Noteworthy Financial Stories for June 30

ECB Lends Less Than Forecast in Three-Month Tender
http://noir.bloomberg.com/apps/news?pid=20601087&sid=awRZcEejeb3M&pos=1

ADP Estimates U.S. Companies Added 13,000 Workers
http://noir.bloomberg.com/apps/news?pid=20601087&sid=a59wJXuZkPtc&pos=2

Foreclosed Homes in U.S. Sell at 27% Discount as Supply Grows
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aylGO8UNvGrA&pos=7

M&A Slowdown May Persist After Dealmaking Fizzles in First Half
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aNESXheVarvg&pos=5

China Stocks Drop Signals 65% Rally to Morgan Stanley
http://noir.bloomberg.com/apps/news?pid=20601010&sid=aoG2qkHmFUxo

401(k) Match Not Restored by Half of Firms, Towers Watson Says
http://noir.bloomberg.com/apps/news?pid=20603037&sid=aw0PUpAcVQTw

Darda Says Double-Dip Chorus Rings in Rally as Dark Cross Looms
http://noir.bloomberg.com/apps/news?pid=20601084&sid=aC_pwQQA6sJg

House OKs Extension of Tax Credit Deadline
http://www.housingwire.com/2010/06/29/house-oks-extension-of-tax-credit-closing-deadline

Govt. Belt Tightening Now Is a "Recipe for Disaster," Dan Greenhaus Says
http://finance.yahoo.com/tech-ticker/article/513005/Govt.-Belt-Tightening-Now-Is-a-%22Recipe-for-Disaster%2C%22-Dan-Greenhaus-Says

Bull Market Isn't Dead Yet But "Cash Is Better Than Losing Money," Barry Ritholtz Says
http://finance.yahoo.com/tech-ticker/article/512933/Bull-Market-Isnt-Dead-Yet-But-%22Cash-Is-Better-Than-Losing-Money%2C%22-Barry-Ritholtz-Says

The crowd has discovered energy MLPs
http://classic.abnormalreturns.com/the-crowd-has-discovered-energy-mlps/

Warning signals of a double-dip recession flash brightly across the world
http://www.telegraph.co.uk/finance/financetopics/financialcrisis/7862380/Warning-signals-of-a-double-dip-recession-flash-brightly-across-the-world.html

It's 1937 Again!
http://delong.typepad.com/sdj/2010/06/its-1937-again.html?utm_source=feedburner&utm

Random Reasons to be Bearish
http://ftalphaville.ft.com/blog/2010/06/29/274041/random-reasons-to-be-bearish%c2%ae/

Goldman Sachs: Here’s Why You Should Invest in Berkshire
http://blogs.wsj.com/marketbeat/2010/06/29/goldman-sachs-heres-why-you-should-invest-in-berkshire/
The Dead Cross
http://markettalk.newswires-americas.com/?p=12165

'Double dip' and deflation fears fuel another plunge in Treasury bond yields
http://latimesblogs.latimes.com/money_co/2010/06/economy-deflation-treasury-yields-krugman-depression.html

Technical Deterioration In Both Short & Long Term Indicators
http://www.tradersnarrative.com/technical-deterioration-in-both-short-long-term-indicators-4345.html

Banks Edge Cautiously Back Into Commercial Mortgage-Backed Bonds
http://www.nytimes.com/2010/06/30/realestate/commercial/30cmbs.html?ref=business

Fannie-Freddie Bailout Could Cost Taxpayers $1 Trillion
http://www.cnbc.com/id/37982580

China Bank Targets Commercial Real-Estate Owners Needing Loans Exceeding $100 Million; Lack of Name Recognition
http://online.wsj.com/article/SB10001424052748704103904575337340030163622.html?mod=dist_smartbrief

REITs Turn Down but Still Beat Stock Market
http://online.wsj.com/article/SB10001424052748703374104575337000701740896.html?mod=dist_smartbrief

Dark Cross History
http://www.ritholtz.com/blog/2010/06/dark-cross-history/

Goldman shorted $615M of its CDOs, mortgage securities
http://www.marketwatch.com/story/goldman-shorted-615m-of-its-cdos-rmbs-2010-06-30?siteid=rss&rss=1

Noteworthy Financial Stories for June 28

Fear Feeding Greed With S&P 500 Correlation to Bonds
http://noir.bloomberg.com/apps/news?pid=20601087&sid=a97x9XzjfmRU&pos=2

Dollar Gains Buckle as Strategists Draw Line at $1.20
http://noir.bloomberg.com/apps/news?pid=20601087&sid=ag2SUrPc8mGc&pos=2

Bonds Gain in Best Year Since ‘05 as Rally May End
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aWkLU0XzQIxc&pos=3

Bond Distress Rises as Default Forecasts Vary: Credit Markets
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aDh0U1BB1BHs&pos=6

Jobless Produce U.S. Profit on Productivity With Less Inflation
http://noir.bloomberg.com/apps/news?pid=20601087&sid=a6w.WDFs_VII&pos=7

States of Crisis for 46 Governments Facing Greek-Style Deficits
http://noir.bloomberg.com/apps/news?pid=20601109&sid=atxrhPqbty_4&pos=14

Tesla Increases Shares Offered in IPO by 20% to 13.3 Million
http://noir.bloomberg.com/apps/news?pid=20601084&sid=aA6fli6g87iA

Ghana Stocks May Jump 40% as Oil Spurs Best Growth, Exotix Says
http://noir.bloomberg.com/apps/news?pid=20601084&sid=acUsi9b2fLHg

Guest post: El-Erian on a disappointing G20 compromise
http://ftalphaville.ft.com/blog/2010/06/28/272671/guest-post-el-erian-disappointing-g20-compromise/

Dances with defaults, adventures in news
http://ftalphaville.ft.com/blog/2010/06/28/272046/dances-with-defaults-adventures-in-news/

Geopolitics and oil spills: the perils of forecasting
http://www.platts.com/weblog/oilblog/2010/06/25/geopolitics_and.html

RBS tells clients to prepare for 'monster' money-printing by the Federal Reserve
http://www.telegraph.co.uk/finance/comment/ambroseevans_pritchard/7857595/RBS-tells-clients-to-prepare-for-monster-money-printing-by-the-Federal-Reserve.html

Repent at leisure
http://www.economist.com/node/16397110?story_id=16397110&source=hptextfeature

Jim Chanos On Short Selling: The Power of Negative Thinking
http://www.marketfolly.com/2010/06/jim-chanos-on-short-selling-power-of.html#ixzz0s9aaJUIP

Sentiment Overview: Week Of June 25th, 2010
http://www.tradersnarrative.com/sentiment-overview-week-of-june-25th-2010-4298.html

Lumber Prices
http://economicedge.blogspot.com/2010/06/lumber-prices-indicate-next-wave-down.html

Will Financial Reform Pass by July 4?
http://www.housingwire.com/2010/06/28/monday-morning-cup-of-coffee-55



First-Quarter GDP Growth Revised Down Again as Jobless Data Weighs on Outlook
http://www.housingwire.com/2010/06/25/first-quarter-gdp-growth-revised-down-again-as-jobless-data-weighs-on-outlook

Fantastic Presentation On How To Analyze And Think About Gold Prices
http://finance.yahoo.com/tech-ticker/article/509792/Fantastic-Presentation-On-How-To-Analyze-And-Think-About-Gold-Prices

Paul Krugman Throws In Towel, Says We're Headed For Another Depression
http://finance.yahoo.com/tech-ticker/article/509871/Paul-Krugman-Throws-In-Towel%2C-Says-Were-Headed-For-Another-Depression

'Double Dip'? Or Did the 'Great Recession' Really Never End?
http://finance.yahoo.com/tech-ticker/'double-dip'-or-did-the-'great-recession'-really-never-end-510021.html?tickers=%5EDJI,%5EGSPC,SPY,TBT,TLT,GLD,UUP

Double Dip? We're Already in Recession
http://www.minyanville.com/businessmarkets/articles/double-dip-recession-dow-jones-djia/6/28/2010/id/28943?camp=syndication&from=yahoo

Recognizing Secular Bull/Bear Phases
http://www.tradersnarrative.com/recognizing-secular-bullbear-phases-4330.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+TradersNarrative+%28Trader%27s+Narrative%29

Chicago Fed: Best Days Behind Us?
http://www.ritholtz.com/blog/2010/06/chicago-fed-best-days-behind-us/

