Noteworthy Financial Stories for November 30

CRE
Moody's: Value of commercial property falls to 2002 levels
http://online.wsj.com/article/SB10001424052748703819904574555774156930150.html

Commercial Property Remains Under Distress
http://online.wsj.com/article/SB10001424052748703819904574553744276248928.html?mod=dist_smartbrief

CPPI Hits 7-Year Low
http://www.reit.com/tabid/477/News/default.aspx?type=E&ID=71

Commercial Real Estate: The Next Bubble?
http://www.smartmoney.com/Investing/Stocks/Commercial-Real-Estate-The-Next-Bubble/

General
Fed Officials Watch Asset Prices for Signs of ‘Excessive Risk’
http://www.bloomberg.com/apps/news?pid=20601208&sid=atWoGngEpam4

An Empire at Risk
http://www.newsweek.com/id/224694/output/print

How To Play Dubai? Short DBV
http://www.indexuniverse.com/sections/features/6920-short-dbv.html?Itemid=5

Debtwatch No 41, December 2009:
http://www.debtdeflation.com/blogs/2009/12/01/debtwatch-no-41-december-2009-4-years-of-calling-the-gfc/

Banking
2.8% drop in lending is largest since 1984
http://www.washingtonpost.com/wp-dyn/content/article/2009/11/24/AR2009112401604.html?nav=rss_business

Insurers' next headache? Commercial-mortgage defaults, says Fitch
http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20091124/FREE/911249988

Banks Should Beef Up Now Ahead of Deals Later
http://online.wsj.com/article/SB10001424052748704888404574547360984692636.html

Growth of Problem Banks (unofficial)
http://www.calculatedriskblog.com/2009/11/growth-of-problem-banks-unofficial.html

What does bank solvency mean?
http://blog.rivast.com/?p=2940

FDIC Fund in the Negative
http://finance.yahoo.com/news/FDIC-Fund-in-the-zacks-3331474430.html?x=0&.v=1

Bonds
In-Geithner-We-Trust Bond Market Gets Lowest Yield
http://www.bloomberg.com/apps/news?pid=20601087&sid=afsQk.qqG7Ag&pos=5

Stock market
Hedge Funds Buying as Individuals Sell in Bull Signal
http://www.bloomberg.com/apps/news?pid=20603037&sid=a4AM10uq1vAM

Sentiment Overview: Week Of November 27th, 2009
http://www.tradersnarrative.com/sentiment-overview-week-of-november-27th-2009-3280.html

State Street Sentiment
http://online.barrons.com/article/SB125935218906166855.html

Noteworthy Financial Stories for November 20

To Trade, Play Poker
http://www.bloomberg.com/apps/news?pid=20601084&sid=alximP6.Eta8

Fed Makes Monitoring Bank Capital Foremost Concern
http://www.bloomberg.com/apps/news?pid=20601087&sid=aT1UiSxFDPeA&pos=1

Zhou Says China ‘Passive’ as Dollar Drop Pulls Yuan
http://www.bloomberg.com/apps/news?pid=20601068&sid=anQGdFIjfwPU

T-Bill Terror
http://ftalphaville.ft.com/blog/2009/11/20/84516/t-bill-terror/

No One Likes Japan
http://ftalphaville.ft.com/blog/2009/11/20/84501/japan-equities-the-midget-is-limbo-dancing/

Another View: Unintended Consequences on Wall St.
http://dealbook.blogs.nytimes.com/2009/11/19/another-view-unintended-consequences-on-wall-st/?ref=business

Ben Stein: 4 lessons from the recession
http://money.cnn.com/2009/11/18/news/economy/recession_lessons.fortune/index.htm

Société Générale tells clients how to prepare for potential 'global collapse'
http://www.telegraph.co.uk/finance/economics/6599281/Societe-Generale-tells-clients-how-to-prepare-for-global-collapse.html

We Need a Second Stimulus Immediately, Says James Galbraith
http://finance.yahoo.com/tech-ticker/article/376164/We-Need-a-Second-Stimulus-Immediately%2C-Says-James-Galbraith

