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
Monday, November 2, 2009
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