Noteworthy Financial Stories for January 29

RealtyTrac: Foreclosures rising in 'previously insulated' areas
http://www2.snl.com/InteractiveX/article.aspx?CDID=A-10642044-12856&KPLT=4

Obama: $30B in repaid TARP funds can spur small biz lending
http://www2.snl.com/InteractiveX/article.aspx?CDID=A-10640566-12849&KPLT=4

Report: Citigroup in advanced talks to sell real estate investment unit
http://www2.snl.com/InteractiveX/article.aspx?CDID=A-10639901-12083&KPLT=4

Economy in U.S. Grew at 5.7% Pace, Most in Six Years
http://www.bloomberg.com/apps/news?pid=20601087&sid=astN5U.atj2M&pos=1

Corporate Bonds Beat Stocks Most Since February: Credit Markets
http://www.bloomberg.com/apps/news?pid=20601087&sid=atvpP6CWDN7w&pos=4

Kohn Says Predicting Fed Policy Impact on Rates Especially Hard
http://www.bloomberg.com/apps/news?pid=20601087&sid=afIqbeI29vic&pos=5

Stock Tax May Reduce Volume 90%, Interactive Brokers CEO Says
http://www.bloomberg.com/apps/news?pid=20601109&sid=aUFMGaqiHYaA&pos=15

Europe Inflation Accelerates to Fastest in 11 Months
http://www.bloomberg.com/apps/news?pid=20601068&sid=afpwhRJOQY5Q

800 years of financial folly
http://ftalphaville.ft.com/blog/2010/01/29/137276/800-years-of-financial-folly/

Emerging Stock Funds Post First Outflows in 12 Weeks
http://www.bloomberg.com/apps/news?pid=20601084&sid=aNBSvswW1PjY

Botox Cures – Part 1
http://www.roubini.com/globalmacro-monitor/258319/botox_cures_____part_1

Botox Cures – Part 2
http://www.roubini.com/globalmacro-monitor/258336/botox_cures_____part_2

Breaking News: Morgan Stanley looking into legal action against ZeroHedge
http://blog.ctnews.com/teribuhl/2010/01/28/breaking-news-morgan-stanley-looking-into-legal-action-against-zerohedge/

Stock Picker: REITs Are About to Bottom
http://www.cnbc.com/id/35135317

New plan, new people?
http://www.economist.com/businessfinance/displayStory.cfm?story_id=15398197&source=hptextfeature

DEAL TALK-Hotel buyers, sellers still apart on pricing
http://www.reuters.com/article/idUSN2716042320100127

Institutions Once Bitten, But Not So Shy
http://nreionline.com/finance/news/institutions_bitten_0128/

Capstead Writes Off $40m in Commercial Real Estate Liability
http://www.housingwire.com/2010/01/28/capstead-writes-off-40m-in-commercial-real-estate-liability/

Tougher Times Coming for Commercial Real Estate
http://www.housingwire.com/2010/01/29/tougher-times-coming-for-commercial-real-estate/

Relief Rally or Major Correction - What's Next?
http://finance.yahoo.com/news/Relief-Rally-or-Major-etfguide-83143044.html?x=0&.v=1

Noteworthy Financial Stories for January 28

Gain in Orders for U.S. Goods Points to More Spending
http://www.bloomberg.com/apps/news?pid=20601087&sid=a_pChMTy3t0o&pos=2

Fed Lays Ground for End to Stimulus With Recovery Declaration
http://www.bloomberg.com/apps/news?pid=20601087&sid=aXeUAV7_bz_o&pos=4

Cheapest Route to Walmart From China May Skip Buffett’s Railway
http://www.bloomberg.com/apps/news?pid=20601109&sid=a3hOuGC_XdsY&pos=11

Davos 2010: George Soros warns gold is now the 'ultimate bubble'
http://www.telegraph.co.uk/finance/financetopics/davos/7085504/Davos-2010-George-Soros-warns-gold-is-now-the-ultimate-bubble.html

Asian Rally Will Resume, Goldman, Credit Suisse Say
http://www.bloomberg.com/apps/news?pid=20601084&sid=aeOhdMA_BeRo

Is negative convexity the new Bernanke conundrum?
http://ftalphaville.ft.com/blog/2010/01/28/136551/is-negative-convexity-the-new-bernanke-conundrum/

Moody’s chimes in on the Volcker rule
http://ftalphaville.ft.com/blog/2010/01/28/136666/moodys-chimes-in-on-the-volcker-rule/

Brics: get your funding kicks while you can
http://ftalphaville.ft.com/blog/2010/01/28/136261/brics-get-your-funding-kicks-while-you-can/

An early warning system for asset bubbles
http://www.ft.com/cms/s/0/d9438ca2-0b45-11df-9109-00144feabdc0.html

Echo bubble forming in commercial property
http://www.ft.com/cms/s/0/43a3ba4e-0b5b-11df-8232-00144feabdc0.html

Greece
http://www.ft.com/cms/s/3/6da40ca4-0b65-11df-8232-00144feabdc0.html

Is Geithner Toast?
http://www.thedailybeast.com/blogs-and-stories/2010-01-26/is-geithner-toast/?cid=hp:originalslist2

Goldman Studies 24 Housing Busts: Recoveries Always Weak, But Stocks Go Up Regardless
http://www.businessinsider.com/goldman-recoveries-always-suck-after-housing-busts-but-stocks-go-up-regardless-2010-1

Could California Really Default?
http://www.realclearmarkets.com/articles/2010/01/27/could_california_really_default__97611.html

Weekly Update: Don't sweat a correction
http://www.federatedinvestors.com/sc?cid=54565&link=commentary&templ=commentaryLeaf&ut=unregistered_webuser

TARP Panel Widens Look At Loan Woe In Property
http://online.wsj.com/article/SB20001424052748703410004575029583686181508.html?mod=dist_smartbrief

Banks Report Slowing CRE Loan Charge-Offs
http://www.costar.com/News/Article.aspx?id=3EFDE81517D1D67E034FB8EFFE69C966

Going Forward, BarCap Expects Mixed Results from REITs
http://www.housingwire.com/2010/01/26/going-forward-barcap-expects-mixed-results-from-reits/

Positive Outlook for Retail Real Estate Tempered by Ongoing Market Correction
http://www.costar.com/News/Article.aspx?id=A1B013CD14D22047A5D7A399C6F59273

Real Estate Pros See Things Getting Worse
http://www.globest.com/news/1587_1587/florida/183281-1.html

Dear Wall Street: We're Sorry
http://finance.yahoo.com/banking-budgeting/article/108672/dear-wall-street-were-sorry

U.S. stock market factoring in interest-rate hike ahead
http://www.marketwatch.com/story/us-stock-market-moves-up-timing-of-fed-rate-move-2010-01-28?siteid=yhoof

A Business Owner's Key to Resilience: Taking Risks
http://www.openforum.com/idea-hub/topics/marketing/article/a-business-owners-key-to-resilience-taking-risks-marcy-shinder

Financially Preparing Small Business Owners for 2010
http://www.openforum.com/idea-hub/topics/money/article/financially-preparing-small-business-owners-for-2010-susan-l-reid

Here's 6 Reasons The CRE "Time Bomb" Is A Snooze
http://www.businessinsider.com/cre-is-a-time-bomb-not-2010-1


The End Of Prediction Season
http://www.thekirkreport.com/2010/01/the-end-of-prediction-season.html

Eerie Line Chart Similarities between 1929 and 2009
http://blog.afraidtotrade.com/eerie-line-chart-similarities-between-1929-and-2009/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+afraidtotrade%2FNRSd+%28Afraid+to+Trade.com+Blog%29

