Gwen Robinson at FT Alphaville on signs that the window is closing on cheap financing for private equity financing.

Gregory Corcoran at Deal Journal on what the recent moves by KKR means for the firm and the private equity industry.

Patricia Kowsman at on Carlyle’s continued interest in a public offering.

Roger Ehrenberg at Information Arbitrage is not all that surprised by the post-IPO performance of the Blackstone Group (BX).

Justin Fox at the Curious Capitalist on whether the private equity boom is simply the manifestation of a messed-up tax system.

Kemba J. Dunham at on the debate in the REIT industry over the optimal level of leverage.

Bespoke Investment Group compares the globe’s long term interest rates and notes low (but rising) probability of a Fed rate cut later this year.

Jeff Miller at A Dash of Insight on how the Fed Model currently reflects a long list of market threats.

Jonathan Burton at checks in with value fund manager Whitney Tilson.

Joe Weisenthal at the Stalwart tracks down some intriguing information on a very public stock picking service.

All About Alpha on how one observer sees the hedge fund industry entering a “setting down phase.”

Abnormal Returns looks at the growing number of ways investors can invest in options as an asset class.

Barry Ritholtz at the Big Picture on what the iPhone teaches us about “technology and commerce.” has accumulated links to the first batch of iPhone reviews. In short great device, lousy carrier.

Felix Salmon at Market Movers on the difficulties an art trading fund is going to have to overcome.

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