The Economist "Rising Government Debt is a Ponzi Scheme"
http://globaleconomicanalysis.blogspot.com/2010/06/economist-rising-government-debt-is.html

The Slippery Slope of Short Sales
http://www.housingwire.com/2010/06/28/the-slippery-slope-of-short-sales

Niche REITs Like Their Prospects
http://www.globest.com/news/1692_1692/newyork/300579-1.html

Lail: REITs won't go on a buying spree anytime soon
http://www.globest.com/upclose/-300572-1.html

Guilt-free Summer Reading List for Busy Entrepreneurs
http://www.openforum.com/idea-hub/topics/lifestyle/article/guilt-free-summer-reading-list-for-busy-entrepreneurs-susan-l-reid

How to Boost Your Chances of Getting Approved for a Bank Loan
http://www.openforum.com/idea-hub/topics/money/article/how-to-boost-your-chances-of-getting-approved-for-a-bank-loan-anne-field

Commercial Mortgages Fail to Pay as Lending Increases
http://noir.bloomberg.com/apps/news?pid=20601206&sid=a4EHU2A1oKM8

Noteworthy Financial Stories for June 23

Volcker Rule Under Attack as Lawmakers Seek Hedge Fund Loophole
http://noir.bloomberg.com/apps/news?pid=20601087&sid=a63RvgcSapo8&pos=1

Record BRIC-Led Share Sales Inundate Emerging Markets
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aJKYtB7PSX.8&pos=7

Bernanke Economy May Get Boost From Stronger Chinese Currency
http://noir.bloomberg.com/apps/news?pid=20601109&sid=adBtFJXV1ThQ&pos=12

Bond Defaults Stalk Michigan’s Wealthiest as Home Prices Crash
http://noir.bloomberg.com/apps/news?pid=20601109&sid=aDwniQuSlitU&pos=13

Euro Near 1-Week Low on Speculation Global Recovery Will Stall
http://noir.bloomberg.com/apps/news?pid=20601010&sid=avMGEUUxC2mg

European Rally Seen by Stock Strategists on Profits
http://noir.bloomberg.com/apps/news?pid=20603037&sid=ae72HFwNzEro

BofA Beating JPMorgan Is Reason to Trade Options, Barclays Says
http://noir.bloomberg.com/apps/news?pid=20601084&sid=avIYNrr.BjQc

Junk Bonds Revive on Bernanke ’Sub-par’ Economy: Credit Markets
http://noir.bloomberg.com/apps/news?pid=20601009&sid=a3HS3ZdXBqw0

Gold May Gain in New York as Recovery Concerns Spur Demand
http://noir.bloomberg.com/apps/news?pid=20601012&sid=aHVmAtvmWXjU

Yuan Shift Won’t Make Stocks Better Buys, Mobius Says
http://noir.bloomberg.com/apps/news?pid=20601013&sid=awYE45QnaSag

BP Spill May Be Less Than Doomsayers Think
http://noir.bloomberg.com/apps/news?pid=20601039&sid=axz59xiCgHuw

Chinese floating exchange rate? There’s an ETF for that
http://ftalphaville.ft.com/blog/2010/06/23/269196/chinese-floating-exchange-rate-theres-an-etf-for-that/

Flight to safety? Follow the US Treasuries
http://ftalphaville.ft.com/blog/2010/06/23/269101/flight-to-safety-2/

My junk bond is better than your sovereign bond
http://ftalphaville.ft.com/blog/2010/06/23/268756/my-junk-bond-is-better-than-your-sovereign-bond/

Is Paul Krugman depressed?
http://blogs.marketwatch.com/fundmastery/2010/06/21/is-paul-krugman-depressed/

There Will Be War
http://www.forbes.com/2010/06/21/iran-nuclear-israel-war-opinions-reza-kahlili.html?feed=rss_home
Stupid Boys & The Jones Act
http://www.upsidetrader.com/2010/06/21/stupid-boys-the-jones-act/

Is May's Home Sales Decline an Alarming Signal of What's to Come?
http://www.housingwire.com/2010/06/22/is-mays-home-sales-decline-an-alarming-signal-of-whats-to-come

Dow Fails to Hold Its 200-Day Simple Moving Average
http://www.minyanville.com/businessmarkets/articles/dow-200-day-simple-moving-average/6/23/2010/id/28871?camp=syndication&from=yahoo

Why MLP ETFs Require Careful Consideration
http://finance.yahoo.com/news/Why-MLP-ETFs-Require-Careful-ms-2704204583.html?x=0

Demand For Some Commercial Properties Masks Market's Problems
http://online.wsj.com/article/BT-CO-20100622-712687.html?mod=dist_smartbrief

New Accounting Rules Ruffle the Leasing Market
http://www.nytimes.com/2010/06/23/realestate/commercial/23fasb.html?ref=business

Hotels appear to be on the brink of recovery
http://online.wsj.com/article/SB10001424052748704123604575322840815295472.html?mod=dist_smartbrief

How to Organize a Successful Meetup
http://www.openforum.com/idea-hub/topics/technology/article/how-to-organize-a-successful-meetup-stephanie-marcus

Kauffman Economic Outlook, Q2: 'Tepidly Optimistic'
http://www.openforum.com/idea-hub/topics/money/article/kauffman-economic-outlook-q2-tepidly-optimistic-anita-campbell

Value Picks From A Top Money Manager
http://stocks.investopedia.com/stock-analysis/2010/Value-Picks-From-A-Top-Money-Manager-BMY-JNJ-GD-MSFT-MO0623.aspx?partner=YahooSA

FOMC Statement: "Exceptional", "Extended", Hoenig Dissents
http://www.zerohedge.com/article/fomc-statement-exceptional-extended-hoenig-dissents

Rosenberg: "The Pattern Would Suggest A Test Of 5,000 On The Dow (At The Same Time As Gold Is At 5,000 Too)"
http://www.zerohedge.com/article/rosenberg-pattern-would-suggest-test-5000-dow-same-time-gold-5000-too

Global Tactical Asset Allocation - Equities, Third Quarter Update, Part 2
http://www.zerohedge.com/article/global-tactical-asset-allocation-equities-third-quarter-update-part-2


A Squeeze Or A Rally? Goldman Increasingly Doubting Its Bullishness (Time To Buy?)
http://www.zerohedge.com/article/squeeze-or-rally-goldman-increasingly-doubting-its-bullishness-time-buy

New Home Sales Plunge By Record 33%, Market Plunges To Welcome Double Dip
http://www.zerohedge.com/article/new-home-sales-plunge-record-33-market-plunges-welcome-double-dip

Here Comes the “Bathtub” Economy
http://www.zerohedge.com/article/here-comes-%E2%80%9Cbathtub%E2%80%9D-economy?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29

ECRI Weekly Leading Indicators Widely Misunderstood
http://www.ritholtz.com/blog/2010/06/ecri-weekly-leadinbg-indicators-widely-misunderstood/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+TheBigPicture+%28The+Big+Picture%29

Rydex Sentiment For The Energy Services Sector
http://www.tradersnarrative.com/rydex-sentiment-for-the-energy-services-sector-4300.html

Equity Analysts Are Getting Real: Rally for Q2 Earnings?
http://blogs.wsj.com/marketbeat/2010/06/22/equity-analysts-are-getting-real-rally-for-q2-earnings/

Gold's ever-so-brief new high
http://www.marketwatch.com/story/contrarian-take-on-golds-prospects-2010-06-23

Funds of hedge funds
http://www.ft.com/cms/s/3/ccc2e37c-7ea1-11df-ac9b-00144feabdc0.html

Update on Momentum Stocks
http://www.crossingwallstreet.com/archives/2010/06/update_on_momen.html

Ken French Website
http://mba.tuck.dartmouth.edu/pages/faculty/ken.french/data_library.html

Private Equity's Cash Problem
http://online.wsj.com/article/SB10001424052748704853404575323073059041024.html

The Dunning-Kruger Effect: Can We Profit?
http://oldprof.typepad.com/a_dash_of_insight/2010/06/the_dunning-kruger_effect.html

Victor Niederhoffer
http://randomroger.blogspot.com/2010/06/victor-niederhoffer.html

Noteworthy Financial Stories for June 22

Springboarding Off The 200 Day Moving Average
http://www.tradersnarrative.com/springboarding-off-the-200-day-moving-average-4297.html

