Consumer discretionary stocks continue to outperform the financials.  (Bespoke)

Why a 200 day moving average might work:  the market likes trends.  (Crossing Wall Street)

The move in the US dollar is overdone.  (Trader’s Narrative also Pragmatic Capitalism)

How much longer can gold and US Treasuries remain highly correlated?  (Can Turtles Fly?)

Where is the hoopla over the Dow’s ‘golden cross‘?  (WSJ)

If QE2 is a dud, the downside to equities is notable.  (TheStreet)

Mega caps and the need for “de-equitisation.”  (FT Alphaville)

Emerging market volatility has plummeted.  (Bloomberg)

What is the unusual activity in the VIX telling us about the market?  (AR Screencast)

Using a VIX-hedging strategy.  (Condor Options)

Covered call=short put.  QED.  (Options for Rookies)

Looking at the trailing performance of stocks vs. bonds on a number of different time frames.  (Systematic Relative Strength)

When a ‘no-brainer‘ trade backfires.  (Crossing Wall Street)

The trick is getting to the long term.  (Market Folly)

On the challenges of trading stocks in earnings season.  (Joe Fahmy)

Some defensive stocks are ‘value traps‘ in waiting.  (Street Sweep)

Notes from the Value Investing Congress.  (Market Folly also Felix Salmon)

Missed this last week.  Some new research on parsing 13-F data from hedge funds.  (All About Alpha)

Which would Warren Buffett buy today:  Microsoft (MSFT) or Apple (AAPL)?  (The Reformed Broker)

A closer look at the MLP ETF space.  (ETFdb)

Having Goldman Sachs (GS) on your resume still helps you when it comes to raising capital for your hedge fund.  (Bloomberg)

Ben Bernanke needs to start listening to some company conference calls.  (Jeff Matthews)

A primer on the foreclosure crisis.  (NetNet)

Barry Ritholtz, “There is simply no reason we should tolerate unlawful property seizure merely when it is done by banks. They are not the State, not the King, and not above the law.”  (Big Picture)

Mortgage servicers weren’t designed with mass foreclosures in mind.  (Rortybomb, ibid)

How to help the unemployment problem AND start remedying the mortgage fiasco.  (Daniel Gross)

Fannie and Freddie are in the crosshairs of the foreclosure fiasco.  (WashingtonPost)

Even Janet Yellen is willing to acknowledge the risk of bubbles from Fed easing.  (Reuters also WSJ)

Breaking down the Fed on the “hawk-o-meter.”  (MarketBeat, FT Alphaville)

Still no sign of hope from small business owners.  (Calculated Risk, Atlantic Business, Economic Intersection)

Lookout CPI, the ‘Google Price Index‘ is here.  (FT, FT Alphaville, Planet Money)

Rail traffic continues strong.  (Money Game, Calculated Risk, Value Plays)

The farm economy is booming.  (WSJ via TRB)

Municipal pension shortfalls are rampant.  (WashingtonPost)

The spousal safety net.  (Economix, Free exchange)

“Coming out of the crisis, emerging markets now account for a much greater portion of world GDP growth than they did ten years ago”  (FT Alphaville)

Wall St. bonus expectations have not changed.  (EconomPic Data also Felix Salmon)

Markets signals work.  A slew of new gold mines are opening.  (WSJ, Money Game)

Base metal ETFs, holding actual metal, are coming.  (WSJ)

Flashy start-up stakes aside, is still very much a Russian company.  (Lex, FT Alphaville)

Facebook and Zynga are fighting to keep their shares from trading.  (Bloomberg)

Too many VCs spoil the broth that is a startup.  (A VC)

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