YTD returns for the S&P 500 in other currencies don’t look all that hot.  (Bespoke)

What happens to the stock market when the VIX goes from overbought to oversold in five days?  (Quantifiable Edges)

The IMF warns that the dollar-carry trade is blowing bubbles around the world.  (The Money Game also Washington Post)

Is the falling spread on emerging market bonds an indication of growing investor risk appetites?  (Abnormal Returns also FT Alphaville)

No matter the outcome a Supreme Court ruling on mutual fund fees will increase scrutiny on how fund boards operate.  (WSJ)

What effect will recent insider trading charges have on fundamental investors?  (Ultimi Barbarorum)

Banks have a lot to learn from hedge funds. (Peter Thal Larsen earlier Abnormal Returns)

Asset illiquidity has a big role in hedge fund return smoothing.  (SSRN)

John Alridge, “Goldman has dodged the credit-crunch bullet and is emerging from the crisis stronger than ever. To the victor, the spoils. But the patient might find cheating death easier than pacifying the public. Many remain unconvinced that, while Goldman may be big and clever, it is a force for good.”  (Times Online also MarketBeat, Daily Intel)

Why a financial transactions tax won’t work.  (Clusterstock)

TIPS-derived inflation expectations are on the rise.  (Capital Spectator, Across the Curve)

Putting the odds on a Fed Funds rate increase by June 2010.  (Crossing Wall Street)

Some perspective on just how bad the job loss situation for this economic cycle.  (Calculated Risk also Atlantic Business)

Deleveraging is going to happen one way or another.  (EconomPic Data)

Why are banks holding so many excess reserves?  (Alea Blog)

The Too Big to Fail, Too Big to Exist Act of 2009.  (Baseline Scenario, Big Picture)

Rick Bookstaber goes to Washington.  The SEC specifically.  (Rick Bookstaber, Credit Writedowns)

Andrew Ross Sorkin, of DealBook fame, profiled.  (NY Magazine also Clusterstock, Dealbreaker)

Justin Paterno, “Money has no time for spam.”  (Zero Beta)

Suggested reading for the potential value investor.  (Value Plays)

What does a Comcast deal for NBC Universal mean for CNBC?  (Zero Hedge)

Some free programing advice for CNBC and Fox Biz execs.  (The Reformed Broker)

Abnormal Returns is a proud member of the StockTwits Network.

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.