Forget the BRICsThe MAVINs are where it is at for the next decade.  (The Money Game also Trader’s Narrative)

The mutual fund business is rapidly changing as ETFs continue to take a chunk of their business away.  (WSJ, ibid, Morningstar)

Hedge fund firms, including AQR, continue to embrace mutual funds as a way of diversifying their businesses.  (WSJ)

Goldman Sachs (GS) is still in the business of buying stakes in hedge funds.  (BusinessWeek)

What is Buffett’s game in calling out Kraft (KFT) management?  (FT Alphaville, Deal Journal)

Tariq Ali, “The problem I see with most people looking at Buffett is that they forget the partnership days and instead try to emulate the Buffett of today.  I do not believe that is the right course of action for most investors.”  (Simoleon Sense)

Measuring fear by how much investors whip their portfolios around.  (MarketSci Blog)

Ten surprising ETF statistics from the past year.  (ETF Database)

Is Japan the ultimate contrarian bet for 2010?   (The Pragmatic Capitalist)

US farmland is still the best bet for global farmland investors.  (AgWeb via Cato)

Should you take financial advice from some one who writes for a living?  (Marketwatch)

All Serious Economists Agree” that too big to fail banks are a huge problem.  (Baseline Scenario also Felix Salmon)

The Chicago School of Economics is now a loose agglomeration of factions. (Curious Capitalist)

The states are still facing huge budget problems.  (Calculated Risk)

The Chinese yuan is still undervalued according to the Big Mac Index.  (Economist)

If Apple (AAPL) and Google (GOOG) are smartphone winners, who are the losers?  (I, Cringley, Above the Crowd, Infectious Greed, MarketBeat, Brainstorm Tech, Economist)

Is Apple making the same mistakes it made two decades ago?  (Silicon Alley Insider)

Jonah Lehrer, “(T)he peak of all intellectuals seems to be getting postponed, as the increasing complexity of research in general requires increased time to master.”  (The Frontal Cortex)

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