Are stocks truly undervalued?  (Marketwatch)

Is it time for the bid to come out of VIX futures?  (SurlyTrader, FT Alphaville)

Liquidity patience and the value of dividends.  (AR Screencast)

What is the equity risk premium?  It depends.  A meta-analysis. (SSRN)

Why earnings surprises matter.  (Ivanhoff Capital)

Gold vs. Bonds:  which market is wrong?  (Bronte Capital)

Why you don’t need to predict the future to make money in the market.  (Derek Hernquist)

McDonalds (MCD) is at an all-time high.  (Crossing Wall Street)

Are Dell (DELL) shareholders on Xanax?  (Reuters)

Citigroup (C) has a corporate culture problem:  it doesn’t have one.  (WSJ)

What accounts for a the wave of hedge fund closures?  (Lex)

By one measure the average hedge fund charges less than the average mutual fund.  (All About Alpha)

Pass on hedge funds.  Just piggyback on their picks.  (Clusterstock)

Is Russell Investments up for sale?  (peHUB)

Funds too far?  New target-date junk bond ETFs.  (IndexUniverse)

3G Capital Management wants to be a long-term holder of Burger King (BKC).  What a concept.  (Deal Journal, Lex, WSJ)

There is no shortage of explanation for the housing bubble.  (FT Alphaville)

The employment report comes in better than expected.  (WSJ, FT Alphaville, Calculated Risk, Free exchange, EconomPic Data, Real Time Economics, Economix, CBP, DJ Market Talk)

The ECRI WLI bounces along the bottom.  (Pragmatic Capitalism)

The ISM services data come in on the downside.  (Calculated Risk)

Don’t celebrate the employment numbers until the number of long-term unemployed declines.  (Gavyn Davies, EconomPic Data, Real Time Economics, Atlantic Business)

What is going on with US manufacturing capacity utilization?  (Lex)

The economic geography of publicly-traded companies in the US by sector.  (Aleph Blog)

“Ireland, simply put, appears insolvent under plausible scenarios with current policies. ”  (Baseline Scenario)

Barry Ritholtz on the comment stream at Yahoo Tech Ticker.  (Big Picture)

Four lessons from Stanley Druckenmiller.  (Mercenary Trader via TRB)

Interesting podcast with Russ Roberts and Daniel Pink on “drive, motivations and incentives.”  (EconTalk)

An interview with “private equity legend” Jon Moulton.  (Distressed Debt Investing)

Nobody wants small (< 50 seat) jets any more.  (Bloomberg)

Has the US auto industry found a sustainable run rate?  (Slate)

Amazon (AMZN) vs. Apple (AAPL) fight over TV shows.  (WSJ also Economist)

What China’s interest in the Potash Corp. (POT) tells us about the future of agriculture.  (Money Game)

Is another global food crisis brewing?  (FT, beyondbrics)

Ancient Nubians made antibiotic beer.  (Discover)

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