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