Gold, now what?  (Big Picture also EconomPic Data)

Buying put protection on gold right now is not particularly expensive.  (Barron’s)

China ADRs vs. China:  who wins?  (Bespoke)

How low can TIPS yields go?  (FT Alphaville, Alea, CBP)

The benefit of a TAA model is “NOT generating returns, it’s managing losses.”  (MarketSci Blog)

A profile of the mutual fund “behind” the Flash Crash.  (WSJ)

No inflation in fund costs.  Vanguard is effectively lowering fees for many investors.  (Morningstar, WSJ)

Here comes a wave of stock buybacks.  (WashingtonPost, Money Game)

Emerging markets as a salve for the fee-challenged asset management industry.  (Curious Capitalist)

The currency volume bubble is in full bloom.  (The Reformed Broker)

A database for learning technical analysis.  (SMB Training)

On the necessary evil that is Wall Street earnings estimates.  (Aleph Blog)

GE (GE) is opening up the purse strings for acquisitions.  (Dealbook)

A wake up call to the board of Biglari Holdings (BH). (Noise Free Investing)

A new book says Merrill Lynch failed in part from “Goldman envy.”  (Deal Journal, Big Picture)

Are big banks going to get a legislative pass on the foreclosure documentation mess.  (Clusterstock also WashingtonPost, BusinessWeek, NetNet)

Previewing Friday’s employment report.  (A Dash of Insight, Don Fishback)

The problems of the American consumer did not start with the Great Recession.  (Pragmatic Capitalism)

Rail traffic and employment trends.  (Value Plays, Carpe Diem)

The fiscal crunch at the city-level just keeps getting worse.  (WashingtonPost, Real Time Economics, ibid)

Want to beat inflation?  Buy productive assets.  (Points and Figures)

China is not crazy about a rapid rise in the renminbi.  (Bloomberg, China Financial Markets)

You can’t selectively depreciate your own currency.  (Fundmastery)

On the limited efficacy of quantitative easing this go round.  (TheStreet also Barron’s)

Steve Levitt thinks hiring economists is “mostly a waste of time.”  (Real Time Economics)

The ups and downs of quantitative investing through the eyes of Cliff Asness.  (Bloomberg also Dealbreaker)

Stop freaking out about venture capital, it like everything else moves in cycles.  (Information Arbitrage)

Why Microsoft (MSFT) can’t seem to get out of its own way.  (Institutional Investor)

It seems like Verizon (VZ) is finally going to get the iPhone.  (WSJ, Gizmodo)

Apple (AAPL) is gearing up to sell a lot of iPads next year.  (SAI)

How an investment meme becomes contagious.  (the research puzzle)

Some trading rules to live by.  (Kirk Report)

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