Credit spreads keep coming in.  (FT Alphaville)

Individual investors have gotten a bit less bullish.  (The Pragmatic Capitalist)

The VIX tells us where we are, not where we will be.  (Minyanville also Daily Options Report)

Companies with cash on hand have started buying back their own shares.  (Economist)

Signs of life on the dividend front.  (Market Blog)

The highly leveraged retail FX game may coming to an end.  (FT Alphaville)

“Could Henry Kravis handle a hog?”  (Reuters Breakingviews)

Private equity needs to show that is more than just a one-trick (leverage) pony.  (Economist)

Pensions funds are changing the way they categorize asset classes.  (WSJ)

The Yale endowment is doubling down on private equity and real assets.  (peHUB, DealBook, World Beta)

What FedEx (FDX) is saying about the state of the economy.  (Jeff Matthews)

TheStreet.com (TSCM) has issues with the SEC.  (Wall St. Cheat Sheet)

How to find an investment strategy that fits your personality.  (Derek Hernquist)

Brett Steenbarger, “A key idea in psychology is that you are less likely to fall prey to information-processing biases if you are fully aware of those biases.”  (TraderFeed)

The Greek bailout is in trouble.  (The Money Game, 24/7 Wall St., DJ Market Talk)

Europe’s focus on speculators shows they have yet to come to terms with their fiscal problems.  (Clusterstock)

Greenspan was wrong on monetary policy AND bank regulation.  (Big Picture)

The housing price-to-rent ratio is getting close to normal levels.  (Calculated Risk)

Has there been a turn in hospitality trends?  (Atlantic Business)

“The US no longer controls the geology of oil, or the price of oil. But, we carry on as though we will again in the future.”  (Gregor Macdonald)

Wall Street is defending its ability to limit access to its research.  (Bloomberg)

The best sites for ETF data.  (IndexUniverse)

A financial book pairs trade.  (Credit Bubble Stocks)

How “gaming” is becoming a bigger part of our culture.  (GigaOM)

Starbucks (SBUX) vs. Dunkin’ Donuts.  What it means for Starbucks profits.  (The Big Money)

What are you waiting for?  Become a fan of Abnormal Returns on Facebook.

52 week highs explode.  (Bespoke also TraderFeed)

John Carney, “So they may not ring a bell when the market hits bottom. But sometimes they flush.”  (Clusterstock)

Investors continue to turn their back on domestic equity funds. (Morningstar)

The VIX has yet to catch up with the historically quiet market environment.  (MarketBeat)

What is quadruple witching and why should I care?  (OptionsZone)

Value has been outperforming growth.  (Leigh Drogen)

On the importance of shaking up your trading routine from time to time.  (CSS Analytics)

Trend following beats market timing.  (Systematic Relative Strength)

A look at actively managed ETFs.  (ETF Database)

A rebuttal of the short case for Berkshire Hathaway (BRKB).  (Ideas Report also DealZone)

Would Michael Burry be a worthy successor to Warren Buffett as Berkshire CIO?  (Distressed Debt Investing)

FedEx (FDX) earnings.  Good for the economy, bad for the stock.  (MarketBeat)

PayPal is becoming a bigger part of the business of eBay (EBAY).  (NYTimes)

Looking for short term reversals in industry returns.  (CXO Advisory Group)

“We can’t force the markets to adapt to what we think should happen and this is a trap many traders fall into unwittingly.”  (Downtowntrader)

Research shows that some sell-side analysts do add value.  (market folly)

When is an emerging market no longer emerging?  (IndexUniverse)

Why has Moody’s chosen the present to loosen muni credit ratings standards?  (The Money Game)

How a Fed rate hike might be bullish for equities.  (FT Alphaville)

What is power usage telling us about the economic recovery?  (Value Plays)

The US economy was weak, by any measure, this cycle.  (macroblog)

The US is no Norway when it comes to sovereign credit ratings.  (The Money Game)

The contradictions inherent in CDS on US government debt.  (Slate)

Neuroeconomics is going to play a big role in behavioral economics going forward.  (voxEU also CNNMoney)

Why it pays to hire hackers to make your system more secure.  (zerobeta)

Cable TV is doomed.  (The Atlantic)

What is the proper role of economics bloggers?  (A Dash of Insight also DJ Market Talk)

One trader’s recommended reading list.  (Joe Fahmy)

Leave it to Eddy to explain the link between bracketology and the CAPM.  (Crossing Wall Street)

RIP, Alex Chilton.  (The Commercial Appeal, Chicago Tribune, USA Today)

What are you waiting for?  Become a fan of Abnormal Returns on Facebook.

