The Economist on the “excess liquidity” debate and the role of the Fed.

Pui-Wing Tam in the Wall Street Journal on the IPO logjam facing VCs as they seek to exit existing investments.

Nick Bunkley in the New York Times on private equity cash re-capitalizing the auto supply industry.

Accrued Interest on the “waning salad days” for private equity.

Roger Ehrenberg at Information Arbitrage on “implicit” hedge fund regulation.

All About Alpha on so-called “premium fee” hedge funds.

James Altucher at has an interesting take on the “Howard Hughes Portfolio.”

FT Alphaville on the ongoing “derivatives debate.”

Adam Warner in the Daily Options Report clearly describes the “dispersion trade.”

Jon Markman at MSN Money on the prospects for a post-spinoff Kraft (KFT).

Chad Brand at the Peridot Capitalist has another potential paired trade opportunity.

The global stock exchange continues to take shape. (via DealBook)

Chip Hanlon in on how the (relatively) new currency ETFs make existing currency vehicles look “expensive.”

Is the Chinese stock market overheating? (via

Jeff Matthews on anecdotal evidence that the Chinese stock market is a tad frothy.

Sign of the times – India is now an investment grade credit. (via FT Alphaville)

David Leonhardt in the New York Times on the value of prizes as a means of spurring innovation.

Paul Boutin at on “…the most annoying computer upgrade since Windows 95.”

Barry Ritholtz at the Big Picture on why people (like us) won’t pay more than $9.99 for a CD.

If the Super Bowl were determined by estimated franchise values, the Chicago Bears should beat the Indianapolis Colts. (via

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