Why a growing economy will make global macro strategists irrelevant.  (Money Game, ibid)

As correlations tend to one, idiosyncratic risk “doesn’t exist.”  (Zero Hedge, Data Diary, Hedge->According.ly)

A review of equity sentiment at week-end.  (Trader’s Narrative)

Using past as prologue.  (Bespoke)

What are daily options likely to do to volatility?  (FT Alphaville)

Checking in on some bond ETFs.  (Dragonfly Capital Management)

Why big tech stock prices are still stuck in the mud.  (Barron’s)

Beware of professors bearing ETFs.  (WSJ)

Why Millenials are shunning the stock market.  (The Reformed Broker)

Ranking hedge funds by absolute dollar returns to investors.  (FT)

Just how risky is value investing?  (The Psy-Fi Blog also Felix Salmon)

Which “-flation” should you fear?  (WSJ)

On the (perilous) state of the grain markets.  (WSJ also Daily Telegraph)

An early review of Byron Wien’s “ten surprises” list for 2010.  (Calculated Risk)

What do retail orders tell us about future equity returns?  (SSRN)

Want to fix the economy?  Fix the roads, bridges etc.  (NYTimes)

Austan Goolsbee is a big Paul Volcker fan.  (Rortybomb also Atlantic Business)

What can we do to best exploit the opportunities in American manufacturing?  (Free exchange)

Why is the government encouraging no-money down home loans?  (Fund My Mutual Fund, NetNet)

Joe Nocera, “The Hewlett-Packard board is back to doing what it does best: shooting itself in the foot.”  (NYTimes)

Another look at the economic geography of publicly traded companies in the United States by sector.  (Aleph Blog)

GoDaddy is apparently on the auction block.  (WSJ, 24/7 Wall St.)

Apple TV is a hobby, AirPlay Isn’t.  (Gizmodo)

On the death of the RSS reader.  (paidContent)

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