Noteworthy Financial Stories for February 25

Orders for U.S. Durable Goods Fall Excluding Aircraft
http://www.bloomberg.com/apps/news?pid=20601087&sid=aw9wWF6uUguE&pos=3

U.S. Stocks Drop on Greek Debt Concerns, Durable-Goods Orders
http://www.bloomberg.com/apps/news?pid=20601087&sid=aBfp7l.Ux1vo&pos=1

Home Prices Decline 1.2%, Smallest Drop in Two Years
http://www.bloomberg.com/apps/news?pid=20601087&sid=aAyeLAKZ9DuU&pos=7

How to Kill Innovation: Keep Asking Questions
http://www.bloomberg.com/apps/harvardbusiness?sid=Hdce46ee0bd8fdb46e5b60dd41038aacf

Greece Risks Downgrade Within Month on Budget Worries
http://www.bloomberg.com/apps/news?pid=20601068&sid=a2BP6wB.c_.k

Hedge Funds Lure More Cash From Pensions as Gap Looms
http://www.bloomberg.com/apps/news?pid=20601084&sid=aSvG5_ZbQErU

Behold the great Chinese tightening
http://ftalphaville.ft.com/blog/2010/02/25/158261/behold-the-great-chinese-tightening/

Price clustering and stop losses
http://www.psyfitec.com/2010/02/irrational-numbers-price-clustering.html

Learning To Love The Bubble
http://www.forbes.com/2010/02/24/financial-bubbles-are-good-opinions-contributors-matthew-bishop-michael-green.html?boxes=Homepagelighttop

Default or Inflate or...
http://www.morganstanley.com/views/gef/index.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+creditwritedownsnews+%28Credit+Writedowns%27+News+Feed%29#anchor4e3c234c-220c-11df-978b-bbc960980e46

Iceland on track for joining EU
http://www.guardian.co.uk/world/2010/feb/24/iceland-eu-membership-application?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+creditwritedownsnews+%28Credit+Writedowns%27+News+Feed%29

Commercial Mortgage Default Rate in U.S. More Than Doubles
http://www.bloomberg.com/apps/news?pid=20601206&sid=aExgk1dEfRrA


Troubled banking industry sharply reduced lending in 2009
http://www.washingtonpost.com/wp-dyn/content/article/2010/02/23/AR2010022302120.html

Morgan Stanley’s Klopp May Expand Investing in Property Debt
http://www.businessweek.com/news/2010-02-24/morgan-stanley-s-klopp-may-expand-investing-in-property-debt.html

Despite challenges, analysts say REITs belong in investors' portfolios
http://www.bankinvestmentconsultant.com/bic_issues/2010_3/whats-happening-with-reits-2665896-1.html

Why Are Warehouse Stocks So Hot?
http://www.forbes.com/2010/02/23/real-estate-advisor-personal-finance-warehouse-reit.html?partner=yahootix

Hospitality Properties shares drop on downgrade
http://finance.yahoo.com/news/Hospitality-Properties-shares-apf-2121916005.html?x=0&.v=1

Sector Snap: Analyst sees trucking recovery
http://finance.yahoo.com/news/Sector-Snap-Analyst-sees-apf-1721291407.html?x=0&.v=1

Apple CEO Jobs favors flexibility of cash hoard
http://finance.yahoo.com/news/Apple-CEO-Jobs-favors-apf-120261537.html?x=0&.v=8

Highest % of Buy and Sell Ratings
http://www.bespokeinvest.com/thinkbig/2010/2/25/highest-of-buy-and-sell-ratings.html

Flood Of Idle Ships Coming Out Of Lay-Up Because They See A Sustained Global Rebound
http://www.businessinsider.com/rumor-flood-of-idle-ships-coming-out-of-lay-up-because-they-see-a-sustained-global-rebound-2010-2

Double dip watch
http://blogs.ft.com/money-supply/2010/02/25/double-dip-watch/

Housing: Still very shaky
http://blogs.reuters.com/felix-salmon/2010/02/24/housing-still-very-shaky/

Noteworthy Financial Stories for Feb 24

Fed Backs Law to Audit Emergency-Loan Programs, Bernanke Says
http://www.bloomberg.com/apps/news?pid=20601087&sid=a4Vhl8tdMr70&pos=2

Rogoff Says China Crisis May Trigger Regional Slump
http://www.bloomberg.com/apps/news?pid=20601087&sid=a4MydrE5VOEM&pos=4

Swaps Show European Contagion Won’t Reach U.S.: Credit Markets
http://www.bloomberg.com/apps/news?pid=20601087&sid=aJ.l3SDKb2FE&pos=6

SEC Votes 3-2 to Curb Short-Sale, Disappointing Goldman Sachs
http://www.bloomberg.com/apps/news?pid=20601087&sid=aLZZMYHxmtDw&pos=5

Record U.S. Debt Hampers Fiscal, Monetary Policy Effectiveness: Analysis
http://www.bloomberg.com/insight/america-tied-up-by-record-debt.html

Iron Ore Derivative Traders Bet on ‘Tipping Point’
http://www.bloomberg.com/apps/news?pid=20601109&sid=a_S3ROAJKYow&pos=14

U.S. New-Home Sales Unexpectedly Fell to Record Low
http://www.bloomberg.com/apps/news?pid=20601068&sid=acWCYvHlWvs8

More New Home Sales Analysis
http://ftalphaville.ft.com/blog/2010/02/24/158016/blame-the-weather-again/

The great Chinese FX reserve injection
http://ftalphaville.ft.com/blog/2010/02/24/157936/the-great-chinese-fx-reserve-injection/

Italy Masked Finances Worse Than Greece – Pangalos
http://www.nytimes.com/reuters/2010/02/24/business/business-uk-greece-pangalos.html?_r=2&dbk

Lending Falls at Epic Pace
http://online.wsj.com/article/SB20001424052748704188104575083332005461558.html

Worst Financial Crisis Ever
http://www.nakedcapitalism.com/2010/02/guest-post-greenspan-says-greenspan-worst-financial-crisis-ever-including-the-great-depression.html

Banking Industry: Sicker, More Concentrated
http://baselinescenario.com/2010/02/23/banking-industry-sicker-more-concentrated/

Bank PR War
http://baselinescenario.com/2010/02/23/the-pr-war/

Bernanke Says ‘Nascent’ Recovery Requires Low Rates
http://www.bloomberg.com/apps/news?pid=20601068&sid=aJDZb0jjJyL0

S&P Says May Downgrade Greece Within a Month Amid Weak Economy
http://www.bloomberg.com/apps/news?pid=20601009&sid=a8pIVOVWLRaU

Fed to tread lightly, verbosely, toward exits
http://www.reuters.com/article/idINN2416562420100224?rpc=44



A New Report Card on Stimulus
http://economix.blogs.nytimes.com/2010/02/24/a-new-report-card-on-stimulus/?partner=yahoofinance

Mortgage Rates May Not Rise Much When Fed Support Ends
http://www.cnbc.com/id/35563022?__source=yahoo%7Cheadline%7Cother%7Ctext%7C&par=yahoo


Bear Market Armageddon: Why Prechter Might Be Right This Time
http://finance.yahoo.com/tech-ticker/bear-market-armageddon:-why-prechter-might-be-right-this-time-430357.html


Deflation Is Coming and There's Nothing Bernanke Can Do About It, Says Robert Prechter
http://finance.yahoo.com/tech-ticker/deflation-is-coming-and-there's-nothing-bernanke-can-do-about-it,-says-robert-prechter-430193.html

Bank Stocks attempting to get a "Party" going??
http://www.zerohedge.com/article/bank-stocks-attempting-get-party-going

Is Consumer Confidence a Contrarian Indicator?
http://globaleconomicanalysis.blogspot.com/2010/02/is-consumer-confidence-contrarian.html

What Happens When Consumer Confidence Falls 10-Points?
http://www.ritholtz.com/blog/2010/02/what-happens-when-consumer-confidence-falls-10-points/

The Golden Cross Trading Methodology
http://www.tradersnarrative.com/the-golden-cross-trading-methodology-3656.html

Top Hedge Fund Long & Short Positions: Goldman Sachs Report
http://www.marketfolly.com/2010/02/top-hedge-fund-long-short-positions.html

