The “bull market in everything” continued in October. (Capital Spectator)

Another batch of fund-related highlights and commentary. (

Bubbles compared. (Bespoke Investment Group)

One-way shipping news. (FT Alphaville)

Fed who? The market is still focused on inflation. (Big Picture)

Assets in 1X0/X0 programs “soar.” (

Some fund managers are not afraid of holding large cash balances. (

Beware of talk of the “trade of the year.” (Market Movers)

Is the SIV business model dead and gone? (NakedShorts)

A recession probability index has fallen. (Econbrowser)

A brief history of the toothpick. (

“Free is more complicated than you’d think.” (Scott Adams at

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