I’ve been reading this blog a lot lately. Sometimes it’s a little over my head, but most of it isn’t and, in general, you get the point even if you don’t speak quant (ex. Quantology Revisited: The Negative Convexity Implications Of Delta-Hedging – yeah…I skipped that one.).
Here is a recent good one. This one, too, which both analyzes the unsustainability (?) of the current market rally and dissects Goldman Sachs’s recent, alleged market manipulation in advance of their stock offering.