“Are we entering a new golden age of volatility inspired opportunity?” (Capital Spectator)

What does the quality of financial company earnings tell us about the market as a whole? (Big Picture)

The thoughts of a full-blown market bull. (FT Alphaville)

“Long gone are the days when [hedge fund] start-ups from Wall Street traders…routinely pulled in more than $1 billion in a matter of months.” (DealBook)

There seems to be some dispute over just how big PetroChina (PTR) really is. (WSJ.com)

Are gold and oil prices being driven the weak U.S. dollar? (MarketBeat)

How much should we worry about $100 oil? (Econbrowser)

Asset classes don’t go out of business.” (Capital Spectator)

High yielding ETFs. (Bespoke Investment Group)

KKR wants a piece of the underwriting pie. (WSJ.com)

For endowment funds, “It paid to take early risks with alternative investments.” (InstitutionalInvestor.com)

An under-the-radar hedge fund IPO. (DealBook, NakedShorts)

“An MBA won’t make you a good investor.” (Market Movers)

On the opportunity costs of active trading. (Marketwatch.com)

“Is the era of the star fund manager over?” (Morningstar.com)

Structure matters, in part because it redistributes risk. (Accrued Interest)

Bond spreads are widening out again. (Bespoke Investment Group)

How the world came to embrace a consensus on monetary policy. (Infectious Greed)

Why Google (GOOG) is afraid of Facebook. (GigaOM.com)

How smart do you need to be to read this blog?  (Odd Numbers)

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