Quote of the day

Josh Brown, “TV is similar to the magazine cover indicator but it’s more delayed.  The Depression shows are here.  And this is great news.” (The Reformed Broker)

Markets

Where does the current rally stand?  (Chart of the Day, Big Picture)

Equity sentiment at week-end.  (Trader’s Narrative)

Emerging markets love commodities.  (Infectious Greed)

The PowerShares S&P Bank Loan Portfolio is going to track leveraged loans.  (IndexUniverse)

Stanley Druckenmiller’s hedge fund lives on in the form of Point State Capital.  (Bloomberg)

Is the GM IPO underpriced under $30?  (Morningstar, Barron’s)

Strategy and Tactics

Eight reasons not to daytrade.  (James Altucher)

On the value of not fighting the tape.  (Chicago Sean)

Michelle Leder, “Companies are required to disclose a lot of information. But that doesn’t mean they have to make it easy for the average investor, or even the more sophisticated investor to find the information they’re looking for.”  (Morningstar)

Companies

What does Amazon (AMZN) want with Diapers.com?  (Fortune Finance)

On the parallels between Apple (AAPL) and IBM (IBM).  (NYTimes)

The Mark Hurd-Hewlett Packard story just gets weirder.  (Fortune Tech, WSJ also Felix Salmon)

Great profile of StockTwits:  “like Facebook for the stock-obsessed.”  (GigaOM)

QE 2.0

How much of QE2 did markets anticipate?  (John Taylor)

Don’t forget the effect of QE2 on Tobin’s Q.  (Worthwhile Canadian Initiative)

QE2 will not induce ‘super-normal’ inflation according to Ben Bernanke.  (Bloomberg)

Economy

A long gone economist who foresaw many of our current problems.   (WSJ)

Retailers are hiring faster than last year.  (Calculated Risk, Money Game)

Is credit finally easing for small businesses?  (NYTimes, TRB)

A country’s debt/GDP ratio matters, but so does growth and real interest rates.  (voxEU via Economist’s View)

Raghuran Rajan with a “commensensical compromise” for the G-20.  (Project Syndicate)

A discussion with Richard Thaler.  (Nudge Blog)

Just because

Some congressional staffers like to trade, a lot.  (WSJ)

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