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