Why Greece shouldn’t worry about its CDS
http://blogs.reuters.com/felix-salmon/2010/02/23/why-greece-shouldnt-worry-about-its-cds/

It's darkest before the dawn
http://www.marketwatch.com/story/contrarian-view-on-consumer-confidence-2010-02-24

Noteworthy Financial Stories for Feb 23

Consumer Confidence in U.S. Falls More Than Forecast
http://www.bloomberg.com/apps/news?pid=20601087&sid=aZu.flR6PChM&pos=1

http://ftalphaville.ft.com/blog/2010/02/23/156906/us-consumer-confidence-fail/

When Were Stocks Last Under Valued ?
http://www.ritholtz.com/blog/2010/02/when-were-stocks-last-under-valued/

Explaining The Secular Shift Towards Bonds
http://www.tradersnarrative.com/explaining-the-secular-shift-towards-bonds-3657.html

Former Head Of Morgan Stanley Research And Global Strategy Slams Equity Rally: "It Is As Finite As The Excess Liquidity From QE"
http://www.zerohedge.com/article/former-head-morgan-stanley-research-and-global-strategy-slams-equity-rally-it-finite-excess-

Home Prices in 20 U.S. Cities Rose for Seventh Month
http://www.bloomberg.com/apps/news?pid=20601087&sid=azNrZPIn0GXg&pos=3

U.S. Loses to Europe in Debt Poised to Reverse: Credit Markets
http://www.bloomberg.com/apps/news?pid=20601087&sid=aJjmhJr9mcWQ&pos=4

U.S. ‘Problem’ Banks Soar 27%, Fund Deficit Widens, FDIC Says
http://www.bloomberg.com/apps/news?pid=20601087&sid=aLfUD3BJi9GA&pos=3

Buffett Defies Downgrades as Credit Risk Drops to 17-Month Low
http://www.bloomberg.com/apps/news?pid=20601087&sid=aesi74Aa2pFw&pos=4

U.S. Economy Isn’t Out of the Deflation Woods Yet: Analysis
http://www.bloomberg.com/insight/out-of-deflation-woods.html

U.S. Stocks Fall as Consumer Confidence Hits 10-Month Low
http://www.bloomberg.com/apps/news?pid=20601084&sid=aOr9m494bcrQ


Intel, Venture Firms to Invest $3.5 Billion in U.S. Startups
http://www.bloomberg.com/apps/news?pid=20601084&sid=aeGSUmgMd2N0

Copper Extends Declines After U.S. Consumer Confidence Drops
http://www.bloomberg.com/apps/news?pid=20601012&sid=aOOoV45tyAgM

StanChart Recommends Staying Long on Copper: Technical Analysis
http://www.bloomberg.com/apps/news?pid=20601012&sid=aGMTNyusvBJk

The Deflationist
http://www.newyorker.com/reporting/2010/03/01/100301fa_fact_macfarquhar

THE ONE CHART THAT SCARES RICHARD RUSSELL
http://pragcap.com/the-one-chart-that-scares-richard-russell

Are Earnings Normalizing? At What Level?
http://www.ritholtz.com/blog/2010/02/are-earnings-normalizing/

The doomsday cycle
http://www.voxeu.org/index.php?q=node/4659

Capitalism Is Dead, Long Live the Billionaire Bailout Society
http://www.huffingtonpost.com/les-leopold/capitalism-is-dead-long-l_b_471180.html

Central Banks Show Their Hesitance to Hike
http://online.wsj.com/article/SB10001424052748704454304575081881624162818.html?mod=dist_smartbrief

US Sen Dodd urges action on commercial real estate
http://www.reuters.com/article/idUSN2220875620100222

Banks buy time restructuring loans, for the moment
http://www.marketwatch.com/story/restructured-loans-may-only-postpone-bank-losses-2010-02-22


Index registers jump in CRE transactions
http://www.reit.com/tabid/477/News/default.aspx?type=E&ID=94

Real estate is the ‘buy of the century,' says ING Global's Ferguson
http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20100222/FREE/100229992/0/REG

Greenspan: Worst Financial Crisis EVER, INCLUDING the Great Depression
http://www.zerohedge.com/article/greenspan-worst-financial-crisis-ever-including-great-depression

U.S. Stock Slump Fits With Bull-Market Pattern: Chart of Day
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aUBuAdAnKGPU

Noteworthy Financial Stories for February 22

U.S. Commercial Property Index Rises 4.1% in December
http://www.bloomberg.com/apps/news?pid=20601087&sid=aQhk75562R7Q&pos=7

Yellen Says U.S. Economy Will Perform Below Potential
http://www.bloomberg.com/apps/news?pid=20601087&sid=auitnaMTi3B4&pos=2

Poll: Economists see 'healthy' expansion under way
http://finance.yahoo.com/news/Poll-Economists-see-healthy-apf-276308132.html?x=0

Bernanke's assessment of recovery could boost stock rally
http://www.reuters.com/article/idUSTRE61I61T20100221

Real Estate Looks Risky, but Less So for Bargain Hunters
http://www.nytimes.com/2010/02/20/your-money/20wealth.html

Making All The REIT Moves
http://www.investors.com/NewsAndAnalysis/Article.aspx?id=521708

Real estate investment trusts did well in 2009; what of '10?
http://www.heraldtribune.com/article/20100222/COLUMNIST/2221021/2127?p=3&tc=pg

The Seven Triggers of Fascination
http://www.openforum.com/idea-hub/topics/the-world/article/seven-triggers-of-fascination-matthew-e-may

Pros and Cons of Online Visitor Registration
http://www.openforum.com/idea-hub/topics/technology/article/pros-and-cons-of-online-visitor-registration-julie-rains

REITs Will Lead the Way in 2010
http://www.globest.com/news/1602_1602/newyork/183615-1.html

REITs Rally As Traders Eye Consolidation
http://www.forbes.com/2010/02/18/sectors-homebuilders-reits-markets-equities-technology-marketnewsvideo.html

“Pretend and Extend” Coming to an End, Restructuring Specialist Says
http://www.reit.com/tabid/477/News/default.aspx?type=E&ID=93

Analysts warn of foreclosure crisis in commercial real estate
http://www.washingtonpost.com/wp-dyn/content/article/2010/02/18/AR2010021805904.html

How to Choose an Accountant for Your Small Business
http://www.openforum.com/idea-hub/topics/money/article/how-to-choose-an-accountant-for-your-small-business-lynn-truong

Risky or Not, Lenders Slowly Opening Vaults to CRE Lending Again
http://www.costar.com/News/Article.aspx?id=86244EDB15CB2953AA8CE44CA71D3821

The worst is yet to come Commentary: What to expect from the commercial real estate crisis
http://www.marketwatch.com/story/more-gloom-ahead-in-commercial-real-estate-2010-02-17?reflink=MW_news_stmp

6 Tips For Presenting To A Tough Audience
http://www.openforum.com/idea-hub/topics/managing/article/6-tips-for-presenting-to-a-tough-audience-scott-belsky

Commercial Real Estate Apocalypse in 2011-2012
http://globaleconomicanalysis.blogspot.com/2010/02/commercial-real-estate-apocalypse-in.html

MBA sees 'beginning of the end' for foreclosure crisis
http://www.snl.com/InteractiveX/article.aspx?CDID=A-10761604-13872&KPLT=4

Friday's Bank Stocks: Prospect of higher rates lifts trust banks
http://www.snl.com/InteractiveX/article.aspx?CDID=A-10763088-11314&KPLT=4

China New Village Makes Chanos See Dubai 1,000 Times
http://www.bloomberg.com/apps/news?pid=20601087&sid=azXVqyY6O8cQ

Euro Worst to Come as Greece Hammerlocks ECB on Rates
http://www.bloomberg.com/apps/news?pid=20601087&sid=aJH85thPQQv0&pos=1

Emerging-Market Stocks, Won Rally on U.S. Interest-Rate Outlook
http://www.bloomberg.com/apps/news?pid=20601087&sid=aXo7VPuVZHFA&pos=2

Gridlock Is Good for Bernanke Dollar in Fight Over Rate Audits
http://www.bloomberg.com/apps/news?pid=20601087&sid=adW1eVcUJM4I&pos=4

