Is the fate of the economy in the hands of the Fed or in the hands of millions of home buyers (and sellers)?

James Picerno at the Capital Spectator thinks real estate will deliver an "early warning" for the economy.

Barry Ritholtz thinks the real estate slowdown spells trouble for the economy, absent a pick up in spending in some other sector.

We are not sure what this says about the economy, but Joe Mysak at Bloomberg.com reports that state tax revenues are outpacing expectations.

Ticker Sense examines the most recent Lehman Brothers Uncommon Values Portfolio.

Barry Ritholtz says investors should look past old favorites to find new market leaders.

Greg Newton at NakedShorts wonders whether the torrent of "enhanced index" ETFs will overwhelm investors.

Is Goldman Sachs a big hedge fund, or a bunch of little ones under one roof. John Carney at DealBreaker.com points to one man's opinion.

According to Alpha magazine Goldman Sachs Asset Management is number one on their Hedge Fund 100 list. (via DealBook)

Chad Brand at the Peridot Capitalist isn't concerned by the Mark Cuban-backed Sharesleuth.com.

Jesse Eisinger in the Wall Street Journal looks at a case of "deferred dilution" at Allied Capital (ALD).

Those guys in Chicago will trade anything – Chinese yuan futures coming to a screen near you. (via WSJ.com)

Speaking of Chicago, CHX Holdings, the parent of the Chicago Stock Exchange, has agreed to sell a minority stakes to a handful of investment banks. (via DealBook)

When we hear the phrase "neural networks" we usually run the other way. John Carney at DealBreaker.com is oddly fascinated.

Speaking of running the other way, Eleanor Laise in the Wall Street Journal explores the growing world of structured notes.

According to Edmund L. Andrews at the New York Times the issue of timber taxation has gotten linked to the effort to modify the estate tax.

Whenever day traders make the news in a market it should give you pause. Eric Bellman reports on Indian day traders in the Wall Street Journal.

It is always good to see a Todd Harrison article at Marketwatch.com.

Here we go again, a "new" bio-fuel will soon be making its debut. (via Forbes.com)

If you want to stay up-to-date with all of our posts then add our feed to your favorite feed reader.

More Posts This Week

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Please see disclosures here.

Please see the Terms & Conditions page for a full disclaimer.