85% of the stocks in the S&P 500 are above their 50-day moving average.  (Bespoke)

Secondary equity offerings are coming fast.  (24/7 Wall St.)

On the virtues of the 200 day moving average as a market timing indicator.  (Marketwatch)

Chinese ADRs are outperforming the Shanghai Composite.  (Bespoke)

A simple asset rotation model based on high yield vs. investment grade bond spreads.  (EconomPic Data also SurlyTrader)

There are not many good options out there for investors in this low interest rate environment.  (Aleph Blog)

Is it time to start constructing bond indices to avoid overweighting the worst credits?  (Barron’s)

Market forces will work to rationalize ETF offerings over time.  (Morningstar)

The ETF commission wars are just getting started.  (DailyFinance)

Estimating the equity risk premium is no easy task.  (The Capital Spectator, CXO Advisory Group)

Michael Pettis, “A revaluation shifts wealth from the Chinese government and the manufacturing sectors (and some wealthy Chinese) to Chinese households…”  (China Financial Markets)

The Big Mac Index continues to show the Yuan as greatly undervalued.  (Economist)

“We’re right in the middle of an unparalleled period of disequilibrium. Nothing is as it seems, and the global imbalances that were caused in the first decade of the twenty first century will take a long time to right themselves.”  (The Psy-Fi Blog)

“Simple, broad-brush regulations have a much better chance to operate as a set of principles which are well understood by both regulator and regulatee alike. But having such principles-based regulation is not enough.”  (Epicurean Dealmaker)

What happens when the Fed gets out of the mortgage business?  (DJ Market Talk, Curious Capitalist, Reuters, Real Time Economics)

The Hoenig dissent focuses on asset bubbles, not inflation.  (Money Supply, Real Time Economics)

Long term demographics provides optimism for the US economy.  (Big Picture)

Just how far off is peak oil demand?  (Infectious Greed)

Contrary to popular opinion the US does not have a new rail policy.  (Gregor Macdonald)

Blog-based algorithms should fear the “garbage in, garbage out” problem.  (The Reformed Broker)

On the importance for bloggers of making it easy for readers to “read your stuff.”  (Felix Salmon)

A couple more “geeky” guides to winning your NCAA tournament pool.  (Wired, Slate)

Don’t forget to sign up for our 2nd annual NCAA bracket challenge.  (Abnormal Returns)

What are you waiting for?  Become a fan of Abnormal Returns on Facebook.

Should Goldman Sachs (GS) trade with a single-digit P/E ratio?  (Peridot Capitalist)

The short case for (really against) Berkshire Hathaway (BRKA) stock.  (Greenbackd)

Bruce Berkowitz of the Fairholme Fund adds to his junk financials position with a purchase of AIG (AIG).  (Morningstar)

Everybody is already short the Euro.  (FT Alphaville)

Why commodity-linked equities can move quite differently than the underlying commodities.  (Minyanville)

Matthew Lynn, “The ideal hedge fund should be like a good local restaurant: reliable, high-quality, a loyal group of customers, and unknown to the rest of the world.”  (Bloomberg)

The hedge fund industry is poised to return to record assets under management.  (Marketwatch)

James Simons’ Renaissance Technologies is trying to transition leadership.  (WSJ also Dealbreaker)

Do you want your mutual fund manager to run a hedge fund on the side?  (All About Alpha)

“While the argument for investing in the equity benchmark has a lot of merit (low cost, the difficulty in finding an outperforming manager), the case for using bond benchmarks is deeply flawed.”  (Buttonwood)

Apparently it doesn’t matter what funds you put in target-date funds.  (Morningstar)

Investors should diversify across anomalies to increase returns.  (CXO Advisory Group)

Be afraid, be very afraid.  CLOs are back.  (Bloomberg)

A handful of thoughts on the Lehman Brothers report.  (Rortybomb, TheDeal)

The blogs have been all over the Lehman Brothers story compared to the MSM.  (CJR)

David Merkel, “Dumb regulation is good regulation.”  (Aleph Blog)

The Volcker Rule looks like it is getting pushed aside.  (Clusterstock also MarketBeat)

Justin Fox, “But what about corporate America? What does it think about financial reform? It’s actually really hard to say.”  (HBR)

2012 is a huge year for junk bond refinancings.  (NYTimes)

When will the great deleveraging end?  (FT Alphaville)