Japan Hoarding Treasuries Counters Retreat by China
http://www.bloomberg.com/apps/news?pid=20601087&sid=aUaFf71VVrR4&pos=7

Bacon Bullish on Oil, Tepper on Airlines Signal Gains
http://www.bloomberg.com/apps/news?pid=20601109&sid=aJa6Cwbj0ZEo&pos=15

The Mark of a Great Leader
http://www.bloomberg.com/apps/harvardbusiness?sid=H6ec7ab4d18008e4be8fbd1b7c92c09c2

‘Next Greece’ Search Is on as Hedge Funds Circle
http://www.bloomberg.com/apps/news?pid=20601039&sid=aPBaV.B6hdS4

S&P 500 Above 1,107 Cuts Chance of Declines: Technical Analysis
http://www.bloomberg.com/apps/news?pid=20601084&sid=axfTv4Tsbbo0

Loans Beat Bonds for First Time in Four Years: Credit Markets
http://www.bloomberg.com/apps/news?pid=20601009&sid=aWoz2D_.h6mw

Treasury 10-Year Note Yield at Almost Six-Week High Before Sale
http://www.bloomberg.com/apps/news?pid=20601009&sid=aqLYST15YxHU

Rusal to Increase Aluminum Output as Demand Rebounds
http://www.bloomberg.com/apps/news?pid=20601012&sid=a5WnQJoxzNFY

CMBS then and now, and in 2006 to 2008
http://ftalphaville.ft.com/blog/2010/02/22/155156/cmbs-then-and-now-and-in-2006-to-2008/

The U.S. opts for the bailout hustle over the Swedish banking crisis response
http://www.nakedcapitalism.com/2010/02/the-u-s-opts-for-the-bailout-hustle-over-the-swedish-banking-crisis-response.html

China: No one home
http://www.ft.com/cms/s/0/47cfb09c-1f0f-11df-9584-00144feab49a.html?nclick_check=1

Some movement at the station
http://bilbo.economicoutlook.net/blog/?p=8201

High-cost, low-return bank capital
http://blogs.reuters.com/felix-salmon/2010/02/17/high-cost-low-return-bank-capital/

How do you say speculators in Japanese?
http://ftalphaville.ft.com/blog/2010/02/22/155231/how-do-you-say-speculators-in-japanese/

Faber Expects Stocks to Fall This Year
http://www.ritholtz.com/blog/2010/02/faber-expects-stocks-to-fall-this-year/

Odds Favor Correction by Looking at SP500 Market Internals
http://blog.afraidtotrade.com/odds-favor-correction-by-looking-at-sp500-market-internals/
Presidential Spending: Expenditures by Year
http://www.ritholtz.com/blog/2010/02/presidential-spending-expenditures-by-year/

Visualizing The Black Hole Of State Revenues
http://www.zerohedge.com/article/visualizing-black-hole-state-revenues?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

Assessing Sentiment With Intermarket Correlations
http://traderfeed.blogspot.com/2010/02/assessing-sentiment-with-intermarket.html

“When b.s. baffles brains”
http://caracommunity.com/content/“when-bs-baffles-brains”

Yield Curve Steepest In History: Is The Meaning Different This Time?
http://globaleconomicanalysis.blogspot.com/2010/02/yield-curve-steepest-in-history-is.html

Noteworthy Financial Stories for Feb 19

U.S. Economy: Consumer Prices Increase Less Than Anticipated
http://www.bloomberg.com/apps/news?pid=20601087&sid=aS1j.7ZpPgMI&pos=1

Fed Rate Signals ‘Financial Crisis Is Largely Over,’ Levy Says
http://www.bloomberg.com/apps/news?pid=20601087&sid=at3zZ4tbfYYc&pos=2

Ackermann Says High Pay at Banks Didn’t Cause Losses
http://www.bloomberg.com/apps/news?pid=20601087&sid=aYB9Jwc_0vkA&pos=4

Buffett’s ‘Dangerous Business’ Ensnares Municipal Bond Insurers
http://www.bloomberg.com/apps/news?pid=20601109&sid=aOWMcHKwqyEc&pos=11

From Do It Yourself to Do It Together
http://www.bloomberg.com/apps/harvardbusiness?sid=H48cdda6af4a5ba578de6c4448f6ec53f

MBA Says Delinquency Rate for Mortgage Loans Fell to 9.47%
http://www.bloomberg.com/apps/news?pid=20601068&sid=apgWNuCmIQ4I

S&P 500 May Revisit January High: Technical Analysis
http://www.bloomberg.com/apps/news?pid=20601124&sid=aEyE23TmoDYY

Bond ‘Sweet Spot’ in Five- to Seven-Year Debt: Credit Markets
http://www.bloomberg.com/apps/news?pid=20601009&sid=ax79STDMY6po

Fed’s Discount Rate Rise ‘Misjudgment,’ Sumitomo Mitsui Says
http://www.bloomberg.com/apps/news?pid=20601083&sid=aXOrPIroODI8

U.S., Japan Equity Funds Attract Inflows on Recovery
http://www.bloomberg.com/apps/news?pid=20601083&sid=aCfW2icNYyFk

Moving down the corridor…
http://ftalphaville.ft.com/blog/2010/02/19/154291/moving-down-the-corridor/

Discount rate stigma
http://ftalphaville.ft.com/blog/2010/02/19/154001/discount-rate-stigma/

The Federal Reserve's Exit Strategy: Unlegislated Bailout of Fannie and Freddie
http://www.hussmanfunds.com/wmc/wmc100216.htm

Poll: Large majority opposes Supreme Court's decision on campaign financing
http://www.washingtonpost.com/wp-dyn/content/article/2010/02/17/AR2010021701151.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+creditwritedownsnews+%28Credit+Writedowns%27+News+Feed%29


Deficit Hawks Want New (or double dip) Recession
http://www.ritholtz.com/blog/2010/02/deficit-hawks-want-new-or-double-dip-recession/

Quarterly Income Summary for S&P 500 Companies by Industries
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=adGc6gLp.ROI

SENTIMENT SHIFTS TO NEUTRAL
http://pragcap.com/sentiment-shifts-to-neutral-2

The Effect Of First Rate Hikes On The Stock Market
http://www.tradersnarrative.com/the-effect-of-first-rate-hikes-on-the-stock-market-3649.html

Fed Move May Signal End to Easy Bank Profits
http://www.nytimes.com/2010/02/19/business/economy/19banks.html

Strong Rebound? Not In Rail Traffic, Pal
http://markettalk.newswires-americas.com/?p=8943

Leading Economic Indicators
http://www.ritholtz.com/blog/2010/02/us-economic-cycle-research-institute-leis/

Sentiment Overview
http://www.tradersnarrative.com/sentiment-overview-week-of-february-19th-2010-3624.html

Euro Shorts
http://www.marketfolly.com/2010/02/hedge-funds-shortest-position-ever.html

Noteworthy Financial Stories for Feb 18

U.S. Stocks, Commodities, Dollar Gain on Earnings, Economy
http://www.bloomberg.com/apps/news?pid=20601087&sid=aTRedgmheIdk&pos=1

U.S. Economy: Manufacturing Generating Momentum for Recovery
http://www.bloomberg.com/apps/news?pid=20601087&sid=aHchIsjOMMe4&pos=2

LBO Debt Sinks as Stock Investors Reject IPOs: Credit Markets
http://www.bloomberg.com/apps/news?pid=20601087&sid=abaPxgred3n8&pos=5

Dollar’s Gains May Pose Risk to 2010 Profit Targets
http://www.bloomberg.com/apps/news?pid=20601087&sid=aCnM8D.Vi_M4&pos=6

U.S. Financial-Market Stocks Are Ripe for Rebound: Chart of Day
http://www.bloomberg.com/apps/news?pid=20601109&sid=aWON7tYR5BwU&pos=15

Ackman May Make $170 Million on ‘Grand Slam’ General Growth Bet
http://www.bloomberg.com/apps/news?pid=20601108&sid=ayJVCccKzc_8

U.S. Economy: Manufacturing Generating Momentum for Recovery
http://www.bloomberg.com/apps/news?pid=20601068&sid=aHchIsjOMMe4

