On the fear of “missing out.”  (Leigh Drogen also Howard Lindzon)

Don’t look now but the yield curve is flattening.  (Bespoke)

Bond volatility is increasing.  Be wary of long durations at the moment.  (Minyanville contra Pragmatic Capitalism)

What is the VIX telling us about this rally?  (Investing With Options also Daily Options Report)

What is the trend in the number of IPOs telling us about the stock market?  (Bespoke)

Mark Hulbert, “Extrapolating the stock market’s past into the future is tricky at best…”  (Marketwatch also MarketSci Blog)

Is the dividend investing theme still early?  (MarketBeat)

Insiders are selling this rally.  (Sabrient Blog)

Some observations on the largely one-sided state of gold market sentiment.  (AR Screencast)

When is a black swan simply a black duck?  (The Reformed Broker)

Put volume isn’t necessarily bearish.  (Investing With Options)

A few ETF closings aren’t going to slow the industry.  (Reuters)

Vanguard passes Fidelity in mutual fund assets.  (Bloomberg, Fund My Mutual Fund also Morningstar)

Your domestic-focused portfolio is exposed to further dollar declines.  (Capital Spectator)

What a pulled IPO tells us about simple economics. (Kid Dynamite)

The myth of “missing trading volume.”  (Wall St. Cheat Sheet)

On the harsh math of hedge fund performance fees. (Telegraph UK via The Rational Walk also Bloomberg)

On the relationship between measures of financial stress and the VIX.  (VIX and More)

Your feelings are a bad guide to investing.  (ROI)

Andy Kessler to Wall Street:  “Time to hunker down and get back to basics.”  (WSJ)

Wall Street (including DE Shaw) are cutting back.  (Atlantic Business, Dealbreaker also WSJ)

Truck tonnage was no great shakes in August.  (Pragmatic Capitalism)

Temporary employment continues to surge.  (Carpe Diem, Value Plays)

The states as the next big financial crisis.  (Manhattan Institute, Felix Salmon, Credit Writedowns, Fortune, Calculated Risk)

The Federal Reserve is poised for another year of record profits.  (Daniel Gross)

The Fed as some decisions to make on how to conduct policy.  (Free exchange)

How POMO works.  (Data Diary)

Portugal and Ireland are teetering.  (WashingtonPost also Money Game)

Emerging markets are not uniformly positive.  (beyondbrics also Minyanville)

Ten questions (and answers) from an “old, broken down trader.”  (Points and Figures)

Notes from the Pabrai Investment Funds annual meeting.  (Alex Bossert via Fat Pitch Financials)

“Yet the lessons of death and economics are more or less the same as those of investing.”  (The Psy-Fi Blog)

From a trader’s perspective what exactly happened to Apple’s stock yesterday?  (SMB Training)

In retrospect the funny thing about Apple (AAPL) is nearly the biggest market cap company in the world with only 10% of the PC market.  (Bespoke)

Can Apple make headway in the enterprise?  (CNNMoney)

A price war is coming to the tablet space.  (Bloomberg)

Where AOL (AOL) stands in its reinvention process.  (WSJ)

Google (GOOG) should buy Twitter immediately.  (SAI)

Facebook should buy Skype.  (GigaOM)

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