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)

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