Hot Links: All Killer No Filler

Stuff I’m Reading this Morning…

Must-read from Charles Rotblut: When bad performance happens to good funds.  (AAII)

Steve Spencer on how he competes with other momentum traders.  (SMBCapital)

Will people ever stop buying Treasury bonds?  Amazingly, it doesn’t appear so.  (Globe&Mail)

Derek: Three failed rallies in a row and the bears are now in charge.  (DerekHernquist)

…but JC says to look at the strength in the cyclicals before you abandon hope.  (AllStarCharts)

Kevin Roose gets us ready for the laugh-a-palooza that will be Wall $treet Wives.  (DealBook)

How Bill Simmons would fix the NBA if he were running the show.  (Grantland)

Tracy Alloway says the AAA Bubble may be the most important chart in the world right now.  (FTAlphaville)

David Merkel on the danger of debt issuers “playing near the cliff”.  (AlephBlog)

Money fled actively managed funds in June and flowed into indexes.  (Investment News)

Barry: Facebook might’ve waited too long.  (TBP)

Don’t miss my daily linkfest for financial advisors, it’s roaring with good stuff today.  (WSJFA)