American Association of Individual Investors (AAII)
Equity Allocations, Deviation versus 21-Year Mean
http://www.ritholtz.com/blog/2010/01/sentiment-and-liquidity-review/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+TheBigPicture+%28The+Big+Picture%29

Grantham: Lessons Learned in the Decade
http://www.ritholtz.com/blog/2010/01/grantham-lessons-learned-in-the-decade/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+TheBigPicture+%28The+Big+Picture%29

Roubini: Asset bubbles have started to take shape
http://www.investmentpostcards.com/2010/01/28/roubini-asset-bubbles-have-started-to-take-shape/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+wordpress%2FVYxj+%28Investment+Postcards+from+Cape+Town%29

What Is Your Edge in the Markets?
http://traderfeed.blogspot.com/2010/01/what-is-your-edge-in-markets.html

Roubini’s Pessimism – How to Play It With Gusto
http://www.thedisciplinedinvestor.com/blog/2010/01/27/roubinis-pessimism-how-to-play-it-with-gusto/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+thedisciplinedinvestor%2FEBHR+%28The+Disciplined+Investor%29

Noteworthy Financial Stories for January 27

Record CRE Loan Defaults Contribute to Rising 2010 Bank Failures
http://nreionline.com/distressedinventory/record_cre_loan_defaults_0126/

Wall Street Firms Don’t Want to Wage War on Obama
http://www.bloomberg.com/apps/news?pid=20601208&sid=a9WQ8el3qk9M

Fed May Take Risk MBS Program End Won’t Hurt Housing
http://www.bloomberg.com/apps/news?pid=20601206&sid=axVV8waG7WMs

4 REITs That Are Still Holding Strong
http://stocks.investopedia.com/stock-analysis/cotd/JLL20100126.aspx?partner=YahooSA

Forecast: Hotel Transactions To Increase by 67%
http://www.globest.com/news/1584_1584/sandiego/183215-1.html?sector=retail

Chicago’s O’Hare Airport is Ground Zero for Hotel Distress
http://nreionline.com/distressedinventory/ohare_airport_hotel_distress_0126/

Five Ways to Effectively Follow Up (Without Being Annoying or Breaking the Bank)
http://www.openforum.com/idea-hub/topics/money/article/five-ways-to-effectively-follow-up-without-being-annoying-or-breaking-the-bank-trent-hamm

Fed Keeps ‘Extended Period’ Pledge; Hoenig Dissents
http://www.bloomberg.com/apps/news?pid=20601087&sid=aB5iddsGWik8

BRIC IPOs see record January at $6.7 billion
http://www.reuters.com/article/idUSTRE60Q2I020100127?feedType=RSS&feedName=innovationNews&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+reuters%2FdealsNews+%28News+%2F+US+%2F+Deals+News%29

How to Get Along With Frenemies
http://www.bloomberg.com/apps/harvardbusiness?sid=H2cc017cf3c9502302652128f959a10bc

S&P 500 Is on ‘Precipice,’ May Extend Drop: Technical Analysis
http://www.bloomberg.com/apps/news?pid=20603037&sid=aulBQGy08VKs

Faber Says S&P 500 May Drop 20% on Economic, Earnings Prospects
http://www.bloomberg.com/apps/news?pid=20601084&sid=aDXl6zvTyrKU

Berkshire Surges After Being Picked to Join S&P 500
http://www.bloomberg.com/apps/news?pid=20601084&sid=aaVYVyZD6aF8

U.S. 2-Year Note Yields Rise Most This Year as Hoenig Dissents
http://www.bloomberg.com/apps/news?pid=20601009&sid=aBcYqEdBzclk

Mobius Says China Lending Curbs May Benefit Economy
http://www.bloomberg.com/apps/news?pid=20601014&sid=aq8BzYAxNtC4

S&P 500 Sector Trivia
http://www.ritholtz.com/blog/2010/01/sp500-sector-trivia/

Small not always beautiful
http://www.marketwatch.com/story/after-end-of-january-size-does-matter-2010-01-27

Big Drop In Sentiment
http://sentimentrader.blogspot.com/2010/01/big-drop-in-sentiment.html

Unadmired Stocks Beat Admired Ones?
http://www.cxoadvisory.com/blog/external/blog1-27-10/

Look to TIPS, Not Fed, for Inflation Tips
http://online.wsj.com/article/SB10001424052748704905604575027572634551574.html

Money for nothing
http://ftalphaville.ft.com/blog/2010/01/26/134951/money-for-nothing/

http://www.businessinsider.com/fourth-times-a-charm-treasury-sells-10-billion-in-1-month-billls-with-no-yields-2010-1

http://www.businessinsider.com/mysterious-direct-bidding-strength-is-rallying-treasuries-2010-1

Shiller’s List: How to Diagnose the Next Bubble
http://dealbook.blogs.nytimes.com/2010/01/27/schillers-list-how-to-diagnose-the-next-bubble/

Ailing Banks Favor Salaries Over Shareholders
http://dealbook.blogs.nytimes.com/2010/01/27/ailing-banks-favor-salaries-over-shareholders/

Goldman Sachs Approached AIG To Scrap Contracts Months Before Being Paid In Full By NY Fed
http://www.huffingtonpost.com/2010/01/26/goldman-sachs-approached_n_437041.html

Darrell Issa's Special Report On AIG Could Be The End Of Geithner
http://www.zerohedge.com/article/darrell-issas-special-report-aig-could-be-end-geithner

Bernanke’s (new) Conundrum – Negative Convexity
http://www.zerohedge.com/article/bernanke%E2%80%99s-new-conundrum-%E2%80%93-negative-convexity


Existing Home Inventory: A long way from Normal
http://www.calculatedriskblog.com/2010/01/existing-home-inventory-long-way-from.html

Themes For 2010
http://www.thekirkreport.com/2010/01/themes-for-2010.html

Noteworthy Financial Stories for January 26

Get the Best Properties Now
https://www.cbre-ea.com/default.aspx?_title=AboutRealEstate&_id=2252

Fed Weighs Interest on Reserves as New Benchmark Rate
http://www.bloomberg.com/apps/news?pid=20601087&sid=akYMsCezpjlk&pos=1

GMO’s Grantham Says Obama Plan to Ban Prop Trading ‘Good Stuff’
http://www.bloomberg.com/apps/news?pid=20601087&sid=aXIoGnP8L0uQ&pos=7

Davos Too Big to Fail as Bankers Recoil in Political Backlash
http://www.bloomberg.com/apps/news?pid=20601109&sid=alTUt35FKyqg&pos=11

Japan’s Ratings Outlook Cut on Lack of Hatoyama Plan
http://www.bloomberg.com/apps/news?pid=20601068&sid=aGg4tFn9n2gY

Senate Democrats Said to Consider $80 Billion Jobs Legislation
http://www.bloomberg.com/apps/news?pid=20601070&sid=acJGzTsruOCg

Wall Strasse Beats Wall Street on Obama Bank Bill: Matthew Lynn
http://www.bloomberg.com/apps/news?pid=20601039&sid=aQ20S.rSp4kU

Bearish Options on Emerging Markets ETF Climb to 17-Month High
http://www.bloomberg.com/apps/news?pid=20601084&sid=ahQR5yTNbCp0

Biggs Favors Tech, Drug Stocks on ‘Strong’ Recovery
http://www.bloomberg.com/apps/news?pid=20601084&sid=ayuQQlpwkctw

Rise of the news-reading machines
http://ftalphaville.ft.com/blog/2010/01/26/134561/rise-of-the-news-reading-machines/

Chanos: ‘We’re not calling’ for a China crash
http://ftalphaville.ft.com/blog/2010/01/26/134101/chanos-were-not-calling-for-a-china-crash/

Greed & Fear and David Stockman on where it all went wrong
http://ftalphaville.ft.com/blog/2010/01/26/134191/greed-fear-and-david-stockman-on-where-it-all-went-wrong/

