The presidential election cycle turns positive…NOW.  (Crossing Wall Street)

The overnight and daytime sessions are completely different animals.  (MarketSci Blog also StockTwitsU)

Canceled IPOs are a big red flag.  (Dealbook)

Analysts are now all about hold ratings.  (Bespoke)

There are a number of potential issues with daily stock options.  (WSJ)

Time to replace your stock with cheap options.  (Barron’s)

What does the slope of the yield curve tell us about stock market performance?  (CXO Advisory Group)

Interesting chart, but what does it really tell us about the gold (and silver) rallies?  (The Daily Gold also Pragmatic Capitalism, Condor Options)

How the forthcoming actively-managed Cambria Global Tactical ETF is planning to operate.  (World Beta)

What is going on beneath the surface at Vanguard (and Fidelity)?   (Felix Salmon, Street Sweep)

Taking a longer term look at the relationship between the VIX and the St. Louis Fed’s Financial Stress Index.  (VIX and More)

What is going on at (former) momentum favorite Green Mountain Coffee (GMCR)?  (NetNet, footnoted)

Has distressed debt investing seen its best days?  (Institutional Investor)

Is the path to an independent AIG (AIG) finally in place?  (WSJ, Kid Dynamite)

Michael Lewis wonders where are the bank proprietary traders are going.  (Bloomberg)

Wall Street is still way to big. (Fortune)

What could turn the economy around?  Hint, the stock market.  (Big Picture)

A handful of better than expected economic releases.  (Bloomberg, Calculated Risk, ibid, Value Plays)

Another year of below potential growth.  (FRBSF)

Why can be done to get more mortgages refinanced?  (Lex)

The situation in Washington is completely unsettled for the time being.  (Money Game)

Is it a good thing that the Fed is so profitable?  (Pragmatic Capitalism)

Has Ireland entered a “death spiral”?  (Points and Figures, NYTimes, Money Game)

On the importance of the development of local currency bond markets for the emerging markets.  (FT Alphaville)

How the Chinese make adjustments will have dramatically different effects.  (China Financial Markets)

What is the proper benchmark for individual investors?  (AR Screencast)

What is the carry trade?  (Falkenblog)

Campus Connection was Facebook before Facebook.  Why did it lose out?  (Slate)

Baruch doesn’t like his new iPad.  (Ultimi Barbarorum)

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