Five Unlikely ETF Winners From China's Yuan Policy Shift
http://seekingalpha.com/article/211215-five-unlikely-etf-winners-from-china-s-yuan-policy-shift?source=feed

From Oversold To Overbought In The Blink Of An Eye
http://www.tradersnarrative.com/from-oversold-to-overbought-in-the-blink-of-an-eye-4274.html

Shifting Wealth: The Emerging Bull Market
http://www.tradersnarrative.com/shifting-wealth-the-emerging-bull-market-4293.html

Daily Market Commentary: Plenty of Volatility
http://www.markets.fallondpicks.com/2010/06/daily-market-commentary-plenty-of.html

Stocks Snap Longest Rally in 11 Months; U.S. Futures, Oil Fall
http://noir.bloomberg.com/apps/news?pid=newsarchive&sid=aXuCZDd2CBOw

Exporters Optimistic Over Move on Currency
http://www.nytimes.com/2010/06/22/business/22react.html?partner=rss&emc=rss

World stocks down as Europe debt fears creep back
http://finance.yahoo.com/news/World-stocks-down-as-Europe-apf-3521732329.html?x=0

Distressed CMBS Loans Up 41% in April, as Commercial Real Estate Prices Edge Higher
http://www.housingwire.com/2010/06/21/distressed-cmbs-loans-up-41-in-april-as-commercial-real-estate-prices-edge-higher

More Bankers Expect Economic Improvement before 2011: Grant Thornton
http://www.housingwire.com/2010/06/21/more-bankers-expect-economic-improvement-before-2011-grant-thornton

Purchases of U.S. Existing Homes Unexpectedly Fall
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aFrqvbZJB_Ag&pos=1

Geithner Says Credit Access Improving, May Aid Growth
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aFNglNGmjWOk&pos=4

Inflation Expectations Signal No Hurry for Fed to Raise Rates
http://noir.bloomberg.com/apps/news?pid=20601087&sid=a50ZoA7W63fM&pos=5

BP Oil Disaster Costs U.S. State Pensions $1.4 Billion in Value
http://noir.bloomberg.com/apps/news?pid=20601109&sid=aCTrmb3sdPMc&pos=11

Yuan Gain May Alter Global Growth More Than Velocity
http://noir.bloomberg.com/apps/news?pid=20601010&sid=a3KVAn12SCeI

Obama Seeks More Than $100 Million for Laid-Off Oil Rig Workers
http://noir.bloomberg.com/apps/news?pid=20601070&sid=ae4iwFEPQY4s

Airline Passenger Bumping in U.S. May Be Highest Since 2001
http://noir.bloomberg.com/apps/news?pid=20601093&sid=aPAZ2b.sg_fE

S&P 500 Losing 50% Recovery Signals Caution in Charts
http://noir.bloomberg.com/apps/news?pid=20601084&sid=aTdyizOXFEaY

U.S. Stocks Are Poised to Lag After Plunge in VIX, Bespoke Says
http://noir.bloomberg.com/apps/news?pid=20601084&sid=a9tLSVEpcm7E

Merrill Says Markets ‘Overreacted’ on European Debt
http://noir.bloomberg.com/apps/news?pid=20601084&sid=aM2K7aQXZEn4

Silver, ‘Gold’s Little Brother,’ May Advance to $23
http://noir.bloomberg.com/apps/news?pid=20601012&sid=aQKrKMADo9o8

Yuan Falls Most Since December 2008 on Signs PBOC to Curb Gains
http://noir.bloomberg.com/apps/news?pid=20601083&sid=a2rRNIKek2go

Pimco Favors Brazil, Mexico, Korea for Investment
http://noir.bloomberg.com/apps/news?pid=20601014&sid=aik06jo77GWI

Moody's: Commercial real estate prices up in April
http://www.businessweek.com/ap/financialnews/D9GFRPM00.htm

BofA NY headquarters loan in unique CMBS, muni deal
http://www.reuters.com/article/idUSN2125512620100621

Atlanta leading nation in problem CMBS loans
http://www.bizjournals.com/atlanta/stories/2010/06/21/story6.html?b=1277092800^3524021&s=industry&i=commercial_real_estate

Marks: Strong credit correlates with strong corporate governance
http://www.reit.com/Videos/Steven-Marks-REITWeek2010.aspx
REITs Make Their Case
http://multifamilyexecutive.com/reits/reits-make-their-case.aspx

America's New Budgetless Reality Is "Betrayal Of American Taxpayers", Says Republican House Leader John Boehner
http://www.zerohedge.com/article/americas-new-budgetless-reality-betrayal-american-taxpayers-says-republican-house-leader-joh

Moody's/REAL Commercial Property Price Index Picks Up Slightly After Two Months Of Declines
http://www.zerohedge.com/article/moodysreal-commercial-property-price-index-picks-slightly-after-two-months-declines

Art of Being Wrong
http://vixandmore.blogspot.com/2010/06/art-of-being-wrong.html

Rally Over China's Yuan Move Fades as Quickly as It Began
http://www.cnbc.com/id/37849377

Country "PEG" Ratios
http://www.bespokeinvest.com/thinkbig/2010/6/22/country-peg-ratios.html

Kass: Adapting to Mr. Market
http://www.thestreet.com/story/10788699/1/kass-adapting-to-mr-market.html

One Big Thing We Don’t Know About Stocks
http://bucks.blogs.nytimes.com/2010/06/21/one-big-thing-we-dont-know-about-stocks/

MINIMIZING THE THREAT OF "LUCK"
http://www.capitalspectator.com/archives/2010/06/minimizing_the.html

Why All You Need Is A Dow Jones Index ETF
Read more: http://www.businessinsider.com/diamonds-is-the-only-holding-you-need-2010-6#ixzz0rbYfe3j3

Yuan or Renminbi: What’s the Right Word for China’s Currency?
http://blogs.wsj.com/marketbeat/2010/06/21/yuan-or-renminbi-whats-the-right-word-for-chinas-currency/

Hoodoos, Hedge Funds, and Alibis: Victor Niederhoffer on Being Wrong
http://www.slate.com/blogs/blogs/thewrongstuff/archive/2010/06/21/hoodoos-hedge-funds-and-alibis-victor-niederhoffer-on-being-wrong.aspx

Using Artificial Intelligence to Digest News, Trade Stocks
http://blogs.wsj.com/digits/2010/06/21/using-artificial-intelligence-to-digest-financial-news/

S&P 500 struggles to escape the 200-day average
http://www.marketwatch.com/story/sp-struggles-to-escape-major-resistance-2010-06-22?siteid=yhoof

CBS - Recession Redfines Goals
http://www.fundmymutualfund.com/2010/06/video-cbs-recession-redfines-goals.html

Trading Cycles
http://www.ritholtz.com/blog/2010/06/trading-cycles/

Current Standard Deviation Levels for the Daily SP500 SPX
http://blog.afraidtotrade.com/current-standard-deviation-levels-for-the-daily-sp500-spx/

How to ride an up-and-down market
http://money.cnn.com/2010/06/22/pf/riding_volatile_market.fortune/index.htm?section=money_markets&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+rss%2Fmoney_markets+%28Markets%29

Noteworthy Financial Stories for June 21

Stocks, Commodities Climb, Treasuries Fall on China Yuan Move
http://noir.bloomberg.com/apps/news?pid=20601087&sid=arEjefiPlAQw&pos=1

Papandreou Says Cuts to Overcome Investor Skepticism: Tom Keene
http://noir.bloomberg.com/apps/news?pid=20601087&sid=abaSY6iTp1yY&pos=4

China Backs Obama With Debt Holdings to $900 Billion
http://noir.bloomberg.com/apps/news?pid=20601087&sid=a4PW40yyRMOU&pos=6

Best Stocks Liked Least by Analysts Missing U.S. Gain
http://noir.bloomberg.com/apps/news?pid=20603037&sid=aQHQx9ZD4KaU

China Turns Tables on AAA Debt Time-Bomb Nations
http://noir.bloomberg.com/apps/news?pid=20601039&sid=aQ33o0_HpEiw

Bank Stock Hotness Leaves Behind a Ho-Hum Market
http://noir.bloomberg.com/apps/news?pid=20601039&sid=ahHJPDIuTslY