Beware the 4 new asset bubbles
http://money.cnn.com/2010/01/25/news/economy/assets_bubbles.fortune/index.htm

Was It Really A Lost Decade?
http://www.indexuniverse.com/sections/research/7161-was-it-really-a-lost-decade.html?Itemid=7

9 banks teetering after bad land bets
http://money.sltrib.com/story.asp?ID=7340290&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+creditwritedownsnews+%28Credit+Writedowns%27+News+Feed%29

Really Bove-erred over Volcker
http://ftalphaville.ft.com/blog/2010/01/25/133801/really-bove-erred-over-volcker/

Pulling apart
http://www.economist.com/businessfinance/displayStory.cfm?story_id=15330542&source=hptextfeature

Noteworthy Financial Stories for January 25

White House, Top Republican Say Bernanke to Keep Job
http://www.bloomberg.com/apps/news?pid=20601087&sid=a6S.kqRZ80.s&pos=4

Doll in Sync With Biggs Queries Roubini Exit at Davos
http://www.bloomberg.com/apps/news?pid=20601087&sid=aS6vVTFQQz.Y&pos=5

Platinum Overtaking Gold as Metal of Choice on Autos
http://www.bloomberg.com/apps/news?pid=20601109&sid=a6xB9k81GzXk&pos=12

VIX Options Show Biggest Bets on Stocks Retreat Since June 2008
http://www.bloomberg.com/apps/news?pid=20603037&sid=afYZyM_3ZVaw

Global Stocks ‘Vulnerable to Correction,’ Rogers Says
http://www.bloomberg.com/apps/news?pid=20601084&sid=aIslcLyrGHUA

The tricky business of forecasting orderbooks
http://ftalphaville.ft.com/blog/2010/01/25/133531/the-tricky-business-of-forecasting-orderbooks/

The bank problem in a single chart
http://ftalphaville.ft.com/blog/2010/01/25/133331/the-bank-problem-in-a-single-chart/

The ultimate in Jingle Mail
http://ftalphaville.ft.com/blog/2010/01/25/133481/the-ultimate-in-jingle-mail/

For corporate bonds, a week is an eternity
http://ftalphaville.ft.com/blog/2010/01/25/133326/for-corporate-bonds-a-week-is-an-eternity/

Interview with Richard Thaler
http://www.newyorker.com/online/blogs/johncassidy/2010/01/interview-with-richard-thaler.html

More Fun With (Quietly Revised) Numbers
http://www.ritholtz.com/blog/2010/01/more-fun-with-numbers/

Investor Commitment to Hedge Funds Comes With Rising Expectations – Report
http://www.hedgeco.net/news/01/2010/investor-commitment-to-hedge-funds-comes-with-rising-expectations-report.html

China economist sees 2010 GDP up 9.5 percent
http://www.reuters.com/article/idUSTRE60O08M20100125?feedType=RSS&feedName=businessNews&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:%20reuters/businessNews%20(News%20/%20US%20/%20Business%20News)

Star Technical Analyst Charles Nenner Calls Market Top
http://www.zerohedge.com/article/star-technical-analyst-charles-nenner-calls-market-top?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

How To Play Inflation From Oaktree's Howard Marks
http://www.marketfolly.com/2010/01/how-to-play-inflation-from-oaktrees.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+MarketFolly+%28Market+Folly%29

Goldman's Concern Over The Economy Is Growing
http://www.zerohedge.com/article/goldmans-conern-over-economy-growing?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

Legg Mason’s Miller Says U.S. May Grow as Much as 10%
http://www.bloomberg.com/apps/news?pid=20601087&sid=aLoESSR0xs98&pos=5

Legg Mason’s Bill Miller Says 2010 Will Be Good Year for Stocks
http://www.bloomberg.com/apps/news?pid=20601087&sid=aH9_M1BmyRWQ&pos=5

Indicators the Disciplined Investor is Watching
http://blog.afraidtotrade.com/indicators-the-disciplined-investor-is-watching/

Industry: Banking Proposal ‘A Debacle’
http://www.globest.com/news/1584_1584/washington/183208-1.html

Commercial real estate is a hot market, for court-appointed caretakers
http://www.latimes.com/business/la-fi-cover-commre24-2010jan24,0,7888515.story

China Bubble Risks May Be Masked, World Bank Says
http://www.bloomberg.com/apps/news?pid=20601206&sid=a.EDag6rMggc

5 Futuristic Applications that Are Here NOW
http://www.openforum.com/idea-hub/topics/innovation/article/5-futuristic-applications-that-are-here-now-ivana-taylor

Essential Social Media Tools for the Small Business
http://www.openforum.com/idea-hub/topics/technology/article/essential-social-media-tools-for-the-small-business-barb-dybwad

Coal and Treasuries
http://gregor.us/coal/coal-and-treasuries/

Signs Of The Apocalypse: The Return Of The Layoff
http://247wallst.com/2010/01/25/signs-of-the-apocalypse-the-return-of-the-layoff/

How To Calculate A Return On Investment
http://www.avc.com/a_vc/2010/01/how-to-calculate-a-return-on-investment.html

What the Web of Tomorrow Will Look Like: 4 Big Trends to Watch
http://mashable.com/2010/01/24/internet-of-tomorrow-column/

Noteworthy Financial Stories for January 26

The Week Ahead: Fasten Your Seat Belt!
http://oldprof.typepad.com/a_dash_of_insight/2010/01/the-week-ahead-fasten-your-seat-belt.html

Unlikely Events Deliver Hellish Week For Stocks
http://blogs.wsj.com/marketbeat/2010/01/22/unlikely-events-deliver-hellish-week-for-stocks/

Investor Sentiment Wrap Up
http://www.tradersnarrative.com/sentiment-overview-week-of-january-22nd-2010-3500.html

Investor Sentiment Wrap Up: Part II
http://thetechnicaltakedotcom.blogspot.com/2010/01/investor-sentiment-poorly-positioned.html

IBD DOWNGRADES MARKET OUTLOOK
http://pragcap.com/ibd-downgrades-outlook

The Volker Effect on Private Equity
http://ftalphaville.ft.com/blog/2010/01/22/132921/the-volcker-effect-on-pe/

My Ramblings On the Volcker Plan
http://zerobeta.wordpress.com/2010/01/23/my-ramblings-on-the-volcker-plan/

‘Controlled Serendipity’ Liberates the Web
http://bits.blogs.nytimes.com/2010/01/22/adding-controlled-serendipity-to-the-web/

Thoughts on the End Game
http://www.investorsinsight.com/blogs/thoughts_from_the_frontline/archive/2010/01/22/thoughts-on-the-end-game.aspx

Noteworthy Financial Stories for January 21

Stocks, Commodities Tumble, Dollar Gains on China, Bank Reforms
http://www.bloomberg.com/apps/news?pid=20601087&sid=aZ7ykIgqNaTU&pos=1

Roubini Says Stock Rally May End Amid Muted Recovery
http://www.bloomberg.com/apps/news?pid=20601087&sid=aSg4xVd.jyAQ&pos=6

China Losing to U.S. Among Investments of Choice
http://www.bloomberg.com/apps/news?pid=20601070&sid=aC.dvoXM.MD8

Birinyi Sees U.S. Stocks Rising 10% or More in 2010
http://www.bloomberg.com/apps/news?pid=20601084&sid=akBUSKyIFYeA

Paul Volker: The man with Obama’s ear
http://ftalphaville.ft.com/blog/2010/01/21/131521/the-man-with-obamas-ear/

Bob Janjuah, chief strategist (and bear) at RBS
http://ftalphaville.ft.com/blog/2010/01/21/131421/a-second-helping-of-bob/

