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