Irrational exuberance, indeed.  (Bespoke)

Are small investors once again overdoing risk?  (WSJ)

Time to look at getting long options volatility.  (Daily Options Report)

A curious surge in SEC filings over the holiday weekend.  (footnoted)

Single state ETFs are coming.  (IndexUniverse)

“The dirty little secret for managing asset allocation is that once you recognize that you’re something other than average, and decide to do something about it with asset allocation, the details get messy fast.”  (Capital Spectator)

A weird Goldman Sachs (GS) proprietary trading secrets story.  (Reuters, Zero Hedge)

How have hedge fund replication strategies done?  (FTfm)

The index underlying the popular iShares iBoxx High Yield Corporate Bond ETF (HYG) is undergoing some renovations. (IndexUniverse)

Why quant models stop working.  “In general, people behave in an uncorrelated fashion right up until the point they don’t. Then we all suddenly do the same thing together.”  (The Psy-Fi Blog)

“Many gurus would have you listen to them for guidance. The only real wisdom, however, comes from listening to yourself.”  (TraderFeed)

It’s now or never for a number of SPACs.  (WSJ)

Why it’s a good thing the the BICs are the future growth engines of the global economy.  (Time)

“It might seem preposterous, but some economists say it’s highly possible that the recession (which began in December 2007) ended months ago.”  (Real Time Economics also Free exchange)

Beware the return of the CDO.  (naked capitalism, Clusterstock)

The inevitable future problem of off-balance sheet liabilities of the federal government.  (Econbrowser)

Economists failed to take into account the role of financial markets in economic stability.  (WashingtonPost)

What makes the Economist’s View blog by Mark Thoma work.  (Economic Principals)

Marc Andreessen and his new venture fund are front and center.  (peHUB, Fortune, Bits, Marc Andreessen)

Mediaite.com, where “Huffington Post meets Gawker” launches.   (WashingtonPost, Clusterstock)

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