Noteworthy Financial Stories for March 30

U.S. Economy: Consumer Confidence Improves, Home Prices Rise
http://www.bloomberg.com/apps/news?pid=20601087&sid=art4hvMwegeA&pos=1

Cheap Mortgages May Last as Investors Replace Fed
http://www.bloomberg.com/apps/news?pid=20601087&sid=aqM6cAXBnmfc&pos=3

IMF to Set Terms for Greece Aid, Strauss-Kahn Says
http://www.bloomberg.com/apps/news?pid=20601087&sid=a9_ag9LIA_6c&pos=4

Downtown New York Towers Empty as Best Market Falters
http://www.bloomberg.com/apps/news?pid=20601109&sid=addTNx0CSil0&pos=11

Hedge-Fund Returns Dragged Down by ‘Hidden Bias’: Chart of Day
http://www.bloomberg.com/apps/news?pid=20601109&sid=a5kYmb.0qgfM&pos=15

Home Prices in 20 U.S. Cities Rose 0.3% in January
http://www.bloomberg.com/apps/news?pid=20601010&sid=ahc80Imb5LBg

Health care law too costly, most say
http://www.usatoday.com/news/washington/2010-03-29-health-poll_N.htm

Innovators: Become Active Experimenters
http://www.bloomberg.com/apps/harvardbusiness?sid=H4ce1a709e6170e1fae16e8fbdc33307b

S&P 500 to Rise 13% on ‘Confirmed Breakout’: Technical Analysis
http://www.bloomberg.com/apps/news?pid=20601084&sid=asmvHeRC_MA8

US 7-year swap spread turns negative
http://ftalphaville.ft.com/blog/2010/03/30/192046/us-7-year-swap-spread-turns-negative/

The men who short-sold the world
http://ftalphaville.ft.com/blog/2010/03/30/190326/the-men-who-short-sold-the-world/

Swooning canaries, exploding debt
http://ftalphaville.ft.com/blog/2010/03/30/190781/swooning-canaries-exploding-debt/

Fedspeak Highlights
http://graphicsweb.wsj.com/php/FEDSPEAK_HIGHLIGHTS.php

Is There Excess Bullishness or Malaise (or both)?
http://www.ritholtz.com/blog/2010/03/is-there-excess-bullishness/

Americans are now back to the overconsumption norm
http://www.creditwritedowns.com/2010/03/americans-are-now-back-to-the-overconsumption-norm.html?

JP Morgan Asset Management sees no bubbles in China
http://ftalphaville.ft.com/blog/2010/03/29/190341/jp-morgan-asset-management-sees-no-bubbles-in-china/

The equity market rally is nearing its end
http://ftalphaville.ft.com/blog/2010/03/29/190196/the-equity-market-rally-is-nearing-its-end/

Half of Commercial Mortgages to Be Underwater: Warren
http://www.cnbc.com/id/36085517

Could This Be Start of 'The Great Bear Market in Bonds'?
http://www.cnbc.com/id/36099557

Real estate mutual fund executives talk shop
http://www.reit-digital.com/reit/20100304/?pg=41&pm=1&u1=friend#pg41

Apartment REITs Scout for Deals on Busted Condos
http://blogs.wsj.com/developments/2010/03/29/apartment-reits-scout-for-deals-on-busted-condos/

CPPI Up For Third Month In A Row
http://www.reit.com/tabid/477/News/default.aspx?type=E&ID=104

Investors See CRE Picture Brightening, Survey Says
http://www.reit.com/tabid/477/News/default.aspx?type=E&ID=103

Bank Watch: Regulators Calling for Tougher CRE Lending Guidance
http://www.costar.com/news/Article.aspx?id=51FC488B8172CAE2655EB560BD446161

Lehman Bros. Bankruptcy Offers Prime Example of How Not to Grow a CRE Portfolio
http://www.costar.com/news/Article.aspx?id=2CB40A22C4399D53933BC9A59979FBDF

Hotel CMBS Defaults May Hit 30% By 2012
http://www.costar.com/news/Article.aspx?id=FD802E430F585B3A4067FB47B9503C1A

Medical Developers, Hospitals Early Winners as Health Care Overhaul Becomes Law
http://www.costar.com/news/Article.aspx?id=9800DDB606E4E54D8625833556148CB8

