Bespoke Investment Group on the value of Sotheby’s (BID) as a market tell, as opposed to a proxy for the fine art market.

Are Chinese stocks 65% overvalued? (via Crossing Wall Street)

Decided neutrality in the Ticker Sense Blogger Sentiment Poll.

Brett Steenbarger at TraderFeed on the breakout in money flow amidst this bull market.

From Trader Daily’s “Top Trading City” the battle for the Chicago Board of Trade (BOT) heats up.

DealBook and on the deal potential of (Chicago-based) optionsXpress (OXPS).

James Picerno at the Capital Spectator with a “timely review” of the ins-and-outs of portfolio rebalancing.

David Gaffen at MarketBeat on whether we are entering a new, more volatile, market phase. on the increased emphasis ETF firms are putting on marketing and wholesaling.

Simon Kennedy at on a growing cadre of hedge fund activists targeting European companies.

DealBook with an interesting behind-the-scenes look at takeover talks and SPACs.

Is a mutual fund focused on publicly traded private equity firms a sound idea? (via

Speaking of publicly traded private equity, Controlled Greed points to an interesting annual report and shareholder letter.

Carol Hymowitz at on why corporate CEOs look to private equity firms for a change of pace.

Barry Ritholtz at the Big Picture on “Cramer Fatigue.”

Jim Cramer at New York magazine thinks Murdoch will eventually buy Dow Jones (DJ) which now seems more likely that GE/Microsoft are unwilling to make a bid. See also FT Alphaville and DealBook on the lack of competing bids.

Dawn C. Chmielewski and Michelle Quinn in the Los Angeles Times on the studio’s new found fear of Apple’s AppleTV project that may soon include movie rentals.

News flash! Stephen A. Schwarzman of the soon-to-be public Blackstone Group makes a great deal of money. (via

CXO Advisory Group on why net-of-fees most investors should stick to low costs, indexed portfolios.

James M. Clash at on the uses of leveraged, inverse ETFs.

Too many Sopranos finale posts to sort through, although we did think one by James Poniewozik at was quite good.

For those e-mail inclined you can stay up-to-date with all Abnormal Returns posts.

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Please see disclosures here.

Please see the Terms & Conditions page for a full disclaimer.