Whoops: Stocks Now 20%+ Overvalued
http://www.businessinsider.com/stocks-overvalued-2009-11

More Carry Trade
http://pragcap.com/would-you-like-a-carry-trade-with-that

A Few House Price Forecasts
http://www.calculatedriskblog.com/2009/11/few-house-price-forecasts.html

RAIL DATA REMAINS SLUGGISH DESPITE NEAR-TERM IMPROVEMENT
http://pragcap.com/rail-data-remains-sluggish-despite-year-over-year-improvement

Bill Gross Monthly Outlook
http://www.pimco.com/LeftNav/Featured+Market+Commentary/IO/2009/Dec+Gross+Anything+but+01.htm

Krugman on the invisible bond vigilantes
http://blogs.reuters.com/rolfe-winkler/2009/11/20/krugman-on-the-invisible-bond-vigilantes/

Commercial Concerns Mount (video)
http://www.cnbc.com/id/15840232?video=1336476330&play=1

Noteworthy Financial Stories for November 19

Geithner Says U.S. Economy to Grow in 4th Quarter and Into 2010
http://www.bloomberg.com/apps/news?pid=20601087&sid=aI9L227R2Z7Q&pos=2

Meredith Whitney Says Bank Stocks Are ‘Grossly’ Overvalued
http://www.bloomberg.com/apps/news?pid=20601087&sid=acyezZUH_MYo&pos=5

Leading Economic Indicators in U.S. Increased 0.3%
http://www.bloomberg.com/apps/news?pid=20601068&sid=aOnjh.dlF0gk

Gold Mania
http://ftalphaville.ft.com/blog/2009/11/19/84216/a-minskian-roadmap-to-the-next-gold-mania/

Goldilocks Recovery?
http://ftalphaville.ft.com/blog/2009/11/19/84221/goldilocks-still-popular-among-fund-managers-bofaml-says/

Gold Supply/Demand Statistics
http://www.research.gold.org/supply_demand/

John Paulsen Starts Gold Fund
http://ftalphaville.ft.com/blog/2009/11/19/84181/paulson-to-launch-gold-fund/

Hedge fund strategies ride out stock market fall
http://www.hedgefundsreview.com/hedge-funds-review/news/1562480/hedge-fund-strategies-ride-stock-market-fall

Private equity firms mull future as asset managers
http://www.reuters.com/article/rbssInvestmentTrusts/idUSLI13095720091118

Senator Dodd Says Overhaul Needed to Prevent ‘Staggering Greed’
http://www.bloomberg.com/apps/news?pid=20601087&sid=akyBzNfxOzgc&pos=8

Bailout program could be extended
http://www.washingtonpost.com/wp-dyn/content/article/2009/11/18/AR2009111803986.html

Banks face major commercial real estate storm
http://www.reuters.com/article/GlobalFinance09/idUSTRE5AH5FM20091118

CRE: A sector too tough to save
http://online.wsj.com/article/SB10001424052748704533904574543984032502904.html?mod=dist_smartbrief

Pathology of a Financial Crisis
http://dealbook.blogs.nytimes.com/2009/11/19/pathology-of-a-financial-crisis/

How US investors can play the carry trade
http://blogs.reuters.com/felix-salmon/2009/11/18/how-us-investors-can-play-the-carry-trade/

Great News: If You Didn't Panic, Your 401(K) Is Now Above Water
http://www.businessinsider.com/fidelity-staying-the-course-worked-for-millions-2009-11

Freefall In Small Business Loans
http://globaleconomicanalysis.blogspot.com/2009/11/freefall-in-small-business-loans.html

Winners and Losers of Longer Life Span
http://humblestudentofthemarkets.blogspot.com/2009/11/price-of-cheating-death.html

Return Free Risk MErger Arb
http://fridayinvegas.blogspot.com/2009/11/return-free-risk-merger-arb-anecdote.html

