This is an early edition of the linkfest.  Please visit AR Now for all the latest links.

Pimco bets against deflation.  (Bloomberg)

Japan intervenes to hold down the value of the Yen.  (Money Game, FT Alphaville, Economist’s View, Curious Capitalist)

Is the rally in the Swiss franc now capped?  (The Source)

Do fundamentals ultimately trump volatility?  (Herb Greenberg, ibid)

Two years later where do various sectors stand.  (Bespoke)

Does every September have to have a sizable correction?  (Big Picture)

And you thought banks were trying to get out of the hedge fund business.  (Dealbook also Marketwatch)

Ken Griffin gets into the hedge fund seeding business.  (Dealbook)

Cisco (CSCO) initiates a dividend which may boost growth.  (Marketwatch)

What should tech companies do with all that cash?  (Lex)

Warren Buffett continues to unload Moody’s (MCO) shares.  (Dealbook)

Small cap stocks are small for a reason.  (The Psy-Fi Blog)

Buy asset classes that stunk three years ago.  (World Beta)

A look at a systematic strategy to take advantage of overpriced options.  (Barron’s)

Stocks are riskier than everyone thinks.  (Trader’s Narrative)

Cotton prices are at a 25-year high.  (MarketBeat)

There is no end in sight to the slicing and dicing of the emerging markets.  (Abnormal Returns)

Six bullish facts about the housing market.  (Pragmatic Capitalism)

The Fed is now the enemy of investors.  (Money Game)

What is holding back small businesses?  (Economix, Economist’s View)

Trends in trucking and shipping.  (Pragmatic Capitalism, Carpe Diem)

Cash for Clunkers was a waste.  (Freakonomics, Curious Capitalist)

Directors (even of failed companies) are in high demand.  (Dealbook)

Twitter revamps its website.  (NYTimes, AllThingsD, GigaOM, Techland)

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