Talk about getting more than you bargained for…two hedge funds now control SemGroup Energy Partners LP (SGLP).  (

KKR’s “IPO” is anything but.  (DealBook also, Deal Journal)

Private equity firms keep finding out that the hedge fund biz is harder than it looks.  (FT Alphaville also Epicurean Dealmaker)

Carl Icahn is now on the other side of the bargaining table.  (Deal Journal, DealBook)

On the relationship between P/E ratios and inflation.  (Crossing Wall Street)

How did the Global Market Portfolio Index perform in July?  (Capital Spectator)

The Next 11” a re-shuffling of the global economic deck yields new winners.  (ETF Trends)

How to construct an “I Give Up” on stock market volatility portfolio.  (

The providers of inverse ETFs were helped by the SEC order to restrict naked short selling.  (NakedShorts)

Want to make your name as a securities analyst these days?  Be as gloomy as possible.  (

“This bear market will likely put an end to some CNBC regulars.”  (Howard Lindzon also Infectious Greed)

Good advice:  “get a job and trade on the side.”  (Bill Rempel)

A recession is nearing, but not yet here.  (Econbrowser, ibid)

The housing bust is a global phenomenon.  (Infectious Greed)

The window for new digital media companies is increasingly narrow.  (

In response to ‘pure drivel.’  (Free exchange)

Damn it feels good to read Damn, It Feels Good To Be A Banker.  (Mergers & Inquisitions,

The Blogger as DJ.  (The Stalwart)

Have we missed an interesting post in the investment blogosphere? If so, feel free to drop Abnormal Returns a line.

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.