Junk stocks continue to outperform.  (The Reformed Broker also Bespoke, Trader’s Narrative)

Just because the VIX is  well below 20 does not mean investors are “complacent.”  (Barron’s)

The VIX methodology is taking over the world.  (CME Group)

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

The market has moved on from a long list of possible negatives.  Should you?  (The Reformed Broker)

A surprising comparison of the yields on bonds and equities.  (SurlyTrader)

Apple (AAPL) could soon pass Wal-Mart (WMT) in market cap.  (Tech Trader Daily)

How one trader won while trading very little.  (WSJ)

Four reasons to be bullish on Google (GOOG).  (Silicon Alley Insider)

Why the financial industry thrives on complexity.  (The Psy-Fi Blog)

David Merkel, “There is no net hedging in the market.  At the end of the day, the world is 100% net long with itself.  Every asset is owned by someone, regardless of the synthetic exposures that are overlaid on the system.”  (Aleph Blog)

Don’t kid yourself, the new shorting regulations will not prevent a stock or the market from declining.  (Barron’s)

The shorts had nothing to do with the collapse in Citigroup (C) stock.  (FT Alphaville)

A blueprint to move Wall Street forward by looking back.  (TheDeal)

Reform, not stimulus, is the way forward for the US economy.  (Infectious Greed)

Steve Randy Waldman, “This never was just a financial crisis. It was, and is, an economic and political crisis, and we are only a very short way down the path towards resolving it.”  (Interfluidity)

An employment chart round-up.  (Big Picture)

“The bottom line is that payroll figures are much better than they appear at first glance. Red Alert! The markets don’t know this.”  (The Money Game)

The US economy is in transition from the bubble economy.  Will we make the right decisions?  (Clusterstock)

Robert Shiller, “But what is the long-term justification for putting taxpayers on the line to subsidize homeownership?”  (NYTimes)

Consumer credit is finally growing again.  (Atlantic Business)

Iceland wants no part of a deal to reimburse bank losses.  (Felix Salmon, Telegraph)

Gretchen Morgenson should probably skip this post.  (Stone Street Advisors also Felix Salmon)

Reducing executive pay to a single number is a fool’s errand.  (WSJ)

Why Harry Markopolos is one of the “weirdly authentic” heroes of the financial crisis.  (NYMag)

Are regulators trying to kill retail forex trading?  (Clusterstock)

Can high frequency finance turn economics into a hard science?  (voxEU)

Charles Kirk, “..I really encourage you to find and explore new and creative ways to make trading and investing fun especially with others who share similar interests.”  (Kirk Report)

Silicon Alley is back.  (NYTimes)

Kevin Kelleher, “All it will take is one big deal to start a wave of web mergers. It might not even come from Google or Microsoft.”  (GigaOM)

Marc Andreesen thinks big media needs to “burn the boats” and commit wholeheartedly to the open Web.  (TechCrunch)

John Gruber, “Web page views are a terribly inaccurate, if not outright misleading, metric for attention. Subscribers to a full-content RSS feed are among the readers paying the most attention, but generate among the least web page views.” (Daring Fireball)

Without even knowing it you may be an accidental curator.  (Silicon Alley Insider)

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