The Beginning Of The End For Wall Street's Various Prop Trading Desks
http://www.zerohedge.com/article/beginning-end-wall-streets-various-prop-trading-desks

Wall Street's Dirty Little Secret
http://www.thedailybeast.com/blogs-and-stories/2010-01-17/wall-streets-dirty-little-secret/

He Wasn’t The One We’ve Been Waiting For
http://krugman.blogs.nytimes.com/2010/01/20/he-wasnt-the-one-weve-been-waiting-for/

Equities are asset class of choice for global private wealth managers
http://www.hedgefundsreview.com/hedge-funds-review/news/1587956/equities-asset-class-choice-global-private-wealth-managers

Deutsche Bank On China: "First Rate Hike Coming In The Second Half Of March"
http://www.zerohedge.com/article/deutsche-bank-china-first-rate-hike-coming-second-half-march

Market Correction Underway
http://www.ritholtz.com/blog/2010/01/market-correction-underway/

Noteworthy Financial Stories for January 20

Keep An Eye On Sentiment Indicators
http://www.bigtrends.com/articles/dailytrendwatch/2343-keep-an-eye-on-the-sentiment-indicators.html

Watch Out, Investor Bullishness Hit A Four-Year High In January
http://finance.yahoo.com/tech-ticker/article/406937/Watch-Out%2C-Investor-Bullishness-Hit-A-Four-Year-High-In-January

Why 2010 Should Be One To Remember
http://www.tradersnarrative.com/why-2010-should-be-one-to-remember-3493.html

FDIC geared up for busy year of bank failures
http://www.reuters.com/article/idUSTRE60J53220100120?feedType=RSS&feedName=businessNews&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+reuters%2FbusinessNews+%28News+%2F+US+%2F+Business+News%29

World Bank Raises Global Growth Outlook, Sees 2nd-Half Slowdown
http://www.bloomberg.com/apps/news?pid=20601087&sid=agUbDtEde0Gc&pos=7

The High Low Index & The Stock Market: Up!
http://www.tradersnarrative.com/the-high-low-index-the-stock-market-up-3495.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+TradersNarrative+%28Trader%27s+Narrative%29

Time to cage inflation tiger, say experts
http://www.chinadaily.com.cn/bizchina/2010-01/19/content_9340820.htm


U.S. Economy: Permits Jump, Signaling Construction Increases
http://www.bloomberg.com/apps/news?pid=20601087&sid=aUuiK.vVAm.o&pos=3

Wall Street Seeing Goldman in Rare Reversal With Morgan Stanley
http://www.bloomberg.com/apps/news?pid=20601109&sid=aHPopT4k9ddI&pos=10

Japan Is Best Investment Idea for 2010, Wien Says (Update1)
http://www.bloomberg.com/apps/news?pid=20601084&sid=aYjHLbioFHNU

US commercial real estate in good news shock
http://ftalphaville.ft.com/blog/2010/01/20/130536/us-commercial-real-estate-in-good-news-shock/

Spot the odd one out
http://ftalphaville.ft.com/blog/2010/01/20/130516/spot-the-odd-one-out-2/

Junk-bond junkies party on…
http://ftalphaville.ft.com/blog/2010/01/20/130206/junk-bond-junkies-party-on/

Optimism interrupted
http://www.marketwatch.com/story/job-anxiety-threatens-any-home-building-recovery-2010-01-19?siteid=rss&rss=1

Hedge Funds Hold Investors ‘Hostage’ After Rebound
http://www.bloomberg.com/apps/news?pid=20601087&sid=aNuDAYAJTLUw&pos=6

Commercial Mortgage-Backed Debt Sales to Stay Below $15 Billion
http://www.bloomberg.com/apps/news?pid=20601087&sid=ae04aY2ESPGE&pos=5

Deutsche Analysts: REITs to “Grind” Up in 2010
http://www.reit.com/tabid/477/News/default.aspx?type=E&ID=85

Matter of Debate: Bottom in Commercial-Property Values
http://online.wsj.com/article/SB10001424052748704561004575013353471016316.html?mod=dist_smartbrief

Tips for Transitioning From a Big Company to Your Own Business
http://www.openforum.com/idea-hub/topics/technology/article/tips-for-transitioning-from-a-big-company-to-your-own-business-ben-parr

Noteworthy Financial Stories for January 19

Henry Ford Raising Wage May Give China Tip on Worker Prosperity
http://www.bloomberg.com/apps/news?pid=20601109&sid=au7tdjzgHks8&pos=10

Yen Carry Trade’s Appeal Shows Japan Is Losing Mojo
http://www.bloomberg.com/apps/news?pid=20601109&sid=aaI0MlomfFe4&pos=13

No New Normal on Wall Street as Economists Dismiss Pimco’s GDP
http://www.bloomberg.com/apps/news?pid=20603037&sid=apfl_Mic9Dns

Paul McCulley Discusses PIMCO’s Cyclical 2010 Outlook
http://www.pimco.com/LeftNav/PIMCO%20Spotlight/2009/Cyclical%20Outlook%20Paul%20McCulley%20December%202009.htm

Sitting Is a Silent Killer, Swedish Medics Warn Couch Potatoes
http://www.bloomberg.com/apps/news?pid=20601124&sid=apXovl_vpFZQ

Earnings Growth Drives Me to These Five Stocks: John Dorfman
http://www.bloomberg.com/apps/news?pid=20601039&sid=aSh_wbbbsCjM

Record Cash Means S&P 500 at Half its 2007 Valuation
http://www.bloomberg.com/apps/news?pid=20601084&sid=adOHivHjKMGA

U.S. Stocks ‘Can Only Surprise on Upside,’ Says HSBC
http://www.bloomberg.com/apps/news?pid=20601084&sid=aWn.tzD5e7mw

2010 Investment Strategies: Six Areas To Buy, 11 Areas To Sell
http://www.ritholtz.com/blog/2010/01/2010-investment-strategies-six-areas-to-buy-11-areas-to-sell/

Why stock markets are still undervalued
http://www.telegraph.co.uk/finance/comment/jeremy-warner/7021437/Why-stock-markets-are-still-undervalued.html

The 10 Best Collaborative Web Tools for Business
http://www.businesspundit.com/the-10-best-collaborative-web-tools-for-business/

(Ir)rational enthusiasm, emerging markets edition
http://ftalphaville.ft.com/blog/2010/01/18/128551/irrational-enthusiasm-emerging-markets-edition/

What Google says about inflation
http://ftalphaville.ft.com/blog/2010/01/18/128316/what-google-says-about-inflation/


The Risky Rich Nouriel Roubini
http://www.project-syndicate.org/commentary/roubini21/English

Hedge funds set to grab larger slice of the investment cake
http://www.hedgefundsreview.com/hedge-funds-review/news/1587572/hedge-funds-se-grab-larger-slice-investment-cake

IMF head in 'double-dip' global economy warning
http://news.bbc.co.uk/2/hi/business/8464774.stm

Yield Junkies Return to Bond Market
http://online.wsj.com/article/SB10001424052748703626604575011420313005744.html?mod=dist_smartbrief

How to Succeed By Building Your Body of Evidence
http://www.openforum.com/idea-hub/topics/the-world/article/how-to-succeed-by-building-your-body-of-evidence-pamela-slim

The Complete Guide To Investing And Making Money Off The MAVINS
http://www.businessinsider.com/how-to-invest-in-the-mavins-2010-1

Rosenberg: Surprise, Surprise, Everyone At The Barron's Roundtable Is A Bull
http://www.businessinsider.com/rosenberg-surprise-surprise-everyone-at-the-barrons-roundtable-is-a-bull-2010-1

Foreign demand for US assets rises in November
Foreign demand for long-term US financial assets jumps sharply even as China holdings dip
http://finance.yahoo.com/news/Foreign-demand-for-US-assets-apf-802326289.html?x=0


