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