Wheat continues screaming higher. (Bloomberg also Economist)
Don’t fight commodity momentum. It can go on longer than you think. (Leigh Drogen)
Earnings and revenue beat rates. (Bespoke)
Do Chinese equity indices now lead world markets? (beyondbrics)
Why don’t analysts change their opinions based on new information/data? (CSS Analytics)
Equity volumes tumble. Have investors simply given up? (FT, Money Game)
John Paulson is reducing equity exposure. (FT, WSJ, FT Alphaville)
Gold vs. Stocks: point, counterpoint. (IndexUniverse, ibid)
How demographics could be a bigger drag on asset prices. (FT Alphaville)
Who’s right? Stocks or bonds? (MarketBeat)
The 10-30 year Treasury spread and the dangers of data mining. (Crossing Wall Street)
Why the corporate bond market has done as well as it has. (Economist)
Junk bond prices are getting “bubbleicious.” (Bloomberg)
Yield wins in the long run. (EconomPic Data)
Pushing one a string. The harsh realities of today’s bond market. (Abnormal Returns also AR Screencast)
Doug Kass thinks it is time to short bonds. (TheStreet)
IBM (IBM) knows how to issue bonds at the right time. (MarketBeat)
The MLP meme goes big time. (Bloomberg earlier Abnormal Returns)
The TED spread continues to come in. (Bespoke)
Chile is priced for perfection. (Marketwatch)
Why do individuals do badly trading stocks in their own industry? (Journal of Finance)
On the benefits of combining investment strategies. (the research puzzle)
Peeking at the motivations behind the ETF business. (FT Alphaville)
Hedge funds need to be careful about how much of an ETF they own. (Institutional Investor)
Why Anthony Ward is making such a big bet on cocoa. (Economist)
The role of pension funds in the gold boom. (Institutional Investor)
Quant funds need to step up their game. (Greenbackd)
An exercise in how Ben Graham might have compared two companies. (Value Investing with Walter Schloss)
Buffett Partnership letters all in one place. (Above Average Odds via market folly)
On the effect media coverage can have on markets. (Journal of Finance)
Founder-led buyouts have a rocky history. (Dealbook)
Special situation investors are flocking to Motorola (MOT). (24/7 Wall St., Street Sweep)
Time Warner (TWX) and AOL (AOL): a study in contrasts. (Lex)
Morgan Stanley (MS) is trying to figure out how to deal with the Volcker Rule. (WSJ, Clusterstock also FT)
Reactions to the notion that Goldman Sachs (GS) will spin off its proprietary trading operations. (Bloomberg, Zero Hedge, Hedge->According.ly
Good reasons to discount the drop in the ECRI WLI. (Money Game)
Jobless claims continue to disappoint. (DJ Market Talk, The Reformed Broker)
Mohamed El-Erian joins the deflation camp. (Bloomberg, Money Game)
A jump in personal bankruptcies. (WSJ)
How aging Baby Boomers affects consumer spending. (Big Picture also Real Time Economics)
Should the Treasury continue to extend debt maturities? (WSJ)
Why regulation is vital to the banking sector. (Jesse’s Cafe Americain)
It looks like “aid to the states” is going to happen. (WashingtonPost, Kid Dynamite, Atlantic Business)
Why is the Japanese Yen at record highs? (Free exchange, FT Alphaville)
The BRIC countries are investing in Africa. (beyondbrics)
Putting corporate boards on the political spectrum. (FT Alphaville)
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