28% of S&P 500 stocks currently trade above their 50 day moving averages.  (Bespoke)

What to make of growing bearish sentiment?  (Charles Rotblut , Pragmatic Capitalism, Bespoke, Trader’s Narrative)

The state of the current market recovery.  (Big Picture)

Are big late-day ETF swings back?  (MarketBeat)

Kass and the parallels between poker and investing.  (The Money Game also Economist)

Comparing the performance of the golden cross and the death cross.  (MarketSci Blog also Marketwatch, CSS Analytics)

Why do you still believe in the existence in the “plunge protection team“?  (Crossing Wall Street)

Have emerging market bonds gone too far, too fast?  (beyondbrics)

Bullish on emerging markets?  Buy Spain.  (beyondbrics also WSJ)

Moving beyond cap weights for bond indices.  (Economist)

What the heck is going on with VIX futures?  (VIX and More)

UBS rolls out a 2x leverage MLP ETN.  (Invest With An Edge, ETFdb earlier Abnormal Returns)

KKR wants to get into the shale gas business.  (Bloomberg)

Is KKR the start of another wave of buyout firms coming public?  (Economist)

The reasons behind a “sell” rating on Berkshire Hathaway (BRKB).  (MarketBeat, BusinessWeek)

Revisiting the list of worries.  (A Dash of Insight also Financial Adviser)

30-year mortgage rates continue to fall to record lows.  (Calculated Risk)

Now jumbo mortgages are going bad in big numbers.  (NYTimes, Business Insider, 24/7 Wall St., Felix Salmon)

Why has everyone forgotten about the “Kanjorski surprise“?  (Baseline Scenario also Street Sweep)

The ECRI WLI continues to fall.  (Pragmatic Capitalism, Zero Hedge)

Consumer borrowing continues to decline.  (Real Time Economics, EconomPic Data, ROI)

What is the Fed willing to do at this point in the cycle?  (Economist’s View also FT, Krugman)

Is there a solution to the problem of long-term unemployment?  (Felix Salmon, FT)

Which is worse:  deflation or inflation?  (The Big Money)

Why are corporations saving so much?  (Marginal Revolution)

Australia is booming.  (The Money Game)

Korea raises benchmark rates to the surprise of everyone.  (FT Alphaville, beyondbrics)

Google (GOOG) stays alive in China.  (FT, NYTimes)

On the role pension funds played in the financial crisis.  (Street Sweep)

Watch unfunded pension liabilities.  (CNBC)

Edward Chancellor on the sovereign debt crisis.  (Street Capitalist)

George Soros, “It can be seen that the European sovereign debt crisis is intricately interconnected with a European bank crisis.”  (NYRB)

Did fair market accounting contribute to the financial crisis?  (Simoleon Sense)

Time to re-think Fannie and Freddie.  (BusinessWeek)

Financial accidents will happen, therefore tax banks on the risks they take.  (Real Time Economics)

The latest edition of Abnormal Returns TV with Mike Konczal.  (StockTwits TV)

Would there really be less VC investment if carried interest tax treatment changed?  (Bloomberg)

Henry Blodget’s bet on the future of the Internet.  (BusinessWeek also Crossing Wall Street)

A rave review for William Poundstone’s “Priceless:  The Myth of Fair Value (and How to Take Advantage of It.”  (Aleph Blog)

“There are many ways companies compete with one another. Unfortunately, a lot of those ways seem like nothing more than an expensive route to commoditization.”  (Farnam Street)

The curse of soda.  (The Frontal Cortex)

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