Jobless Claims in U.S. Rose Last Week to 473,000
http://www.bloomberg.com/apps/news?pid=20601068&sid=aJDE49gj23qo

Pension Gap of $1 Trillion Is ‘Daunting’ Bill to U.S. States
http://www.bloomberg.com/apps/news?pid=20603037&sid=a5N852fTN2SE

CDS report: Steels lead
http://ftalphaville.ft.com/blog/2010/02/18/153621/cds-report-steels-lead/

So will we ever get off QE?
http://ftalphaville.ft.com/blog/2010/02/18/153431/so-will-we-ever-get-off-qe/

We believe the market might be underestimating the risks the [Spanish] financial system faces’
http://ftalphaville.ft.com/blog/2010/02/18/153086/%E2%80%98we-believe-the-market-might-be-underestimating-the-risks-the-spanish-financial-system-faces/

Soros’s bubble buy
http://ftalphaville.ft.com/blog/2010/02/18/152941/soross-bubble-buy/

Thaler, Mullainathan, Kahneman on Behavioral Economics - An Edge Master Class
http://1440-68131.blogspot.com/2010/02/thaler-mullainathan-kahneman-on.html
Thinking the Unthinkable: What if China Devalues the Renminbi?
http://www.nakedcapitalism.com/2010/02/thinking-the-unthinkable-what-if-china-devalues-the-renminbi.html

China Sells Treasuries… Or Did They?
http://econompicdata.blogspot.com/2010/02/china-sells-treasuries-or-did-they.html

WHERE ARE WE NOW? A TECHNICAL LOOK
http://pragcap.com/where-are-we-now-a-technical-look

The 200 Day Moving Average Is Your Friend
http://www.tradersnarrative.com/the-200-day-moving-average-is-your-friend-3635.html

ETFs Gain Traction With Small Investors
http://online.wsj.com/article/SB10001424052748704398804575071500679159016.html


Recovery: A long bearish road ahead
http://money.cnn.com/2010/02/17/news/economy/david_rosenberg.fortune/index.htm


US credit conditions: Hoard mentality
http://eiudatapoints.wordpress.com/2010/02/17/us-credit-conditions-building-buffers/


Assessing the Stimulus, One Year In: A View from the Mainstream
http://www.econbrowser.com/archives/2010/02/assessing_the_s.html

The Big Idea: Funding Eureka!
http://hbr.org/2010/03/the-big-idea-funding-eureka/ar/1

Turning Patents Into ‘Invention Capital’
http://www.nytimes.com/2010/02/18/technology/18patent.html


Fed bumps up rate banks pay for emergency loans
http://finance.yahoo.com/news/Fed-bumps-up-rate-banks-pay-apf-4141548450.html?x=0


Fed Raises Discount Rate, Dollar Soars, Equity Futures Sink, What's It Really Mean?
http://globaleconomicanalysis.blogspot.com/2010/02/fed-raises-discount-rate-dollar-soars.html

Suddenly Everyone Hates The Euro & Loves The Dollar
http://www.tradersnarrative.com/suddenly-everyone-hates-the-euro-loves-the-dollar-3646.html


Rosenberg's Take On The Discount Rate Hike
http://www.zerohedge.com/article/rosenbergs-take-discount-rate-hike?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

Noteworthy Financial Stories for Feb 17

Fleeing investors may be sign of stock upswing
http://www.usatoday.com/money/perfi/bonds/2010-02-17-bondfunds17_ST_N.htm

U.S. Economy: Factory Production, Home Starts Exceed Forecasts
http://www.bloomberg.com/apps/news?pid=20601087&sid=aTp1GdJiKNZ8&pos=2

Mortgage Modifications Rise as U.S. Treasury Program Takes Hold
http://www.bloomberg.com/apps/news?pid=20601087&sid=aEpyaQmlm_Gw&pos=3

Fed Officials Debated Shrinking Size of Balance Sheet
http://www.bloomberg.com/apps/news?pid=20601068&sid=achJxbTG5DHM

Abby Cohen Sees S&P 500 Fair Value at 1,250 to 1,300
http://www.bloomberg.com/apps/news?pid=20603037&sid=aywoeYo6y32c

Soros More Than Doubled Gold ETF Stake in 4th Quarter
http://www.bloomberg.com/apps/news?pid=20603037&sid=aKs0jaibTSmY

Higher Inflation Is a Lousy Cure for Meltdowns
http://www.bloomberg.com/apps/news?pid=20601039&sid=auwdZNXYb9nM

Federal Jobs Look Too Good Not to Have Big Price
http://www.bloomberg.com/apps/news?pid=20601039&sid=asJJ_TxafRns

Citigroup Stock Proving Irresistible to Hedge Funds
http://www.bloomberg.com/apps/news?pid=20601084&sid=aMd7C2qTkY.A

S&P 500 to Climb After Breaching 1,093: Technical Analysis
http://www.bloomberg.com/apps/news?pid=20601084&sid=aG91XdVP4o0o

Fed: we need to shrink our balance sheet, but how?
http://ftalphaville.ft.com/blog/2010/02/17/152481/fed-we-need-to-shrink-our-balance-sheet-but-how/

风水指数 二零一零 or feng-shui your
http://ftalphaville.ft.com/blog/2010/02/17/152341/%e9%a3%8e%e6%b0%b4%e6%8c%87%e6%95%b0-%e4%ba%8c%e9%9b%b6%e4%b8%80%e9%9b%b6-or-feng-shui-your-investment/

The wafting risk of floating rate CMBS
http://ftalphaville.ft.com/blog/2010/02/17/152291/the-wafting-risk-of-floating-rate-cmbs/

“The US is not a viable concern anymore”
http://ftalphaville.ft.com/blog/2010/02/17/150521/the-us-is-not-a-viable-concern-anymore-duncan/

That terrible, terrible 2007 vintage
http://ftalphaville.ft.com/blog/2010/02/17/151256/that-terrible-terrible-2007-vintage/

Dumping US T-bills
http://ftalphaville.ft.com/blog/2010/02/17/151531/dumping-us-t-bills/

A Hand in a House of Cards
http://www.nytimes.com/2010/02/16/business/16sorkin.html?ref=business

Coming Soon: 5 Million More Foreclosures
http://www.ritholtz.com/blog/2010/02/coming-soon-more-foreclosures/

Noteworthy Financial Stories for February 11

“The most serious wave of commercial real estate difficulties is just now beginning”
http://ftalphaville.ft.com/blog/2010/02/11/147481/the-most-serious-wave-of-commercial-real-estate-difficulties-is-just-now-beginning/

Buying out the mortgage market
http://ftalphaville.ft.com/blog/2010/02/11/147371/buying-out-the-mortgage-market/

Does rapid growth lead to high returns?
http://ftalphaville.ft.com/blog/2010/02/11/147091/does-rapid-growth-lead-to-high-returns/

China: ‘It’s simply because people are rich now’
http://ftalphaville.ft.com/blog/2010/02/11/146981/china-its-simply-because-people-are-rich-now/

TARP Panel: Small Banks Are Facing Loan Woes
http://online.wsj.com/article/SB10001424052748703455804575057851154035196.html?mod=dist_smartbrief

Multifamily REIT CEOs Upbeat On Apt. Prospects Despite Bleak Fundamentals
http://www.costar.com/News/Article.aspx?id=29928EF8D5CB4D4CB1CAF8D325927C39

The Next Generation of REITs
http://www.forbes.com/forbes/2010/0301/investing-real-estate-commercial-property-biggest-best-reits.html

Betting on Bad Debt Becoming a Growing Investment Play
http://www.costar.com/News/Article.aspx?id=8DD8CC71CB7EDC442ACAA46DA855B1E9

Real-Estate Stocks Defy Good News
http://online.barrons.com/article/SB126575702293443567.html?mod=BOL_hpp_dc

Retail Landlords See Better Days Ahead In 2010
http://online.wsj.com/article/BT-CO-20100210-719643.html?mod=dist_smartbrief

Roundtable Survey: Sentiments of CRE Execs Are Better, But By No Means Good
http://www.costar.com/News/Article.aspx?id=A17EA41C7D43A52C1ED155A2F3653AB6

