America’s biggest companies are “hoarding” cash at a record rate. (WSJ also DailyFinance)

Asset class performance has once again begun to diverge.  (The Capital Spectator)

On the use of the 50-day moving average of the NASDAQ Composite as your general guide to get in and out of the stock market.  (Joe Fahmy)

Andy Kessler, “The only way to truly beat the market long term is to use your head, think out long-term trends, figure out where productivity and therefore wealth is being created in the economy, and invest alongside it.”  (WSJ)

Do we need to move from measuring buy-and-hold returns to cash flow-weighted end returns?  (The Stash)

Is the Bill Gross-managed Pimco Total Return getting too big to handle?  (WSJ)

Galleon Group was shut down in just about 45 days.  (All About Alpha)

If you want to see volatility check out the new ChiNext equity exchange.  (NYTimes also Clusterstock)

Cisco (CSCO) has 59 standing boards and councils.  Time for simplification.  (Breakingviews)

Goldman Sachs (GS) was for subprime before it was against it.  (Clusterstock)

Fannie + Goldman + US Treasury + Tax Credits = Complex Mess (Aleph Blog)

Citigroup (C) needs a strategy.  (Baseline Scenario also Clusterstock)

The Feds are taking a big hit in the CIT bankruptcy.  (Dealbreaker)

No matter how you slice it people in finance make more than they should.  (Baseline Scenario)

A neat chart that depicts the changes to the Federal Reserve’s balance sheet over time.  (Big Picture)

Why do the Saudis want a new oil futures contract?  (Green Sheet)

James Surowiecki, “Wal-Mart and Amazon have figured out how to fight a price war and win: make sure someone else takes the blows.”  (New Yorker, The Balance Sheet)

At least one company, Clorox (CLX) is benefiting from H1N1.  (Atlantic Business)

On the difference between thematic and thesis-driven investing.  (A VC)

The Periodic Table of Finance Bloggers. (The Reformed Broker)

Ten timeless tips on how to talk (and act) like a management consultant.  (Daniel Drezner)

Vitamin D and negative moods makes a positive difference in brain function.  (Scientific American, Reuters)

The 50 best albums of the decade (2000-2009).  (Paste Magazine)

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