Tuesday links: ABCs of ABCP

11Sep07

FT Alphaville has a nice primer on the asset-backed commercial paper (ABCP).

The Float on what the consequences of a Fed cut might be on the economy and the markets.

Barry Ritholtz at the Big Picture on the relationship between the employment population ratio and recessions.

Yves Smith at naked capitalism on how self-interest plays out in product design on Wall Street.

“(T)the 20 stocks in the S&P 500 with the highest hedge-fund ownership concentration have tumbled 16% since June 30…” (WSJ.com)

Eddy Elfenbein at Crossing Wall Street has been looking at the value of corporate spin-offs.

Who is Joseph Lewis and has he put Bear Stearns (BSC) in play? (WSJ.com)

Is TheStreet.com (TSCM) in play? (HipMojo.com via GigaOM.com)

Some fellow hedge funds are losing faith in Eddie Lampert and Sears Holdings (SHLD). (InstitutionalInvestor.com)

Alistair Barr at Marketwatch.com with a guide on how to buy hedge funds.

IndexUniverse.com on the launch of the first muni ETF and the competitors waiting in the wings.

Joe Mysak at Bloomberg.com writes “It looks like things are going to go back to normal in the municipal bond market.”

Tim Middleton at MSN Money on the current attractions of the muni bond market.

Paul B. Farrell at Marketwatch.com looks at 8 ‘lazy portfolios’ in light of recent market volatility.

Allan Roth at IndexUniverse.com with some investing advice from an 8-year old.

DealBook on research on the performance of companies after they lose analyst coverage.

David Merkel at the Aleph Blog on the importance of taking a long-term perspective on business (and trading) relationships.

Paul Kedrosky at Infectious Greed on the growth in weather-related start-ups.

Brett Steenbarger at TraderFeed on the importance for traders practice making decisions under stressful conditions.

Jeff Miller at A Dash of Insight has more on the growing (and changing) role of the investment blogosphere.

Zubin Jelveh at Odd Numbers on research into the sources of the long-term rise in personal bankruptcies.

Happy birthday to….the Yuppie. (FT Alphaville)

Research finds that dogs like food. (Marginal Revolution)

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