EU Demands Greek Cuts in Bid to Uphold Euro Stability
http://www.bloomberg.com/apps/news?pid=20601087&sid=aaiyjZR.KzVw&pos=1

Jobless Claims in U.S. Fall More Than Forecast to One-Month Low
http://www.bloomberg.com/apps/news?pid=20601087&sid=aJP5mJ9rGj_I&pos=3

Home Sales Rise in Fourth Quarter on Tax Credit
http://www.bloomberg.com/apps/news?pid=20601087&sid=avAQWWvcVwJ8&pos=3

Jobless Suffer With Corporate Cash Climbing to $1.19 Trillion
http://www.bloomberg.com/apps/news?pid=20601087&sid=aE6W8c9z9Bms&pos=6

Bond Sales Tumble 90%, Junk Returns Go Negative: Credit Markets
http://www.bloomberg.com/apps/news?pid=20601087&sid=aLD7bXW.mcKQ&pos=7

Midas Fund’s Winmill Turns Gold Rise Into 83% Return on Miners
http://www.bloomberg.com/apps/news?pid=20601109&sid=abSHodgpVd9I&pos=10

PIGS Exposure Explains ‘Shotgun Greek Wedding’: Chart of Day
http://www.bloomberg.com/apps/news?pid=20601109&sid=aCrRNlbKtrss&pos=15

Immelt Disagrees With Paulson’s Memory of September ’08 Talks
http://www.bloomberg.com/apps/news?pid=20601108&sid=aZzcAxzDhlPo

U.S. Foreclosure Filings Surpass 300,000 for 11th Month in Row
http://www.bloomberg.com/apps/news?pid=20603037&sid=amQhHZdxq3Ag

‘PIGS’ in Rescue Lipstick Are Uglier Than Default: Mark Gilbert
http://www.bloomberg.com/apps/news?pid=20601039&sid=a_l2qpfPWwAQ

Fed in Talks With Money Market Funds to Help Drain $1 Trillion
http://www.bloomberg.com/apps/news?pid=20601084&sid=aSn2_iDKbl1g

Bullish Sentiment Drops to Lowest Levels Since March
http://www.bespokeinvest.com/thinkbig/2010/2/10/bullish-sentiment-drops-to-lowest-levels-since-march.html

Why It's Vital You Understand the VIX
http://www.optionszone.com/options-trading-101/volatility/using-volatility-and-the-vix-to-determine-price-targets-stop-levels-and-position-size.html

Copper/Gold Ratio As Predictor For S&P 500
http://www.tradersnarrative.com/coppergold-ratio-as-predictor-for-sp-500-3613.html

Fighting the Fed: What Does it Mean?
http://oldprof.typepad.com/a_dash_of_insight/2010/02/fighting-the-fed-what-does-it-mean.html

Testing the Equity Mutual Fund Liquidity Ratio
http://www.cxoadvisory.com/blog/internal/blog2-11-10/

Why Investors Do Not Think America Is The Next Greece
http://www.businessinsider.com/why-investors-do-not-think-america-is-the-next-greece-2010-2

Esquire’s investment advice
http://blogs.reuters.com/felix-salmon/2010/02/10/esquires-investment-advice/

Noteworthy Financial Stories for February 10

Federal Reserve hopes clear exit strategy will boost market confidence
http://www.washingtonpost.com/wp-dyn/content/article/2010/02/08/AR2010020804042.html?hpid=topnews

No Exit in Sight for U.S. As Fannie, Freddie Flail
http://online.wsj.com/article/SB10001424052748704362004575001042824028862.html?mod=dist_smartbrief

John Roque: Don’t Expect Market Bounce to Last
http://www.ritholtz.com/blog/2010/02/john-roque-dont-expect-market-bounce-to-last/

Market of 2010 = Market of 1929? Historical Comparison
http://www.marketfolly.com/2010/02/market-of-2010-market-of-1929.html

10 year note auction not good
http://www.ritholtz.com/blog/2010/02/10-year-note-auction-not-good/

Small Business and the Disappearing U.S. Consumer
http://seekingalpha.com/article/187858-small-business-and-the-disappearing-u-s-consumer?source=feed

The Collapse Of The Euro: Insights By Joseph Stiglitz And Hugh Hendry - Two Part BBC Miniseries
http://www.zerohedge.com/article/collapse-euro-insights-joseph-stiglitz-and-hugh-hendry-two-part-bbc-miniseries?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

Citigroup Plans "Crisis Derivatives"
http://globaleconomicanalysis.blogspot.com/2010/02/citigroup-plans-crisis-derivatives.html

Housing Headed For Another Leg Down; Stabilization Misunderstood
http://globaleconomicanalysis.blogspot.com/2010/02/housing-headed-for-another-leg-down.html

Chairman Bernanke on the Federal Reserve’s exit strategy
http://www.ritholtz.com/blog/2010/02/chairman-bernanke-on-the-federal-reserves-exit-strategy/

Insolvent European vs American States
http://www.ritholtz.com/blog/2010/02/insolvent-european-vs-american-states/

Hendry, Taleb & Faber: How To Invest $100 Million In 2010
http://www.marketfolly.com/2010/02/hendry-taleb-faber-how-to-invest-100.html

Hedge Fund Woodbine Capital's Five Current Investment Themes
http://www.marketfolly.com/2010/02/hedge-fund-woodbine-capitals-five.html

Equities At Important Low… If This Is Still A Bull Market
http://www.tradersnarrative.com/equities-at-important-low-if-this-is-still-a-bull-market-3604.html

Trade Deficit in U.S. Unexpectedly Widened on Imports
http://www.bloomberg.com/apps/news?pid=20601087&sid=a9tTcBVXsxKA&pos=3

Global Confidence Ebbs on Concern Budget Gaps Will Hurt Rebound
http://www.bloomberg.com/apps/news?pid=20601087&sid=adn6HKxl7LUM&pos=3

Soros Is ‘Confident’ Greece Will Stay in Euro Region
http://www.bloomberg.com/apps/news?pid=20601087&sid=adn6HKxl7LUM&pos=3

One-Fifth of U.S. Homeowners Owe More Than Properties Are Worth
http://www.bloomberg.com/apps/news?pid=20603037&sid=at6VKvccpCzs

Confidence in Stocks Falls, Led by U.S., on Greek Budget, Jobs
http://www.bloomberg.com/apps/news?pid=20601084&sid=aFQz8Q8z8Dc0

S&P 500 Declines Limited After TRIN Spike: Technical Analysis
http://www.bloomberg.com/apps/news?pid=20601084&sid=aVtPMuyrdubk

Stocks in Europe to Retreat Before Rebounding, Barclays Says
http://www.bloomberg.com/apps/news?pid=20601084&sid=aPZ_f4WpvGqo

Moody’s whip hand over Greece, redux
http://ftalphaville.ft.com/blog/2010/02/10/146371/moodys-whip-hand-over-greece-redux/

Credit rating cliff risk
http://ftalphaville.ft.com/blog/2010/02/10/146271/credit-rating-cliff-risk/

China’s punishment, Treasuries’ pain
http://ftalphaville.ft.com/blog/2010/02/10/145956/chinas-punishment-treasuries-pain/

France, Germany Weigh Rescue Plan for Greece
http://online.wsj.com/article/SB10001424052748704140104575056751636031606.html

Financing troubles loom for commercial real estate
http://www.miamiherald.com/news/breaking-news/story/1471529.html

U.S. Treasury Holders Have History on Their Side: Chart of Day
http://www.bloomberg.com/apps/news?pid=20601109&sid=ardDIw.unuJE&pos=15

Noteworthy Financial Stories for February 9

Germany Outlines Greek Aid Measures on Eve of European Summit
http://www.bloomberg.com/apps/news?pid=20601087&sid=aD17JbJu7vas&pos=1

US Banks Have $176B Exposure To Weak Euro Countries -Report
http://online.wsj.com/article/BT-CO-20100209-718854.html?mod=WSJ_latestheadlines

Paulson Tells Buffett Banks to Repay ‘Every Penny’
http://www.bloomberg.com/apps/news?pid=20601108&sid=aJRw3sL9a6Q0

Insurers Test Market as Obama Opens Door for 401(k)s
http://www.bloomberg.com/apps/news?pid=20603037&sid=aOWPq1HPR6gs

