Once again there is no shortage of interesting items in the news today. We hope you enjoy the linkfest.
Going Private has two insights into how the Amaranth Advisors blow-up affected the capital markets (or not) and how it exposed the (inflated) nature of investor expectations for hedge funds.
Eddie Elfenbein at Crossing Wall Street with a simple, but not simplistic, look at why private equity is booming.
Chuck Jaffe at Marketwatch.com on the relationship between “quasi-active” ETFs and their actively managed fund cousins.
On the topic of ETFs, Ticker Sense notes a raft of overbought sectors.
CXO Advisory Group highlights a paper on the extra diversification benefits of small cap international equity exposure.
James Picerno at the Capital Spectator on the stock-bond relationship and why they are currently rallying in lock-step.
David Altig at macroblog on the relationship between housing, the economy and the strength of the financial services industry.
Saskia Scholtes and Michael Mackenzie at the FT.com on the growing popularity among hedge funds of a trade against the U.S. housing market.Barry Ritholtz at the Big Picture on the falling odds of soft landing.
Randall W. Forsyth at Barrons.com looks at the changing consensus against the view of U.S. dollar as a long-term store of value.
Charles Batchelor at the FT.com on the seeming lack of value in the emerging markets.
Brett Steenbarger at TraderFeed looks at the shifting balance between trending and contrarian trades for the S&P 500.
Controlled Greed points to an interesting item on a noted value investor.
David B. Wilkerson at Marketwatch.com on the wisdom of taking old-line newspaper companies private.
Daniel Gross at Slate.com on what is driving the growing valuations for social networking sites.
Is Harvard Business School more apt to turn out corporate criminals, or does it just seem that way? Greg Farrell at the USA Today on the rise in ethics training in business schools. (via Under the Counter)
The Abnormal Returns bandwagon still plenty of room, so hop on board via our fan-friendly feed.