Everything you ever wanted to know about delta-hedging & options vs cash equities strategies:
http://www.thisisthegreenroom.com/2009/stock-is-more-efficient-than-options-are-more-efficient-than-stock/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+ThisIsTheGreenRoom+%28This+is+the+Green+Room%29

Jobless Benefits Will Expire Unless Congress Acts
http://www.nytimes.com/2009/11/19/us/19unemploy.html?_r=1

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

Noteworthy Financial Stories for November 17

Bernanke Signals ‘Extended’ Low-Rate Period May Become Longer
http://www.bloomberg.com/apps/news?pid=20601068&sid=a3BlApikRmTY

Meredith Whitney: Turns Bearish
http://www.cnbc.com/id/33974782

Can't Have Low Rates for Too Long: Fed's Yellen
http://www.cnbc.com/id/33986626

Gold Momentum's Picking Up Dramatically
http://www.theaureport.com/pub/na/3280

Abandon your dreams of a V-shaped recovery.
http://www.forbes.com/forbes/2009/1130/finance-recession-consumer-economy-financial-strategy.html

China Lambastes Dollar “Carry Trade,” Diverting Attention from Its Currency Manipulation
http://www.rgemonitor.com/us-monitor/257985/china_lambastes_dollar_carry_trade_diverting_attention_from_its_currency_manipulation

Is the market topping out? Technical and fundamental headwinds say yes
http://www.dailyfinance.com/2009/11/16/is-the-market-topping-out-some-technical-and-fundamental-headwi/


Fund of Funds Survey
http://hedgefund.net/publicnews/default.aspx?story=10618

IPOs Are Back. Should You Be Buying?
http://www.smartmoney.com/investing/stocks/ipos-are-back-now-what/

Gold at $5000?
http://www.telegraph.co.uk/finance/breakingviewscom/6587195/Gold-at-5000-an-ounce-Dont-disgard-it.html

Give Small Fund Shops a Chance
http://news.morningstar.com/articlenet/article.aspx?id=316311

Michael Panzner: Commercial Real Estate Is A "Tsunami Unfolding"
http://www.businessinsider.com/michael-panzner-commercial-real-estate-2009-11

Soros and Buffett Loving Wal-Mart
http://blogs.wsj.com/marketbeat/2009/11/17/buffett-soros-both-bought-wal-mart-in-the-second-quarter/

Can Another Meltdown Occur Amid the Flood of these Headlines?
http://www.marketwatch.com/story/the-next-meltdown-is-coming-in-2012-2009-11-17?pagenumber=1

To Rise, Inflation Faces an Uphill Climb
http://online.wsj.com/article/SB20001424052748704538404574540072321112120.html

Silverdome Sells for $583,000, Cost $55.7 Mln: DetNews.com Link
http://www.detnews.com/article/20091117/METRO/911170327/1411/METRO02/Silverdome-sale-price-disappoints

Noteworthy Financial Stories for November 16

Bernanke Says ‘Headwinds’ to Restrain Pace of Growth
http://www.bloomberg.com/apps/news?pid=20601087&sid=a.OWK7_xK90c&pos=2

Commercial real estate woes imperil US recovery
http://www.google.com/hostednews/afp/article/ALeqM5jEpoGr1RgJv_q_ixA3p5AlQvdhdA

Analysts: Regulators tolerating bad commercial loans
http://www.portfolio.com/industry-news/banking-finance/2009/11/16/regulators-complicit-in-slow-recovery/

Zell says commercial real estate has further to fall
http://online.barrons.com/article/SB125816502506348039.html

Slow Into Real Estate
http://www.forbes.com/2009/11/14/slatin-vornado-avalonbay-intelligent-investing-reit.html

Bernanke: Fed will keep eye on sliding dollar
http://www.businessweek.com/ap/financialnews/D9C0PAL00.htm

Highest P/Es Spur Bets on Canada-France-Spain Bargain (Update2)
http://www.bloomberg.com/apps/news?pid=20603037&sid=a1NqH6Ydlnxw