Treasuries Drop Most in Week as Stocks Gain on End of Yuan Peg
http://noir.bloomberg.com/apps/news?pid=20601009&sid=aX6Ua8eV7IQI

Gold May Advance to $1,500 by End of Year: Technical Analysis
http://noir.bloomberg.com/apps/news?pid=20601012&sid=aYJUlhHeTMew

A New Twist On Gold’s K-Ratio
http://www.tradersnarrative.com/a-new-twist-on-golds-k-ratio-4272.html

Sentiment Overview: Week Of June 18th, 2010
http://www.tradersnarrative.com/sentiment-overview-week-of-june-18th-2010-4276.html

Weekly Market Commentary Nasdaq.html
http://www.markets.fallondpicks.com/2010/06/weekly-market-comentary-nasdaq.html

Dissecting China’s Yuan Moves
http://www.ritholtz.com/blog/2010/06/dissecting-china%e2%80%99s-yuan-moves/

Where Has All The Volume Gone
http://www.tradersnarrative.com/where-has-all-the-volume-gone-4286.html

Meredith Whitney: "No Doubt We Have Entered A Double-Dip For Housing"
http://www.zerohedge.com/article/meredith-whitney-no-doubt-we-have-entered-double-dip-housing

Weekly Review of Stockcharts.com
http://www.markets.fallondpicks.com/2010/06/weekly-review-of-stockchartscom_21.html



Global Financial Crisis for Dummies: Why the Abandonment of the Gold Standard is Responsible for the World's Sovereign Debt Crises
http://www.zerohedge.com/article/global-financial-crisis-dummies-why-abandonment-gold-standard-responsible-worlds-sovereign-d

Props to BR; Bond Bubble; Deleveraging
http://www.ritholtz.com/blog/2010/06/props-to-br-bond-bubble-deleveraging/

Money Talks: A Hedge-Fund King Philosophizes on Truth and Weasels
http://online.wsj.com/article/SB10001424052748704256604575294381732663678.html?mod=WSJ_mgmt_LeadStoryCollection

Roubini: China's Yuan Revaluation Could Backfire On The U.S.
http://www.businessinsider.com/roubini-yuan-revaluation-2010-6

What Are Some of the Risks Associated with Investing in MLPs?
http://finance.yahoo.com/news/What-Are-Some-of-the-Risks-indie-49215854.html?x=0

Our Top Two Picks in the Asset Management Industry
http://finance.yahoo.com/news/Our-Top-Two-Picks-in-the-ms-2315326085.html?x=0

The Error-Proof Portfolio: Look Before You Leap Into Busted Blue Chips
http://finance.yahoo.com/news/The-ErrorProof-Portfolio-Look-ms-225246998.html?x=0

Distressed CRE Drops by 11%
http://www.globest.com/news/1687_1687/washington/300451-1.html

Investments That Crank Out Cash
http://www.smartmoney.com/investing/bonds/investments-that-crank-out-cash/

Real Estate Investors Face Building Shortage
http://blogs.wsj.com/developments/2010/06/18/real-estate-investors-face-building-shortage/

How to Think Like a Bootstrapper
http://www.openforum.com/idea-hub/topics/money/article/how-to-think-like-a-bootstrapper-scott-allen

Introducing the Fifth C of Credit
http://www.housingwire.com/2010/06/21/introducing-the-fifth-c-of-credit

Is the Fed out of bullets?
http://money.cnn.com/2010/06/21/news/economy/what_can_fed_do/index.htm

Segmenting Office Market Rent Performance and Cap Rates
https://www.cbre-ea.com/default.aspx?_title=AboutRealEstate&_id=2406

Factbox: Winners and losers from a firmer yuan
http://www.reuters.com/article/idUSTRE65K0Y120100621
A Credit Crunch That Lingers
http://online.wsj.com/article/SB10001424052748704852004575257970246239874.html

The internet: Everything you ever need to know
http://www.guardian.co.uk/technology/2010/jun/20/internet-everything-need-to-know

Home Builders Sell Signals
http://www.ritholtz.com/blog/2010/06/home-builders-sell-signals/

PE Ratio
http://econompicdata.blogspot.com/2010/06/pe-ratio-deflators-and-long-term.html

Global Grain Surplus Sows Trouble
http://online.wsj.com/article/SB10001424052748703438604575314833883953898.html

Some Thoughts on Herding
http://zerobeta.wordpress.com/2010/06/20/some-thoughts-on-herding/

Attack of The Math Brats
http://www.time.com/time/magazine/article/0,9171,1997467,00.html

Inflation or deflation?
http://www.econbrowser.com/archives/2010/06/inflation_or_de.html

China, the yuan and commodities
http://www.theglobeandmail.com/globe-investor/markets/markets-blog/china-the-yuan-and-commodities/article1611732/

Noteworthy Financial Stories for June 18

Gold Rises to a Record in London, New York on European Concern
http://www.bloomberg.com/apps/news?pid=20601087&sid=ajCnkJr1lxUE&pos=3

Stocks Rise for Ninth Day; U.S. Futures Fluctuate, Yen Gains
http://www.bloomberg.com/apps/news?pid=20601087&sid=atMYdKtk3SWk&pos=3

Trading Floor TVs, Atrium Games Help Prevent Soccer Sick Notes
http://www.bloomberg.com/apps/news?pid=20601109&sid=aBUvSYbbOtUQ&pos=10

Unwed Daughters in Greece Catch ‘Time Bomb’ in Pension Overhaul
http://www.bloomberg.com/apps/news?pid=20601109&sid=anAvP.vKWaaE&pos=12

BofA Seeks ‘Edge’ With Merrill Rivaling Schwab, Fidelity Online
http://www.bloomberg.com/apps/news?pid=20603037&sid=a6Rf4jUmpQwc

Obama’s $20 Billion BP ‘Shakedown’ Is a Shakeup: Ann Woolner
http://www.bloomberg.com/apps/news?pid=20601039&sid=ah15Ueli7_Ww

Gold to Jump to Record $1,300 as Currencies Shunned
http://www.bloomberg.com/apps/news?pid=20601012&sid=afaFMAB3HW5M

Tower of Basel
http://www.housingwire.com/2010/06/17/the-tower-of-basel

Is Spain Next?
http://www.econbrowser.com/archives/2010/06/is_spain_next.html

10yr approaching breakout
http://shadowcapitalism.com/2010/06/17/10yr-approaching-breakout/

"There Are a Lot of Reasons to be Angry" Says Todd Harrison
http://finance.yahoo.com/tech-ticker/article/505754/Social-Mood-Turns-Sour%3A-Not-a-Good-Sign-for-the-Market%2C-Says-Todd-Harrison

China tells G20 to keep its hands off the yuan
http://www.reuters.com/article/idUSTRE65H0NL20100618

Blackstone's Wien upbeat on Greece bailout package
http://uk.reuters.com/article/idUKLNE65F01Z20100617

Hedge veteran eyes commodity play in forex crisis
http://www.reuters.com/article/idUSLDE65112B20100617

Japanese Teachers’ Fund Mulls Investing in REITs to Hedge Risks
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=afcKZPRuzyA8

Emerging Market Equity Funds Get Inflows, EPFR Says
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=a3.I77ztd6as
Analysis: Funds woo wary investors with "absolute returns"
http://www.reuters.com/article/idUSTRE65G58520100617?type=ousivMolt

Let the hedge funds run the risks
http://www.washingtonpost.com/wp-dyn/content/article/2010/06/17/AR2010061705861.html

Analysis: Banks hiring as CMBS starts to revive
http://www.reuters.com/article/idUSTRE65G4SW20100617

What Coming Wave of Corporate Debt Means to Investors
http://www.cnbc.com/id/37737915

Cafaro: Health care will be a major asset class for REIT sector
http://www.reit.com/Videos/Debra-Cafaro-REITWeek-2010.aspx

Retail, Residential Have The REIT Stuff
http://www.investors.com/NewsAndAnalysis/Article/537677/201006172326/Retail-Residential-Have-The-REIT-Stuff.aspx

Fidelity Bond Fund Buys Banks, REITs
http://www.thestreet.com/story/10786651/1/fidelity-bond-fund-buys-banks-reits.html?cm_ven=GOOGLEFI

The REIT Way
http://www.sfgate.com/cgi-bin/article.cgi?f=/g/a/2010/06/18/investopedia53.DTL