Did the Fed keep rates “too low” or “too long”?  (John Taylor)

“No matter how you look at it, housing starts in the US remain stuck near record low level.” (Bespoke)

GDP growth will be smaller this quarter, but ironically healthier.  (Real Time Economics)

Shipping containers are getting put back into service.  (The Money Game)

Gideon Rachman, “Is China like the US in 1890? Or is it more like Japan in 1980? If the parallel with America is right, China is likely to be the dominant power of the next century.”  (FT)

Why is China’s household consumption rate so low?  (Free exchange)

Warning:  Physics envy may be hazardous to your wealth. (arXiv via MoneyScience)

Why financial plans are worthless.  (Bucks Blog)

Felix Salmon, “Lewis’s achievement with The Big Short is that he’s written a book that a huge number of people will love to read: it’s not just for finance geeks.”  (Reuters)

The story behind the Harvard-thesis that inspired Michael Lewis.  (Deal Journal)

The economics of aggregation.  (Economist’s View)

The FCC wants to bring high-speed Internet service to 90% of the population.  (WashingtonPost)

Can magazines thrive on the iPad and Web simultaneously?  (Felix Salmon also Atlantic Business)

Should the market fear the release of Oliver Stone’s new Wall Street movie?  (Marketwatch also Clusterstock)

Donna Kardos Yesalavich, “Hedge funds and proprietary trading shops are working to automate trading on information and sentiment from the blogosphere and Twitter, an effort that could make social media even more influential.”  (WSJ also New Rules of Investing, A VC)

Howard’s favorite features from the new Stocktwits.com.  (Howard Lindzon)

How the social web can increase our “online status anxiety.”  (The Frontal Cortex)

Don’t forget to sign up for our 2nd annual NCAA bracket challenge.  (Abnormal Returns)

What are you waiting for?  Become a fan of Abnormal Returns on Facebook.

1st Place:   a 3 month subscription to a StockTwits premium service of your choice;
2nd Place: signed copies of Brian Shannon and Adam Warner’s books;
3rd Place:  a StockTwits shwag pack.

You can sign up for our pool over at CBS Sports.  You will need a CBS Sports account and the password:  “lenny” to complete the process.  The deadline is, of course, tip-off of the first game on Thursday.

For those with a quantitative bent there are some resources available to help guide your selections.  The two main sources of quantitative rankings for NCAA basket come from Ken Pomeroy and Jeff Sagarin.

Erich Doerr at The Wages of Wins Journal uses both of these models to predict the tournament winner.  In one case Kansas came out on top, in the other Duke won.

Wayne Winston at mathletics uses the Sagarin ratings to compute the odds of winning for each team.  Again Kansas and Duke come out as the two top contenders.

David Letscher has his own prediction model and provided some tips a few years ago in the New York Times on how to avoid the crowds in picking your brackets.

The LRMC Model maintained by a handful of professors at Georgia Tech is also worth a look.  In their model Kansas again comes out the champion.  We found this model in an article by Sarah Lorge Butler at CBS Moneywatch on how to win your bracket competition.

Also check out this “seeding anomaly” from The Sports Economist.

We hope you enjoy the Madness.  That is of course if your national champion doesn’t get knocked out in the first round…

Performance by month for options expiration week.  (Quantifiable Edges)

The big hedge funds don’t always win.  Today’s example, Boston Scientific (BSX).  (The Reformed Broker also MarketBeat)

Apple (AAPL) holders be wary when “market cap bigger than” stories come out.  (Infectious Greed)

“Seems to us that if Bill Gates is as smart as Warren Buffett thinks, and if Bill Gates really wants to see his legacy survive, he should buy Steve Ballmer an iPad.”  (Jeff Matthews)

Does a momentum strategy work with style ETFs?  (CXO Advisory Group)

What are the most common mistakes that traders make?  (TraderFeed)

Prime brokers are demanding more collateral from their clients.  (Bloomberg)

Charles Davi, “Therefore, by looking to the fees that protection sellers demand in the CDS market, we can get an overall, market-based sense of the creditworthiness of a particular issuer.” (Atlantic Business)

On the need for a dynamic approach to financial market regulation to avoid market fragility.  (Rajiv Sethi)

Mixed news on the economic indicator front.  (Calculated Risk, Carpe Diem)

The challenges ahead for world oil production are many.  (Econbrowser)

What happens if America’s credit rating is downgraded?  (Economix)

Economists still can’t agree on what caused (and exacerbated) the “single most important economic event in recent memory.”  (Economist’s View)

If the net-net-net returns on stocks is just over 1% what does that mean for 401(k) plans?  (Curious Capitalist)

Michael Lewis discusses the financial crisis on 60 Minutes.  (CBS News)

A look at three “character driven narratives” on the role of CDS in the credit crisis.  (Economic Principals)

More on Michael Lewis’ new book The Big Short.  (The Big Money, DealBook)

Is Skype aiming for an IPO in 2010?  (DealBook)

What are you waiting for?  Become a fan of Abnormal Returns on Facebook.

