Mortgage REITs are being “squeezed. (via

Fannie Mae (FNM) and Freddie Mac (FRE) are the beneficiaries. (via & Market Movers)

The housing market may stink, but farmland prices are booming. (via

Barry Ritholtz at the Big Picture wonders if we are closer to a bottom in the homebuilders than previously thought.

David Merkel at the Aleph Blog notes “Liquidity is a ‘fraidy cat.”

“(F)aith in emerging markets remains robust…” (via FT Alphaville)

Mark Hulbert at shows a marked drop in newsletter writer bullishness.

What is going on with Goldman Sachs‘ Global Alpha hedge fund. (via FT Alphaville)

Not all hedge funds have been losers in the credit crunch. Alea identifies some hedge fund winners and losers.

Greg Newton at NakedShorts with some advice for Bear Stearns (BSC) executives.

Charles W. Mulford and Narayanan Jayaraman at with a GDP-based valuation measure for the stock market.

Leon Cooperman is a stock market bull. (via

Is private equity all about making a “quick buck”? (via

Jeff Matthews thinks some public companies may regret levering up to pay a big dividend to shareholders.

Might spinoffs make a return in light of private equity woes? (via DealBook)

Abnormal Returns on the many advantages of portfolio simplicity.

The hedge fund industry is becoming more concentrated. (via All About Alpha)

“Investors need to ask themselves if they have an advantage or special non-inside information that isn’t accessible to everyone.” (via

Talk about strange bedfellows. Realtors jump into the carried-interest debate. (via DealBook)

James Altucher at trashes the three investment books he has written.

Mebane Faber at World Beta passes along a summer investment book reading list.

Elizabeth Nowicki at Truth on the Market with some sound advice for corporate executives in light of a verdict in an options backdating case.

Robert J. Samuelson at on the “tyranny of the capital markets.”

Pulling down the subscription wall seems to have been a good move for AOL. (via Internet Outsider)

Update your links to the Freakonomics Blog.

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