CMBS spreads push wider; underwriting sound, for now
http://www.snl.com/InteractiveX/article.aspx?id=11348017&KPLT=2&Multiview=0

Fed avoids interest rate policy audit
http://www.snl.com/InteractiveX/article.aspx?Id=11348734&KPLT=4

ECRI Index Continues To Plunge, Drops By 2.2 To -5.7, And Just 4.3 Away From "Guaranteed" Double Dip Territory
http://www.zerohedge.com/article/ecri-index-continues-plunge-drops-22-57-and-just-43-away-guaranteed-double-dip-territory

Krugman vs. Greenspan on "That ’30s Feeling"; Calculated Risk Sides with Krugman, I Side with Greenspan
http://globaleconomicanalysis.blogspot.com/2010/06/krugman-vs-greenspan-on-that-30s.html

Copper/Gold Ratio Predicts Lower Stock Prices
http://www.tradersnarrative.com/coppergold-ratio-predicts-lower-stock-prices-4268.html

INVESTOR SENTIMENT REMAINS MIXED
http://pragcap.com/investor-sentiment-remains-mixed


Rydex Market Timers: Still Useful
http://thetechnicaltakedotcom.blogspot.com/2010/06/rydex-market-timers-still-useful.html

Grains See the Light at the End of the Tunnel
http://www.zerohedge.com/article/grains-see-light-end-tunnel

High-Yield Bonds to Avoid Double-Dip Ditch
http://online.wsj.com/article/SB10001424052748703650604575313170098774014.html

Noteworthy Financial Stories for June 17

Jim Chanos Shorts Oil Majors, Ford Shares, Hasn’t ‘Played’ BP
http://www.bloomberg.com/apps/news?pid=20601087&sid=apPnL_mjDJeA&pos=6

Impact of CRE Distress Varies Widely Market to Market
http://www.costar.com/news/Article.aspx?id=24E58DD16CAB0A7F1C39851C2E200730

Wall Street Rating Agencies See Improving Outlook for REITs
http://www.costar.com/news/Article.aspx?id=26AA38CB63928AE153A9A05DB33448B7

Consumer Prices in U.S. Fell for Second Month in May
http://www.bloomberg.com/apps/news?pid=20601087&sid=ajefFcipHmUE&pos=2

Heebner’s Hold on Top Fund Spot Slips in Third Year of Slump
http://www.bloomberg.com/apps/news?pid=20601108&sid=ald5h_nPY5Ro

U.S. 10-Year Note Poised to Break Range: Technical Analysis
http://www.bloomberg.com/apps/news?pid=20601009&sid=aojJ0McbdUi0

Euro Surges as Spanish Bond Sales Draw Higher Investor Demand
http://www.bloomberg.com/apps/news?pid=20601083&sid=aZ3K9TQXkBTw

Pimco’s McCulley Sees Fed on Hold for a ‘Very’ Extended Time
http://www.bloomberg.com/apps/news?pid=20601083&sid=aoJfkjzX.who

Hedge funds attract over $5bn inflows in May but performance losses cancel out gains
http://www.hedgefundsreview.com/hedge-funds-review/news/1685933/hedge-funds-ucits-funds-attract-usd5bn-inflows-may-performance-lags

Learning to Love Hedge Funds
http://online.wsj.com/article/SB10001424052748703302604575294983666012928.html

Hedge funds rely less on the rich – survey
http://www.reuters.com/article/idUSN1618894120100616

Quantiative Easing – 1930’s Style
http://research.stlouisfed.org/publications/mt/20100701/mtpub.pdf

Scientists Warn Gulf Of Mexico Sea Floor Fractured Beyond Repair
http://beforeitsnews.com/news/76/057/Scientists_Warn_Gulf_Of_Mexico_Sea_Floor_Fractured_Beyond_Repair.html

BP Option Skews and Its Risk of Ruin
http://www.minyanville.com/businessmarkets/articles/bp-option-trading-equity-options-volatility/6/16/2010/id/28720

Elusive Trading Range
http://vixandmore.blogspot.com/2010/06/elusive-trading-range.html

SPAIN MAY BE THE NEXT DOMINO TO FALL
http://pragcap.com/spain-may-be-the-next-domino-to-fall

Todd Harrison: "We Are in the Eye of the Storm"
http://finance.yahoo.com/tech-ticker/article/505273/Todd-Harrison%3A-%22We-Are-in-the-Eye-of-the-Storm%22

Bears - Is It Time To Throw In The Towel?
http://finance.yahoo.com/news/Bears-Is-It-Time-To-Throw-In-etfguide-122327657.html?x=0&.v=1

Deep Global Recession, Only Moderate Recovery
http://www.ritholtz.com/blog/2010/06/deep-global-recession-only-moderate-recovery/

Residential Real Estate: A Buyer’s Market
http://www.ritholtz.com/blog/2010/06/residential-real-estate-buyers-market/

Emerging Markets As Global Growth Engines
http://www.tradersnarrative.com/emerging-markets-as-global-growth-engines-4260.html

Now Stocks Are 48% Overvalued, Says Smithers
http://www.businessinsider.com/now-stocks-are-48-overvalued-says-smithers-2010-6

Are the Odds Stacked Against Stock Funds?
http://news.morningstar.com/articlenet/article.aspx?id=341101

Bearish Sentiment Approaching July 2009 Highs
http://www.bespokeinvest.com/thinkbig/2010/6/16/bearish-sentiment-approaching-july-2009-highs.html

Don’t Get Sucked Into the Bond Bubble
http://www.zerohedge.com/article/don%E2%80%99t-get-sucked-bond-bubble

Remind me...why I am paying 2 and 20?
http://humblestudentofthemarkets.blogspot.com/2010/06/remind-mewhy-i-am-paying-2-and-20.html

Long-Dated Volatility Opportunities
http://www.surlytrader.com/long-dated-volatility-opportunities/

ICI Reports Another Massive Equity Outflow In Prior Week, Stocks Now Ignore Fund Flows
http://www.zerohedge.com/article/ici-reports-another-massive-equity-outflow-prior-week-stocks-now-ignore-fund-flows?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29

Gary Shilling’s Bearishness Doesn’t Seem So Nutty
http://finance.yahoo.com/tech-ticker/suddenly-gary-shilling's-bearishness-doesn't-seem-so-nutty-505006.html

Gold In A Cup & Handle Formation
http://www.tradersnarrative.com/gold-in-a-cup-handle-formation-4252.html

Rosenberg On Reality Vs Propaganda, A Realistic Outlook, And Capital Allocation
http://www.zerohedge.com/article/rosenberg-reality-vs-propaganda-realistic-outlook-and-capital-allocation?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29

Dawn dishwashing detergent saves wildlife
http://www.washingtonpost.com/wp-dyn/content/article/2010/06/15/AR2010061501694.html

Noteworthy Financial Stories for June 16

BP Isn’t Expected to Undermine Financial Viability
http://www.bloomberg.com/apps/news?pid=20601087&sid=alxEgGLTOdto&pos=3

Fed Officials May Trim U.S. Growth Outlook on Europe Risks
http://www.bloomberg.com/apps/news?pid=20601087&sid=aQHxy6uzDyTk&pos=5

Russia to Buy Canadian, Aussie Dollars for First Time
http://www.bloomberg.com/apps/news?pid=20601010&sid=asKA1OniF0iA

Wall Street Pay Should Be Tied to Bonds, Harvard’s Bebchuk Says
http://www.bloomberg.com/apps/news?pid=20601108&sid=aINpyCOFdskw

Production in U.S. Probably Rose at Fastest Pace in Four Months
http://www.bloomberg.com/apps/news?pid=20601068&sid=aQFdOXhHpJQs

S&P 500 Climbing Past 200-Day Moving Average May Signal Gains
http://www.bloomberg.com/apps/news?pid=20603037&sid=aqz2LMC9yQ04

Jim Rogers Buys Euros, Says Bailouts Will Destroy the Currency
http://www.bloomberg.com/apps/news?pid=20601083&sid=a0PxwjhFkSwI

Wave of Debt May Wash Away Some High-Yield U.S. Firms, S&P Says
http://www.bloomberg.com/apps/news?pid=20601083&sid=aW1SO6He9.mY

Low Mortgage Rates Help Block Double-Dip Threat: Morgan Stanley
http://www.housingwire.com/2010/06/15/low-mortgage-rates-help-block-double-dip-threat-morgan-stanley

