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)

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