Wednesday, November 18, 2009

Noteworthy Financial Stories for November 18

Mobius Sees 40% BRIC Stocks Gain, Buy on ‘Violent Correction’
http://www.bloomberg.com/apps/news?pid=20603037&sid=aPqkOekSP21c

Paulson Bets Bank of America Will Almost Double by End of 2011
http://www.bloomberg.com/apps/news?pid=20601087&sid=aeQdno1OSTgA&pos=2

Housing Starts in the U.S. Unexpectedly Plunged in October
http://www.bloomberg.com/apps/news?pid=20601087&sid=akFBKuUGSnwk&pos=1

Low U.S. Stock Trading Volume Heralds More Gains, Analysts Say http://www.bloomberg.com/apps/news?pid=20601103&sid=a_K53e3EhY0g

The madness of the inflation hawks
http://krugman.blogs.nytimes.com/2009/11/16/the-madness-of-the-inflation-hawks/

More Love For Gold
http://www.breakingviews.com/2009/11/16/gold.aspx?sg=nytimes

A View Of Oil
http://ftalphaville.ft.com/blog/2009/11/18/84011/is-oil-about-to-have-a-physical-reality-check/

Goldman, Buffett Said to Plan Small-Business Help
http://www.bloomberg.com/apps/news?pid=20601087&sid=aZlvBl7eTiiA&pos=1

Private-Equity Funding Plunges 62% at Calpers Amid Fee Review
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=a1Zm6rd4t2pc

ABC's Of Investing
http://finance.yahoo.com/tech-ticker/article/373611/ABC-Investing%3A-%22Anything-But-Cash%22-Keeps-Driving-Stocks-Higher

Carry Trade Has Created Asset Bubbles
http://www.minyanville.com/articles/suttmeier-carry-trade-economy-asset-bubbles-dollar-minyanville/index/a/25506/from/yahoo

The Dollar Is Burying Non-US Investors
http://www.minyanville.com/articles/us-dollar-foriegn-investors-negative-returns-euro-minyanville/index/a/25505/from/yahoo

CMBS Delinquencies Continue to Soar: Agency Reports
http://www.dsnews.com/articles/cmbs-delinquencies-continue-to-soar-agency-reports-2009-11-17

Commercial property optimism said to be boosting banks
http://www.cnbc.com/id/15840232?video=1334284149&play=1

'Buy the dips': The Wall St. cliche that has worked like a charm
http://latimesblogs.latimes.com/money_co/2009/11/stock-market-correction-buy-the-dips.html

Kass: The Quant Bubble
http://www.thestreet.com/story/10627813/1/kass-the-quant-bubble.html

Hedge-Fund Assets Increased $7.8 Billion in October
http://www.bloomberg.com/apps/news?pid=20601085&sid=aKPFjHjA8yu4

U.S. House plans jobs bill before year end
http://www.reuters.com/article/companyNewsAndPR/idUSN175421020091117