Shadow Inventory to Take 3 Years to Clear: Standard & Poor's
http://www.housingwire.com/2010/06/15/shadow-inventory-to-take-3-years-to-clear-sp

12 Charts That Scream Bullish Recovery
http://www.businessinsider.com/12-charts-that-scream-bullish-recovery-2010-6#euro-putting-together-its-biggest-rally-in-a-long-time-1

The Essential Checklist For Every Sales Call
http://www.businessinsider.com/the-essential-checklist-for-every-sales-call-2010-6

Commercial Property to Stay 40% From Peak, Pimco Says
http://www.bloomberg.com/apps/news?pid=20601206&sid=aBde7npdPx5o

Venable's Cross sees wave of U.S. REIT bankruptcies
http://www.reuters.com/article/idUSTRE65E4QR20100615

Benefits of REIT Approach to Real Estate
http://www.reit.com/Articles/Fund-Managers-Reflect-on-Benefits-of-REIT-Approach-to-Real-Estate-Investment.aspx

Buy 'Real Assets' to Hedge Inflation
http://www.thestreet.com/story/10782830/1/buy-real-assets-to-hedge-inflation.html?cm_ven=GOOGLEFI

Apartment Leases, Rents Pick Up
http://online.wsj.com/article/SB10001424052748703280004575309053918259776.html?mod=dist_smartbrief

Just How Much Higher Can this Thing Go on Negative Internals?
http://blog.afraidtotrade.com/just-how-much-higher-can-this-thing-go-on-negative-internals/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+afraidtotrade%2FNRSd+%28Afraid+to+Trade.com+Blog%29

GLD Accounts For More Than Half Of All Positive ETF Inflows In May
http://www.zerohedge.com/article/gld-accounts-more-half-all-positive-etf-inflows-may

Morning Musings From Art Cashin
http://www.zerohedge.com/article/morning-musings-art-cashin-20

Bianco Says Markets Need More Clarity on Europe Aid Plan
http://www.ritholtz.com/blog/2010/06/bianco-says-markets-need-more-clarity-on-europe-aid-plan/

The Battle Royale Between Fundamentals & Technicals
http://www.tradersnarrative.com/the-battle-royale-between-fundamentals-technicals-4216.html

Fed on hold until mid-2011, bank economists
http://www.marketwatch.com/story/fed-on-hold-until-mid-2011-bank-analysts-say-2010-06-16?siteid=rss&rss=1

MBA: CMBS delinquency rate hits record high
http://www.snl.com/InteractiveX/article.aspx?Id=11340338&KPLT=4

BP 'Excited' Over Kevin Costner's Oil Cleanup Machine, Purchases 32
http://abcnews.go.com/GMA/Broadcast/bp-excited-kevin-costners-oil-cleanup-machine-purchases/story?id=10916445&page=2

Global Macro Hedge Funds Net Short Equities
http://www.marketfolly.com/2010/06/global-macro-hedge-funds-net-short.html

Financial Stress Indexes Rising (Again)
http://www.tradersnarrative.com/financial-stress-indexes-rising-again-4248.html

S.&P. Warns of Rising Corporate Defaults
http://dealbook.blogs.nytimes.com/2010/06/16/s-p-warns-of-rising-corporate-defaults/

An initial double-dip indicator
http://ftalphaville.ft.com/blog/2010/06/16/262521/an-initial-double-dip-indicator/

Avoiding a death sentence
http://www.marketwatch.com/story/dow-theory-sees-bull-market-near-death-2010-06-16

Ideas on curbing bankers’ appetite for risk
http://www.ft.com/cms/s/0/5b810360-78a7-11df-a312-00144feabdc0.html

SPY Option Strike Clusters for Friday Expiration
http://blog.afraidtotrade.com/spy-option-strike-clusters-for-friday-expiration/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+afraidtotrade%2FNRSd+%28Afraid+to+Trade.com+Blog%29

Time To Nuke The Leak? – Part 2
http://www.ritholtz.com/blog/2010/06/time-to-nuke-the-leak-%e2%80%93-part-2/

Noteworthy Financial Stories for June 15

Stocks, U.S. Futures Advance on Economy; Greek Bonds Decline
http://www.bloomberg.com/apps/news?pid=20601087&sid=aaaOfxyyJByk&pos=1

Demand for U.S. Assets Increases More Than Forecast
http://www.bloomberg.com/apps/news?pid=20601087&sid=aZAQf6vs6cGs&pos=2

Greece Can ‘Make It’ Without Restructuring, OECD’s Padoan Says
http://www.bloomberg.com/apps/news?pid=20601087&sid=aOHuajK0nRLw&pos=3

An Upcoming Buying Spree for Commercial Real Estate?
http://news.morningstar.com/articlenet/article.aspx?id=339831

US commercial real estate gains strength
http://www.reuters.com/article/idUSTRE65D5F120100614

A Buy Signal for Stocks Is Emerging
http://online.barrons.com/article/SB127654271228405537.html

SEC is hiring more experts to assess complex financial systems
http://www.washingtonpost.com/wp-dyn/content/article/2010/06/14/AR2010061404757.html

The Most Popular and Most Shunned Funds of 2010
http://news.morningstar.com/articlenet/article.aspx?id=340687

Asset Allocation Matters, But Not as Much as You Think
http://www.advisorperspectives.com/newsletters10/Asset_Allocation_Matters-But_Not_as_Much_as_You_Think.php

Muni Stress
http://www.ritholtz.com/blog/2010/06/muni-stress/

A Near-Zero Fed Funds Rate Until 2012?
http://economix.blogs.nytimes.com/2010/06/14/a-near-zero-fed-funds-rate-until-2012/

A Few Notes on Buying at the Point of Maximum Pessimism
http://www.cxoadvisory.com/fundamental-valuation/a-few-notes-on-buying-at-the-point-of-maximum-pessimism/

Has Goldman Become The Best Contrarian Indicator?
http://www.zerohedge.com/article/has-goldman-become-best-contrarian-indicator

"Gold For Beginners" - All You Need To Know About The Precious Metal From UBS
http://www.zerohedge.com/article/gold-beginners-all-you-need-know-about-precious-metal-ubs

Roubini Sees No Double Dip In US, Spars With El-Erian
http://www.zerohedge.com/article/roubini-sees-no-double-dip-us-spars-el-erian


Morning Gold Fix: June 15, 2010
http://www.zerohedge.com/article/morning-gold-fix-june-15-2010

Nassim Taleb: Risk is Increasing, Not Improving
http://www.ritholtz.com/blog/2010/06/nassim-taleb-risk-is-increasing-not-improving/

The Hedge Fund Herd Mentality, Piggybacking & Crowded Trades
http://www.marketfolly.com/2010/06/hedge-fund-herd-mentality-piggybacking.html#ixzz0qwc3bbjh

Should We Be More Worried About A “Double Dip”?
http://www.tradersnarrative.com/should-we-be-more-worried-about-a-double-dip-4241.html

The Bad Logic Of Fiscal Austerity
http://krugman.blogs.nytimes.com/2010/06/14/the-bad-logic-of-fiscal-austerity/

Why China keeps on buying U.S. debt
http://finance.yahoo.com/news/The-Buzz-Why-China-keeps-on-cnnm-3789956575.html?x=0&sec=topStories&pos=5&asset=&ccode=

A Tale of Four Stock-Market Decades
http://www.realclearmarkets.com/articles/2010/06/15/a_tale_of_four_stock-market_decades_98516.html

When will the Fed raise rates?
http://www.calculatedriskblog.com/2010/06/when-will-fed-raise-rates.html

Noteworthy Financial Stories for June 14

Free Markets Show U.S. Has Tamed the Bond Vigilantes
http://www.bloomberg.com/apps/news?pid=20601087&sid=awUMmb1Vtaes&pos=3

BP Options Show 63% Drop as Hayward Faces Washington
http://www.bloomberg.com/apps/news?pid=20601087&sid=a8_Du8Pa7eqE&pos=4

Hedge Funds Dodge European Proposal With ‘Newcits’
http://www.bloomberg.com/apps/news?pid=20601087&sid=af.ivKCXPgNY&pos=6

Fannie-Freddie Fix at $160 Billion With $1 Trillion Worst Case
http://www.bloomberg.com/apps/news?pid=20601109&sid=an_hcY9YaJas&pos=10

