Roger Ehrenberg at Information Arbitrage on what PE firm is doing buying PIPEs.
Mark Hulbert at Marketwatch.com notes sentiment has not bounced back with the market.
Ticker Sense with a neat graph on Fed easing cycles and inflation.
Is the “carry trade” back in full force? (via FT Alphaville)
Are shareholders in a proposed restaurant buyout getting a “raw deal.” (via Morningstar.com)
On the related topic of backtesting, Jeff Miller at A Dash of Insight warns readers to be judicious in their use of these potentially powerful tools.
All About Alpha reviews a paper on the challenges of identifying mutual funds that outperform the market.
Paul Herbert at Morningstar.com on how investors can use international bond funds.
James Altucher at TheStreet.com on some discounted closed-end funds worthy of inclusion in retirement portfolios.
Learning the lessons of “hypernegative growth” in (music) CD sales. (via Infectious Greed)
Thanks to all of our new readers. Your questions and/or comments are always welcome.