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Top links: The confessions of Ben Bernanke

A roundup of what The Globe and Mail’s market strategist Scott Barlow is reading this morning on the World Wide Web.

U.S. asset manager David Merkel’s popular Aleph blog describes a vital point for equity investors in “Buy Stocks When Credit Spreads are High, Sell When They are Low.” I’m clearly biased here, having just written an extended column on the “lunacy” of current tight credit spreads. But spreads widening out and causing significant credit problems is my primary market worry at the moment.