A hedge fund’s bet against subprime mortgage loans generates a 1000%+ return. (FT.com)

What can we take away from this “ten-bagger” type performance? (Infectious Greed, Market Movers, Alea, Curious Capitalist)

One big hedge fund has weathered the storm this year quite nicely. (DealBook)

Contrarian signal? IPOs getting postponed at a record rate. (WSJ.com)

How big has the “negativity bubble” gotten? (TheStreet.com)

Recession? What say the capital markets and the prediction markets. (WSJ.com, Mankiw Blog)

The trend in GDP is “rarely obvious at any given point in time.” (Capital Spectator)

The falling U.S. dollar and the collapse in demand for U.S. financial assets. (FT Alphaville)

Gross hedge fund returns look more “normal” than net hedge fund returns. Are hedge funds defined by a fee structure? (All About Alpha)

How do fund managers react to recent success/failure? (CXO Advisory Group)

Five simple steps to invest like Warren Buffett. (Morningstar.com)

One company did well to ignore hedge fund demands for a merger. (DealBook)

“Is Lenny a High Beta player in disguise?”  (Daily Options Report)

How to deal with a “devastating” trading loss.  (TraderFeed)

Free PDF: The Future of Life-Cycle Saving and Investment. (CFA Institute)

Room at the top for only three big Internet “generalists.” (Silicon Alley Insider)

“Of all the sports, college football is the least predictable per game and per season,” (NYTimes.com)

Thanks again to everyone who has donated to Abnormal Returns. The tip jar remains open.

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Please see disclosures here.

Please see the Terms & Conditions page for a full disclaimer.