A Tale of Two Markets
http://www.ciremagazine.com/article.php?article_id=1492

CRE Market Trends
http://www.ciremagazine.com/article.php?article_id=1502

Todd Harrison Refuses To Drink The Kool-Aid With "Ten Reasons Why This Is Not A Bull Market"
http://www.zerohedge.com/article/todd-harrison-refuses-drink-kool-aid-ten-reasons-why-not-bull-market

Market Correction Inevitable: Something Wicked This Way Comes
http://www.thestockmasters.com/market-correction-03302010

More "Boom and Bust" Cycles Coming: The Real Reason Buy and Hold Is Dead
http://finance.yahoo.com/tech-ticker/more-%22boom-and-bust%22-cycles-coming-the-real-reason-buy-and-hold-is-dead-453648.html

Open Thread: Signs of a Top ?
http://www.ritholtz.com/blog/2010/03/open-thread-signs-of-a-top/

What's On The Worry List?
http://globaleconomicanalysis.blogspot.com/2010/03/whats-on-worry-list.html

Indicators We Are Watching – Bank Index Flashes Gravestone Doji
http://www.thedisciplinedinvestor.com/blog/2010/03/29/indicators-we-are-watching-bank-index-flashes-graveyard-doji/

New CMBS Projections Push 2010 Delinquencies into Double Digits
http://www.housingwire.com/2010/03/29/new-cmbs-projections-push-2010-delinquencies-into-double-digits/

How Speculative Madness Changed the Housing Market
http://www.realestatechannel.com/us-markets/residential-real-estate-1/real-estate-news-us-housing-bubble-real-estate-speculators-real-estate-investors-housing-market-crash-wsj-article-2267.php

Noteworthy Financial Stories for March 29

To all my loyal reader (yes that is one - me), I pologize for being spotty on my posts of late!

Consumer Spending in U.S. Increases for Fifth Month
http://www.bloomberg.com/apps/news?pid=20601087&sid=acKi3wD2FnPQ&pos=2

Goldman Capitulation on Dollar Shows Reversal on U.S.
http://www.bloomberg.com/apps/news?pid=20601087&sid=aszUACQ1f9hU&pos=3

Junk Bonds in ‘Goldilocks’ Market Reach Record: Credit Markets
http://www.bloomberg.com/apps/news?pid=20601087&sid=acZohxONBcpI&pos=4

Treasuries Find Greenspan’s Canary Fainting in Mine
http://www.bloomberg.com/apps/news?pid=20601087&sid=apJKoFUkPD.c&pos=5

U.S.-Bound Boxes Pile Up in Asia as Lines Avoid Adding Ships
http://www.bloomberg.com/apps/news?pid=20601109&sid=asR90b7attFI&pos=11

Shoppers Emerging With Best Buy’s Sales Signal Retail Revival
http://www.bloomberg.com/apps/news?pid=20601109&sid=aVnJC05Wz3VA&pos=13

S&P 500 Cheapest to Junk Bonds Since ‘07 Signals Gain
http://www.bloomberg.com/apps/news?pid=20603037&sid=aRfufbmOVM5w

Want to Improve Your Excel Skills? Learn Access
http://www.excelcharts.com/blog/improve-excel-skills-learn-access/

What a Real Recovery Looks Like: and Why We Likely Won't Have One
http://bonddad.blogspot.com/2010/03/what-real-recovery-looks-like-and-why.html

Are Chinese statistics manipulated?
http://blogs.worldbank.org/eastasiapacific/are-chinese-statistics-manipulated

The source of the global trade imbalances: Saving glut or asset price bubbles?
http://www.voxeu.org/index.php?q=node/4805

Stocks Soar, but Many Analysts Ask Why
http://www.nytimes.com/2010/03/29/business/economy/29market.html?src=me&ref=business

Real Estate Depression or Real Estate Bubble?
https://www.cbre-ea.com/default.aspx?_title=AboutRealEstate&_id=2301

Medical Developers, Hospitals Early Winners as Health Care Overhaul Becomes Law
http://www.costar.com/News/Article.aspx?id=9800DDB606E4E54D8625833556148CB8

Real Estate Benefits From Healthcare Reform
http://stocks.investopedia.com/stock-analysis/2010/Real-Estate-Benefits-From-Healthcare-Reform-CSA-MPW-VTR-HCP0326.aspx?partner=YahooSA

