Where did the bulls go?  (Bespoke)

Is somebody messing with the VIX?  (Daily Options Report)

Putting the Hindenberg Omen into some technical perspective.  (Barron’s)

More talk of the bond bubble bursting…eventually.  (Street Sweep, The Reformed Broker)

Some thoughts on whether Treasury bonds can ever truly be in a bubble.  (Pragmatic Capitalism, Brad DeLong, EconomPic Data, Felix Salmon, CWS, DJ Market Talk)

Time to switch from bonds to equities.  (FT Alphaville also  SurlyTrader)

Intel (INTC) to buy McAfee (MFE).  Heads are scratched.  (WSJ, Crossing Wall Street)

Why BHP (BHP) is willing to pay up for Potash Corp. (POT).  (Telegraph also FT Alphaville)

BHP has achieved its dominant position through a combination of luck and good judgment. More than in many other industries, building a mining giant means striking the right deal at the right time.”  (Economist)

What should we make of the surge in M&A activity?  (Points and Figures)

The GM IPO is here.  However questions remain.  (WashingtonPost, NYTimes, Fortune, Economist)

Valuing Liberty Capital (LCAPA) as a closed-end fund.  (Minyanville)

How mutual fund managers are like cigarette makers.  (Bucks Blog)

From bars to bits:  how gold ETFs have changed the fundamental nature of the shiny metal.  (AR Screencast)

Reviewing the Druckenmiller decades.  (DealBook)

What the Druckenmiller retirement says about the state of global macro.  (Marketwatch, ibid)

Are states ready to oversee more hedge fund managers?  (WSJ)

A flattening yield curve is not great for bank earnings.  (FT Alphaville)

It seems obvious but bank bondholders should help absorb losses.  (Kid Dynamite)

Interesting interview on the state of the distressed debt/restructuring market.  (Distressed Debt Investing)

Checking in on the chances of a double-dip.  (Trader’s Narrative)

Recent economic releases provide more signs that the economy is slowing.  (Calculated Risk, Free exchange, Bespoke)

On the challenges of reducing the size of government:  we have collectively forgotten how to do stuff for ourselves.  (Business Insider)

“A recession as deep as the one we are experiencing will continue to put downward pressure on inflation, but this will get less and less obvious as we approach zero.”  (Gavyn Davies)

Derek Thompson, “Economic conditions, the character of the workforce and the tight budget of small companies is creating a perfect storm for a part-time nation.”  (Atlantic Business)

Why does the America as Japan theme keep popping up?  (Slate)

Taiwan’s export economy is roaring.  (beyondbrics)

Are we going to see more companies like McDonalds (MCD) issue yuan-denominated debt?  (Deal Journal)

Can Starbucks (SBUX) succeed in coffee country?  (beyondbrics)

On the value of social media for the trader.  (Aiki14)

Aaron Task plays blackjack with Jeff Ma.  (Tech Ticker)

Does Facebook “Places” change the whole check-in game?  (SAI, GigaOM)

On the meteoric rise of the Five Guys burger chain.  (DailyFinance)

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.