The frontier markets are emerging as a full-fledged investment option with new indices and funds coming to market. (WSJ.com)

4.9% GDP growth?!? What say Gross Domestic Income? (Big Picture, Real Time Economics)

“It may be that the markets used to follow the Fed — but now the market is Don Corleone, and the Fed is Jack Woltz, a step away from a horse’s head in its bed.” (MarketBeat)

Commercial credit dries up. (NYTimes.com)

Is there “..plenty of bad credit left out there to short.”? (DealBreaker.com)

Is the commercial real estate market next up for hard times? (naked capitalism)

Event-driven hedge funds are taking it on the chin. (FT Alphaville)

Big, multi-strategy hedge funds continue to attract capital from institutional investors. (DealBook)

E*Trade Financial (ETFC) attracts a white knight. (DealBook, WSJ.com, Infectious Greed, Market Movers)

What will Freddie Mac (FRE) pay to shore up its balance sheet? (Accrued Interest)

In praise of cutting dividends. (Market Movers)

The final word on the Citigroup-ADIA investment. (Alea)

What happens after two big up days in a row? (Bespoke Investment Group, ibid)

“(V)olatility has represented smart money this year.” (Daily Options Report)

“The yield premium for junk is currently the highest in about four years.” (Capital Spectator)

What is the right fee arrangement for a 130/30-type investment program? (All About Alpha)

“You know, trading is a craft. It’s something you hone over time.” (TraderFeed)

A back-of-the-envelope estimate of how a Yahoo-MSN combination might look. (Silicon Alley Insider)

The Trappist monks at St. Sixtus monastery in Belgium make some of the most sought after beer in the world. (WSJ.com)

Do you have some feedback for Abnormal Returns? Then feel free to drop us a line.

More Posts This Week

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.