The case for global real estate securities
http://www.mercer.com/summary.htm?idContent=1373605

Noteworthy Financial Stories for March 23

Greek Crisis May Provoke Fed-ECB Split as Euro Slides
http://www.bloomberg.com/apps/news?pid=20601087&sid=aBafNsf.Ww6o&pos=1

Leveraged Buyout Revival Seen in Default Swaps: Credit Markets
http://www.bloomberg.com/apps/news?pid=20601087&sid=agOAzegmjugU&pos=5

Euro Declines on Speculation Europe Won’t Agree on Greece Aid
http://www.bloomberg.com/apps/news?pid=20601087&sid=amrfnMwdknko&pos=4

New Health-Care Taxes Help Obama ‘Spread the Wealth’
http://www.bloomberg.com/apps/news?pid=20601010&sid=apU2CQDSEG9g

The Danger of Part-Time Business Builders
http://www.bloomberg.com/apps/harvardbusiness?sid=H6bbfed647ef3af60ce7455b94ab53f24

Pimco Bets on Asia as U.S., Europe Risk Policy Error
http://www.bloomberg.com/apps/news?pid=20603037&sid=aJ11yuLxi.KA

Yen Gains Deceptive, Traders Most Bearish in 3 Years
http://www.bloomberg.com/apps/news?pid=20601083&sid=asRdX21MdIaQ

All Invoke Keynes as Stimulus Advocates Assailed as Spendthrift
http://www.bloomberg.com/apps/news?pid=20601083&sid=am1GIP_F9gjY

When to sell gold?
http://ftalphaville.ft.com/blog/2010/03/23/183461/when-to-sell-gold/

Evans Sees Accommodative Fed Stance Lasting at Least 6 Months
http://www.bloomberg.com/apps/news?pid=20601009&sid=aiLo1Xn4ZsUA

Taleb Releases New "Chapter" To Fooled By Randomness - The Return Of Fat Tony
Confessions Of A Value Investor: A Few Lessons In Behavioral Finance
http://www.zerohedge.com/article/confessions-value-investor-few-lessons-behavioral-finance

In Housing, a Supply Problem of Epic Proportion
http://www.housingwire.com/2010/03/22/in-housing-a-supply-problem-of-epic-proportion/?utm_source=rss&utm_medium=rss&utm_campaign=in-housing-a-supply-problem-of-epic-proportion

Senate panel passes sweeping financial-regulation bill
http://www.washingtonpost.com/wp-dyn/content/article/2010/03/22/AR2010032202151.html

Comparison of the VIX From 2007 Peak to Present
http://blog.afraidtotrade.com/comparison-of-the-vix-from-2007-peak-to-present/

Market Cap of NYSE + Nasdaq as a % GDP
http://www.ritholtz.com/blog/2010/03/market-cap-of-nyse-nasdaq-as-a-gdp/

Collapse Of New Highs Diverges With Market
http://www.tradersnarrative.com/collapse-of-new-highs-diverges-with-market-3854.html

10 Year Swap Spreads Turns Negative
http://www.zerohedge.com/article/10-year-swap-spreads-turns-negative
Existing Home Sales Double Dip Deteriorates With Biggest Increase In Months Supply Inventory In 20 Years
http://www.zerohedge.com/article/existing-home-sales-double-dip-deteriorates-biggest-increase-months-supply-inventory-20-year

Dylan Grice Discusses When To Take Profits On Gold: Hint - Not For A Long While
http://www.zerohedge.com/article/dylan-grice-discusses-when-take-profits-gold-hint-not-long-while

REITs expected to outperform CRE fundamentals in 2010
http://www.reit-digital.com/reit/20100304/?pg=30&pm=1&u1=friend#pg31

Industry Gauges Healthcare Bill’s Impact
http://www.globest.com/news/1623_1623/washington/184091-1.html

Commercial Mortgage Securities Rise at ‘Torrid’ Pace
http://www.businessweek.com/news/2010-03-22/commercial-mortgage-securities-rise-at-torrid-pace-update2-.html

Searching for Yield - REIT Risks
http://www.pbs.org/nbr/site/onair/transcripts/a_look_at_reit_risks_100322/

Investors Find Opportunities in Distressed Commercial Assets
http://www.dsnews.com/articles/investors-find-opportunities-in-distressed-commercial-real-estate-assets-2010-03-22