Europe’s Banks Face Second Funding Squeeze on Sovereign Crisis
http://www.bloomberg.com/apps/news?pid=20601109&sid=aHl8DzEheXq8&pos=15

Stocks That Climb When Market Tanks May Tempt You: John Dorfman
http://www.bloomberg.com/apps/news?pid=20603037&sid=a.q5._wgeX6Y

Lawmakers Seek to Prevent Americans Outliving Savings
http://www.bloomberg.com/apps/news?pid=20603037&sid=a97_ct2kLpHM

Goldman Sachs Envy Drove Big Boys to Blow Up Money Grid: Books
http://www.bloomberg.com/apps/news?pid=20601088&sid=aT8lW9rXYJDo

Rating Agencies See CMBS Delinquencies Rise in May http://www.housingwire.com/2010/06/11/rating-agencies-see-cmbs-delinquencies-rise-in-may

Stocks Beat Bonds in Value as U.S. Profit Yields Jump
http://www.bloomberg.com/apps/news?pid=20601084&sid=aOA162ZLy4J4

Hedge Fund Manager Irwin Sees Value in Resources, Gene Simmons
http://www.bloomberg.com/apps/news?pid=20601012&sid=atEsNi40j1xA

Deutsche Bank Says Emerging-Market Valuations Signal 42% Return
http://www.bloomberg.com/apps/news?pid=20601083&sid=auLenQluwVQY
Is ECRI Growth Rate Index Signaling a Double Dip?
http://seekingalpha.com/article/209880-is-ecri-growth-rate-index-signaling-a-double-dip?source=feed

Farmers Fight With Railroads Over Rates
http://online.wsj.com/article/SB10001424052748703389004575304970143934734.html?mod=WSJ_latestheadlines

Hedge funds sweeping through beleaguered ethanol industry for bargains
http://seattletimes.nwsource.com/html/businesstechnology/2012063258_bloomethanol13.html

REITs are tempting burned investors back to the market
http://online.wsj.com/article/SB10001424052748703561604575282751297637416.html?mod=dist_smartbrief

Council Pushes Loan-Modification Disclosure
http://www.cmalert.com/headlines.php?hid=71283

61% Underfunded Illinois Teachers Pension Fund Goes For Broke, Becomes Next AIG-In-Waiting By Selling Billions In CDS
http://www.zerohedge.com/article/61-underfunded-illinois-teachers-pension-fund-goes-broke-becomes-next-aig-waiting-selling-bi

Deep Thoughts From Dan Loeb, Who Discusses The Dumping Of His Financial Exposure
http://www.zerohedge.com/article/deep-thoughts-dan-loeb-who-discusses-dumping-his-financial-exposure

Third Attempt To Break 200 DMA Fails, Is Fourth To Follow?
http://www.zerohedge.com/article/third-attempt-break-200-dma-fails-fourth-follow

Gallup Polling Paints A Much Bleaker Economic Outlook Picture Than UMichigan
http://www.zerohedge.com/article/gallup-polling-paints-much-bleaker-economic-outlook-picture-umichigan

U.S. Identifies Vast Mineral Riches in Afghanistan
http://www.nytimes.com/2010/06/14/world/asia/14minerals.html

Fear must not blind us to deflation’s dangers
http://www.ft.com/cms/s/0/6bc012d6-733c-11df-ae73-00144feabdc0.html

Calling a Bear a Bear
http://online.barrons.com/article/SB127605459202003151.html

Emerging Markets: A 50% Allocation is the New Neutral
http://paul.kedrosky.com/archives/2010/06/emerging_market_1.html

Fund Flows and You
http://www.thereformedbroker.com/2010/06/14/fund-flows-and-you/

Uncertainty Restores Glitter to an Old Refuge, Gold
http://www.nytimes.com/2010/06/13/business/13gold.html

The Renaissance common-sense test
http://blogs.reuters.com/felix-salmon/2010/06/14/the-renaissance-common-sense-test/

If it works, bet it
http://www.economist.com/blogs/freeexchange/2010/06/hedge_funds
courage and process

Courage and Process
http://researchpuzzle.com/blog/2010/06/14/courage-and-process/

Born on Third Base
http://www.hussmanfunds.com/wmc/wmc100614.htm

Lawmakers' committee assignments and industry investments overlap
http://www.washingtonpost.com/wp-dyn/content/article/2010/06/13/AR2010061304881.html

Back to Pub Power
http://econompicdata.blogspot.com/2010/06/back-to-pub-power.html

Fed's Bullard says strong global recovery under way
http://www.reuters.com/article/idUSTRE65D0XX20100614

Noteworthy Financial Stories for June 13

The Changing Face Of Market Volatility
http://www.tradersnarrative.com/the-changing-face-of-market-volatility-4230.html

Sentiment Overview: Week Of June 11th, 2010
http://www.tradersnarrative.com/sentiment-overview-week-of-june-11th-2010-4204.html

Investor sentiment lack of conviction
http://thetechnicaltakedotcom.blogspot.com/2010/06/investor-sentiment-lack-of-conviction.html

Is The Market Correction Over?
http://www.zerohedge.com/article/market-correction-over

BP Oil Spill Re-Enacted By Cats in 1 Minute
http://www.ritholtz.com/blog/2010/06/bp-oil-spill-re-enacted-by-cats-in-1-minute/

BP Spills Coffee
http://www.ritholtz.com/blog/2010/06/bp-spills-coffee/

Obama Begins "Lifestyle Health Modification" Program, Mandating Behavioural Changes Within US Society
http://www.zerohedge.com/article/obama-begins-lifestyle-health-modification-program-mandating-behavioural-changes-within-us-s

Deutsche Mark Quotations Restored At German Financial Portal
http://www.zerohedge.com/article/deutsche-mark-quotations-restored-german-financial-portal

Hedge Funds Cutting Bullish Oil Futures Bets: Energy Markets
http://www.bloomberg.com/apps/news?pid=20601087&sid=aoz8USZlkFlA&pos=5

Wall Street Still (Always) Too Bullish
http://www.ritholtz.com/blog/2010/06/wall-street-still-always-too-bullish/

Investors Looking Past Red Flags in Muni Market
http://online.wsj.com/article/SB10001424052748704067504575304782084631368.html?mod=rss_whats_news_us_business

Rapid Declines Rattle Even Optimists
http://online.wsj.com/article/SB10001424052748704067504575304740232216102.html?mod=WSJ_business_whatsNews

Ghost busters
Commentary: Corporations appear not to be scared of another credit crunch
http://www.marketwatch.com/story/buybacks-tell-a-bullish-story-2010-06-11

Weighing the Week Ahead: Negativity Prevails
http://oldprof.typepad.com/a_dash_of_insight/2010/06/weighing-the-week-ahead-negativity-prevails.html
ECRI Leading Indicators Levels Now Flashing Red
http://www.creditwritedowns.com/2010/06/ecri-leading-indicators-levels-now-flashing-red.html

This Is The Only Question Investors Need To Be Asking Themselves Right Now
http://www.businessinsider.com/sp500-earnings-2010-6#ixzz0qmj0Dxar

Black Swans
http://ivanhoff.com/2010/06/08/black-swans/

AI That Picks Stocks Better Than the Pros
http://www.technologyreview.com/blog/guest/25308/

Dividends Reign as Market Pours
http://online.wsj.com/article/SB127637686005304941.html

Noteworthy Financial Stories for June 11

CBOE Owners Seek 166% Gain Charging IPO Buyers Highest Premium
http://www.bloomberg.com/apps/news?pid=20601087&sid=aX6LHqTHm6Dc&pos=7

Retail Sales in U.S. Unexpectedly Fall as Consumers Save Income
http://www.bloomberg.com/apps/news?pid=20601087&sid=aDUvkv6lseQ0&pos=1

Corporate Bond Sales Slump in U.S., Rise in Europe
http://www.bloomberg.com/apps/news?pid=20601087&sid=axv3UNSQ_OcU&pos=3

China Investigating Leak of Data That Moved Financial Markets
http://www.bloomberg.com/apps/news?pid=20601087&sid=ag9iuUiExKoE&pos=5

Lehman E-Mails That Say ‘Stupid’ Didn’t Stay ‘Just Between Us’
http://www.bloomberg.com/apps/news?pid=20601109&sid=aCK9V7nzjPa8&pos=11