US Consumer Spending is Overblown Factor to Economy
http://ftalphaville.ft.com/blog/2009/11/16/83426/us-consumption-engine-of-growth-for-asia-merrill-says/

Small Banks More Vulnerable to CRE Downturn
http://ftalphaville.ft.com/blog/2009/11/16/83346/the-not-so-small-small-bank-cre-problem/

Paul Krugman's Take on US Dollar and China
http://www.nytimes.com/2009/11/16/opinion/16krugman.html?_r=2

Noriel Roubini Painting a Gloomier Job Market
http://www.creditwritedowns.com/2009/11/roubini-for-unemployment-the-worst-is-yet-to-come.html

Best Sectors For The Current Economic Cycle
http://www.marketwatch.com/story/five-market-sectors-for-the-next-six-months-2009-11-13

Bankruptcy Rise Slows With Thaw In Lending
http://online.wsj.com/article/SB125833287457849697.html?mod=googlenews_wsj

If history is any judge, the best of this bull market is likely behind us.
http://online.barrons.com/article/SB125838295464250481.html

Noteworthy Financial Stories for November 13

TIPS versus Married Put Options On S&P 500 Index Fund
http://blogs.reuters.com/felix-salmon/2009/11/13/two-safe-havens/

Companies are taking Advantage of Low Rates, even though they don't need the money
http://online.wsj.com/article/SB10001424052748703683804574533412571861256.html

Why Value Investing Works
http://greenbackd.com/2009/11/13/counterintuition/

Are ADP Shares the Bellwether for the Economy
http://blogs.wsj.com/economics/2009/11/12/another-adp-indicator-for-jobs-its-share-price/

Is Another Stimulus Package Coming?
http://www.calculatedriskblog.com/2009/11/next-stimulus-package.html

Bill Gross Says Value Diminishing in Credit Markets
http://www.bloomberg.com/apps/news?pid=20601087&sid=aUoosqZFkKlA&pos=3

Risks of Bubbles Surfacing in China
http://www.bloomberg.com/apps/news?pid=20601109&sid=awHX2QPENKgQ&pos=10

Royal Bank of Scotland's Concerns
http://articles.moneycentral.msn.com/Investing/SuperModels/markman-new-crisis-ahead-5-things-to-watch.aspx


The Next Shoe to Drop: Get Ready for the Next Million Layoffs
http://seekingalpha.com/article/173007-options-trader-thursday-outlook-get-ready-for-the-next-million-layoffs?source=hp_wc

Fed May Cause Next Crisis - Hong Kong's Tsang
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aU3AiTc_Q_vk

Wells Fargo: Did The Nation Overdose on Debt?
http://pragcap.com/must-read-did-the-nation-overdose-on-debt

Dave Rosenberg's Latest Commentary
http://blogs.reuters.com/rolfe-winkler/files/2009/11/rosie-11-13-09-2.pdf

Noteworthy Financial Stories for November 12

Debunking The Size of The Carry Trade
http://ftalphaville.ft.com/blog/2009/11/12/82971/debunking-the-size-of-the-carry-trade/

Harbinger to come for US Hedge Funds - Relocate When Legislation Comes Down from Washington?
http://ftalphaville.ft.com/blog/2009/11/12/82896/london-hedge-fund-exodus-finally-here/

Global Trade Continues to Struggle From This Bellwether
http://ftalphaville.ft.com/blog/2009/11/12/82891/an-ap-moller-maersk-ouch-for-global-trade/

Toxic loans for sale!
http://money.cnn.com/2009/11/11/news/companies/banks_loans/

Retail properties get a boost from institutional investors
http://www.costar.com/News/Article.aspx?id=46EA9DD56BD09A5C7DDBC87FC3CF3C6E

The REIT Gamble Paid Off - The worst could be over for real estate trusts. http://www.forbes.com/2009/11/11/real-estate-investment-markets-equities-earnings.html?partner=yahootix

Raw Land Took Biggest Hit Commercial Real Estate Downturn
http://www.cnbc.com/id/33857522