Perspectives of Real Estate - Deloitte
http://www.deloitte.com/assets/Dcom-UnitedStates/Local%20Assets/Documents/FSI/us_fsi_RE_PerspectiveRE_March10.pdf

Moody's: Commercial real estate prices up in Jan.
http://news.yahoo.com/s/ap/20100322/ap_on_bi_ge/us_moody_s_commercial_real_estate

VIX Doesn’t Work as Signal for Stocks, Birinyi Says
http://www.businessweek.com/news/2010-03-17/vix-doesn-t-work-as-signal-for-stocks-birinyi-says-update1-.html

Debating the VIX
http://seekingalpha.com/article/194420-debating-the-vix

Waiting for the Next Inflection Point
http://www.ritholtz.com/blog/2010/03/waiting-for-the-next-inflection-point/

A Long Run Demographic Stock Market Outlook
http://www.cxoadvisory.com/blog/external/blog3-23-10/

Moody's: CRE Prices increase 1% in January 2010
http://www.calculatedriskblog.com/2010/03/moodys-cre-prices-increase-1-in-january.html

http://econompicdata.blogspot.com/2010/03/commercial-real-estate-bottoming.html

Noteworthy Financial Stories for March 22

Empty Promises
http://www.portfolio.com/companies-executives/2010/03/19/smart-investors-are-still-making-money-in-commercial-real-estate/

Dollar Stores, Fast Food to Add Space in 2010, Colliers Says
http://www.bloomberg.com/apps/news?pid=20601206&sid=a.vC3SSzE9QM

US hotel loan default rate may double by 2012-Fitch
http://www.reuters.com/article/idUSN1821091520100318

Obama Pays More Than Buffett as U.S. Risks AAA Rating
http://www.bloomberg.com/apps/news?pid=20601087&sid=ayK1N3ffXarY&pos=2

U.S. Stocks Outlook Is ‘Quite Positive’ for Legg Mason’s Miller
http://www.bloomberg.com/apps/news?pid=20601087&sid=aVJpCki8q.pw&pos=5

Health-Care Fight Shifts to States, Agencies After House Vote
http://www.bloomberg.com/apps/news?pid=20601087&sid=aRojOZp3b81k&pos=8

U.S. Insurers Purchase Corporate Bonds in Market ‘Raining Gold’
http://www.bloomberg.com/apps/news?pid=20601109&sid=anljLrBSc_D0&pos=11

Stocks, Crude Oil Fall on India Rate Increase, Growth Concerns
http://www.bloomberg.com/apps/news?pid=20601010&sid=anGSaWoegedg

Asian Stocks Fall the Most in a Month on Concern Over Stimulus
http://www.bloomberg.com/apps/news?pid=20601010&sid=a5hdQm9fG944

Lipsky Says ‘Acute’ Debt Challenges Face Advanced Economies
http://www.bloomberg.com/apps/news?pid=20601010&sid=aa84GdC5eSN0

From Dust to Dollars: Creating Value from Underutilized Assets
http://www.bloomberg.com/apps/harvardbusiness?sid=H6f94aa705ec4920897666766dea63ef6

Obama May Pay Price By Pushing ‘Political Chips’ on Health Care
http://www.bloomberg.com/apps/news?pid=20601070&sid=aZlifJFM7LsU

China Bubble Anxiety Doesn’t Mean Shun Stocks: John Dorfman
http://www.bloomberg.com/apps/news?pid=20601039&sid=armqHLfXm_Es

Krugman Versus Roach Is Right Fight for Don King: William Pesek
http://www.bloomberg.com/apps/news?pid=20601039&sid=a7HVhfHto.uk

MIT’s Johnson Says Too-Big-to-Fail Banks Will Spark New Crisis
http://www.bloomberg.com/apps/news?pid=20601088&sid=agtzzM.WMObI

Fate of Volcker Rule May Hinge on Dodd’s ‘Shall’ Becoming ‘May’
http://www.bloomberg.com/apps/news?pid=20601084&sid=aBBbdRsIFC1k
Junk Bonds Selling at Briskest Pace Since 2007: Credit Markets
http://www.bloomberg.com/apps/news?pid=20601009&sid=aX86gIC7aoJY