China Becomes Oil ETF’s No. 4 Holder, Buys SPDR Gold
http://www.bloomberg.com/apps/news?pid=20603037&sid=aZtsKyX2S6Ls

‘PIGS’ Crisis Is Opportunity for Euro to Stand Up: Matthew Lynn
http://www.bloomberg.com/apps/news?pid=20601039&sid=ah3YmgNKQuuA

U.S. Losing AAA Is Way to Rein in Pelosi, Reid: David Reilly
http://www.bloomberg.com/apps/news?pid=20601039&sid=aGL2Yx0AiblI

Five ‘negatives’ and one ‘mixed’ – the BarCap take on US regulatory reform
http://ftalphaville.ft.com/blog/2010/02/09/145506/five-negatives-and-one-mixed-the-barcap-take-on-us-regulatory-reform/

The next leg of the great bear market has begun…
http://ftalphaville.ft.com/blog/2010/02/09/145286/the-next-leg-of-the-great-bear-market-has-begun/

JGB update: Is Japan the next Greece?
http://ftalphaville.ft.com/blog/2010/02/09/142521/jgb-update-is-japan-the-next-greece/


Défãult rísk
http://ftalphaville.ft.com/blog/2010/02/09/144766/default-risk/

Greek crisis intensifies as Joe Stiglitz calls for Europe to 'teach the speculators a lesson'
http://www.telegraph.co.uk/finance/economics/7191113/Greek-crisis-intensifies-as-Joe-Stiglitz-calls-for-Europe-to-teach-the-speculators-a-lesson.html

Alan Greenspan fights back
http://money.cnn.com/2010/02/05/news/economy/greenspan.fortune/index.htm

Hugh Hendry, Marc Faber, and Nassim Taleb Go to Russia
http://paul.kedrosky.com/archives/2010/02/hugh_hendry_mar.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+InfectiousGreed+%28Paul+Kedrosky%27s+Infectious+Greed%29

Superbowl team: online finance’s best
http://newrulesofinvesting.com/2010/02/08/superbowl-team-online-finances-best/

Rydex-market-timers-becoming-more bearish
http://thetechnicaltakedotcom.blogspot.com/2010/02/rydex-market-timers-becoming-more.html

An enviable track record
http://www.marketwatch.com/story/what-the-mutual-fund-cash-level-is-telling-us-now-2010-02-09

Shareholders Deciding a Dividend
http://www.nytimes.com/2010/02/09/business/09sorkin.html?

Want To Create Jobs? Then It's Time For The Fed To Raise Interest Rates
http://www.businessinsider.com/want-to-create-jobs-then-its-time-for-the-fed-to-raise-interest-rates-2010-2

Why To Celebrate More Temp Jobs
http://business.theatlantic.com/2010/02/why_to_celebrate_more_temp_jobs.php

Back to the Future for Venture Capital
http://www.iimagazine.com/today/Articles/2388474/Back-to-the-Future-for-Venture-Capital.html

Study shows why it is so scary to lose money
http://www.reuters.com/article/idUSN0823962020100208

Major Trend Break For Global Markets
http://www.tradersnarrative.com/major-trend-break-for-global-markets-3591.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+TradersNarrative+%28Trader%27s+Narrative%29

BIS Says Banks Need More Capital to Withstand Shocks
http://www.bloomberg.com/apps/news?pid=20601087&sid=alafVLs2Jpx8&pos=6

You're Hired. At Least for Now.
http://kiplinger.com/magazine/archives/employers-choose-temps-contract-workers.html

Wholesale Inventories Plunge – GDP Affect?
http://www.thedisciplinedinvestor.com/blog/2010/02/09/wholesale-inventories-plunge-gdp-affect/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+thedisciplinedinvestor%2FEBHR+%28The+Disciplined+Investor%29

Small Businesses Owners' Association Slams Obama's Stimulus Efforts, Sites Weak Demand and Poor Sales
http://globaleconomicanalysis.blogspot.com/2010/02/small-businesses-owners-association.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+MishsGlobalEconomicTrendAnalysis+%28Mish%27s+Global+Economic+Trend+Analysis%29

Noteworthy Financial Stories for February 8

Volcker: 'My soul will come back to haunt you' if financial reform is not passed
http://www.snl.com/InteractiveX/article.aspx?CDID=A-10674490-11061&KPLT=4

Home loan delinquency rate breaches 10% in December '09
http://www.snl.com/InteractiveX/article.aspx?CDID=A-10681020-13624&KPLT=4

MBA: Commercial, multifamily originations climb in Q4'09
http://www.snl.com/InteractiveX/article.aspx?CDID=A-10672975-12075&KPLT=4

S&P 500 Plunge Fails to Shake Gabelli on Technology
http://www.bloomberg.com/apps/news?pid=20601087&sid=aFQ2ZIdb9m_g&pos=2

Corporate Bond Spreads Rise Most Since November: Credit Markets
http://www.bloomberg.com/apps/news?pid=20601087&sid=axfuH3h4YJGc&pos=4

No Job Growth for Small Business Spurs Recovery Doubt
http://www.bloomberg.com/apps/news?pid=20601109&sid=apZULWyXpqhE&pos=10

Overhaul’s Failure Will Ignite U.S. Health Industry Mergers
http://www.bloomberg.com/apps/news?pid=20601109&sid=aBiyYBTjExBI&pos=12

Weak Dollar Illusory as Correlated Trade Shows Gains
http://www.bloomberg.com/apps/news?pid=20601068&sid=aVbhDaStbA1Q

Geithner Says U.S. Will ‘Never’ Lose Aaa Debt Rating
http://www.bloomberg.com/apps/news?pid=20601068&sid=aDYv97KxyEtU

Buy Stock Now to Ride Second Stage of Bull Market
http://www.bloomberg.com/apps/news?pid=20601039&sid=aPkRyJG9weGQ

Bond Traders See Slim Pickings With Volcker Rule
http://www.bloomberg.com/apps/news?pid=20601039&sid=ad7tnShOZkPs

Pimco’s El-Erian Favors Brazil’s Bonds, Chinese Yuan
http://www.bloomberg.com/apps/news?pid=20601083&sid=aCOeVAK9L1EE

Greenspan Sees ‘Slow’ Recovery, Is ‘Concerned’ If Stocks Drop
http://www.bloomberg.com/apps/news?pid=20601083&sid=aGyC9QDVG.vQ

Treasuries Drop as U.S. Prepares to Sell $81 Billion of Debt
http://www.bloomberg.com/apps/news?pid=20601015&sid=abykJAD.du9E

Quote du jour, G7 ostrich edition
http://ftalphaville.ft.com/blog/2010/02/08/144186/quote-du-jour-g7-ostrich-edition/

TrimTabs vs the Bureau of Labor Statistics
http://ftalphaville.ft.com/blog/2010/02/08/144016/trimtabs-vs-the-bureau-of-labor-statistics-round-2/

Some surprisingly disappointing global metrics
http://ftalphaville.ft.com/blog/2010/02/08/143856/some-surprisingly-disappointing-global-metrics/

A different government view on CMBS
http://ftalphaville.ft.com/blog/2010/02/08/143926/a-different-government-view-on-cmbs/

Europe Risks Another Global Depression
http://ftalphaville.ft.com/blog/2010/02/08/143376/further-reading-452/

Mortgage Bankers Association “Walks Away” from HQ
http://www.ritholtz.com/blog/2010/02/mba-walksaway-from-hq/

Europe's Sovereign Disaster Makes U.S. Bonds Look Awesome
http://www.businessinsider.com/europes-sovereign-debt-disaster-is-great-news-for-americas-debt-binge-2010-2

Redirecting My Rating Agency Rage
http://business.theatlantic.com/2010/02/redirecting_my_rating_agency_rage.php

Sentiment Overview: Week Of February 5th, 2010
http://www.tradersnarrative.com/sentiment-overview-week-of-february-5th-2010-3565.html

Investor Sentiment: Are We There Yet?
http://thetechnicaltakedotcom.blogspot.com/2010/02/investor-sentiment-are-we-there-yet.html

Speculators build record bets against euro
http://www.ft.com/cms/s/0/0330ba78-149f-11df-9ea1-00144feab49a.html

