All About Alpha has a guest contributor on the fact that today’s focus on alternative beta is really more of the same.

FT Alphaville takes a skeptical look at the Fortress Investment Group prospectus.

Is Red Kite the new Amaranth? (via

E. S. Browning in the Wall Street Journal on what the Dow Theory is telling us about the state of the market advance.

The controversial Ticker Sense Blogger Sentiment Poll is up and is showing a much more balanced market view.

Michael Corkery in the Wall Street Journal on how rising home vacancies will effect home construction and the economy.

Doug Kass at has a passel of tidbits on a variety of stocks.

David Gaffen at MarketBeat on a reason behind the bounce back in home builder stocks.

Diya Gullapalli in the Wall Street Journal on the staffing difficulties fund managers are facing in the hot Indian market.

Accrued Interest has a follow-up to an earlier piece on TIPS.

Howard Lindzon updates his bookmarks to include this blog, among others.

What is the Big Mac Index telling us about the relative value of various currencies? (via

Herb Greenberg at on the earnings guidance game.

What is Google (GOOG), or any other stock for that matter, really worth? (via

Paul Kedrosky at Infectious Greed on the growing stable of Google business apps.

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