Tablets take off in 2010 but solar power may struggle
http://news.bbc.co.uk/2/hi/technology/8467654.stm

Steven Cohen's Hedge Fund SAC Capital: Portfolio Update
http://www.marketfolly.com/2010/01/steven-cohens-hedge-fund-sac-capital.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+MarketFolly+%28Market+Folly%29


Another Method Of Stock Market Valuation
http://www.tradersnarrative.com/another-method-of-stock-market-valuation-3450.html

Tobin’s Q: Valuation Back At Parity
http://www.tradersnarrative.com/tobins-q-valuation-back-at-parity-3473.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+TradersNarrative+%28Trader%27s+Narrative%29

Worry Over the US$ and PIIGS
http://globaleconomicanalysis.blogspot.com/2010/01/worry-over-us-and-piigs.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+MishsGlobalEconomicTrendAnalysis+%28Mish%27s+Global+Economic+Trend+Analysis%29

S&P500 MACD
http://www.ritholtz.com/blog/2010/01/sp500-macd/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+TheBigPicture+%28The+Big+Picture%29

CNN Money On Small Business Lending
http://globaleconomicanalysis.blogspot.com/2010/01/cnn-money-on-small-business-lending.html

BofA Merrill Lynch Fund Manager Survey Finds Risk Appetite at Four-Year High as Investors Embrace Equities
http://newsroom.bankofamerica.com/index.php?s=43&item=8619

Noteworthy Financial Stories for January 15

Strengthening U.S. Recovery May Intensify Fed Debate on Exit
http://www.bloomberg.com/apps/news?pid=20601087&sid=aDWlxYGoEGDA&pos=5

Trading-Pit Glamour Dims as Chicago Computers Ascend in Film
http://www.bloomberg.com/apps/news?pid=20601109&sid=aVuWpivMV_2s&pos=14

’Russiaphile’ Funds Push Inflows to 2-Month High; Micex Rallies
http://www.bloomberg.com/apps/news?pid=20601084&sid=aMTLKYXgUQMg

The Return of Gordon Gekko
http://www.vanityfair.com/hollywood/features/2010/02/wall-street-spotlight-201002

4 pros: Investing in the next decade
http://money.cnn.com/galleries/2010/fortune/1001/gallery.next_decade.fortune/index.html

Crisis chart of the day: The correlation between severity and probability
http://blogs.reuters.com/felix-salmon/2010/01/14/crisis-chart-of-the-day-the-correlation-between-severity-and-probability/

The Best Bets in the Oil Patch
http://www.smartmoney.com/investing/stocks/the-best-bets-in-the-oil-patch/

Five Ways Banks Will Make Money in 2010
http://www.thestreet.com/story/10660554/1/five-ways-banks-will-make-money-in-2010.html

Q4 earnings preview: Analysts see improvement in earnings, credit trends (subscription may be required)
http://www.snl.com/InteractiveX/article.aspx?CDID=A-10580674-12846&KPLT=4

UPDATE: TARP redemptions: It's payback time (subscription may be required)
http://www.snl.com/InteractiveX/article.aspx?CDID=A-9322516-10602&KPLT=4

Think Tank Warns on Impact of Debt Cuts
http://online.wsj.com/article/SB10001424052748704281204575002942158168532.html

U.S. REITs outperformed other equities over last decade
http://www.investmentinternational.com/news/property/us-real-estate-investment-trusts-outperformed-other-equities-in-last-decade-report-shows-3270.html

CEOs of commercial REITS optimistic for a 2010 recovery
http://therealdeal.com/newyork/articles/ceos-of-commercial-reits-optimistic-for-a-2010-recovery

Building a Network of Gen Y Entrepreneurs: A Story of Optimism
http://www.openforum.com/idea-hub/topics/marketing/article/building-a-network-of-gen-y-entrepreneurs-a-story-of-optimism-marcy-shinder

Separating Your Personal and Business Finances - And Keeping them Separate
http://www.openforum.com/idea-hub/topics/money/article/separating-your-personal-and-business-finances-and-keeping-them-separate-trent-hamm

"Pub Power" equity buy signal
http://econompicdata.blogspot.com/2010/01/pub-power-equity-signal-turns-negative.html

Stop buying stocks and start buying businesses.
http://nickgogerty.typepad.com/designing_better_futures/2010/01/stop-buying-stocks-and-start-buying-businesses.html

The Myth of 2009's Great Consumer Deleveraging
http://business.theatlantic.com/2010/01/the_myth_of_2009s_great_consumer_deleveraging.php

More on bubble spotting
http://www.economist.com/blogs/freeexchange/2010/01/more_bubble_spotting

Noteworthy Financial Stories for January 14

2009 Costliest Year Ever for Bank Failures; CRE Loans Could Make 2010 Even Worse
http://www.costar.com/News/Article.aspx?id=28FE26944825C769C3D9215F4DA86600

Capital Market Recovery Will Take Time, but Could Start in 2010
http://www.costar.com/News/Article.aspx?id=EA7367849F876B204041F6E35FB3417A&ref=100&iid=165&cid=4551B02CF9EBB4A3FD8AA99C29554FD4

Fed Beige Book Says Economy Improved in 10 Districts
http://www.bloomberg.com/apps/news?pid=20601103&sid=aVWTYppaHMCQ

Obama Calls for Bank Tax to ‘Recover Every Single Dime’
http://www.nytimes.com/2010/01/15/us/15tax.html

As Buildings Empty, Banks' Credit Woes Pile Up
http://online.wsj.com/article/SB10001424052748703414504575001470476631654.html

How to Maximize Your Chances for a Small Business Loan
http://www.openforum.com/idea-hub/topics/money/article/how-to-maximize-your-chances-for-a-small-business-loan-trent-hamm

VIX May Keep Falling, Bollinger Bands Show: Technical Analysis
http://www.bloomberg.com/apps/news?pid=20601110&sid=aK0vOjR1bhno

U.S. Economy: Retail Sales Unexpectedly Fall After Bigger Gain
http://www.bloomberg.com/apps/news?pid=20601110&sid=asLG_m3QCCbE

Krawcheck Says 53% of Wealthy Fear Outliving Savings
http://www.bloomberg.com/apps/news?pid=20601110&sid=a8XBsmivv0ZI

Inventories at U.S. Companies Rise More Than Forecast
http://www.bloomberg.com/apps/news?pid=20601110&sid=ayI.7Y7NsF_A

Short China?
http://www.nytimes.com/2010/01/13/opinion/13friedman.html

S&P Downgrades California To Third World Country Status
http://www.businessinsider.com/california-downgrades-california-to-third-world-country-status-2010-1

John Paulson’s high-risk hubris
http://blogs.reuters.com/felix-salmon/2010/01/14/john-paulsons-high-risk-hubris/


Investment Outlook 2010 and Post Mortem 2009
https://village.albourne.com/user/news.pcg?id=65553

Study Of New Highs & Lows: A Bullish Omen
http://www.tradersnarrative.com/study-of-new-highs-lows-a-bullish-omen-3477.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+TradersNarrative+%28Trader%27s+Narrative%29

Forget Wind. Pickens Turns Focus to Gas.
http://dealbook.blogs.nytimes.com/2010/01/14/forget-wind-pickens-turns-focus-to-gas/

Moral Hazard and the Crisis
http://www.newyorker.com/online/blogs/jamessurowiecki/2010/01/moral-hazard-and-the-crisis.html

Investing in 2010: The Opportunity Continues
http://oldprof.typepad.com/a_dash_of_insight/2010/01/investing-in-2010-the-opportunity-continues.html

Noteworthy Financial Stories for January 13

Fitch: U.S. CMBS Delinquencies up 42bps; Peak Not Until 2012
http://www.businesswire.com/portal/site/home/permalink/?ndmViewId=news_view&newsId=20100111006160&newsLang=en


