Friday links: lender confidence

This is an early (and less than comprehensive) edition of the linkfest.  We hope you enjoy it.

Quote of the day

David Merkel, “So be wary when lending to entities depending on lender confidence.  That confidence can disappear in an instant…”  (Aleph Blog)

Chart of the day

incomeshare Friday links:  lender confidence

Whatever the explanation these income share graphs are striking.  (Econbrowser)

Markets

Market inefficiency at work.  (Kid Dynamite)

What to buy in case of US default?  (FT Alphaville)

Eric Sprott is selling more shares in his eponymous Sprott Physical Silver Trust ($PSLV).  (Kid Dynamite)

In the flight to Euroquality, investors want German bonds, not French.  (FT)

Strategy

Highly correlated markets are more volatile markets.  (Don Fishback)

Traders can’t create returns out of thin air.  (Falkenblog)

How to lose money with tighter stops.  (TheArmoTrader)

Are REITs a proxy for real estate in general?  (CXO Advisory Group)

Funds

Investors are shunning actively managed equity mutual funds.  (The Reformed Broker)

On the attraction of dividend paying stocks in the emerging markets.  (Focus on Funds)

Managed futures funds are putting up disappointing numbers.  (Dealbook)

Investors love industry specific ETFs.  (IndexUniverse)

Companies

Carl Icahn has a big mess to clean up.  Better buy Clorox ($CLX).  (24/7 Wall St., Dealbook)

Has Facebook missed its IPO window?  (Big Picture)

How Ralcorp ($RAH) is getting into the spinoff game.  (FT)

Are more big oil companies thinking of breaking themselves up, ala ConocoPhilips ($COP)?  (FT Alphaville)

Are Google ($GOOG) and Baidu ($BIDU) earnings related?  (Condor Options)

Is Research in Motion ($RIMM) the next DEC or Wang?  (AllThingsD)

Finance

Time is running out for Meredith Whitney’s call on muni default.  (Bloomberg, Condor Options)

Americans are looking for better banking solutions.  (Term Sheet)

An look at the Lehman Brothers bankruptcy from a distressed debt perspective.  (Distressed Debt Investing)

Economy

The damage already wrought by the debt ceiling debate.  (Felix Salmon)

Consumer sentiment is heading back to crisis lows.  (Calculated Risk)

Placid inflation:  good news or bad?  (Curious Capitalist)

The Fed is reluctant to act.  (Free exchange)

The paradox of US manufacturing success.  (Daniel Gross)

Earlier on Abnormal Returns

What you missed in our Friday morning linkfest.  (Abnormal Returns)

Mixed media

An introduction to Expected Returns by Antti Ilmanen.  (Portfolio Probe)

Winnie the Pooh is still big business after all these years.  (NYTimes)

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