The Risk-On Trades are Back - Chris Vermeulen (GoldAndOilGuy)
The End of the World, Part 1 – John Mauldin
Large Absolute Breadth Numbers - Tom McClellan
Key Takeaways from Recent Hedge Fund Activity – MarketFolly.com via The Big Picture
The Geopolitics of the United States, Part 1: The Inevitable Empire (pdf) – Stratfor, via John Mauldin
RT Leuchtkafer Letter to IOSCO (discussing High Frequency Trading) – Themis Trading
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