Emerging-Market Stocks Fall, Pound Rallies as Oil, Corn Slide
http://www.bloomberg.com/apps/news?pid=20601087&sid=aXpyFDtqpDyU&pos=2

Treasury Investors Most Bearish in Two Years as Deficit Grows
http://www.bloomberg.com/apps/news?pid=20601087&sid=acFQU56n7SyQ&pos=4

Real Estate Bull Laub Sees Unprecedented Workout From Bad Debt
http://www.bloomberg.com/apps/news?pid=20601109&sid=alzZnpmtLZK8&pos=11

Investors Turn Bullish on Stocks From U.S. to Japan on Economy
http://www.bloomberg.com/apps/news?pid=20603037&sid=aoAomVkgW0ZU

Bill Miller Calls Top 10 Companies in S&P 500 Cheap
http://www.bloomberg.com/apps/news?pid=20603037&sid=alkyw50orSk8

China’s Stocks Decline Most in Seven Weeks on Stimulus Exit
http://www.bloomberg.com/apps/news?pid=20601084&sid=ajiFa5i3Yyi0

Chilled Markets – VIX
http://ftalphaville.ft.com/blog/2010/01/13/125366/chilled-markets/

Surely he can’t still be bearish? - Albert Edwards
http://ftalphaville.ft.com/blog/2010/01/13/125131/surely-he-cant-still-be-bearish/

Gross national savings: who saves and who spends the most?
http://www.aleablog.com/scorecard-gross-national-savings-of-gdp/

A Slow-Motion Wreck for Commercial Real Estate
http://www.time.com/time/magazine/article/0,9171,1952317,00.html

A new world: Where to put your money now
http://articles.moneycentral.msn.com/Investing/JubaksJournal/a-new-world-where-to-put-your-money-now.aspx

Broker Margin Debt
http://thereformedbroker.com/2010/01/12/the-brokerage-margin-debt-tell/

The Unofficial List of Pundits/Experts Who Were Wrong on the Housing Bubble (dated but interesting)
http://economicsofcontempt.blogspot.com/2008/07/official-list-of-punditsexperts-who.html

U.S. House Prices to Income: 1989-2009
http://paul.kedrosky.com/archives/2010/01/us_house_prices.html

Flattery Will Get You Far
http://www.scientificamerican.com/article.cfm?id=flattery-will-get-you-far


Holding off inflation, blowing bubbles
http://www.economist.com/blogs/freeexchange/2010/01/holding_inflation_blowing_bubbles

ONE OVERVALUED MARKET?
http://pragcap.com/one-overvalued-market


Hedge Funds Are Placing Record Bullish Bets On Oil
http://www.businessinsider.com/hedge-funds-are-placing-record-bullish-bets-on-oil-2010-1

Two Key Numbers You Need to Know to Manage Your Small Business
http://www.openforum.com/idea-hub/topics/money/article/two-key-numbers-you-need-to-know-to-manage-your-small-business-trent-hamm

Setting Stock Target Prices: Abuses and Best Practices
http://seekingalpha.com/article/182237-setting-stock-target-prices-abuses-and-best-practices?source=feed

ISI’s DeGraaf Sees First-Quarter Drop, Rebound for U.S. Stocks
http://www.bloomberg.com/apps/news?pid=20601087&sid=a8nO1jV9nqAw&pos=5

Noteworthy Financial Stories for January 12

US Will Hit 94% Debt to GDP Ratio Next Year, Surpassing the Level Where Debt Starts Reducing Economic Growth
http://www.zerohedge.com/article/us-will-hit-94-debt-gdp-ratio-next-year-surpassing-level-where-debt-starts-reducing-economic?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


Commercial real estate a "train wreck," Jamie Dimon says
http://www.marketwatch.com/story/dimon-calls-commercial-real-estate-a-train-wreck-2010-01-11-183500?reflink=MW_news_stmp

Hedge Fund Legend Bill Fleckenstein Reveals His 2010 Strategy
http://www.zerohedge.com/article/hedge-fund-legend-bill-fleckenstein-reveals-his-2010-strategy

Obama Plans to Raise $120 Billion From Banking Fees
http://www.bloomberg.com/apps/news?pid=20601087&sid=aJbZTpTXDDRo&pos=1

Hedge Fund Lender Reaps Returns on Fallen Companies Banks Shun
http://www.bloomberg.com/apps/news?pid=20601109&sid=a0b0sS2L2068&pos=10

Banks Have More Bite When They’re Allowed to Bark:
http://www.bloomberg.com/apps/news?pid=20601039&sid=alCDWoEQt4ug

Olstein Predicts Almost 10% Return for S&P 500, Higher Earnings
http://www.bloomberg.com/apps/news?pid=20601084&sid=aEBfzwEWXDa0

China Stocks in U.S. Fall as Central Bank Lifts Reserve Ratio
http://www.bloomberg.com/apps/news?pid=20601084&sid=aQK1RgfcyO0A

Bernanke shows Wall Street how its done
http://ftalphaville.ft.com/blog/2010/01/12/124651/bernanke-shows-wall-street-how-its-done/

And You Thought The Rally in Equities Was Impressive
http://www.bespokeinvest.com/bespoke/2010/01/and-you-thought-the-rally-in-equities-was-impressive.html

Yield curve can’t drive profits if banks won’t lend
http://blogs.reuters.com/rolfe-winkler/2010/01/11/yield-curve-cant-drive-profits-if-banks-wont-lend/


What type of Bear Are You?
http://www.ritholtz.com/blog/2010/01/what-type-of-bear-are-you/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+TheBigPicture+%28The+Big+Picture%29&utm_content=Bloglines

Fidelity forecasts positive decade for stocks
http://ftalphaville.ft.com/blog/2010/01/12/124426/fidelity-forecasts-positive-decade-for-stocks/

Speculative default rates decrease, Moody’s says
http://ftalphaville.ft.com/blog/2010/01/11/123511/speculative-default-rates-decrease-moodys-says/

Investors wary about investment prospects
http://www.hedgefundsreview.com/hedge-funds-review/news/1585454/investors-wary-investment-prospects

John Paulson Discloses SuperMedia (SPMD) Position
http://www.marketfolly.com/2010/01/john-paulson-discloses-supermedia-spmd.html

Future Crisis Worries – Hedge Fund Compliance Survey
http://www.hedgeco.net/news/01/2010/13630.html

December 2009 SurePayroll's Small Business Scorecard
http://www.surepayroll.com/scorecard/2009/december/

Long/Short Equity Hedge Funds Shift From Growth To Value Stocks
http://www.marketfolly.com/2010/01/longshort-equity-hedge-funds-shift-from.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+MarketFolly+%28Market+Folly%29#ixzz0cQqrM3Wh

Long Term Look at Rydex Market Timers
http://thetechnicaltakedotcom.blogspot.com/2010/01/rydex-market-timers-long-term-view.html

EXPECTATION RATIO REMAINS FIRMLY POSITIVE
http://pragcap.com/expectation-ratio-remains-firmly-positive

Kiplinger – Texas Holdem Helps Your Investing – But Don’t Play “Free” Poker
http://texasholdeminvesting.com/2010/01/kiplinger-texas-holdem-helps-your-investing-but-dont-play-free-poker/

Noteworthy Financial Stories for January 11 (&8th)

January 11

What Are The Experts Predicting For 2010?
http://www.bigtrends.com/articles/dailytrendwatch/2294-what-are-the-experts-predicting-for-2010.html

Analyst: Banks face headwinds in 2010
http://www.snl.com/InteractiveX/article.aspx?CDID=A-10559828-11819&KPLT=4

Morgan Stanley provides CRE outlook for 2010
http://www.snl.com/InteractiveX/article.aspx?CDID=A-10557422-12341&KPLT=4

