The ten-year Treasury note touches 4%. (Crossing Wall Street & MarketBeat)

“The super SIV is Stupid, Incompetent and Villainous.” (

The fallout for the mortgage markets from this week’s news from Fannie & Freddie Mac. (Real Time Economics & Market Movers)

Why are the credit rating agencies so wrong, so consistently? (Big Picture)

For whom do deal breakup fees actually work? (DealZone)

Break-up fees and the definition of “specific performance.” (Epicurean Dealmaker)

What is the Fed’s implicit inflation target? (Market Movers)

Corporate insiders are acting more bullishly. (

10 things Wall Street should be thankful for. (breakingviews/

“The floating-rate market in munis is in turmoil,” (

Did some firms spend their “capital cushion” on stock buybacks? ( & Jeff Matthews)

One hedge fund opens, another closes. ( & both via DealBook)

A key market question: is the U.S. economy headed for a recession? (A Dash of Insight)

Another entrant into the 130/30 index business. (All About Alpha)

Further research into stock selection using the accrual anomaly. (CXO Advisory Group)

“Above all else, do no harm. It’s an oath that works for physicians and traders alike.” (TraderFeed)

Devising a warning system for rogue waves. (

On the eve of Thanksgiving we wanted to take a moment to thank of all of our readers. You can always reach Abnormal Returns with your questions and/or comments.

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