Noteworthy Financial Stories for February 1

Consumer Spending in U.S. Increases for Third Month
http://www.bloomberg.com/apps/news?pid=20601087&sid=a2aIlB_7Y1g0&pos=2

Company Bond Sales Fall 7% on Greece, Spreads: Credit Markets
http://www.bloomberg.com/apps/news?pid=20601087&sid=a3ZS.H4MBr.Y&pos=6

Obama Offers $3.8 Trillion Budget With Focus on Boosting Jobs
http://www.bloomberg.com/apps/news?pid=20601087&sid=aCEROKYXeGkY&pos=8

Recovery Accelerates as Company Spending Rises Most Since 2006
http://www.bloomberg.com/apps/news?pid=20601109&sid=a2r4JPK5Y_Ao&pos=10

Roubini Sees ‘Very Dismal and Poor’ U.S. Expansion
http://www.bloomberg.com/apps/news?pid=20601109&sid=aGD7JiuQBQZc&pos=12

Wells Fargo Shuns Carry-Trade, Braces for Risk of Higher Rates
http://www.bloomberg.com/apps/news?pid=20601109&sid=aM.IPx7G5hAw&pos=11

More Countries to Follow Asia on Mortgage Caps, Geoghegan Says
http://www.bloomberg.com/apps/news?pid=20601109&sid=a7W3ZYq2i7qw&pos=15

How to Encourage Small Innovations
http://www.bloomberg.com/apps/harvardbusiness?sid=Ha677f0f3220d2959118d08988789e994

Bonds Beat Stocks Most in 11 Months With 10% Jobless
http://www.bloomberg.com/apps/news?pid=20603037&sid=aW.7esAxnjc0

Walmart-Like Shares Top S&P 500 With Dividends
http://www.bloomberg.com/apps/news?pid=20603037&sid=a7.05jAhHsVA

Double Dip Risk Rises After Inventory Blowout: Kevin Hassett
http://www.bloomberg.com/apps/news?pid=20601039&sid=a9CpuClIL12E

Analysts Hate These Five Stocks, So Buy Them Now
http://www.bloomberg.com/apps/news?pid=20601039&sid=aQ.b30jpmYgk

Emerging-Market Stocks Fall 10% From Peak on China Rate Concern
http://www.bloomberg.com/apps/news?pid=20601013&sid=abSuZ8pyJZe0

US Housing Bubble v2.0
http://ftalphaville.ft.com/blog/2010/02/01/138151/us-housing-bubble-v2-0/

The Asian anti-inflationary effect
http://ftalphaville.ft.com/blog/2010/02/01/138166/the-asian-anti-inflationary-effect/

Is this the big one?
http://ftalphaville.ft.com/blog/2010/02/01/138026/is-this-the-big-one/

The January Barometer Curse Returns
http://247wallst.com/2010/01/29/the-january-barometer-curse-returns-dia-spy-qqqq-ytec-gld/

Chart of the Week: VXX
http://vixandmore.blogspot.com/2010/01/chart-of-week-vxx-celebrates-one-year.html

Number Geeks: US Budget Historical Tables of Data
http://www.whitehouse.gov/omb/budget/Historicals/

TARP Inspector Says Rescue to Cost Taxpayers Less Than Expected
http://www.bloomberg.com/apps/news?pid=20601208&sid=a5nQ_mMCdYq4

America's economy grew by 5.7% at the end of 2009. Yet it remains vulnerable
http://www.economist.com/world/unitedstates/displaystory.cfm?story_id=15409505

REITs: Better but Not All-Clear
http://online.wsj.com/article/SB20001424052748704343104575033850659200366.html

Credit Where It's Due
http://online.wsj.com/article/SB10001424052748704107204575039102227543496.html?mod=WSJ_Heard_LEFTTopNews

Positive Signs of CRE Price Stabilization, Consultant Says
http://www.reit.com/tabid/477/News/default.aspx?type=E&ID=88

That Commercial Real Estate Shoe
http://www.forbes.com/2010/01/31/real-estate-intelligent-investing-stuyvesant-town.html?boxes=Homepagechannels

Nashville real estate market recovers slowly
http://www.tennessean.com/article/20100201/BUSINESS01/2010326/1003/NEWS01

Observations on a Cocktail Napkin
http://www.openforum.com/idea-hub/topics/innovation/article/observations-on-a-cocktail-napkin-amy-cosper

Private equity firms bullish on 2010 outlook
http://www.reuters.com/article/idUSTRE60U1ON20100131

Pros Shorting Commodities Like Crazy
http://www.businessinsider.com/commodities-are-being-shorted-by-pros-like-never-in-years-2010-1

Tricky Sailing for Hedge Funds
http://online.barrons.com/article/SB126481829651737647.html?mod=BOL_hpp_mag

Roubini Sees ‘Dismal’ Growth as Summers Rues ‘Human Recession’
http://www.bloomberg.com/apps/news?pid=20601087&sid=aqLMEUObhysc

Equity valuations
http://hedged.biz/index.php?option=com_content&view=article&id=213:equity-valuations&catid=1:latest-news&Itemid=63

I.P.O. Market Begins to Regain Its Luster
http://dealbook.blogs.nytimes.com/2010/01/29/ipo-market-begins-to-regain-its-luster/?pagemode=print

Federal Reserve Loan Survey
http://www.federalreserve.gov/boarddocs/SnLoanSurvey/201002/

Where’s the Bubble: Stocks or Bonds?
http://www.ritholtz.com/blog/2010/02/wheres-the-bubble-stocks-or-bonds/

Bullish Percent Index still in positive territory
http://www.investmentpostcards.com/2010/02/01/bullish-percent-index-still-in-positive-territory/

NYSE Stocks (%) Over 50 Day Moving Average
http://www.ritholtz.com/blog/2010/02/aaaaaaaaaa/

January Barometer Portfolio
http://www.thekirkreport.com/2010/02/january-barometer-portfolio.html