Quote of the day

David Merkel, “Play to win, yes, but even more, play to survive, so that you can play longer.”  (Aleph Blog)

Markets

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

Investors are still demanding (and paying up for) downside protection.  (FT Alphaville, Zero Hedge)

The bond market is providing companies with a gift at the moment.  (Barron’s)

Where do the Sector SPDRs stand?  (Dragonfly Capital)

Invest in only the “cream of the crop” of Chinese stocks.  (WSJ)

Dr. Copper is set to have his own ETF.  (WSJ)

The PPIP, or Public Private Investment Program, is doing just fine, thank you.  (FT Alphaville)

Strategy and Tactics

If flash crashes become more frequent, then the use of stop loss orders must be reevaluated.  (My Investment Analysis)

Avoid companies that “buy back stock at all costs.”  (Aleph Blog)

A guide to commission-free ETF trading.  (ETFdb)

Mind and Markets

“Operating as though we’re unintelligent is the best bet for most of us, because that’s exactly what we are.”  (The Psy-Fi Blog)

On the “illogicality of stock brokers.”  (Alea Blog)

Economy

Did the G20 calm talk of a “currency war”?   (NYTimes)

What will the world look like in 2030?  (VoxEU)

There is no economic recovery in sight for the California economy.  (Gregor Macdonald)

Technology

New consumption patterns are driving the old media crazy.  (GigaOM, blog maverick)

Netflix (NFLX) and Apple (AAPL) have heralded the death of the DVD.  (Lex)

The cloud computing revolution is happening far faster than imagined.  (The Reformed Broker)

Talk is swirling that Twitter is set to raise another big round of capital.  (AllThingsD)

Just Because

The effect of geography has dominated for millenia, is it now finally losing its meaning?  (HistoryToday via Arts & Letters Daily)

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