Steve Rosenbush at on how the “private equity effect” is forcing companies to re-evaluate their capital structures.

Roddy Boyd at the New York Post reports on a new shareholder activist fund focused on a single, high profile target.

DealBook with the scoop on the highly anticipated Bancroft-Murdoch sit-down.

Felix Salmon at Market Movers on whether the Bancrofts can trust Rupert Murdoch with the Wall Street Journal.

Michael Lewis at on why newspapers, like the Wall Street Journal, hold an attraction to individuals beyond their (rapidly declining) cash flow.

Dennis K. Berman at with three scenarios on how the current “cheap debt era” ends.

Randall W. Forsyth at on signs of “price fatigue” in the junk bond market.

Gwen Robinson at FT Alphaville on the question of whether “covenant lite loans” are a sign of market maturity or a good old-fashioned debt bubble.

Tim Middleton at MSN Money on seeking out “better compensation” in bank loan funds.

James Picerno at the Capital Spectator on the dearth of risk and the attractions of the ultimate zero-correlation asset class – cash.

Barry Ritholtz at the Big Picture on why bond yields have risen (and may continue to rise).

Alistair Barr at on what the growth in 130/30 funds will do to stock lending costs.

Brett Steenbarger at TraderFeed points out some common causes of lapses in trading discipline.

Steve Walters at the Wages of Wins Journal on what the largest “over-performance residuals” tell us about the steroid era in baseball.

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