Stocks are advancing at the expense of bonds.  (Crossing Wall Street also DJ Market Talk)

Signs of a turn in the bond market.  (Bespoke, Money Game also DailyFinance)

Investor sentiment is all over the place.  (Pragmatic Capitalism)

How important is the VIX in the sentiment indicator toolbox?  (The Macro Trader)

Barry has been putting some money to work.  (Big Picture)

The PowerShares DB US Dollar Bullish Fund (UUP) is setting up for a “death cross.”  (WSJ)

How far are the regulators willing to go to slow down ever more frenetic trading?  (AR Screencast)

The coming quagmire that is retail currency trading.  (The Reformed Broker)

Bella, “As you gain experience your trading rules should develop more nuance.”  (SMB Training)

Patience usually wins in the stock market.  (Charts and Coffee via TRB)

On the danger of confirmation bias.  (Daily Options Report)

How badly would a ‘soda tax’ hurt Coke (KO) and Pepsi (PEP)?  (YCharts Blog)

The SEC is taking a closer look at how hedge fund of funds do business.  (WSJ)

Is the SEC ready to bring charges related to the failure of Lehman Bros.?  (naked capitalism)

What are the consequences of of the growth in index-linked investing?  (SSRN)

On the fallacy that the stock market follows GDP.  (Money Game)

No recession in rail traffic.  (ValuePlays, Pragmatic Capitalism, Street Sweep also Money Game)

When everyone thinks the economy is “broken” it is likely on the cusp of recovery.  (Money Game)

Things are not as bad as Bremmer and Roubini say.  (Free exchange, FT Alphaville)

Austan Goolsbee steps up to head the CEA.  (WSJ, Real Time Economics, Free exchange, Points and Figures)

Switzerland is once again the safe haven of Europe.  (FT Alphaville)

What happened to that big revaluation of the renminbi?  (Lex)

The Harvard endowment starts digging out of its hole.  (WSJ, NYTimes, Harvard also Clusterstock)

Shale gas is not a panacea.  (Gregor Macdonald)

Tablets are taking share from laptops.  Discuss.  (Lex)

Will iPhones soon take over for Blackberries on Wall Street?  (Bloomberg)

Is college still worth the money?  (WashingtonPost)

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