation model says stocks are “surprisingly cheap.”  (Trader’s Narrative)

Individual investors are getting more bearish.  (Big Picture, Bespoke)

“Where’s the Fear? It remains in the VIX futures.”  (Daily Options Report)

Why are cap-weighted indices so popular?  (Felix Salmon)

An examination of the “death cross” phenomenon.  (BondSquawk)

Lumber prices are getting crushed.  (Lex)

ETF Deathwatch for July.  (Invest With An Edge also DailyFinance, AR Screencast)

Markets are “noisy children.”  (Telegraph via FT Alphaville)

Why Research in Motion (RIMM) is losing market share.  (Jeff Matthews)

Why Netflix (NFLX) is an $82 stock.  (Forbes)

BP (BP) is optimistic it can finish its relief wells ahead of schedule.  (WSJ also FT Alphaville)

Do muni bonds pose a systemic risk?  (Felix Salmon)

What happened to all those “toxic assets” on bank balance sheets?  (CNNMoney)

You can only “pretend and extend” so long.  (Business Insider, WSJ)

Rail traffic continues to increase year-over-year.  (Carpe Diem)

Taking some comfort in the steep yield curve.  (Free exchange also Horan Capital Advisors)

Some arguments against a double dip “strain credulity.”  (David Gaffen)

Jobless claims in historical perspective.  (VIX and More also Capital Spectator, DJ Market Talk)

The Fed is exploring ways to continue easing.  (WashingtonPost, The Money Game)

No signs of inflation on the horizon.  (Econbrowser)

On the feedback loop between inflation and aggregate demand.  (Prof. Pinch)

Asian bond markets are developing, albeit slowly.  (Lex, WSJ)

Talking taxes, for the long run.  (Economist’s View)

It’s time for a Marshall Plan to save the states.  (The Money Game)

Should the emerging markets fear excessive capital inflows?  (Real Time Economics)

Australia nears full employment.  (EconomPic Data)

Did China already win the Caspian Sea gas wars?  (Foreign Policy)

Economists need to start looking at their own models.  (Behavioural Investing)

Carl Richards, “Making important decisions about how to invest your life savings seems to be getting more and more complex as the amount of information continues to grow.”  (Bucks Blog)

Josh Brown, “Mamas, don’t let your babies grow up to be brokers.”  (The Reformed Broker)

Tough times out there for stock pickers, but country pickers rejoice. (Abnormal Returns)

It’s time to abolish software patents.  (Huffington Post)

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