The technology sector (including Google) has been leading the market higher.  (Bespoke, ibid)

What sectors still have some room to run?  (Dragonfly Capital also Charts Gone Wild)

20% of the S&P 500 hit a 52-week high this week.  (Bespoke)

Equity sentiment at week-end.  (Trader’s Narrative)

What lesson can we draw from the David Tepper rally?  (UpsideTrader also MarketBeat, Market Folly, Clusterstock)

“For an ultra-large cap, Apple’s growth is unprecedented and extraordinary. It’s in fact off the scale.”  (asymco)

Your bond fund may be riskier than you think.  (WSJ)

Stocks and high yield bonds have “reconnected.”  (CBP)

Taking a hard look at the soft commodities.  (The Reformed Broker)

Historically political gridlock has not helped the equity market.  (NYTimes)

On the use of standard valuation ratios in value investing.  (Aleph Blog)

More on the multiple-asset class portfolio test.  (VIX and More)

The Yale endowment was up 8.9% for the fiscal year, lagging other big endowment funds.  (Dealbook, WSJ)

The protections that prevent an ETF from collapsing. (IndexUniverse, ibid, ETFdb, Morningstar)

One study shows that high frequency trading isn’t as profitable as you think.  (Deal Journal)

Mutual funds want to limit high frequency trading.  (WSJ)

What should we make of the rally in lumber?  (Carpe Diem)

The ECRI WLI has stabilized.  (Pragmatic Capitalism)

The Great Recession was the longest since the Great Depression.  (Big Picture)

Median home prices are down to 2003 levels.  (Calculated Risk)

The number of short sales has tripled since 2008.  (WashingtonPost)

On the relationship between foreclosures and structural unemployment.  (Rortybomb)

On the (inevitable) monetisation of everything.  (Worthwhile Canadian Initiative)

Why we are so willing to jump to conclusions with limited data.  (The Psy-Fi Blog)

A positive review for “Risk and the Smart Investor.”  (Aleph Blog, ibid)

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