This is an early edition of the linkfest. Keep an eye on AR Now for further updates.
The smart money is “massively” short Nasdaq futures. (Big Picture)
The bullish case for equities based on earnings. (Scott Grannis)
Some equity markets have put the financial crisis in the rearview mirror. (Bespoke)
Adam Warner, “(H)igh correlation is a sign of apprehension and fear.” (Daily Options Report)
What is a ‘risk parity‘ fund? (World Beta)
Bank managements has done more damage than any rogue trader ever has. (Lex)
Are the benefits of QE2 being oversold? (TheStreet)
Concerns about rare earth metal supplies are spreading. (NYTimes)
Another sign that interest in investing in farmland has gone mainstream. (Zero Hedge)
Can Chicago become a tech startup hub? (Term Street)
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