“(T)he types of assets held by some SIVs continue to come into question.” (WSJ.com)

Are private equity shops and hedge funds bypassing investment banks to get deals done? (Deal Journal)

Emerging markets have now become big players.” (FT Alphaville)

Jeremy Grantham’s latest views on the markets.  (TheStreet.com)

Odds of a Fed rate cut keep rising. (Economist’s View)

Expect higher capital gains distributions from mutual funds this year. (WSJ.com)

The surprising level of (legal) insider buying. (Marketwatch.com)

Financial and retail ETFs appear undervalued. (Morningstar.com)

Four quarters of profits down the drain. (Bespoke Investment Group)

A do-it-yourself short dollar fund. (Bill Rempel)

The differences between the Nasdaq 100 (QQQQ) and the S&P 500 Tech Spyders (XLK) explained. (Crossing Wall Street)

What is happening with asset class correlations? (Capital Spectator)

A surge in the number of commodity-specific ETNs. (IndexUniverse.com)

Hedge fund replication quickly and succinctly summarized. (All About Alpha)

“So much of success, whether it’s writing books, trading, or advancing in a career, boils down to consistently pursuing opportunities when they present themselves.” (TraderFeed)

Cramerica on the next Countrywide Financial (CFC). (NakedShorts)

“The onset of peak oil is unlikely to be plainly obvious to market observers.” (Free Exchange)

Predicting a victor in the ongoing battle for Facebook. (Silicon Alley Insider)

An advanced course in the economics of economics blogging from Tyler Cowen. (Market Movers)

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