Dollar Rises on Global Debt Concern, Curbing High-Yield Demand
http://www.bloomberg.com/apps/news?pid=20601083&sid=acB96HkY3_VU

Whom do you trust more?
http://ftalphaville.ft.com/blog/2010/03/22/181886/whom-do-you-trust-more/

Is China on the verge of a commodities unwind?
http://ftalphaville.ft.com/blog/2010/03/22/181576/is-china-on-the-verge-of-a-commodities-unwind/

Morningstar buying rater of structured finance
http://www.reuters.com/article/idUSN1913762020100319

Senior economist warns of ‘triple-dip’ threat
http://www.risk.net/credit/news/1597219/senior-economist-warns-triple-dip-threat

Greenspan versus Reality, Part 1
http://alephblog.com/2010/03/21/greenspan-versus-reality-part-1/

Is the Fed Normalizing Money Supply?
http://www.ritholtz.com/blog/2010/03/is-the-fed-normalizing-money-supply/

The bear: Dead or just sleeping?
http://www.theglobeandmail.com/globe-investor/investment-ideas/the-bear-market-dead-or-just-sleeping/article1497020/?cid=art-rail-economy

Sentiment's dark cloud
http://www.marketwatch.com/story/sentiment-conditions-not-so-bullish-2010-03-22?siteid=

Home Prices Still Falling as Houses Continue to Sit on the Market
http://www.housingwire.com/2010/03/19/home-prices-still-falling-as-houses-continue-to-sit-on-the-market-altos/

Housing: Price-to-Rent Ratio
http://www.housingwire.com/2010/03/19/housing-price-to-rent-ratio/

What History Says About When the Fed Will Start Raising Rates
http://seekingalpha.com/article/194198-what-history-says-about-when-the-fed-will-start-raising-rates?

How a New Jobless Era Will Transform America
http://www.theatlantic.com/magazine/archive/2010/03/how-a-new-jobless-era-will-transform-america/7919/?

The Debt Bubble: if it Happened to Them, it Can Happen to U.S.
http://www.housingwire.com/2010/03/17/the-debt-bubble-if-it-happened-to-them-it-can-happen-to-u-s/
China in Midst of ‘Greatest Bubble in History,’ Rickards Says
http://www.bloomberg.com/apps/news?pid=20603037&sid=aNZe4JWeV1aw

BRICs Rally Slows Amid Highest Valuations Since 1995
http://www.bloomberg.com/apps/news?pid=20603037&sid=aoGUac4n7T4s

PIMCO: End of mortgage buys form of tightening
http://www.reuters.com/article/idUSTRE62F4Z320100316

Phoenix Meets the Wrong End of the Boom Cycle
http://www.nytimes.com/2010/03/17/realestate/commercial/17phoenix.html?ref=business

Still Time To Jump on the Distressed Office Boat
http://www.costar.com/news/Article.aspx?id=CD9DFFD0C4F0B7E2EA43C3C514FF9470

Loan Resolutions Hold Off Increasing Delinquencies - Temporarily at Least
http://www.costar.com/news/Article.aspx?id=F6661582EAFA6AD48609DE3B39C61AA3

Lehman Bros. Bankruptcy Offers Prime Example of How Not to Grow a CRE Portfolio
http://www.costar.com/News/Article.aspx?id=2CB40A22C4399D53933BC9A59979FBDF&ref=100&iid=173&cid=4551B02CF9EBB4A3FD8AA99C29554FD4

Noteworthy Financial Stories for March 12 & 15

'Dysfunctional' CRE debt market gives mortgage REIT room to maneuver
http://www.snl.com/InteractiveX/article.aspx?CDID=A-10891180-11574&KPLT=4

U.S. Stocks Fall on Concerns Over Credit Rating, China Economy
http://www.bloomberg.com/apps/news?pid=20601087&sid=aL3Sp4KI8O2I&pos=1

Global Demand for U.S. Assets Slowed in January
http://www.bloomberg.com/apps/news?pid=20601087&sid=aHfFqhzGA1L8&pos=2

Real-Estate Recovery Signaled With Homebuilders as Fed Unwinds
http://www.bloomberg.com/apps/news?pid=20601087&sid=ajt_govc17as&pos=5

Europe Profits Beating U.S. as Bull Market Intact
http://www.bloomberg.com/apps/news?pid=20601087&sid=a3QGQYLQ45Ww&pos=6