Retail Vacancies on Rise
http://online.wsj.com/article/SB125789475938042387.html?mod=dist_smartbrief

U.S. Foreclosure Filings Surpass 300,000 for 8th Straight Month
http://www.bloomberg.com/apps/news?pid=20603037&sid=aaXO2EVjAjb4

Gold Price Won’t Drop Below $1,000 an Ounce Again, Faber Says
http://www.bloomberg.com/apps/news?pid=20603037&sid=az6qQ8ZuXg9M

Chinese yuan appreciation pressure mounts
http://ftalphaville.ft.com/blog/2009/11/11/82741/chinese-yuan-appreciation-pressure-mounts/

Credit thawing, but U.S. firms balk at borrowing
http://www.reuters.com/article/smallBusinessNews/idUSTRE5AA3U020091111

JPMorgan to add $4 billion in small business loans
http://www.reuters.com/article/smallBusinessNews/idUSTRE5A92DT20091110

Cincinnati #138 on Best Performing Cities for Job Growth
http://bestcities.milkeninstitute.org/bestcities2009.taf?rankyear=2009&type=rank200

The Ugly Commercial Real Estate Picture
http://business.theatlantic.com/2009/11/the_ugly_commercial_real_estate_picture.php

Psychology of Trading - Anchoring
http://www.psyfitec.com/2009/11/anchoring.html

A Bank Failure In 90210 Style
http://www.snl.com/InteractiveX/article.aspx?CDID=A-10329767-11312&KPLT=2

Investing By the seat Of Your Pants
http://www.abnormalreturns.com/2009/11/investing-by-the-seat-of-their-pants/

Noteworthy Financial Stories for November 10

Tighter Bank Lending Standards Reinforce Fed Decision on Rates
http://www.bloomberg.com/apps/news?pid=20601206&sid=awd3PMfIuL0o

Survey: 2010 Will Be Buyers' Market for Commercial Real Estate
http://www.dsnews.com/articles/survey-2010-will-be-buyers-market-for-commercial-real-estate-2009-11-09

Albert Edwards of Societe Generale Remains Firmly in Bear Camp, Calls for New Lows in 2010
http://www.fundmymutualfund.com/2009/11/albert-edwards-of-societe-generale.html

Commercial Real Estate at Bottom?
http://real-estate-and-urban.blogspot.com/2009/11/does-mit-transactions-based-commercial.html

Buiter Says Don’t Buy Treasuries as Fed May Raise Interest Rate
http://www.bloomberg.com/apps/news?pid=20601087&sid=aRNAMnQoa4qc&pos=6

10% Unemployment = Bull Market
http://ftalphaville.ft.com/blog/2009/11/10/82281/i-1982-is-10-us-unemployment-good-for-the-stock-market/

Banks don't just have an asset problem - Moody's
http://ftalphaville.ft.com/blog/2009/11/10/82446/banks-dont-just-have-an-asset-problem-says-moodys/

Goldman loves Commodities
http://ftalphaville.ft.com/blog/2009/11/10/82451/goldman-still-bullish-on-commodities-oil-corn-copper-set-to-rise/

Concerns over Private Equity Collapsing
http://business.timesonline.co.uk/tol/business/industry_sectors/banking_and_finance/article6909961.ece

Chinese Grabbing Up Gold
http://ftalphaville.ft.com/blog/2009/11/10/82476/that-chinese-gold-buying-effect/

A Chart of Roubini’s Horrible Trackrecord in 2009
http://wallstcheatsheet.com/breaking-news/economy/a-chart-of-roubinis-horrible-trackrecord-in-2009/?p=3513/

Threat from large budget deficits looms
http://www.ft.com/cms/s/0/98e7c192-cd5f-11de-8162-00144feabdc0.html

Not all bubbles present a risk to the economy
http://www.ft.com/cms/s/0/98e7c192-cd5f-11de-8162-00144feabdc0.html

JPMorgan to add $4 billion in small business loans
http://www.reuters.com/article/smallBusinessNews/idUSTRE5A92DT20091110

Due Diligence
http://www.hedgetracker.com/article/Did-the-Stock-Market-Collapse-Help-Some-Hedge-Funds-Mask-More-Serious-Problems

Due Diligence II
http://www.hedgefundsreview.com/hedge-funds-review/news/1561574/crisis-leads-hedge-fund-changes

Tighter Bank Lending Standards Reinforce Fed Decision on Rates
http://www.bloomberg.com/apps/news?pid=20601206&sid=awd3PMfIuL0o

Survey: 2010 Will Be Buyers' Market for Commercial Real Estate
http://www.dsnews.com/articles/survey-2010-will-be-buyers-market-for-commercial-real-estate-2009-11-09

Noteworthy Financial Stories for November 9

Inside the Global Gold Frenzy
http://www.nytimes.com/2009/11/08/business/global/08gold.html?_r=2&emc=tnt&tntemail1=y

Doing Due Diligence on Galleon
http://blogs.reuters.com/felix-salmon/2009/11/07/doing-due-diligence-on-galleon/

Too Big Too Fail Amendment
http://blogs.reuters.com/rolfe-winkler/2009/11/09/sanders-tbtf-amendment/

Goldman: Commodities Will Soar On Chinese Construction Acceleration
http://www.businessinsider.com/goldman-based-on-channel-checks-chinese-construction-is-accelerating-2009-11

U.S. Stocks, Commodities Jump as Dollar Slides on G-20 Stimulus
http://www.bloomberg.com/apps/news?pid=20601087&sid=ayMaUwp6teXI&pos=1

Stock Rally Just Getting Started Before Rates Rise
http://www.bloomberg.com/apps/news?pid=20601087&sid=a9.ZzZW5rvEk&pos=3

Death To Value Line
http://www.bloomberg.com/apps/news?pid=20601109&sid=aPpxj3FdB0uM&pos=14

IMF Signals Low U.S. Rates Funding ‘Carry Trade’
http://www.bloomberg.com/apps/news?pid=20601087&sid=a5ritflpCi34&pos=6

Cousins sees more pain ahead in real estate
http://www.ajc.com/business/cousins-sees-more-pain-187956.html

Blowing emerging bubbles
http://ftalphaville.ft.com/blog/2009/11/09/82266/blowing-emerging-bubbles/

Is Our Whole Banking System Catastrophically Insolvent?
http://truthingold.blogspot.com/2009/11/good-friend-on-mine-works-for-real.html

David Einhorn vs the bloggers on credit default swaps
http://ftalphaville.ft.com/blog/2009/11/09/82231/david-einhorn-vs-the-bloggers-on-credit-default-swaps/

Exclusive Interview: Quant Trader Fari Hamzei Offers His Advice for Investing
http://wallstcheatsheet.com/knowledge/interview-knowledge/exclusive-interview-quant-trader-fari-hamzei-offers-his-advice-for-investing/?p=3411/

Mark Hulbert Remains Bullish
http://www.marketwatch.com/story/contrarian-analysis-remains-bullish-on-stocks-2009-11-06?siteid=

Sentiment Summary Via Traders Narrative
http://www.tradersnarrative.com/sentiment-overview-week-of-november-6th-2009-3178.html

Noteworthy Financial Stories for November 6

Jobless Rates Around The World
http://www.cnbc.com/id/26658167

Why US Officials Aren't Worried About Dollar's Fall—Yet
http://www.cnbc.com/id/33621641

Darling Seeks G-20 Plan to Deal With Asset Bubbles
http://www.bloomberg.com/apps/news?pid=20601087&sid=a7vKb1ENRhM0&pos=4

Moody’s Sees Debt Sales at Crisis Levels for Decade
http://www.bloomberg.com/apps/news?pid=20601087&sid=aM8xbF_lGOvM&pos=6

Global Stocks May Fall as U.S. Yields Rise: Technical Analysis
http://www.bloomberg.com/apps/news?pid=20601087&sid=aM8qSYZVTZ6o&pos=7

