John Kimelman at Barrons.com talks with Greg Valliere on the role of the presidential election on the markets.
Why are the emerging markets and large-caps rallying at the same time? (FT Alphaville)
Ryan McLean at Morningstar.com with an interesting comparison of two firms’ earnings.
Aaron Pressman at BusinessWeek.com on research into the signals, or lack thereof, a dividend cut sends.
Have hedge funds grown more dangerous since the LTCM blow-up? (FT Alphaville)
Negative house price trends are set to continue. (Big Picture)
Is the Chicago Fed National Activity Index signaling a recession? (Bespoke Investment Group)
Accrued Interest on how to reform/restore confidence in the CDO market.
What is happening to merger arb spreads? (Deal Journal)
Brett Steenbarger at TraderFeed writes “It may not be losing that damages traders, but unacknowledged losing.”
James Picerno at the Capital Spectator highlights a new commodity ETF that looks to optimize returns via the management of future contracts.
The Q-Group line-up is all about alpha. (All About Alpha)
Should Facebook heed the historical evidence that monetizing social networks is difficult at best? (WSJ.com)
Menzie Chinn at Econbrowser on what stagflation might mean for the U.S. dollar.
Alea highlights a paper on how magicians protect intellectual capital without law(s).
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