Emerging markets are once again outperforming.  (Bespoke, beyondbrics)

Sentiment is rapidly shifting towards the bullish camp.  (Marketwatch)

A reversal in fortune.  Oversold stocks are scarce.  (Bespoke)

Waiting on a reversal in the death cross.  (MarketBeat)

Wheat prices are soaring.  (Lex, WSJ, FT Alphaville, Bloomberg)

Why the grain complex and PowerShares Agricultural ETF (DBA) are set for a fall.  (Minyanville)

1,032 ETFs and counting.  (Invest With An Edge, DailyFinance)

The Barclays ETN+ Inverse S&P 500 VIX Short-Term Futures ETN (XXV) is now a liquid trading vehicle.  (VIX and More)

How quant funds performed through the crisis.  (Morningstar)

Garnering an “illiquidity premium” without venturing into alternative assets.  (All About Alpha)

More historical equity risk premium estimates.  (CXO Advisory Group)

Buffett’s successor(s) are not set yet.  (Jeff Matthews)

Is Berkshire Hathaway (BRKB) overvalued?  (Fortune)

Why aren’t there more IPO auctions?  (FT Alphaville)

Corporate cash hoarding isn’t sustainable.  (Fortune contra Marketwatch)

Roger Lowenstein asks what purpose does publicly traded private equity serve?  (Bloomberg)

Signs that the correction in gold is over.  (Trader’s Narrative)

What are copper, palladium and gold telling us about the state of the economy?  (Trader’s Narrative, Bespoke)

Price ratio charts often make great “chart porn” but make sure there is some intuition behind them.  (AR Screencast)

Financial executives are “severely miscalibrated.”  (SSRN)

What purpose do SEC fines serve?  (Big Picture, NYTimes)

Banks are spinning off assets to comply with the Volcker Rule.  (CNBC, peHUB)

Why the financial markets seem so willing to overlook the weak US economy.  (Econoclast)

Showing just how interconnected the financial system has become over the past decade.  (Free exchange)

Just how likely is a “mass mortgage refi“?  (FT Alphaville)

The Fed is dipping its toe back into the quantitative easing waters.  (WSJ, Money Game, Telegraph)

The savings rate continues to rise.  (Calculated Risk, WSJ, Big Picture, EconomPic Data)

Can Texas keep it up?  (Free exchange)

Some US states rank right up there in terms of default risk.  (Bespoke)

The decade of the temporary worker.  (TheStreet also Money Game)

Indonesia is running hot.  (ETFdb, Credit Writedowns)

Main Street is getting company news releases after Wall Street.  (IR Web Report)

Buying and selling (on mobile devices) is going to be huge.  (VC Dispatch, CNNMoney, WSJ)

How is Google (GOOG) going to make a profit off of Android?  (SAI)

Research in Motion (RIMM) is up against the wall.  (GigaOM, CNNMoney, Apple 2.0)

Hamilton Nolan, “As a means of leisure, gambling is fine. As a means of public policy, it is a sham.”  (Gawker)

Jonah Lehrer, “The best brands are blankies.”  (The Frontal Cortex)

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.