The Visa IPO will be a boon for the underwriting syndicate. (, DealBook)

Is the small cap cycle over? (Crossing Wall Street)

Inflation up. Home prices down. (Capital Spectator, Big Picture)

Measuring your portfolio’s hidden commodities exposure. (

Most mergers fail. However, “Deals made at the very beginning of a merger cycle regularly succeed.” (

Bond market volatility is on the rise. (MarketBeat)

“But the main reason why triple-A debt is so popular is very simple: there is a huge number of investors out there who have neither the ability nor the inclination to do detailed credit analysis on every bond they buy.” (Market Movers)

“But it looks like now could be the time for big and patient investors (such as Warren Buffett) to start snapping up relatively good-quality credit.” (FT Alphaville)

Getting scared silly by market pundits. (Dash of Insight)

Did the banks exaggerate their writeoffs? (

Peak gasoline demand? Not so fast. (Bill Rempel)

The Nasdaq wants in on the boom in SPAC issuance. (Deal Journal)

MBIA CDS prices show some improvement. (Alea)

“Think for yourself and act accordingly” is the message from Bill Bonner and Lila Rajivas book, “Mobs, Messiahs, and Markets.” (Finance Trends Matter)

The disconcerting impact of CEO stock sales. (Odd Numbers)

“When one facet of a situation becomes highly salient to us, we overweight it in our perception and information processing.” (TraderFeed)

“Are private equity firms that charge 20 percent carried interest leaving money on the table?” (DealBook)

Information assymmetries abound when hedge funds venture to Hollywood. (Going Private)

Dissecting the bond yield conundrum. (Economist’s View)

“The bottom line: financial globalization may have proceeded far among the industrial countries, but for the emerging markets, there still appear to be some impediments to the free flow of financial capital.” (Econbrowser)

We have an irrational need to keep our options open. (TierneyLab)

For the e-mail inclined Abnormal Returns offers you an option. You are a simple sign-up away from receiving all our posts via e-mail.

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.