Tuesday links: muddled picture

Bernard Wysocki Jr. at WSJ.com on how the flood of capital is ironically keeping more firms out of bankruptcy, for now.

Hugo Dixon at breakingviews.com with an explanation for the continued investment frenzy.

International interest rates are at two year highs. (via Bespoke Investment Group)

David Merkel at the Aleph Blog on the “muddled picture” facing interest rates.

Details on how the Blackstone Group pie is going to get divvied up. (via WSJ.com)

E*Trade (ETFC) apparently wins the Rydex auction. (via NakedShorts)

Tim Middleton at MSN Money with a negative view on junk bond funds.

Dan Culloton at Morningstar.com with ten surprising ETF facts.

Felix Salmon at Market Movers on how to write (effectively) about a company.

DealBook on the disconnect between poor venture capital fund returns and strong inflows.

FT Alphaville on hedge funds “..selling investment mutton dressed up as financial spring lamb.”

What is Eddie Lampert going to do with a new batch of capital? (via DealBook)

Bill Alpert at Barrons.com on the changes in strategy at Harvard Management Co.

Brett Steenbarger at TraderFeed on how new sites are making investors think more “thematically.”

Financial Rounds on the importance of “networks” and investment manager performance.

Howard Lindzon with some friendly advice for Jim Cramer.

Are financial blogs making the markets more efficient? (via Financial Philosopher)

Roger Ehrenberg and Joe Weisenthal on “fat tails”, “power laws” and the risk of ruin.

Calculated Risk on the relationship between mortgage and Treasury interest rates.

CXO Advisory Group on the relationship between the stock market and house prices.

Caroline Baum at Bloomberg.com is looking for an arbitrage opportunity in the new “forever stamps.”

Going Private explores the returns to the “new money” in motion picture finance.

Om Malik at GigaOM.com with five ways the iPhone will change the wireless business.

Strange Maps for all you map geeks out there. (via Freakonomics Blog)

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