Barry Ritholtz and Calculated Risk on rising delinquency rates for Alt-A home loans.

Accrued Interest on the critical role of the “correlation of defaults” in CDO pricing.

Greg Newton at NakedShorts on how hedge funds should be pricing complicated derivative securities.

The Epicurean Dealmaker takes issue with Felix Salmon on CDO pricing and Justin Fox on the role of taxes in the rise of private equity.

Three more indications that the private equity boom is “running out of gas.” (via Deal Journal)

Is the window now open for high-tech IPOs. (via DealBook)

Real Time Economics and the Capital Spectator on dimming hopes for a Fed rate cut any time soon.

Ticker Sense on what happens to the stock market when the Fed is on hold.

Economist.com on the “blurring lines” between hedge funds and banks.

Mebane Faber at World Beta has a good idea on how to create a better put-writing index.

Some smart investors are big investors in special-purpose acquisition companies, or SPACs. (via Market Movers)

Mark Gongloff at MarketBeat on dampened expectations for emerging market equities.

Allan Roth at IndexUniverse.com and the Financial Philosopher on the important role of “location” in allocating assets across taxable and tax-deferred accounts.

Bespoke Investment Group asks: “Wasn’t the iPhone supposed to hurt RIMM?”

Paul Kedrosky at WSJ.com on how the iPhone hysteria is really an indication of how much people hate their existing cell phones.

Abnormal Returns is always on the lookout for interesting posts in the investment blogsophere. Feel free to contact us with any tips.

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