Commercial property returns to grow in 2011
http://www.reuters.com/article/idUSTRE6091NU20100110

Bank Profits Means Stocks at 15% Discount to S&P 500
http://www.bloomberg.com/apps/news?pid=20601087&sid=aOzcv87Juyq8&pos=2

Thain Says Fee for Being ‘Too Big to Fail’ May Be Solution
http://www.bloomberg.com/apps/news?pid=20601087&sid=a.Yx.2g6CR4Q&pos=7

Dubai’s First Foreclosure May Open Floodgates in Worst Market
http://www.bloomberg.com/apps/news?pid=20601109&sid=a4TwfiSIfjdM&pos=10

Stocks Analysts Hated Beat the Ones They Loved: John Dorfman
http://www.bloomberg.com/apps/news?pid=20601039&sid=aWBgYmvybThg

BofA Merrill Says S&P 500 May Reach 1,250: Technical Analysis
http://www.bloomberg.com/apps/news?pid=20601084&sid=awb87SuxQLqU

Credit Suisse: Buy Norway
http://ftalphaville.ft.com/blog/2010/01/11/123636/norway-buy/

The Economist: Bubble
http://paul.kedrosky.com/archives/2010/01/hey_the_next_bu.html

The New Smart Money?
http://www.financialarmageddon.com/2010/01/the-new-smart-money.html

Lessons from Merrill Lynch
http://www.ritholtz.com/blog/2010/01/lessons-from-merrill-lynch/

25 Ways to Get Smarter in 2010
http://www.thedailybeast.com/blogs-and-stories/2009-12-28/25-ways-to-get-smarter-in-2010/?cid=hp:originalslist4#gallery=1094;page=1

America slides deeper into depression as Wall Street revels
http://www.telegraph.co.uk/finance/comment/ambroseevans_pritchard/6962632/America-slides-deeper-into-depression-as-Wall-Street-revels.html

The VIX Becomes Worthless, Again
http://247wallst.com/2010/01/08/the-vix-becomes-worthless-again-vxx-vxz/

Sentiment Overview: Week Of January 8th, 2010
http://www.tradersnarrative.com/sentiment-overview-week-of-january-8th-2010-3451.html

Sentiment Overview II
http://thetechnicaltakedotcom.blogspot.com/2010/01/investor-sentiment-no-comment-needed.html


Raymond James' Strategist Jeff Saut: Watch the US Dollar
http://www.marketfolly.com/2010/01/raymond-james-strategist-jeff-saut.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+MarketFolly+%28Market+Folly%29#ixzz0cKh0mvKj


Market Manipulation
http://www.zerohedge.com/article/three-month-flat-market-yesif-you-exclude-constant-after-hours-manipulation

Market Manipulation II
http://www.zerohedge.com/article/more-observations-federal-reserve-buying-stocks?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

FED'S WARNING: (Hat Tip Taylor)

"In the current environment of historically low short-term interest rates, it is important for institutions to have robust processes for measuring and, where necessary, mitigating their exposure to potential increases in interest rates"..........

http://www.federalreserve.gov/newsevents/press/bcreg/20100107a.htm

http://www.federalreserve.gov/newsevents/press/bcreg/bcreg20100107.pdf


Articles for January 8th

Retiree Annuities May Be Pushed by Obama After Market Losses
http://www.bloomberg.com/apps/news?pid=20601084&sid=aq.3HythcPqo

Job Growth Erodes as Housing Bust Pushes Mobility to Record Low
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=ajImkJ5FYdQ8

Morgan Stanley, Goldman, JPMorgan Estimates Cut at Citigroup
http://www.bloomberg.com/apps/news?pid=20601087&sid=a0_Xs1Y.ZAFk&pos=5

China to Start Index Futures, Margin Trade, Shorting
http://www.bloomberg.com/apps/news?pid=20601087&sid=aizB4j2pJ63M&pos=5

Principal Cuts on Lender Menus as Foreclosures Rise
http://www.bloomberg.com/apps/news?pid=20603037&sid=a_Ym1WM6UboU

Consumer Loan Delinquencies Fell in Third Quarter, Group Says
http://www.bloomberg.com/apps/news?pid=20603037&sid=a5GOTv_xkLQA

Equity Markets Look Ripe for Correction, Walter Scott Says
http://www.bloomberg.com/apps/news?pid=20601084&sid=aM0uaDohuPwg

Are Commercial Loan Worries Overblown?
http://www.thestreet.com/_yahoo/story/10658175/1/are-commercial-loan-worries-overblown.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA

Real Estate in Cape Coral Is Far From a Recovery
http://www.nytimes.com/2010/01/03/business/economy/03coral.html

CRE-ative destruction
http://krugman.blogs.nytimes.com/2010/01/07/cre-ative-destruction/?scp=6&sq=commercial%20real%20estate&st=cse

Federal Reserve warned on interest rates
http://www.ft.com/cms/s/0/74c23e0c-fbe8-11de-9c29-00144feab49a.html

Ignore the Crowd … It’s Time to Invest in Commercial Real Estate
http://moneymorning.com/2010/01/08/commerical-real-estate-investing/

Half Of Non-Residential Buildings Will Be Green By 2015 -Study
http://blogs.wsj.com/venturecapital/2010/01/06/half-of-non-residential-buildings-will-be-green-by-2015-study/

Social Media Books to Start Your Year Off Right
http://www.openforum.com/idea-hub/topics/technology/article/social-media-books-to-start-your-year-off-right-christina-warren

ARE EARNINGS ESTIMATES TOO HIGH?
http://pragcap.com/are-earnings-estimates-too-high

About Those Investors...
http://sentimentrader.blogspot.com/2010/01/about-those-investors.html

Five Acquisitions That Should Happen This Year
http://blogs.wsj.com/financial-adviser/2010/01/07/five-acquisitions-that-should-happen-this-year/

New Quant-Oriented Blogs in 2009
http://marketsci.wordpress.com/2010/01/08/new-quant-oriented-blogs-in-2009/

Blogometrics
http://www.palgrave-journals.com/eej/journal/v36/n1/fig_tab/eej200946t1.html#figure-title

Rosenberg: Government Giving Out Barbiturates
http://www.thedisciplinedinvestor.com/blog/2010/01/08/rosenberg-government-giving-out-barbiturates/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+thedisciplinedinvestor%2FEBHR+%28The+Disciplined+Investor%29

Raymond James' Jeff Saut: Lessons Learned
http://www.marketfolly.com/2010/01/raymond-james-jeff-saut-lessons-learned.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+MarketFolly+%28Market+Folly%29

Noteworthy Financial Stories for January 7

Small Banks Say a Cure Hurts
http://online.wsj.com/article/SB10001424052748703882804574642662226853946.html?mod=dist_smartbrief

Commercial Real Estate in 2010: Weak Fundamentals and Constrained Liquidity
http://www.costar.com/News/Article.aspx?id=2951DBFAB56E0DC71572BAE678F8929A

Record U.S. Apartment Vacancies Force Landlords to Cut Rents
http://www.bloomberg.com/apps/news?pid=20601206&sid=auCo6z6a_B0U

U.S. Now a Renters' Market
http://online.wsj.com/article/SB126282425648418817.html?ru=yahoo&mod=dist_smartbrief

Small Business: Get Fit! Three Financial Resolutions for the New Year
http://www.openforum.com/idea-hub/topics/money/article/get-fit-three-financial-resolutions-for-the-new-year-julie-hansen

Wall Street's Memo to Meredith Whitney: You're So 2009
http://finance.yahoo.com/tech-ticker/article/399286/Wall-Streets-Memo-to-Meredith-Whitney%3A-Youre-So-2009

