Tracking error, the dirty little secret of ETFs. (BusinessWeek.com)

Long-short mutual funds have fared okay in the recent downdraft. (WSJ.com)

REIT ETFs are down so much they are beginning to look attractive. (IndexUniverse.com)

High yield bond spreads continue to widen to near-2001 levels. (WSJ.com)

Is a recession already priced into the high yield market? (Accrued Interest)

A not-so obvious reason why fundamental indices underperformed in 2007. (Random Roger)

The Baltic Dry Index is down 40% from its recent peak. (FT Alphaville)

We are no closer to a monoline bond insurer bailout. (naked capitalism)

Fed policy is convex. (Alea)

The motivations behind a potential 50bp Fed funds rate cut. (Market Movers)

How often does GDP grow at a less than 1% rate? (Bespoke Investment Group)

Data issues when it comes to identifying a recession. (A Dash of Insight)

A bull market in Washington-based think tanks. (NYTimes.com)

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