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

The online brokers rated.  (Barron’s)

Jason Zweig, “It is high time for companies to cut shareholders a bigger slice of the pie.”  (WSJ)

Fred Wilson, “So what to do when your bank is paying you 0.00%?”  (A VC)

Two ETFs launch that cover the copper and platinum industries.  (ETF Trends)

Natural gas has become more like coal and less like oil.  (Economist)

Retail stocks are on fire.  (Bespoke)

Where the Ultimate Stock Pickers are putting new money.  (Morningstar)

Apple (AAPL) is now the third largest domestic company by market cap and COO Tim Cook gets a bonus.  (Tech Trader Daily, WSJ)

Wall Street hates Garmin (GRMN).  Should you?  (Barron’s)

A profile of Didier Sornette and his hunt for financial bubbles.  (WSJ)

Why traders lose money in slow markets.  (TraderFeed)

Why muni bond investors are shifting from general obligation bonds to revenue bonds.  (Aleph Blog)

A look at ever-rising CMBS delinquency rates.  (FT Alphaville)

Bankruptcy activity is down, but does that mean the worst is over?  (Deal Journal)

Paul Murphy, “The trouble is that speculation is to financial markets what claptrap is to the political system: absolutely crucial.”  (FT Alphaville)

Roger Ehrenberg, “Between lobbying dollars and entrenched interests, our financial regulatory regimes have become so perverted as to have little basis in reality.”  (Information Arbitrage)

Ernst & Young has much to answer for in the demise of Lehman Brothers.  (Felix Salmon)

Are other investment banks masking their borrowing as Lehman Brothers did?  (Reuters)

Ravi Nagarajan, “If Lehman’s story can be distilled down to its core problem, it seems to be that the company’s CEO did not regard himself as the Chief Risk Officer. “  (Ideas Report)

Maybe it is a good thing consumer confidence remains muted in the face of a rising stock market.  (NYTimes)

The consumer is unhappy, but continues to spend.  (EconomPic Data)

What does the divergence between Gross Domestic Product and Income imply about the recession?  (macroblog)

Mixed news on the transportation front.  (Carpe Diem, Calculated Risk)

Global housing prices may have further to fall.  (Real Time Economics)

Why value investing is as much an emotional exercise as a technical discipline.  (The Psy-Fi Blog)

Men are more overconfident than women when it comes to investing.  (NYTimes)

While making inroads behavioral finance has not replaced standard models…yet.  (Simoleon Sense)

How some bettors are planning to play the new Cantor Future Exchange movie contracts.  (DailyFinance also Clusterstock)

A short review of Scott Patterson’s The Quants.  (The Reformed Broker)

Google (GOOG) is nearly certain to close its Chinese search engine.  (Reuters, DigiCha)

To what degree are the cable operators going to control the online television viewing experience?  (BusinessWeek)

Managed care is coming.  It is just a matter of form (and time).  (NYTimes also Marginal Revolution)

Always think of yourself as a student.  (CSS Analytics)

What are you waiting for?  Become a fan of Abnormal Returns on Facebook.

Individual investors still have some buying power left.  (Big Picture)

How bullish (or bearish) is the investment blogosphere?  (The Pragmatic Capitalist)

Gold timers are stubbornly bullish in light of a drop in gold.  (Marketwatch also The Money Game)

The steep yield curve is working against commodities and gold.  (Fundmastery Blog)

On the relationship between the VIX and the slope of the yield curve.  (SurlyTrader)

Money continues to flow into high yield and emerging market bond funds.  (The Money Game)

Joe Donoghue’s trading rules.  (UpsideTrader)

Brett Steenbarger, “If you don’t know your edge and cannot formulate it succinctly, you won’t have the inner confidence to weather trading setbacks.”  (TraderFeed)

Why investors might want to give Joel Greenblatt’s “magic formula” strategy a closer look.  (Morningstar)

An approach to better utilize earnings accruals.  (CXO Advisory Group)

The past year has been a tough time to try and short stocks, even on a swing basis.  (Downtowntrader)

More big pharma research failures, like Pfizer’s, imply more biotech acquisitions.  (24/7 Wall St.)

