Just say no to bonds.  (Ultimi Barbarorum also Economist)

Bond volatility continues to contract.  (Minyanville)

Whenever the Treasury market moves so far, so fast it sets off alarm bells:  some explanations.  (AR Screencast)

James Hamilton, “Just as they did in the 19th century, stocks as priced today should give you a significantly better return than bonds.”  (Econbrowser)

What say the ‘Fed Model‘?  (Money Game, ibid)

Cyclical stocks are weakening.  (Humble Student)

More on the sustained outflows from equity mutual funds.  (Bloomberg, Charts Gone Wild also The Reformed Broker)

Are earnings estimates simply too high?  (Pragmatic Capitalism, EconomPic Data)

What the minority is thinking right now.  (The Reformed Broker)

Options are trading at a hefty premium to historical volatility.  (Daily Options Report)

Why hedge funds, in general, don’t pose a systematic risk.  (Felix Salmon)

What hedge funds hold.  (Zero Hedge)

Mark Wolfinger, “The trader’s main goal is to survive.”  (Options for Rookies)

David Merkel, “Face it.  Most alternative asset classes involve additional illiquidity.”  (Aleph Blog)

Jeff Miller, “The strident political debate is costly to investors!”  (A Dash of Insight)

Rethinking investment geography.  (VIX and More)

Is another round of Wall Street layoffs coming?  (WSJ, Clusterstock)

HFT and the Flash Crash.  (NYTimes, Points and Figures)

What should we make of the battle for Potash Corp. (POT)?  (Crossing Wall Street)

A good old fashioned bidding war breaks out for 3PAR (PAR).  (DealBook, Deal Journal)

Private equity firms have a couple more years to invest the pile of capital they raised during the boom.  (Lex)

Is there appetite out there for 100-year bonds?  (WSJ)

How does one borrow $45 billion these days?  (FT Alphaville)

How scary are municipal finances?  (Morningstar)

Pinched state governments are only going to increase casino gambling.  How to play the trend.  (chessNwine)

It took a while but housing is no longer viewed as a sure-fire investment.  (Baseline Scenario, NYTimes)

How the big fall in mortgage rates has made housing more affordable.  (EconomPic Data)

Bernanke should raise interest rates..now.  (Bloomberg contra Free exchange)

How soon they forget.  The Baltic Dry Index is on a tear.  (Money Game)

The Chicago Fed National Activity Index rebounded in July.  (Calculated Risk)

The Thai economy is on fire.  (beyondbrics)

Now Chinese companies are looking at Eastern Europe.  (beyondbrics)

Pressure is rising on the Bank of Japan to do something to combat deflation.  (NYTimes)

Chicago vs. Boston.  Who is winning?  (Dynamic Hedge)

What are the implications of the growing number of Internet startups?  (A VC)

Time-Warner (TWX) has a plan to survive in a multi-platform world.  (NYTimes)

Is Apple’s much rumored iTV going to kill the TV business once and for all.  (Apple 2.0, Kevin Rose also SAI)

Inside the secret world of Trader Joe’s.  (Fortune)

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