Ann Davis in the Wall Street Journal checks in with Jim Rogers and finds him bullish on agricultural commodities.
Doug Kass in Barron’s on the bubble-boom in commercial real estate.
Paul J. Lim in the New York Times on the underperformance of dividend-paying stocks in the recent run-up.
Barry Ritholtz at the Big Picture keeps looking for reality-based evidence on the market.
All About Alpha on portable alpha for private investors.
The hedge fund game is harder than it looks. (via Bloomberg.com)
The Economist piles onto the end of the much-heralded Bill Miller streak.
Brett Steenbarger at TraderFeed on two very different ways to maximize your trading potential.
Chuck Jaffe at Marketwatch.com highlights some bad actors in the mutual fund arena.
Adam Warner at the Daily Options Report on volatility…in middle relief.
Mark Thoma at Economist’s View points to a paper on the “financial asset shortage.”
Greg Mankiw on how Pigovian taxes are a least bad way of raising revenues.
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