Equities are nearing overbought territory and investor sentiment is bullish. (Bespoke, ibid)
Election cycle seasonality is turning positive. (Trader’s Narrative)
So what does a VIX of 32 foretell? (Barron’s)
“Price is what matters.” (Distressed Debt Investing)
“Markets are a beast and if you want to play with them, you’ll have to be careful. ” (Milk Trader)
How a good indicator can keep you on the right side of a trade for a good long time. (the research puzzle)
FedEx (FDX) is not only an economic bellwether but also epitomizes the current state of corporate America. (AR Screencast)
New money buys from the Ultimate Stock Pickers. (Morningstar)
How the blogosphere can move markets. (Felix Salmon, Free exchange, Bronte Capital)
Thinking about ways to earn dividends without equity risk. (FT Alphaville)
Another investor keeping an eye on dividend paying, large cap stocks. (Market Folly)
What’s a “divilian“? (The Reformed Broker)
CIVITS trump BRICs. (The Source)
How reliable is mean reversion in asset classes? (The Capital Spectator)
Putting the Fed Model through its paces. (CXO Advisory Group)
How relative value hedge funds reaped large rewards from the “great arbitrage ever.” (FT)
Why does anyone invest in hedge funds? (Felix Salmon)
“Is the hedge fund industry now awash with slightly positive returns now?” (All About Alpha)
Weighing the costs and benefits of ETFs. (Random Roger)
The actively managed Dent Demographic ETF (DENT) turns one. (CBS Moneywatch)
Green has not been gold. Time for another look? (the research puzzle)
Soros on the sustainability of the gold bull market. (Globe and Mail)
Fama on HFT and the Flash Crash. (Points and Figures)
Do money market mutual funds need more oversight? (Lex)
The commercial paper market is disintegrating. (Atlantic Business)
Gridlock would not be a great outcome for markets. (A Dash of Insight)
Seven ideas for stimulus. (Big Picture)
Unemployment claims fall. (Bloomberg, Calculated Risk)
We are in the boring phase of the “square-root economy.” (Justin Paterno also ValuePlays)
Which manufacturing data should we believe? (FT Alphaville, DJ Market Talk)
Industrial production over the really long term. (EconomPic Data)
Not much there, there, for the proposed small business tax cuts. (The Term Sheet)
Unfortunately the two key problems for the housing market have different solutions. (Calculated Risk also Lex)
Support for TARP has been conflated with the stimulus program. Is that correct? (Daniel Drezner also Street Sweep)
How Basel III might fuel a government bond bubble. (Money Game)
China is not selling Treasuries. (Street Sweep, EconomPic Data)
The Indian central bank is trying to stick it to inflation. (Real Time Economics, beyondbrics)
Who are the real victims of China’s weak yuan policy? (Curious Capitalist)
On the “razors and razor blades” myth. (Farnam Street)
The opportunity for a better bank is huge. (Felix Salmon)
The shortlist for Business Book of the Year 2010. (FT)
Twitter isn’t social media. It is something else altogether. (Marion Maneker)
Neflix (NFLX)+Hulu=Awesome. (Fast Company)
On the limits of science here (and in China). (Farnam Street, New Humanist via Arts & Letters Daily)
Maybe it should have been called Wall Street 2: “How money taints all our behavior.” (NY Observer)
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