OPEC Expands Oil Rig Drilling the Most Since 2007
http://www.bloomberg.com/apps/news?pid=20601109&sid=aEYMnbGEE3NU&pos=13

Money Rates Rising Hint Treasury Losses Amid Fed Exit
http://www.bloomberg.com/apps/news?pid=20601109&sid=acEUHvJAx0VY&pos=14

Pound Bears Bet More Than When George Soros Beat BOE
http://www.bloomberg.com/apps/news?pid=20601010&sid=anZYsKwNSuiY

S&P 500 May Gain 7% After Breaching 1,150: Technical Analysis
http://www.bloomberg.com/apps/news?pid=20601084&sid=a6Lh4132iew8

Newmont Mining ‘Quietly Confident’ Gold Price Will Rise in 2010
http://www.bloomberg.com/apps/news?pid=20601012&sid=asmXj6zEVD8Y

Testing the AAA boundaries, again
http://ftalphaville.ft.com/blog/2010/03/15/174966/testing-the-aaa-boundaries-again/

The Big Short
http://bnreview.barnesandnoble.com/t5/Reviews-Essays/The-Big-Short/ba-p/2298

We Bought A Toxic Asset; You Can Watch It Die
http://www.npr.org/templates/story/story.php?storyId=124491608

Are Shipping Numbers Masking A Stealth Commodities Selloff?
http://www.businessinsider.com/are-shipping-numbers-masking-a-stealth-commodities-selloff-2010-3

Hedge-funds - How big is big
http://www.moneyscience.com/Hedge_Fund_News/Hedge-funds_-_How_big_is_big.html

Michael Lewis Discusses Wall Street's Neverending Mass Delusions
http://www.zerohedge.com/article/michael-lewis-discusses-wall-streets-neverending-mass-delusions

Behind the Sentiment Disparity: Main Street vs. Wall Street
http://www.zerohedge.com/article/behind-sentiment-disparity-main-street-vs-wall-street

Investor Sentiment: Few Words Needed
http://www.zerohedge.com/article/investor-sentiment-few-words-needed

Banks Face Mark-to-Market Challenge
http://online.wsj.com/article/SB10001424052748703457104575122000213857506.html

Commercial Mortgage Debt Rallies as TALF Ending: Credit Markets
http://www.bloomberg.com/apps/news?pid=20601208&sid=aXCCNRFbAB24

U.S., Europe at odds over global financial reform
http://www.washingtonpost.com/wp-dyn/content/article/2010/03/12/AR2010031204321.html

Timing Is Everything in a Riot
http://online.barrons.com/article/SB126843793206661213.html

Debt Worries Loom Over REIT Sector
http://www.iirealestate.com/ReitCafe/2444805/Debt_Worries_Loom_Over_REIT_Sector.html

The REIT Step
http://online.barrons.com/article/SB126843875116161349.html

Barron’s Confidence Index – more work to do
http://www.ritholtz.com/blog/2010/03/barron%e2%80%99s-confidence-index-%e2%80%93-more-work-to-do/

Next bubble: Commercial real estate
http://www.delawareonline.com/article/20100314/BUSINESS/3140360/1003

Caterpillar Joins 'Onshoring' Trend
http://online.wsj.com/article/SB10001424052748703625304575115922854225564.html?mod=WSJ_hpp_LEFTWhatsNewsCollection

Small Investors Remain Wary After 69% U.S. Stock Bounce
http://www.businessweek.com/investor/content/mar2010/pi20100310_104745.htm

Bull Market Believers
http://www.businessweek.com/magazine/content/10_12/b4171066620633.htm?chan=magazine+channel_what%27s+next

Executive Summary
http://www.businessweek.com/magazine/content/10_12/c4171executive712819.htm?campaign_id=magazine_related

Retail Sales in U.S. Unexpectedly Rose in February
http://www.bloomberg.com/apps/news?pid=20601087&sid=a6nG2AcaFnN0&pos=1

Yellen Said to Be Obama’s Pick for Fed Vice Chairman
http://www.bloomberg.com/apps/news?pid=20601087&sid=acZlyRl.WAYA&pos=4

JPMorgan, Citigroup Helped Cause Lehman Collapse, Report Says
http://www.bloomberg.com/apps/news?pid=20601087&sid=ab1XUybpK4Vg

Apax, