Joe Weisenthal at The Stalwart on the seemingly rich valuation for Blackstone.
John Carney at DealBreaker.com on the threat of “triple taxation” facing private equity.
FT Alphaville on the pressure on private equity firms…in the UK.
David Merkel at the Aleph Blog with nine notes on speculation.
Bespoke Investment Group has another look at the yield curve and its relationship with the stock market.
Caroline Baum at Bloomberg.com on what the now upwardly sloping yield curve is telling us about the state of the economy.
Greg Ip at Real Time Economics notes rising interest rates are a part of the Fed’s “basic game plan.”
It’s complicated but, Bill Luby at VIX and More notes a low in the implied volatility of VIX options.
Barry Ritholtz at the Big Picture introduces us to a new term: agflation.
All About Alpha on the growing relevance of “operational alpha” in a increasingly complex trading world.
Calculated Risk on what the Bear Stearns fund mess means for mortgage security pricing.
Paul Herbert at Morningstar.com highlights “four more intriguing newer funds.”
Speaking of money management, Shefali Anand at WSJ.com on private equity’s interest in money management firms.
Apparently it takes a village to bring Man Group spin-off, MF Global public. (via FT Alphaville)
We love a good business jet story, especially a supersonic one! (via New York Times)
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