Klarman Tops Griffin as Investors Hunt for ‘Margin of Safety’
http://www.bloomberg.com/apps/news?pid=20601087&sid=adBgaU4jI6Mo&pos=5

BP Oil-Leak Estimate Doubled by U.S. Flow-Rate Science Panel
http://www.bloomberg.com/apps/news?pid=20601087&sid=a0uIOSekfLIo&pos=8

One almighty decoupling
http://ftalphaville.ft.com/blog/2010/06/11/258606/one-almighty-decoupling/

Rally round the (BP) flag
http://ftalphaville.ft.com/blog/2010/06/11/258626/rally-round-the-bp-flag/

Protection on long-term deflation hits highest levels since 2008
http://www.risk.net/risk-magazine/news/1653850/protection-term-deflation-hits-levels-2008

Time to Slip into Something Less Comfortable?
http://www.businessweek.com/magazine/content/10_25/b4183048417437.htm?chan=magazine+channel_top+stories

Demographics and the Market
http://www.psyfitec.com/2010/06/looking-for-demographic-dividend.html

Bernanke Is Wrong! Double-Dip Recession Looming, Forecaster David Levy Says
http://finance.yahoo.com/tech-ticker/article/502586/Bernanke-Is-Wrong!-Double-Dip-Recession-Looming%2C-Forecaster-David-Levy-Says

The Upside of Financial Crisis
http://www.minyanville.com/businessmarkets/articles/todd-harrison-stock-market-economy-oil/6/11/2010/id/28713

Secrets of a Top Fund Manager
http://www.kiplinger.com/columns/fundwatch/archive/secrets-of-a-top-fund-manager.html

Macroadvisers: The Chances of a "Double-Dip" are Essentially Nil
http://macroadvisers.blogspot.com/2010/06/chances-of-double-dip-are-essentially.html

S&P 500 10-Day A/D Line Back in Positive Territory
http://www.bespokeinvest.com/thinkbig/2010/6/10/sp-500-10-day-ad-line-back-in-positive-territory.html

NFP Chart Round Up
http://www.ritholtz.com/blog/2010/06/nfp-chart-round-up/

Reviewing — and Roasting — the Perma-Bears
http://www.ritholtz.com/blog/2010/06/reviewing-and-roasting-the-perma-bears/

U.S. Firms Build Up Record Cash Piles
http://online.wsj.com/article/SB10001424052748704312104575298652567988246.html?mod=rss_whats_news_us_business

A Look at the Baltic Dry Index
http://maoxian.com/a-look-at-the-baltic-dry-index

Moody's: CMBS Delinquencies Rise In May, Outlook Deteriorates
http://online.wsj.com/article/BT-CO-20100610-712569.html?mod=dist_smartbrief

The Week in VIX and Volatility Posts
http://vixandmore.blogspot.com/2010/06/week-in-vix-and-volatility-posts.html

Noteworthy Financial Stories for June 10

Commercial Property Owners Brace For Economic Impact of Gulf Oil Spill
http://www.costar.com/News/Article.aspx?id=A29633B3A61D835AB027939541FEBE8B&ref=100&iid=185&cid=4551B02CF9EBB4A3FD8AA99C29554FD4

‘Liquidity Seizure’ May Renew Recession, Nomura Says
http://www.bloomberg.com/apps/news?pid=20601087&sid=a9U5td0KH0eE&pos=6

Jobless Claims in U.S. Decreased Last Week to 456,000
http://www.bloomberg.com/apps/news?pid=20601087&sid=aExjbLqPhA0M&pos=2

China’s May Exports Rise 48.5%, Property Prices Jump
http://www.bloomberg.com/apps/news?pid=20601010&sid=aD6gtKj9sgxk

Trade Deficit in the U.S. Widens to One-Year High
http://www.bloomberg.com/apps/news?pid=20601068&sid=a0vPCU72GwJM

FoHF unveils new hedge fund ranking system
http://www.hedgefundsreview.com/hedge-funds-review/news/1653401/fohf-unveils-hedge-fund-ranking

Hedge fund liquidations rise again
http://www.hedgefundsreview.com/hedge-funds-review/news/1653291/hedge-fund-liquidations-rise

Volcker upbeat on "reasonable" reform bill
http://www.reuters.com/article/idUSTRE6584ZT20100610?type=politicsNews

Send for the rally monkey
http://ftalphaville.ft.com/blog/2010/06/10/257741/send-for-the-rally-monkey/

Confirming A Sense Of Gloom
http://blogs.wsj.com/source/2010/06/09/confirming-a-sense-of-gloom/

Seven Constructive Remarks About the Euro
http://www.creditwritedowns.com/2010/06/seven-constructive-remarks-about-the-euro.html

Common Sense Crisis Risk Management
http://rick.bookstaber.com/2010/06/common-sense-crisis-risk-management.html

Bearish U.S. Consumer Staples Options Trading Surges to Record
http://www.bloomberg.com/apps/news?pid=20601087&sid=aQVNdiMhmu1s&pos=6

ECRI Leading Index as an Investment Tool
http://www.ritholtz.com/blog/2010/06/ecri-leading-index-as-an-investment-tool/

Markets Without Guardrails
http://www.ritholtz.com/blog/2010/06/markets-without-guardrails/


Extreme TRIN - Warning Signal Or Just Shifting Signpost?
http://www.tradersnarrative.com/extreme-trin-warning-signal-or-just-shifting-signpost-4213.html

The High Probability of an Irrational Gold Bubble
http://seekingalpha.com/article/209394-the-high-probability-of-an-irrational-gold-bubble?source=feed

Market Lurches From Buying Climax To Selling Climax
http://www.tradersnarrative.com/market-lurches-from-buying-climax-to-selling-climax-4205.html

University Endowments Share Blame for Financial Crisis
http://seekingalpha.com/article/209152-university-endowments-share-blame-for-financial-crisis?source=feed

Nassim Taleb on Risk and Robustness
http://finviz.com/news.ashxS+P 500

Going Back to 1250: It's a Great Time to Buy Stocks, Bob Doll Says
http://finance.yahoo.com/tech-ticker/article/502095/S-And-P-500-Going-Back-to-1250%3A-Its-a-Great-
Time-to-Buy-Stocks%2C-Bob-Doll-Says

Pimco Says REIT Debt Risky as Economic Slowdown Threatens Rally
http://www.bloomberg.com/apps/news?pid=20601087&sid=aHUXtFItlqKM&pos=6

Bearish Sentiment Rises to Eleven Month High
http://www.bespokeinvest.com/thinkbig/2010/6/9/bearish-sentiment-rises-to-eleven-month-high.html

Shiller P/E Ratios and 10Yr Annualized Real Returns
http://www.mebanefaber.com/2010/06/09/shiller-pe-ratios-and-10yr-annualized-real-returns/

On The Recent Volatility Predictions Using Interest Rates
http://www.donfishback.com/blog/2010/06/10/on-the-recent-volatility-predictions-using-interest-rates/

U.S. Stock Volatility to Drop, Yield Curve Shows: Chart of Day
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aPwyXFZi5xfc

Who Are Fickler Fund Investors: Advisors, Institutions, or Individuals?
http://news.morningstar.com/articlenet/article.aspx?id=340334

THERE IS A HIGH PROBABILITY OF AN IRRATIONAL BUBBLE IN GOLD
http://pragcap.com/there-is-a-high-probability-of-an-irrational-bubble-in-gold

So What Should We Be Worried About in CRE/CMBS?
http://professorpinch.wordpress.com/2010/06/10/so-what-should-we-be-worried-about-in-crecmbs/

Emerging Markets Go From Niche to Mainstream
http://www.institutionalinvestor.com/asset_management/Articles/2585783/Emerging-Markets-Go-From-Niche-to-Mainstream.html
Wanted: 400,000 truck drivers
http://money.cnn.com/2010/06/09/news/economy/truck_driver_shortage/index.htm

Peak Oil, FTW
http://gregor.us/coal/peak-oil-ftw/

How Paper Trading Makes Winning Traders
http://www.minyanville.com/businessmarkets/articles/paper-trading-trading-traders-money-etfs/6/10/2010/id/28692

Rail Roads Are Running Out Of Spare Cars
http://www.businessinsider.com/rail-roads-are-running-out-of-spare-cars-2010-6#ixzz0qU4mTSER