PIMCO plans six more bond ETFs.  (ETF Database)

More on the forthcoming CBOE IPO. (WSJ)

Live from the NYSE…it’s KKR!  (DealBook also 24/7 Wall St.)

A sign of the times?  Farallon Capital pulling back from equity trading.  (WSJ)

Why hedge funds like to list on an exchange…survival.  (All About Alpha)

How much can hedge funds successfully manage?  (Money Science)

It remains as difficult as ever to start up a hedge fund.  (CNNMoney)

Why the past decade was the golden age for activist investors in the small cap sector.  (Greenbackd, ibid)

John Authers, “The secret of successful investing has always been to find inefficient markets and exploit them.  Emerging markets, for all their development in recent years, still offer more market inefficiencies than the rest of the world.”  (FT)

Investment bankers don’t owe a fiduciary responsibility to you, the shareholder.  (The Epicurean Dealmaker)

Nobody killed Lehman Brothers.  They did all themselves.  (Jeff Matthews, Big Picture, DJ Market Talk, Clusterstock)

Is Janet Yellen going to be a dove as Fed Vice Chairman?  (FT Alphaville also Real Time Economics)

Retail sales came in ahead of expectations.  (Calculated Risk, Capital Spectator)

Rail traffic continues to improve.  (Carpe Diem)

Shipping bottlenecks are slowing the US export boom.  (WSJ)

Now might be the time for a little yuan revaluation.  (Econbrowser)

Japan has budget problems, but it is not yet dependent on foreigners to purchase their debt.  (Economist)

Has Canada’s housing market completely avoided the crisis?  (Money Supply)

The Fed is essentially done buying MBS.  What not for mortgage rates?  (Calculated Risk)

Another wave of home foreclosures is on the horizon.  (WashingtonPost)

Felix Salmon raves about Michael Lewis‘ The Big Short.  (BN Review)

A review of Scott Patterson’s The Quants.  (market folly)

Your financial advisor may be a “yes man.”  (Fortune via Curious Capitalist)

Why a real money Hollywood Stock Exchange is a bad idea.  (WashingtonPost contra Clusterstock)

How to in a formal way address your “emotional blindspots” when trading.  (Derek Hernquist)

How Twitter has affect investor attention spans and the rate at which information is processed by the market.  (SmartMoney)

The mainstream media need not fear the “loss of control” over social media use.  (GigaOM)

Happy St.Patrick’s Day.  Why Guinness is good for you.  (Chicago Tribune)

Abnormal Returns Now is the real-time component of this site.  Check it out.

The Russell 2000 has retraced some two-thirds of its bear market move.  (Barron’s)

The problems with using put/call ratios as a market indicator.  (Options Zone)

Volume has picked up dramatically in the iPath S&P 500 VIX Short-Term Futures ETN (VXX).  (Bespoke)

Investors are loading up high yield muni bonds.  (Bloomberg also Money & Co.)

The credit markets have opened back up again.  (WSJ)

A peek at the TIPS yield curve shows bonds are not cheap.  (Crossing Wall Street)

The case for the Canadian dollar.  (Credit Writedowns)

The CBOE is moving towards an IPO.  (WSJ, MarketBeat)

Essential rules for short selling.  (James Altucher)

Testing the turn-of-the-month trading strategy.  (MarketSci Blog)

Soft commodities are in a permanent downtrend due in large part to advancing technology.  (The Money Game)

Jeff Miller, “Here is the biggest challenge for most investors: You have an opinion, and you are unwilling to see any new evidence.“  (A Dash of Insight)

Tom Brakke, “To date, the evidence supports the view that portfolio differentiation as measured by active share is a key metric to assess manager skill.”  (the research puzzle)

An eight stock index fund.  (Crossing Wall Street)

Do hedge funds covered by the news media underperform “hidden gems?”  (CXO Advisory Group)

Hedge fund managers who made the Forbes list of billionaires. (market folly)

Why exactly does Barclays (BCS) want to buy a U.S. bank?  (Atlantic Business)

How much is AIG (AIG) ultimately going to cost taxpayers?  (Newsweek)

The Feds made a hash out the GMAC bailout.  (Calculated Risk)

Barry Ritholtz, “This is simple, folks: Derivatives should not receive special treatment — they need to be regulated the way most other financial products in the world are.”  (Big Picture)

