Eddy Elfeinbein at Crossing Wall Street on the backlash against private equity and the risk of “selling out too early.”
Going Private on yet another prediction of the imminent death of private equity.
The Blackstone Group is apparently backtracking on a plan to use “market to market” accounting. (via FT.com)
DealBook on private equity’s Silicon Valley spending spree.
Going Private wonders what Elevation Partners were thinking in Palm’s dividend recapitalization.
A “wall of money” is the biggest threat to private equity returns according to investors. (via InstitutionalInvestor.com)
Felix Salmon at Market Movers looks the rise of the “cov-lite” loans.
David Carey at TheDeal.com on what private equity gets right on executive compensation.
Graef Crystal at Bloomberg.com notes rising disclosure of executive compensation consultants.
DealScape on what a more “Murdochian” Wall Street Journal might look like.
Jack Shafer at Slate.com thinks the Financial Times should use this time as an opportunity to raid the cream of the Wall Street Journal‘s top writers.
Lauren Young at BusinessWeek.com on the valuation disparity between Goldman Sachs (GS) and Fortress Investment Group (FIG).
All About Alpha on “passive short books” and the death of “double alpha.”
Daisey Maxey at WSJ.com notes some evidence that managers might be able to handle 130/30 mandates.
A “triple sell signal” from Morgan Stanley. (via FT Alphaville)
Matthew Hougan at IndexUniverse.com on the substantial performance differences between the China ETFs.
Lawrence Carrel at TheStreet.com with the pros and cons of bond ETFs.
CXO Advisory Group on the returns to riding the coattails of activist hedge funds.
Jeff Miller, Random Roger and James Picerno on the rise in bond yields and its effect stock market outlook.
Barry Ritholtz at the Big Picture thinks “The final chapter in the impact of Real Estate on the broader economy has yet to be written . . .”
Bill Luby at VIX and More has a summer reading list to help “cross-pollinate” your investment thinking.
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