David Reilly and Shefali Anand in the Wall Street Journal on the perils of size for small cap fund managers.

Mark Hulbert at Marketwatch.com on overconfidence and the “value of doing nothing.”

Michael Kahn at Barrons.com thinks money is coming back to the U.S. stock market from overseas.

DealBook on the hedge fund fund-raising stumble.

Steve Gelsi at Marketwatch.com on the forthcoming Fortress Investment Group initial public offering.

The Economist on private equity investors looking for deals in the emerging markets.

DealBook on the ultimate investment mash-up: venture capital, China and alternative energy.

A private equity firm lowering their carried interest?!? (via DealBook)

Steve Rosenbush at BusinessWeek.com on a potential ‘public LBO.’

Adam Warner at the Daily Options Report on the unique challenges of being long or short options.

MarketBeat on two challenges facing the Canadian dollar.

A Blogger’s Take on quarterly earnings over at the Big Picture.

Roger Ehrenberg at Information Arbitrage with a well-deserved, “I told you so!”

Brett Steenbarger at TraderFeed on how trader personality affects performance.

Jeff Miller at A Dash of Insight on why CPI so often seems so wrong.

The Economist on whether Microsoft (MSFT) is “over the hill”?

Doron Levin at Bloomberg.com on whether GM’s electric-car prototype is hope or hype.

We hope you have a good weekend. You can always reach us with your questions and/or comments.