Barry Ritholtz at the Big Picture is skeptical that the CDO problem is now “well contained.”

Paul Murphy at FT Alphaville on opacity in CDO pricing and where that leaves hedge funds and the high yield market.

Felix Salmon at Market Movers on scaremongering and the actual state of the credit markets.

Going Private on the widespread instinct to conflate bad financial bets into actual crimes.

Jeff Miller at A Dash of Insight on how problems already widely noted are less likely to affect the markets.

Quote of the day (related to trading): “If you can find something everyone agrees on, it’s wrong.” – Mo Udall (via Quotations Page)

Calculated Risk on the use of the “green shoe” and the Blackstone Group (BX) offering.

Another company looks to change their capital allocation in the private equity era. (via

Gwen Robinson at FT Alphaville on the “irrelevance of today’s Wall Street banker.”

Doug Kass at on how the “slope of the economic cycle” will affect the credit markets.

James Hamilton at Econbrowser on “housing’s continued struggles” and the saggy state of the U.S. economy.

Random Roger on the long term consequences of inflation, illustrated through the price of first class postage.

Brett Steenbarger at TraderFeed on just how one should go about “learning how to trade.”

Robert Frank at the Wealth Report on why the wealthy are pulling back their hedge fund investments.

Jim Wiandt at on what new ETFs he would like to see launched.

Hal R. Varian in the New York Times breaks down the global economic value of an Apple iPod.

Russel Kinnel at with eight questions facing the mutual fund world.

In response to our post on options as an asset class, a reader sent along a link to this options site.

Paul Kedrosky at Infectious Greed points to a free-wheeling interview with Rupert Murdoch.

Greg Mankiw takes a closer look at Warren Buffett’s tax bill.

Thanks for checking with Abnormal Returns, where your feedback is always appreciated.

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.