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Natural gas is entering its best quarter of the year (historically).  (Bespoke also ValuePlays)

With commodities on the mend, the frontier markets are back in favor.  (WSJ)

“So is Claymore’s Gold IPO a signal for a top in gold?”  (Trader’s Narrative)

Paulson & Co. owns a lot of gold.  (market folly)

It will be hard for the market to rally until the financials and large-cap technology can move in unison.  (VIX and More)

“Always make money when you are right.”  (Andy Swan)

Some thoughts on forex trading.  (Howard Lindzon)

What role do “uninformed traders” play in long-term price reversals?  (Journal of Finance)

RIP, Peter Bernstein.  If you haven’t read “Against the Gods:  The Remarkable Story of Risk.”  You should.  (DealBook, Curious Capitalist, Capital Spectator)

“Airlines are unquestionably in bad shape.”  (WSJ also FT Alphaville, Daily Finance)

The Baltic Dry Index is up, but there is no sign of recovery in truck and rail volumes.  (Research Reloaded , Big Picture)

There is a big bulge of loans maturing a few years out.  (Felix Salmon)

Let the TARP repayments begin!  (WashingtonPost, Clusterstock)

Don’t believe bank propaganda that bank lending has held steady through the crisis.  (Baseline Scenario)

Rick Bookstaber talks derivatives regulation in Senate testimony.  (Rick Bookstaber)

Just how successful will caps on financial firm compensation be?  (Megan McArdle)

Three scenarios on how the economy may play out.  (WSJ, Free exchange)

What the late Fischer Black may have said about our current economic predicament.  (SSRN)

An excerpt from “The Myth of the Rational Market” by Justin Fox.  (The Big Money)

A neat find. A pdf of “Speculation as Fine Art and Thoughts on Life” by Dickson G. Watts from the 1880s.  (StockVision via jdmarkman)

The top 10 websites of the economic downturn.  (NYMag)

How to fix financial television.   (Big Picture)

Journalists vs. bloggers.  Separating fact from rumor.  (BuzzMachine)

“What are employees inside Twitter working on to make the service better?” (Eric Jackson)

The Steve Jobs saga continues.  (BusinessWeek, The Daily Beast)

What do the NBA and the English Premier League have in common?  (SportsBiz)

You can now follow Abnormal Returns on Twitter at @abnormalreturns.  Check it out.

How big a role did the ‘efficient markets hypothesis‘ play in how we got to into this economic mess?  (NYTimes)

Amidst a junk-stock rally, is there still any value out there?  (WSJ)

Don’t forget that the 200 day moving average is still pointed down.  (StockCharts)

The market rally has pushed “dumb money” sentiment to enthusiastic levels.  (Technical Take, Trader’s Narrative)

Is the high yield market no longer “distressed”?  (MarketBeat)

Three steps to “save” the mutual fund model.  (Morningstar)

Too much is made of the birth/death model.  (Clusterstock)

The decline in housing is not yet over.  (NYTimes, Clusterstock)

It is hard to describe the economic recovery as “robust.”  (Econbrowser)

What was the economy doing when the yield curve was this steep?  (Aleph Blog)

Personal bankruptcies are spiking.  (Calculated Risk)

The many ways the business press let us down.  (Big Picture)

Are CEOs rewarded for luck?  (Rortybomb)

The private equity industry is awash in capital, but the risk of prior mega-LBOs looms.  (The Deal also Deal Journal)

Ten books to help you understand the economic crisis.  (Big Picture)

“In fact, never has an American union [the UAW] done so well at the expense of shareholders and creditors.”  (Barron’s)

“..I think the Pre stands a much stronger chance of stealing customers away from RIM than from Apple.”  (Daring Fireball also Silicon Alley Insider)

A map of the continuing shift of the center of US population westward.  (strange maps)

Curious what other bloggers are saying about Abnormal Returns? So are we. Feel free to check out a compilation of reviews.

Insider buying is virtually nonexistent.  (Pragmatic Capitalist)

“Volatility is back in the Treasury market.”  (WSJ)

“I don’t believe that there is Smart Money in stock markets. I do believe there is dumb money galore.”  (Howard Lindzon)

“In sum, if enough people pay attention to the 200 day moving average, it becomes a self-fulfilling prophecy of sorts.”  (VIX and More)

For traders, being right is overrated.  (Abnormal Returns also Aleph Blog)

“(T)rying to extrapolate a big-picture global macroeconomic forecast from a relatively short-term movement in emerging-market stock indices is a fool’s game.”   (Felix Salmon)

Can’t get enough emerging markets exposure?  Don’t fret, a new Peru ETF is on the way.  (greenfaucet)

Gold market timers are a tad too bullish.  (Barron’s)

Is the rise in commodity prices in actuality a good sign for the global economy?  (Economist, MarketBeat)

Carl Icahn is on a roll.  (FT Alphaville)

In defense of the Coppock Guide.  (Trader’s Narrative)

Hedging out the risk when your hedge fund investment is “gated.” (SSRN)

Examining momentum in the REIT market.  (SSRN)

Thirty year mortgage rates are up some 50bp from the bottom.  (Bespoke, Calculated Risk)

Surprise or not, another weak employment report.  (Calculated Risk, Crossing Wall Street, Curious Capitalist)

Unemployment claims will come down at some point due in part to the “exhaustion effect.”  (Kid Dynamite)

“(W)e are still not ready for hard economic conversations anywhere in the world.  Wishful thinking prevails, in Europe as much as in the United States.”  (Baseline Scenario)

“The markets resemble the Star Wars bar scene more than they do the economics faculty lounge at Princeton.”  (Newsweek)

The motivations behind the war on naked shorting.  (Clusterstock)

Citigroup (C) is beset by its regulators.  (WSJ, Clusterstock, Felix Salmon)

More myths from the financial crisis debunked.  (Hoover.org via Clusterstock)

Using “elementary social science” to debunk a widely publicized study on the role of medical bills on personal bankruptcy filings.  (Megan McArdle, ibid)

An intriguing reverse takeover of Cowen (COWN) and the return of Peter Cohen.  (Breakingviews)

Turmoil and turnover in venture capital.  (WSJ also A VC)

Harvard grads are shunning Wall Street.  (Real Time Economics)

A rave review of Nerds on Wall Street.  (Infectious Greed also Freaknomics)

Steve Jobs is coming back to Apple (AAPL).  Good thing, they need him.  (WSJ, 24/7 Wall St.)

Navel gazing alert!  On the value of full RSS feeds.  (The Big Money, Felix Salmon, Baseline Scenario)

It’s National Doughnut Day!  (IndyStar)

Have we overlooked an interesting post in the investment blogosphere? If so, feel free to drop Abnormal Returns a line.