Dollar Rise "Alert"
http://ftalphaville.ft.com/blog/2009/11/06/81936/dollar-rise-alert/

UBS Bubble-Talk Bashers
http://ftalphaville.ft.com/blog/2009/11/06/81971/ubs-the-bubble-talk-bashers/

Why Asia may shake off an S&P Correction
http://ftalphaville.ft.com/blog/2009/11/06/81951/why-asia-may-shake-off-an-sp-correction/

Bank Failure Chart
http://blog.rivast.com/wp-content/uploads/10-30-09-Bank-Failures.gif

Japan’s Demographic Time Bomb Is Imploding
http://www.thesunshinereport.net/marksunshine/?p=572

A global problem with no solution
http://blogs.reuters.com/felix-salmon/2009/11/06/a-global-problem-with-no-solution/

Another Look At Gold
http://blogs.reuters.com/rolfe-winkler/2009/11/06/gold-hits-1100/

U.S. Commercial Property Loans Fall 54%, Bankers Say
http://www.bloomberg.com/apps/news?pid=20601206&sid=aXiOCML2ZIvM

The Commercial Loan Nightmare Facing U.S. Banks
http://www.businessweek.com/investing/wall_street_news_blog/archives/2009/11/commercial_loan.html

Investment managers say they expect positive CRE returns
http://www.reit.com/tabid/477/News/default.aspx?type=E&ID=61

Commercial real estate pros say no recovery until 2011
http://sanfrancisco.bizjournals.com/sanfrancisco/stories/2009/11/02/daily158.html?ed=2009-11-05&ana=e_du_pub

Best Financial Stories Nov 5

Commercial real estate pros say no recovery until 2011
http://sanfrancisco.bizjournals.com/sanfrancisco/stories/2009/11/02/daily158.html?ed=2009-11-05&ana=e_du_pub

The story so far, in one picture
http://krugman.blogs.nytimes.com/2009/11/03/the-story-so-far-in-one-picture/

Rodgin Cohen on Decade's end
http://www.thedeal.com/blogs/video/decade-of-the-deal/rodgin-cohen-on-decades-end.php

Bubblenomics is back with a vengeance
http://www.cityam.com/news-and-analysis/Allister-Heath/7kvuwqy96k.html
The Great Contraction of 2008-2009
http://www.project-syndicate.org/commentary/rogoff62/English

Dan Ferris: Coming mortgage storm could be disastrous
http://www.thedailycrux.com/content/3292/Mortgages

Treasury Curve Steepens to Most Since September Before Auctions
http://www.bloomberg.com/apps/news?pid=20601087&sid=aM.hJKj7w_IY&pos=2

Did We Learn Anything? Carry Trade Edition
http://econompicdata.blogspot.com/2009/11/did-we-learn-anything-carry-trade.html

The roots of the coming crash
http://blogs.reuters.com/felix-salmon/2009/11/04/the-roots-of-the-coming-crash/

10 Year Nominal-Real Treasury Spread Now at 2%
http://mjperry.blogspot.com/2009/11/10-year-nominal-real-treasury-spread.html

Fifty Years of Economic History in one Figure
http://www.marginalrevolution.com/marginalrevolution/2009/11/fifty-years-of-economic-history-in-one-figure.html

Punditry, predictions and profits
http://www.abnormalreturns.com/2009/11/punditry-predictions-and-profits/

Financial Stories for November 4

Crisis Compels Economists To Reach for New Paradigm
http://online.wsj.com/article/SB125720159912223873.html?mod=rss_Today's_Most_Popular

Trading - Learning from Losses
http://www.abnormalreturns.com/2009/11/learning-the-lessons-from-losses/

Rogers Says Roubini Is Wrong on Bubbles as Gold, Stocks Rally
http://www.bloomberg.com/apps/news?pid=20601087&sid=a8fc.G.WUIP8&pos=5

Emerging-Market Rally to Extend to 2010, Praveen Says
http://www.bloomberg.com/apps/news?pid=20603037&sid=at4Zs7mrLfBM