Rubin, Oil Rally Predictor, Sees $100 Crude in 2010
http://www.bloomberg.com/apps/news?pid=20601087&sid=aZmJGmyDUVXM&pos=6

China Guides Bill Yields Higher, Seeking to Curb Record Lending
http://www.bloomberg.com/apps/news?pid=20601068&sid=a3PGV0FFfJcg

Black Swans Abound as Year of Tiger Shows Teeth
http://www.bloomberg.com/apps/news?pid=20601039&sid=a6oJ.p_VFnSw

Global Stocks to Rally 10% in 2010, Citigroup Strategists Say
http://www.bloomberg.com/apps/news?pid=20601084&sid=aO4mNCdv2FOo

I move markets, therefore I am a US NFP
http://ftalphaville.ft.com/blog/2010/01/07/121586/i-move-markets-therefore-i-am-a-us-nfp/

New Research on Mortgage Modifications and Principal Reduction
http://www.calculatedriskblog.com/2010/01/new-research-on-mortgage-modifications.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+CalculatedRisk+%28Calculated+Risk%29&utm_content=Bloglines


Krugman: Bernanke and the bubble
http://krugman.blogs.nytimes.com/2010/01/06/bernanke-and-the-bubble/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+creditwritedownsnews+%28Credit+Writedowns%27+News+Feed%29

U.K. Bad news for the stock market: retail investors are flooding back
http://blogs.telegraph.co.uk/finance/jeremywarner/100002871/bad-news-for-the-stock-market-retail-investors-are-flooding-back/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+creditwritedownsnews+%28Credit+Writedowns%27+News+Feed%29

Fed Missed This Bubble. Will It See a New One?
http://www.nytimes.com/2010/01/06/business/economy/06leonhardt.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+creditwritedownsnews+%28Credit+Writedowns%27+News+Feed%29

Our White Collar Nation
http://www.cenedella.com/stone/archives/2010/01/our_white_collar_nation.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+creditwritedownsnews+%28Credit+Writedowns%27+News+Feed%29

Noteworthy Financial Stories for January 6

Precursor to Friday’s Non Farm Payroll
http://www.bloomberg.com/apps/news?pid=20601087&sid=auY1WAEFfQKc&pos=1

Regional Mall Vacancies in U.S. Rise to Record on Unemployment
http://www.bloomberg.com/apps/news?pid=20601103&sid=agf8KcKovMZM

Bank of America’s Bartels Says S&P 500 to Rally on ‘Breakout’
http://www.bloomberg.com/apps/news?pid=20601084&sid=agG4iLU4yzic

U.S. Office, Shopping Center Construction Spending May Fall 13%
http://www.bloomberg.com/apps/news?pid=20601206&sid=a2mLnX3zlclA

TrimTabs on that ‘US government-rigged stock market’
http://www.zerohedge.com/article/trimtabs-asks-who-responsible-non-stop-market-rally-march-gives-some-suggestions

Why hasn't the Fed been targeting two or three percent inflation?
http://www.marginalrevolution.com/marginalrevolution/2009/12/why-hasnt-the-fed-been-targeting-two-or-three-percent-inflation.html

Commentary: Should you take advice from someone who writes for a living? No!
http://www.marketwatch.com/story/story/print?guid=7830877E-3ACB-4DEF-9B98-331D2D9C5040

Has bullish equity sentiment reached an extreme?
http://quicktakespro.blogspot.com/2010/01/welcome-bulls.html

Selling puts in order to buy stocks at good prices is expected to be a key options-market theme this year.
http://online.barrons.com/article/SB126262269863115003.html

What is an acceptable ROE for the banking industry?
http://www.breakingviews.com/2010/01/04/bank%20roes.aspx?sg=nytimes

The Checklist Manifesto
http://freakonomics.blogs.nytimes.com/2010/01/04/the-checklist-manifesto/

Do Stocks Provide a Sufficient Inflation Hedge?
http://www.zerohedge.com/article/do-stocks-provide-sufficient-inflation-hedge

The Decennial Pattern – Years ending in 0
http://www.ritholtz.com/blog/2010/01/the-decennial-pattern/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+TheBigPicture+%28The+Big+Picture%29

More Bearish Rumblings from Rosenberg
http://www.zerohedge.com/article/rosie-why-not-onset-new-secular-bull-market?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

Fed Minutes from December – Key Points to Watch
http://www.thedisciplinedinvestor.com/blog/2010/01/06/fed-minutes-from-december-key-points-to-watch/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+thedisciplinedinvestor%2FEBHR+%28The+Disciplined+Investor%29

The Little Known Secret to Getting Page 1 Google Rankings
http://www.openforum.com/idea-hub/topics/marketing/article/the-little-known-secret-to-getting-page-1-google-rankings-steve-strauss

The Next BRICs: Six Surging Countries You Must Pay Attention To This Decade
http://www.businessinsider.com/the-next-10-brics-2010-1

Investor Fear Illustrated: Changes in Long/Short Allocation
http://marketsci.wordpress.com/2010/01/06/investor-fear-illustrated-changes-in-longshort-allocation/

THE ULTIMATE GUIDE TO 2010 INVESTMENT PREDICTIONS AND OUTLOOKS
http://pragcap.com/the-ultimate-guide-to-2010-investment-predictions-and-outlooks

Noteworthy Financial Stories for January 5

Roach Says Bernanke Should Start Exit Now If Recovery Strong
http://www.bloomberg.com/apps/news?pid=20601087&sid=a7LxSRj_Q8YA&pos=4

Tepper Turns Panic to Profits With $6.5 Billion Hedge Fund Gain
http://www.bloomberg.com/apps/news?pid=20601109&sid=a8UeEKIEIsc0&pos=10

Silicon Valley ‘Bloodbath’ Leaves Entire Office Buildings Empty
http://www.bloomberg.com/apps/news?pid=20601109&sid=a7pUR5eBwlJI&pos=11

Emerging Stocks Lose 20% as Mobius Sees IPO Backfire
http://www.bloomberg.com/apps/news?pid=20601084&sid=a4G2wyRHUk5o

A look ahead to 2010
http://www.ft.com/cms/s/0/3cab0d3e-f948-11de-80dc-00144feab49a,s01=1.html

Chart of the day: Negative net national savings
http://blogs.reuters.com/felix-salmon/2010/01/04/chart-of-the-day-negative-net-national-savings/

Ohio to Borrow as Part of $736 Million Debt Restructuring Plan
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aVJ4McjC1pMw

Sentiment Overview: Starting the Year in a Bullish Mood
http://seekingalpha.com/article/180615-sentiment-overview-starting-the-year-in-a-bullish-mood?source=hp_wc

2010 Predictions
http://seekingalpha.com/tag/2010-predictions?source=hp_wc

Rosenberg's Themes For 2010: The Consumer Is Still Toast, Housing Is Down, And Everyone Is Delinquent On Everything
http://www.businessinsider.com/rosenberg-heres-ten-trends-for-2010-2010-1

David Rosenberg: Government Handouts Are Now 1/5th Of The National Income
http://www.businessinsider.com/david-rosenberg-government-handouts-are-now-15th-of-the-national-income-2010-1

Commercial real estate recovery not seen until 2011
http://www.jsonline.com/business/80674702.html

Fed's Kohn Eyes Stimulus Unwind
http://online.wsj.com/article/SB126253219942513903.html?mod=dist_smartbrief

The Five Levels of Communication in a Connected World
http://www.openforum.com/idea-hub/topics/managing/article/the-five-levels-of-communication-in-a-connected-world-scott-belsky

How to Use a Start Page to Stay Organized
http://www.openforum.com/idea-hub/topics/technology/article/how-to-use-a-start-page-to-stay-organized

Fed's Duke Sees Low Rates for 'Extended Period'
http://www.cnbc.com/id/34695689