US consumer credit uncrunched?
http://ftalphaville.ft.com/blog/2010/02/05/143296/us-consumer-credit-uncrunched/

Kass: Greed Might Get Good Again
http://www.thestreet.com/story/10675647/1/kass-greed-might-get-good-again.html

Five myths about how to create jobs
http://www.washingtonpost.com/wp-dyn/content/article/2010/02/05/AR2010020501445.html

Survey Shows Appetite for PE Real Estate Investment May Be Growing
http://www.reit.com/tabid/477/News/default.aspx?type=E&ID=91

A Broad U.S. Push to Ease Credit for Small Businesses
http://www.nytimes.com/2010/02/06/business/economy/06fed.html

The New Rules of Financial Management
http://www.openforum.com/idea-hub/topics/money/article/the-new-rules-of-financial-management-mary-ann-fitzmaurice-reilly

Negotiating Your Next Sale: Finding the Best Compromise
http://www.openforum.com/idea-hub/topics/money/article/negotiating-your-next-sale-finding-the-best-compromise-thursday-bram

9 Ways to Protect Your Pricing and Keep Your Customers
http://www.openforum.com/idea-hub/topics/money/article/9-ways-to-protect-your-pricing-and-keep-your-customers-julie-rains

The Relativity of Fear in Options
http://www.minyanville.com/businessmarkets/articles/options-relative-fear-vix-lag-bottom/2/5/2010/id/26741

Stop Freaking Out About The Deficit -- It's Just More Republican Scaremongering
http://www.businessinsider.com/stop-freaking-out-about-the-deficit-its-just-more-republican-scaremongering-2010-2?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+clusterstock+%28ClusterStock%29

Top 8 printable productivity forms
http://www.optedmagazine.com/2009/10/top-8-printable-productivity-forms/

All the Right Data
http://cfo.com/article.cfm/14473223/c_14473073

End of the Bond Secular Bull Market?
http://www.ritholtz.com/blog/2010/02/end-of-the-bond-secular-bull-market/

Back To Normal: Insider Selling Outpaces Buying By 58 To 1
http://www.zerohedge.com/article/back-normal-insider-selling-outpaces-buying-58-1?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

Get Used to Dow 10,000: Value Maven Predicts 10 More Years of Famine
http://finance.yahoo.com/tech-ticker/article/420496/Get-Used-to-Dow-10%2C000%3A-Value-Maven-Predicts-10-More-Years-of-Famine

Noteworthy Financial Stories for February 5

U.S. Unemployment Fell to 9.7% in January; Payrolls Drop 20,000
http://www.bloomberg.com/apps/news?pid=20601087&sid=aMgidOoKS.dI&pos=1

Kraft Joins Buffett Wager in Bonds for Buyouts: Credit Markets
http://www.bloomberg.com/apps/news?pid=20601087&sid=acY9RqJc6G.o&pos=6

China’s 2009 State Land Sales Cover 40% of Stimulus Plan’s Cost
http://www.bloomberg.com/apps/news?pid=20601109&sid=aQuZnQ1PGBv8&pos=14

Summers Sees Labor-Market Rebound as U.S. Economy Strengthens
http://www.bloomberg.com/apps/news?pid=20601068&sid=ayprVthodRyQ

Emerging Equity Funds Post Most Outflows in 24 Weeks
http://www.bloomberg.com/apps/news?pid=20603037&sid=aoA7RMt1LAUA

Goldman Sachs, HSBC Say Stocks to Rally, ‘Fears’ Mask Recovery
http://www.bloomberg.com/apps/news?pid=20601084&sid=aoXwpNSQNeTs

This little sovereign went to market…
http://ftalphaville.ft.com/blog/2010/02/05/142501/this-little-sovereign-went-to-market/

Carry trades and reverberations Down Under
http://ftalphaville.ft.com/blog/2010/02/05/142591/carry-trades-and-reverberations-down-under/

Scariest Chart EVER: Loss Severity, Subprime First-Lien
http://www.aleablog.com/scariest-chart-ever-loss-severity-subprime-first-lien/

Unemployment State & Country
http://econompicdata.blogspot.com/2010/02/comparing-us-and-eu-unemployment.html

VIX surges 20% as fear returns …
http://www.tradingtheodds.com/2010/02/vix-surges-20-as-fear-returns/

Commercial real estate industry starting to recover, experts say
http://www.dallasnews.com/sharedcontent/dws/bus/stories/DN-CREforecast_05bus.ART.State.Edition1.3cee925.html

Roundtable's Sentiment Index Illustrates Guarded Optimism
http://www.globest.com/news/1592_1592/washington/183397-1.html



Don't Be Afraid to Share Your Ideas: One Entrepreneur's Story
http://www.openforum.com/idea-hub/topics/marketing/article/dont-be-afraid-to-share-your-ideas-one-entrepreneurs-story-marcy-shinder

extremely-negative-breadth-days-in-long
http://quantifiableedges.blogspot.com/2010/02/extremely-negative-breadth-days-in-long.html

BEARISH SENTIMENT SPIKES TO A 3 MONTH HIGH
http://pragcap.com/bearish-sentiment-spikes-to-a-3-month-high

largest-pullback-since-march-2009-rally
http://vixandmore.blogspot.com/2010/02/largest-pullback-since-march-2009-rally.html

Taleb vs Treasuries
http://blogs.reuters.com/felix-salmon/2010/02/04/taleb-vs-treasuries/

Mercer predicts top ten investment trends for 2010
http://www.mercer.com/summary.htm?idContent=1368600

A Roadmap of the Shadow Banks, plus targeting the Volcker Rule
http://rortybomb.wordpress.com/2010/02/05/a-roadmap-of-the-shadow-banks-plus-targeting-the-volcker-rule/


Should Individuals Be Regulated Like Wall St. Banks?
http://business.theatlantic.com/2010/02/since_the_beginning_of_the.php

Sovereign Debt Default Risk
http://www.bespokeinvest.com/thinkbig/2010/2/5/sovereign-debt-default-risk.html

Nonperforming Loans in China Rise to "Trillions of Renminbi"
http://globaleconomicanalysis.blogspot.com/2010/02/nonperforming-loans-in-china-rise-to.html

Noteworthy Financial Stories for February 4

U.S. Economy: Productivity Keeps Climbing, Factory Orders Grow
http://www.bloomberg.com/apps/news?pid=20601087&sid=aa5zca0iTZM4&pos=2

Stocks, Metals Plunge as Dollar Gains on Debt, Jobs Concerns
http://www.bloomberg.com/apps/news?pid=20601087&sid=aOR8UFEmYXJE&pos=2

Goldman Sachs’s Corrigan Opposes ‘Volcker Rule’
http://www.bloomberg.com/apps/news?pid=20601087&sid=aSUCLR9VHxjg&pos=3

Greece’s Biggest Union Sets Strike, Threatens Cuts
http://www.bloomberg.com/apps/news?pid=20601087&sid=aN2G_2S_aP2M&pos=9

Retailers Likely to Close More U.S. Stores: Analysis
http://www.bloomberg.com/apps/news?pid=20601109&sid=apMxt6_iwOeM&pos=10

U.S. Economy: Productivity Keeps Climbing, Factory Orders Grow
http://www.bloomberg.com/apps/news?pid=20601068&sid=aa5zca0iTZM4

Biggest Bubble in History Is Growing Every Day
http://www.bloomberg.com/apps/news?pid=20601039&sid=a4mPCXeGTl4Y

Kill Your Favorite Subsidy to Win the Deficit War
http://www.bloomberg.com/apps/news?pid=20601039&sid=aBKBXFWxjVxY

Japan Must Heed Warning of Greek Debt, Nakamura Says
http://www.bloomberg.com/apps/news?pid=20601068&sid=aIW6aB77Dako

Goldman Sachs Drop Imperils S&P 500 Advance: Technical Analysis
http://www.bloomberg.com/apps/news?pid=20601084&sid=aJjRxk56eNQU

Treasuries Climb as Stocks Drop on European Deficits, U.S. Data
http://www.bloomberg.com/apps/news?pid=20601009&sid=aYpWdT1hESus

End of TALF Means Bond Spreads Five-Fold Wider: Credit Markets
http://www.bloomberg.com/apps/news?pid=20601009&sid=aidiPsfMDXWg

