Just about everything went right (market-wise) in July.  (The Capital Spectator)

Taking the measure of the stock market in August.  (Marketwatch, Big Picture)

“Listen: the markets are always hard. Its supposed to be like that.”  (Ultimi Barbarorum)

Big names are betting on deflation.  (WSJ, The Money Game, DJ Market Talk)

Where did a $1 trillion in money market funds go?  (The Reformed Broker, USA Today)

Money market funds are finally start charging fees again.  (Bond Buyer via Infectious Greed)

Where did all that money market cash go?  A worrisome development, or simple yield seeking?  (AR Screencast)

The Dilbert approach to money management.  (WSJ)

Investing in Africa is easier said than done.  (Random Roger)

The bullish case for Chile.  (The Money Game)

Emerging market equities are no longer much of a diversifier.  (Reuters via FT Alphaville)

Ugh.  Stock buybacks are back in vogue.  (DJ Market Talk)

The IPO market is returning to life, albeit tentatively.  (Fortune)

If you want exposure to volatility, buy options not the VIX.  (Marketwatch)

The bull market in (pork) bellies.  (WSJ)

The Volcker Rule and the attraction of an ETF business.  (FT Alphaville)

On the value of using more complex valuation metrics.  (CXO Advisory Group)

Chance plays a bigger role in your investment returns than you would like to think.  (WSJ)

Consumer confidence down.  Buy stocks.  (Bloomberg)

What is the ISM manufacturing survey saying about the state of the economy?  (Bloomberg also Real Time Economics)

What are the Fed’s options for monetary stimulus at this point?  (Econbrowser)

Want a job?  Get a college degree.  (The Money Game, Time)

Europe’s banks are not out of the woods, just yet.  (The Money Game)

The Chinese manufacturing economy is slowing.  (Bloomberg, EconomPic Data)

An interview with Felix Zulauf.  (Big Picture)

Miguel Barbosa interview Dan Ariely on “The Upside of Irrationality.”  (Simoleon Sense)

In the age of the search engine how much does a domain name really matter?  (Lex)

On the rise of the “gesture economy.”  (Howard Lindzon)

Is the smartphone going to replace your credit card?  (Bloomberg)

Why Apple (AAPL) should buy Infineon (IFX).  (TechCrunch)

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