Mark Hulbert at Marketwatch.com a worrisome level of bullish sentiment.
All About Alpha on the unexpected complexity of novel hedge fund compensation structures.
CXO Advisory Group reviews some research on why companies that are issuing net equity tend to underperform going forward.
DealBook on what the recent spate of deals means for the REIT market.
Chet Currier at Bloomberg.com on the challenges of fixed income investing in an inverted yield curve world.
Accrued Interest on why swap spreads have compressed as of late.
Which is in great contrast to what was being written two years ago according to Paul Kedrosky at Infectious Greed.
Chad Brand at the Peridot Capitalist on whether the “bull market in exchange shares will ever end?”
James Surowiecki in the New Yorker on the “absurdity” of current policies on sugar and ethanol.
“Blowing stuff up” in the name of science. (via New York Times)
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