A look at the range-bound S&P 500. (VIX and More also Bloomberg)
Doug Kass, the market is facing “crosscurrents aplenty.” (TheStreet)
Bruce Berkowitz likes Morgan Stanley (MS). (WSJ also InvestmentNews)
Dr. Copper is back. (MarketBeat)
Now that the Baltic Dry Index is rising, no one is talking about it. (The Money Game)
What Ned Davis Research likes right now. (Trader’s Narrative)
ETF rebalancing is roiling late-day trading. (Reuters)
“PIMCO has emerged from the financial crisis stronger. It has continued hiring as others pause or pull back. ” (Economist)
There is a sellers strike in the market for long-dated volatility. (Bloomberg)
The CBOE (CBOE) thinks it can go it alone. (Bloomberg also HFR)
Are VIX moving averages a self-fulfilling prophecy? (Daily Options Report)
When consumer confidence is at its worst, future stock market returns are at their best. (Systematic Relative Strength)
Worried about correlations? Think long-term instead. (Random Roger)
Tom Brakke, “If your way of thinking about your investment exposures is out of sync with the reality of today, it’s time to rip it up and start over.” (the research puzzle)
It is time to reassess the way investors pay money managers. (Economist)
Tough times on Wall Street. Not really. (The Reformed Broker)
Algorithmic trading programmers are striking to trade their models. What could go wrong? (Forbes via Clusterstock)
What caused the 2006-08 commodity price boom? (Economist’s View)
Cross-currents in the commercial real estate market. (Pension Pulse)
Renting is the new buying. (Fortune)
By this measure emerging markets still have a ways to go. (Fortune)
Euribor continues to move higher. (MarketBeat)
What happened to the European double dip? (Bespoke)
Global industrial production is at “record high levels.” (FT)
On the correlation between M2 and CPI. (macroblog)
Inflation vs. deflation: deflation is winning. (Big Picture)
Maybe economists should be more focused on disequilibrium? (Rajiv Sethi)
On the correlation between jobs and durable goods. (Big Picture)
Is the recession shifting even greater power towards employers? (Rortybomb also Macro Musings)
Raghuram Rajan thinks ultra-low interest rates are preventing the US from making necessary adjustments. (FT)
On the relationship between debt/GDP and economic growth. (Free exchange also Money & Co.)
Is debt/GDP the right measure of indebtedness? (AR Screencast)
The US is the new California. (Gregor Macdonald)
The rise of the African consumer. (beyondbrics)
Why the price of electric cars are likely to come down, fast. (Slate)
The Kindle is going mass market with new, lower priced devices. (WSJ)
How gaming became the future of social media. (Fortune)
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