This is an early (and less complete) version of the linkfest. We will back at it tomorrow.
Quote of the day
Jeff Miller, “You cannot make valid inferences from one prior case.” (A Dash of Insight)
Chart of the day

Why are investors so darn calm? (Businessweek)
Markets
Anatomy of a false breakdown. (The Reformed Broker)
Something has changed in the gold and silver markets. (Behavioral Macro)
Why insider selling this time of year is no big deal. (Humble Student of the Markets)
A look at 2013 dividends. (Political Calculations)
Hedge funds
What stocks drove Tiger Cub performance in 2012. (II Alpha)
Dan Loeb won big on a bet that Greece would say in the Eurozone. (FT)
The VIX
The resurrection of the VelocityShares Daily 2x VIX Short-Term ETNs ($TVIX). (VIX and More)
An extended look at $XIV vs. $ZIV. (MarketSci Blog)
Corporate bonds
US corporate credit looks extraordinarily expensive. (Sober Look)
Putting some numbers on bond interest rate risk. (FT Alphaville)
Strategy
The road to mastery for traders. (Adam Grimes)
How do you avoid concentrated portfolio disasters? (Above the Market)
Companies
Television is the next industry to get destroyed by technology. (SumZero)
Does Apple ($AAPL) have another iPhone in them? (SAI)
Finance
High frequency trader Getco to buy Knight Capital ($KCG). (WSJ, Bloomberg, IndexUniverse)
UBS is next up to pay Libor fines. (MarketBeat, Dealbook, Felix Salmon, FT)
GM ($GM) is buying back shares from the US Treasury. (Bloomberg)
Nine lessons from this year’s IPO market. (Wired)
ETFs
ETF indices matter more for institutions than individuals. (FT)
Hey look, more dividend ETFs… (IndexUniverse)
Economy
2012 was a good year for “The Corporation.” (Quartz)
Some not so-good news from the economy in 2012. (Bonddad Blog)
Some skepticism about shale oil. (Econbrowser)
Mixed media
Affiliate links are the new display ads. (Pando Daily)
A winner in the battle of edible bears. (The Telegraph)
Shocker: antibiotics ‘ineffective for coughs.’ (BBC)
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