ADP Says U.S. Companies Cut Estimated 203,000 Jobs
http://www.bloomberg.com/apps/news?pid=20601068&sid=aD9IfeC62fzo

Asset Bubble Warnings From IMF
http://ftalphaville.ft.com/blog/2009/11/04/81351/asset-bubble-warnings-international-monetary-institution-edition/

The Mystery of the Rising Stock Market
http://www.slate.com/id/2234464/

Bad News Bears: The Guys Who Bet Against the Bubble and Won
http://nymag.com/daily/intel/2009/11/bad_news_bears_2.html

Handling real estate loans will be a tough act
http://www.dallasnews.com/sharedcontent/dws/bus/columnists/chall/stories/DN-Hall_04bus.ART0.State.Edition1.3c95783.html

November 3rd's Best Financial Stories

Bullish data, recoveries, crashes and the psychology of forecasting redux
http://www.nakedcapitalism.com/2009/11/bullish-data-recoveries-crashes-and-the-psychology-of-forecasting-redux.html


What Backs The Buck
http://www.ritholtz.com/blog/2009/11/what-backs-the-buck/

Cushions are thicker but don’t get comfy
http://blogs.reuters.com/rolfe-winkler/2009/10/30/cushions-are-thicker-but-dont-get-comfy/

David Dreman - Contrarian Take
http://www.forbes.com/forbes/2009/1116/finance-recession-great-depression-dow-the-contrarian.html

Business Bankruptcy Filings Increased 7% in October
http://online.wsj.com/article/SB10001424052748703932904574511733633191024.html

Grim reality still grips U.S. commercial real estate
http://www.reuters.com/article/domesticNews/idUSTRE5A15L020091102

Small Business Lending
http://www.thestreet.com/story/10620636/1/banks-next-profit-center-small-biz-lending.html

Money Managers are Still Bullish
http://www.smartmoney.com/investing/stocks/money-managers-are-still-bullish/

Lessons from Jesse Livermore
http://www.minyanville.com/articles/etf-google-goldman-sachs-GE-traders-investors-Livermore-trading-emotions-losses/index/a/25187

Best Financial Stories for Monday, November 2

Pandit ‘Near Death’ Cash Hoard Signals Lower U.S. Bank Profits
http://www.bloomberg.com/apps/news?pid=20601087&sid=aQokWJUKo2d0&pos=4

Stock Analysts Right on Profits as Investors Disagree
http://www.bloomberg.com/apps/news?pid=20601087&sid=aq_qDXW0ZiuE&pos=7

Ticking Time Bomb on Carry Trade
http://ftalphaville.ft.com/blog/2009/11/02/80836/a-ticking-time-bomb-or-the-mother-of-all-carry-trades/

Commercial Real Estate - Work it Out
http://ftalphaville.ft.com/blog/2009/11/02/80806/commercial-real-estate-work-it-out/

More CRE
http://www.businessinsider.com/henry-blodget-new-rules-encourage-banks-to-lie-about-value-of-commercial-real-estate-assets-2009-11

Mother of all carry trades faces an inevitable bust
http://www.ft.com/cms/s/0/9a5b3216-c70b-11de-bb6f-00144feab49a.html

UBS Global Equity Risk Strategy Indicator
http://online.barrons.com/article/SB125694285397619649.html

Investment Sentiment
http://www.tradersnarrative.com/sentiment-overview-week-of-october-30th-2009-3155.html

Investment Sentiment Part II
http://thetechnicaltakedotcom.blogspot.com/2009/10/investor-sentiment-option-3.html

Investment Sentiment Part III
http://online.barrons.com/public/page/9_0210-investorsentimentreadings.html?mod=bol_topnav_9_3000

Trader: Explaining Volatility
http://oldprof.typepad.com/a_dash_of_insight/2009/10/understanding-market-volatility.html

Hyperinflation - Overblown Concerns
http://business.theatlantic.com/2009/10/seriously_stop_worrying_about_hyperinflation.php