17 reasons to be bullish from David Rosenberg?!?  (FT Alphaville)

Market timers are not that impressed with the current rally.  (Marketwatch also Bespoke)

UPS (UPS) and McDonald’s (MCD) both show global strength.  (NYTimes, FT)

The US market is lagging much of the developed world.  (Bespoke)

Eddy Elfenbein, “This is the problem with owning a richly valued stock…You have zero room for error. If you make one small misstep, you’ll be punished harshly.”  (Crossing Wall Street)

Value guys like volatility. Crazy, gyrating market? Giddyup.”  (Greenbackd earlier Abnormal Returns)

How to implement a large, quality stock-focused strategy.  (Street Capitalist)

How value investors can use market volatility to their advantage in this environment..  (AR Screencast)

More VIX ETNs are on the way.  (VIX and More)

There is a great deal of interest in the just launched Global X Lithium (LIT). (IndexUniverse)

A managed futures ETF is coming from WisdomTree.  (IndexUniverse)

John Gapper, “So much for the death of hedge funds.”  (gapperblog earlier Abnormal Returns)

How much lower can Treasury yields go?  (Lex, BondSquawk)

What financial stress?  (Street Sweep)

The Fed has a willing buyer for its mortgage backed bonds in the general public.  (NYTimes, The Money Game)

GM’s (excellent) subprime adventure.  (WSJ, CNBC, Lex, Big Picture, Points and Figures, DJ Market Talk, DealBook)

Somebody knew something.  SEC investigating suspicious trading in Goldman Sachs (GS) shares.  (Clusterstock)

Who got it worse from the SEC:  Dell (DELL) or Goldman?  (Felix Salmon)

Ratings agencies can’t get comfortable with their increased accountability under finreg.  (FT Alphaville also Felix Salmon)

Why Elizabeth Warren is the only logical person to head the Consumer Financial Protection Bureau.  (Rortybomb, Floyd Norris, Felix Salmon)

John C. Bogle on financial reform.  (Huffington Post)

What is the “critical” debt/GDP ratio?  (Marginal Revolution also Ezra Klein)

Hip, hip hooray.  UK GDP comes in ahead of expectations.  (EconomPic Data)

Indonesian equities aren’t cheap any more.  (beyonbrics)

The latest Big Mac Index shows Asian currencies undervalued.  (Economist)

“In 2008 for-profit colleges accounted for 7.7% of all post-secondary enrolment. For better or worse, that share is likely to grow.”  (Economist)

On the interplay between discipline, experience and confidence.  (The Perplexed Investor)

Happy second blogiversary!  (MarketSci Blog)

When it comes to social media, infrastructure matters.  (GigaOM also peHUB)

Thankfully for Microsoft (MSFT) people still love Windows.  (NYTimes, FT)

Amazon (AMZN) shareholders shouldn’t be all that surprised that earnings missed (badly).  (Lex also WSJ)

Is Netflix (NFLX) the next Crocs (CROX).  (Deal Journal contra Wall St. Cheat Sheet)

Jonah Lehrer, “Behind every successful entrepreneur is a vast network.  (The Frontal Cortex)

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