“There has been a repricing of credit risk, from pricing to perfection to pricing to reality…” (via NYTimes.com)
“It is not hard to see how the subprime disease could infect other markets.” (via Economist.com)
Eleanor Laise at WSJ.com on the returns (and business) prospects for hedge fund clones.
Jeff Miller at A Dash of Insight on the current state of market sentiment.
How can we gauge money manager “moods”? (via TraderFeed)
Is it time to stop segmenting investment portfolios along regional lines? (via NYTimes.com)
David Merkel at the Aleph Blog with twenty five ways to reduce investment risk.
Roger Ehrenberg at Information Arbitrage wonders if going public skews the incentives of alternative asset managers.
Lawrence C. Strauss at Barrons.com on the very real risk of closet-indexing in equity mutual funds.
Yves Smith at naked capitalism points to a “good primer on CDOs.”
Measuring the ‘term premium’ accurately is very difficult. (via Economist’s View)
Free exchange on financial patents and what makes an idea “proprietary.”
Does avoiding the effects of “extreme temperatures” extend lifespan? (via Real Time Economics)
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