Why is Greece still rated investment grade?  (The Money Game)

The long term look at sovereign default cycles.  (Free exchange)

How a country becomes beholden to the credit markets.  (Rajiv Sethi)

Ramping up inflation is not a viable strategy for developed country debt woes.  (Economist)

Why hedge fund managers often ignore the risk of inflation.  (Felix Salmon)

Should we welcome a rise in the unemployment rate?  (Atlantic Business)

How concerned should we be about a flattening out in initial jobless claims?  (DJ Market Talk)

Why has the recession hit small business so hard?  (Real Time Economics)

How much revolving debt have consumer actually paid down?  (EconomPic Data, Felix Salmon)

The pension fund crisis is coming.  (Institutional Investor)

We continue to underestimate the demand for oil in developing markets.  (Gregor Macdonald)

Ed Thorpe on the key questions for risk management.  (Farnam Street)

A neat graph of our behavioral vulnerabilities.  (Big Picture)

Do we really want to give people the ability to bet real money on box office returns?  (NYTimes, LATimes)

Bonjour Cannes.  Hold on America.  Oliver Stone’s Wall Street: Money Never Sleeps release date gets pushed back.  (Variety)

Abnormal Returns Now is the real-time component of this site.  Check it out.

Ten years later, “It’s tempting, but wrong, to write off the tech mania as mass insanity by the ignorant and ill-informed.”  (WSJ)

“Misallocation of capital is everywhere and anywhere a fallout of bad government policy.”  (Andy Kessler)

Small cap outperformance isn’t a new phenomenon.  It has been going on for ten years now.  (Bespoke, ibid)

Options traders, as measured by the put/call ratio, have gotten a bit too complacent.  (Quantifiable Edges, Trader’s Narrative)

What does the RVX/VIX ratio tell us about market turning points? (Investing With Options)

Deep value opportunities in insurance stocks.  (Street Capitalist)

Hedge funds love high quality growth stocks.  (market folly)

Regulators are misguided in preventing banks from paying dividends.  (Clusterstock)

Pre-holiday trading has lost its edge.  (MarketSci Blog)

Speculation about what bank should Barclays (BCS) buy?  (Deal Journal, MarketBeat)

The Russian ruble (and bonds) are  on quite a run of late.  (FT Alphaville, WSJ also BusinessWeek)

What Tilson and Tongue are buying.  (Tech Ticker)

An interview with microcap investor (and professor) Paul Sonkin.  (Value Walk)

Wall Street is cleaning up on Build America Bonds.  Should you?  (WSJ also IndexUniverse)

Coming soon an international, investment grade corporate bond fund, the Barclays Capital International Corporate Bond (IBND).  (ETF Trends)

Big pharma is increasingly relying on their animal health businesses to weather drug patent expirations.  (Minyanville)

Let’s end the debate over the tax treatment of carried interest once and for all.  (peHUB, Clusterstock)

How to regulate CDS.  (Felix Salmon)

David Merkel, “Unless there is a natural purchaser of an exposure that one is trying to hedge, someone must speculate to a degree to allow you to hedge.  If the speculator is undercapitalized, risks to the financial system rise.”  (Aleph Blog)

Why the SEC’s Chief Economist really quit.  (Dealbreaker)

Economists should focus on the lead up to the housing bubble as the popping of the bubble.  (Econbrowser)

The Federal Reserve needs more governors with expertise in financial markets.  (Mark Thoma)

What the tick up in tax withholdings is saying about the health of the economy.  (Big Picture)

A notable tick up in job openings.  (EconomPic Data, Calculated Risk)

The A.D.S. Business Conditions Index is indicating slower growth ahead.  (The Pragmatic Capitalist)

First the Olympic hockey gold medal and now this:  Canada’s economic growth is better balanced.  (Economist’s View)

Has nuclear energy missed its chance?  (Gregor Macdonald also Humble Student)

Why the new Cisco (CSCO) router won’t make your Internet experience any faster.  (Silicon Alley Insider also Seeking Alpha)

Quantifying the benefit of free content to Seeking Alpha.  (World Beta)

An in depth piece on the ugly TCW-Jeffrey Grundlach breakup.  (Fortune)

Newspapers need to a better job of engaging their readers.  (GigaOM)

On the value of interaction:  StockTwits vs. CNBC.  (ValuePlays)

Why we fixate on enemies and inflate their perceived power.  (Marginal Revolution)

Abnormal Returns Now is the real-time component of this site.  Check it out.