Michael Burry: Notes from Vanderbilt Speech

Donald Yacktman Interview: via GuruFocus

U.S. Homebuilders’ Default Swaps Jump on KB Home’s Earnings Miss

House Republicans Unveil Budget Plan With $6 Trillion of Cuts Over Decade

Munger Says He Told Buffett of BYD Stake, Stayed Out of Berkshire’s Talks

Exchange-Traded Funds Gone Wild http://on.wsj.com/e53QxT

Bill Ackman’s letter to Howard Hughes (HHC) shareholders [ValuePlays]

Affirmative Insurance: Potential Turnaround

Q&A with Roddy Boyd

Deep Value Stocks to consider

Merger Arbitrage Mondays – April 04, 2011

Stick And Carrot: Why Beijing Will Become The World’s Electric Vehicle Capital

Transocean’s quiet risk panel & push for immunity

Is the Market Overvalued?

A profitable turnaround play – Reliv (RELV)

Sunday Spectacle CXVI

Facebook now wants a say in computer hardware

An unsophisticated view of resource stocks

Insider Trading Policies and Procedures at Berkshire

India’s Warren Buffett Reveals His Secrets

U.S. Consumers Have Big Banks To Blame For High Gasoline Prices

5 REASONS TO BE BULLISH ABOUT AMERICA IN THE LONG-RUN

SENTIMENT SOARS BACK TO EXTREME LEVELS

Hedge Fund Third Point Reduces Net Long Exposure: Latest Positioning

http://www.ritholtz.com/blog/2011/04/when-do-you-fire-a-manager/

The Flaw with Beta

On this week’s Consuelo Mack WealthTrack, bond manager Marilyn Cohen, author of Surviving the Bond Bear Market: Bondland’s Nuclear Winter,  says it’s not a matter of if, it’s a matter of when the bond market implodes. She discusses steps to take now to survive the bond bear market.