Corporate America’s big “pile of cash” is not the source of our economic problems.  (Big Picture, ibid)

Have individual investors stopped buying the dip?  (WSJ, The Money Game, Felix Salmon)

S&P 500 stocks are trading at a high correlation with each other.  (WSJ, The Money Game, Trader’s Narrative also AR Screencast)

Ten tips for earnings season. (Lex)

A helpful look at the week ahead.  (A Dash of Insight also Carpe Diem)

Merger arb spreads have tightened.  (WSJ)

Is the market shifting towards a trading range?  (VIX and More)

Why hedge funds love holding the SPDR Gold Trust (GLD).  (FT Alphaville, ibid, The Money Game, Barron’s, Financial Adviser also AR Screencast)

The iShares Comex Gold (IAU) is trying to set itself apart from GLD.  (TheStreet)

BP (BP) is serious about selling assets to Apache (APA).  (WSJ)

Comparing the bounces in Goldman Sachs (GS) and BP.  (Afraid to Trade)

Asset sales or not, talk is swirling about a takeover of BP.  (The Money Game also CNNMoney, FT, Deal Journal, beyondbrics)

How does a collared strategy work in practice?  (WSJ)

The case of a special dividend disguised as a stock split.  (Kid Dynamite)

Everyone and their brother wants to get into the fixed income ETF space.  (InvestmentNews)

Why do investors buy Cheerios on sale, but not stocks?  (Value Plays)

Who is buying all that new Treasury debt?  (Econbrowser)

Banks have trillions left to refinance over the next couple years.  (NYTimes)

A reminder why the Baltic Dry Index is, at best, an imperfect economic indicator.  (The Money Game)

Niall Ferguson wonders what Ben Bernanke is waiting for.  (Tech Ticker)

Should quantitative easing back on the table?  (Calculated Risk also Pragmatic Capitalism, Felix Salmon)

How the teenage (un)employment situation has changed in a generation. (The Reformed Broker, DailyFinance)

Why we need a thriving manufacturing sector.  (Business Insider)

Are the rich really more likely to walk away from their underwater mortgages?  (Atlantic Business)

Euroland:  what is it good for?  (The Economist)

Spain may have won the World Cup, but its banking system is badly in need of shoring up.  (FT Alphaville)

Singapore is set for nearly 11% GDP growth in 2010.  Whereas Malaysia has issues.  (Bloomberg, Lex)

Who exactly is going to profit from Brazil’s oil?  (Gregor Macdonald)

A really long term look at energy transitions.  (Infectious Greed)

When in doubt blame high frequency trading.  (Kid Dynamite)

James Montier, “Patience is a highly underrated asset.”  (Globe and Mail)

Cool yield chart and neat new visual blog.  (research puzzle pix)

An excerpt from a new book, “Top Hedge Fund Investors: Stories, Strategies, and Advice.”  (All About Alpha)

Is talent going to start bypassing institutional structures altogether?  (A VC)

Does the US have a “creativity crisis“?  (Newsweek)

On the inner workings of how a sports betting hedge fund works.  (BusinessWeek)

How voters in the AP college football poll adjust (or not) their votes over time.  (SSRN)

Better burgers” are the hot restaurant concept at the moment.  (Crain’s Chicago, WashingtonPost)

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.