Thanks again to everyone who responded to our survey.  One common response was that readers wanted to have more structure to the linkfest.  This is our initial attempt at categorizing the links.  If you have any comments and/or suggestions please feel free to contact us.

Quote of the day

Phil Pearlman, “Every winning trader that I know habitually takes losses quickly before they become outsized.”  (Phil Pearlman)

Markets

Equity sentiment at week-end.  (Trader’s Narrative, The Technical Take)

The past twelve years in one (real yield) chart.  (Crossing Wall Street)

Roben Farzad, “Frontier investing can be rewarding but perilous.”  (BusinessWeek)

Cotton climbs to a 140 year high.  (WSJ)

Putting the is in the transportation stocks, especially railroads, into perspective.  (StockCharts Blog)

Why financial stocks haven’t fallen much in the face of foreclosure-gate.  (Felix Salmon also Money Game)

The bull market in gold, in one chart.  (Pragmatic Capitalism)

Taking a look at the market’s big winners year-to-date.  (WSJ)

Tactics

Stock picking isn’t dead.  The case of Google (GOOG).  (The Reformed Broker)

David Merkel, “Management teams that cut corners in financial reporting will cut corners elsewhere, and deliver negative surprises to you.”  (Aleph Blog)

Hubris doesn’t pay.  David Tepper likely took a hit this past week on his big bank positions.  (Zero Hedge)

Looking at the options market prior to an earnings announcement can help gauge reactions to the news.  (InvestorPlace)

Wall Street

Banks, like the airlines, have never made money.  (Big Picture)

Wall Street never learns.  (Reuters)

Economy

Why worry about low inflation?  (Atlantic Business)

Making the case for humility in economics.  (NYTimes)

Has the Fed painted itself into a corner?  (naked capitalism)

Foreclosure-gate

Felix Salmon, “In other words, the housing market, which was broken before, is even more broken now.”  (Reuters)

Who suffers?  Just about everyone.  (Megan McArdle)

Why did some servicers use “robo-signers“? (Calculated Risk contra naked capitalism)

Modern finance collides with the legal system.  (WSJ also Big Picture)

Why is the administration sitting on its hands when it comes to foreclosure-gate?  (Baseline Scenario)

Mind and markets

Jason Zweig, “Why do powerful people with so much to lose push so hard to squeeze out a little more gain for themselves?”  (WSJ)

How the use of language affects how we “read” the news.  (The Psy-Fi Blog)

RIP, Benoit Mandelbrot.  (TED Blog, NYTimes)

Technology

Why Twitter is massively undervalued compared to Facebook.  (TechCrunch)

Eric Savitz, “Don’t be surprised when the iPad blows past the Mac, the iPod and the iPhone to become the most important product in Apple’s arsenal.”  (Barron’s)

Why Google should buy Foursquare.  (SAI)

Joe Nocera, “At bottom, “The Social Network” is a movie about obsession.”  (NYTimes)

Just Because

Cool photo tour of Chicago, the derivatives capital of the world.  (Chicago Sean)

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