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Barry Ritholtz, “Just because Gold rallied does not mean you are obligated to miss the greatest equity rally in a generation.”  (Big Picture)

Market timers are not buying into the rally.  (Marketwatch)

Is the market overbought?  It depends.  (Dragonfly Capital)

The equity market is showing some notable divergences.  (Afraid to Trade also ETF Prophet)

VIX may be dropping, but the implied volatility of individual stocks is not.”  (Don Fishback also VIX and More)

Is China’s stock market just playing catch-up or is there more to it?  (AR Screencast)

The “stock picking is dead” meme garners another adherent.  (Money Game)

Don’t be bullied by advisers who say market timing is a “myth.”  (ROI)

Financials have room to raise their dividends.  (Crossing Wall Street)

Some ag-related stocks still have some room to run.  (Barron’s)

Lee Ainslie thinks big tech stocks are cheap.  (MarketBeat, Fortune)

Bill Ackman Q&A at the Value Investing Congress.  (Market Folly, Fortune)

Google (GOOG) is the 21st century GE (GE).  (Muckety)

Is the Value Line (VALU) franchise doomed?  (the research puzzle)

Some reasons why Microsoft (MSFT) SHOULD buy Adobe (ADBE).  (SAI)

Liquidity follows price.  (Ivanhoff Capital)

Are bear market funds truly a “win-win situation”?  (All About Alpha)

A long term look at the performance of leveraged ETFs.  (CXO Advisory Group)

If CSX (CSX) is reporting good earnings, how bad can the economy be?  (WSJ, Money Game, Pragmatic Capitalism)

TIPS-derived inflation estimates are back on the rise.  (Capital Spectator)

Inflation is coming, but when?  (Points and Figures)

Hard to get every state attorneys general to agree on anything, except the foreclosure fiasco.  (CNNMoney, Clusterstock)

Shocked to read that politics played a role in the lifting of the Gulf drilling ban.  (WashingtonPost)

Uncle Sam’s mysterious gold hoard.  (The Atlantic)

Ezra Klein, “State pension systems are a problem. But they’re not the problem right now.”  (WashingtonPost, ibid)

Betting on a Japanese default, or at least the fear of it.  (Fortune Finance)

How did the world get so old, so fast?  (Foreign Policy via pkedrosky)

No wonder DE Shaw is undergoing layoffs.  They made bad real estate bets at the height of the market.  (WSJ, Clusterstock)

“Following Warren Buffett without Warren Buffett’s temperament is a one-way ticket to the poorhouse.”  (The Psy-Fi Blog)

Charles Kirk, “Let me tell you a secret – the market has ALWAYS been manipulated to some extent AND always will.”  (Kirk Report)

Traders, StockTwits and the need for speed.  (Institutional Investor, ibid)

How letting your unconscious brain work on a problem may lead to the best decision.  (The Frontal Cortex)

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