Apple’s drop this morning highlights its importance to the markets.  (Apple 2.0, Money Game earlier AR Screencast)

What is going on with all these “mini-flash crashes“?  (FT Alphaville)

Putting the volatility of the credit crisis into perspective.  (Bespoke)

John Paulson says stocks are right, bonds are wrong.  (Zero Hedge)

Ken Fisher isn’t buying into the whole “new normal” talk.  (Bloomberg, Money Game, Big Picture)

The TIPS market is not buying into deflation.  (Minyanville, Econbrowser)

The opportunity in some Asian ETFs.  (Barron’s)

A look at the valuation of the 30 largest tech companies.  (Asymco)

Seasonality map for October.  (MarketSci Blog)

Some numbers on why individual investors are unlikely to return to the equity market any time soon.  (FT Alphaville)

Why headline grabbing, secular market forecasts ultimately don’t matter for investors.  (AR Screencast)

Derek Hernquist, “If you’re missing opportunities because you’re worried about next quarter’s GDP, you’re focused on the wrong thing. ”  (StockTwitsU)

The new weekly options on the VIX are quirky, to say the least.  (Daily Options Report)

Just because the ETF creation process works in theory, doesn’t mean it would work under pressure.  (CNBC)

Applying value and momentum in the frontier markets.  (CXO Advisory Group)

By this measure silver looks overbought.  (Trader’s Narrative)

The costs of contango can add up (compound) over time.  (All About Alpha)

On the predictability of currency and fixed income returns.  (SSRN, ibid)

401(k) investors still investing for disinflation.  (SurlyTrader)

It’s time to unlearn the lessons from the boom years. (the research puzzle)

Dividend recaps are heating up.  (Bloomberg)

The Fed may still keep buying Treasury bonds.  (WSJ, Atlantic Business)

Home prices were stable in July.  (Calculated Risk, EconomPic Data, Planet Money)

Consumer confidence continues to fall.  (Bloomberg, Atlantic Business)

Glenn Hubbard on the “tipping point” the nation is facing.  (Tech Ticker)

The European crisis is getting worse, not better.  (Felix Salmon, The Source)

What the China and Brazil do matters for currency markets.  (FT, ibid, FT Alphaville)

Maybe Japan should embrace the strong Yen.  (Money Game)

Everybody wants to get into the Brazilian asset management market.  (Lex)

How to start trading a new currency pair.  (StockTwits FX)

Wal-Mart (WMT) moves into Africa.  Pay attention.  (The Reformed Broker)

Putting a value on Facebook shares.  (Dealbook also peHUB)

“The only thing that will kill angel investing in the forseeable future is the government.”  (Howard Lindzon)

Have you earned your degree from Idiot University?  (Crosshairs Trader)

On the state of the Zero Hedge insurgency.  (Big Picture, Zero Hedge)

Your trip to Starbucks (SBUX) just got more expensive.  (Daniel Gross)

How to start a hedge fund.  (Vanity Fair)

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