Taleb Says ‘Every Human’ Should Short U.S. Treasuries
http://www.bloomberg.com/apps/news?pid=20601009&sid=azLmks3BmQm4

Chart du jour – sovereign risk
http://ftalphaville.ft.com/blog/2010/02/04/141681/chart-du-jour-sovereign-risk/

The contagion spreads, parte dos
http://ftalphaville.ft.com/blog/2010/02/04/141211/the-contagion-spreads-parte-dos/

And here’s the corporate contagion
http://ftalphaville.ft.com/blog/2010/02/04/141321/and-heres-the-corporate-contagion/

Revenue Beat Rate This Earnings Season
http://www.bespokeinvest.com/thinkbig/2010/2/2/revenue-beat-rate-this-earnings-season.html

Baltic Dry Index Continues to Drop
http://www.bespokeinvest.com/thinkbig/2010/2/3/baltic-dry-index-continues-to-drop.html

GURU OUTLOOK: THE BOND KING
http://pragcap.com/guru-outlook-bond-kin

this is how the end begins
http://thereformedbroker.com/2010/02/03/this-is-how-the-end-begins/

Sovereign CDS is spreading
http://ftalphaville.ft.com/blog/2010/02/04/141131/sovereign-cds-is-spreading/

Industry Takes Stock of Proposed Budget
http://www.globest.com/news/1592_1592/washington/183388-1.html

Optimism Trumps Gloom at MBA Real Estate Finance Conference in Glitter City
http://www.costar.com/News/Article.aspx?id=10B48D7FE0218F4B5BEBE0C9400BEDD7

The commercial real estate dilemma
http://www.costar.com/News/Article.aspx?id=10B48D7FE0218F4B5BEBE0C9400BEDD7

Hotels' Distress Lead CMBS Delinquencies To Record Level
http://www.nasdaq.com/aspx/stock-market-news-story.aspx?storyid=201002021255dowjonesdjonline000355&title=hotelsdistress-lead-cmbs-delinquencies-to-record-level

What's Next When the Banks Say No?
http://www.openforum.com/idea-hub/topics/money/article/whats-next-when-the-banks-say-no-trent-hamm

5 Ways That Sales People Can Benefit From Using Social Media
http://www.openforum.com/idea-hub/topics/marketing/article/5-ways-that-sales-people-can-benefit-from-using-social-media-john-jantsch

Is Small Business Employment More Resilient to Economic Shifts?
http://www.openforum.com/idea-hub/topics/innovation/article/is-small-business-employment-more-resilient-to-economic-shifts-scott-shane

Battered Industrial Property Sector Poised to Resume Growth
http://www.costar.com/News/Article.aspx?id=3C0803868E6B292E543549E07D5083C4&ref=100&iid=167&cid=4551B02CF9EBB4A3FD8AA99C29554FD4

Investor Sentiment Turns Significantly Less Bullish
http://www.bespokeinvest.com/thinkbig/2010/2/3/investor-sentiment-turns-significantly-less-bullish.html

MUTUAL FUND FLOWS SUPPORT A BULLISH THESIS
http://pragcap.com/mutual-fund-flows-support-a-bullish-thesis

Defaults Could Fall by Half This Year, Altman Says
http://dealbook.blogs.nytimes.com/2010/02/03/defaults-could-fall-by-half-this-year-altman-says/

Wall of Junk Debt Maturities Looms, Moody’s Says
http://dealbook.blogs.nytimes.com/2010/02/01/wall-of-high-yield-debt-maturities-looms-moodys-says/

The Return of the 1% Day
http://www.bespokeinvest.com/thinkbig/2010/2/4/the-return-of-the-1-day.html

Important News Releases for Short Sellers
http://www.cxoadvisory.com/blog/external/blog2-04-10/

How financial innovation causes bubbles
http://blogs.reuters.com/felix-salmon/2010/02/04/how-financial-innovation-causes-bubbles/

Country & State Credit ratings
http://www.nytimes.com/interactive/2010/02/02/opinion/03schott_ready.html

Bloomberg on the Birth Death Adjustment
http://www.bloomberg.com/insight/birth-death-model.html

BlackRock's Doll says US stocks' corrective phase 'not over'
http://www.reuters.com/article/idCNN0424879320100204?rpc=44

Noteworthy Financial Stories for February 3

ADP Says U.S. Companies Cut Estimated 22,000 Jobs
http://www.bloomberg.com/apps/news?pid=20601087&sid=a01taizONkz8&pos=2

Stocks Plunge Risk at Highest Since April 1984, Survey Finds
http://www.bloomberg.com/apps/news?pid=20601087&sid=a7MG6IzewL1E&pos=4

U.S. May Lose 824,000 Jobs as Employment Data Revised: Analysis
http://www.bloomberg.com/apps/news?pid=20601109&sid=aNSc0oQ0vb4M&pos=10

Treasury Dealers Say Direct Bids Risk Upending Auction Process
http://www.bloomberg.com/apps/news?pid=20601109&sid=a0vf2Ix0StIY&pos=11

Service Industries in U.S. Expanded in January
http://www.bloomberg.com/apps/news?pid=20601068&sid=aU_aynWLkGNk

El-Erian Says Retreat in Stocks Will Worsen as Economy Slumps
http://www.bloomberg.com/apps/news?pid=20603037&sid=aKp04HpeyeLU

Quants’ Risk-Free Ideas Sink Market, Cause Ruin
http://www.bloomberg.com/apps/news?pid=20601039&sid=aMRiMr8h44tg

China Stocks Volatility Index Jumps Most in 14 Months
http://www.bloomberg.com/apps/news?pid=20601084&sid=aJQkdzG9TcLo

Ironwood Cuts IPO by 30% in Biggest Reduction of 2010
http://www.bloomberg.com/apps/news?pid=20601084&sid=aETgGvtnSMo8

The erstwhile openess of emerging markets, chart du jour
http://ftalphaville.ft.com/blog/2010/02/03/140356/the-erstwhile-openess-of-emerging-markets-chart-du-jour/

Faber lashes out — again
http://ftalphaville.ft.com/blog/2010/02/03/139991/faber-lashes-out-again/

CREDIT SUISSE: BUY THE DIPS – THE BEAR ISN’T HERE YET
http://pragcap.com/credit-suisse-buy-the-dips-the-bear-isnt-here-yet

Never short a country with $2 trillion in reserves?
http://mpettis.com/2010/02/never-short-a-country-with-2-trillion-in-reserves/

In Coke We Trust
http://online.wsj.com/article/SB10001424052748703389004575033273534678554.html

A Simple Guide For Job growth
http://blogmaverick.com/2010/01/31/the-simplicity-test-a-simple-policy-guide-for-job-growth/

Flush REITs Have Loads of Cash, Little to Spend It On
http://online.wsj.com/article/SB10001424052748703338504575041441730042712.html?mod=dist_smartbrief

Small Investors Lost It All in Memphis
http://online.wsj.com/article/SB10001424052748703338504575041713093913680.html?mod=WSJ_article_MoreIn

Spurned by Banks, Builders Look Elsewhere
http://online.wsj.com/article/SB10001424052748703338504575041392601534552.html?mod=WSJ_newsreel_realEstate

The Art of Bold Innovation
http://www.openforum.com/idea-hub/topics/innovation/article/the-art-of-bold-innovation-laurel-delaney

Know Your Ratios
http://www.openforum.com/idea-hub/topics/money/article/know-your-ratios-steve-viuker

Five Strategies for Preventing a Cash Flow Disruption From Destroying Your Small Business
http://www.openforum.com/idea-hub/topics/money/article/five-strategies-for-preventing-a-cash-flow-disruption-from-destroying-your-small-business-trent-hamm

Guest Post: A Look At Mutual Fund Flows
http://www.zerohedge.com/article/guest-post-look-mutual-fund-flows?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

Picture du Jour: GDP – what it really looks like
http://www.investmentpostcards.com/2010/02/03/picture-du-jour-gdp-%e2%80%93-what-it-really-looks-like/

What Is the Yield Curve Telling Us?...And Should We Have Listened?
http://www.clevelandfed.org/research/trends/2010/0210/01monpol.cfm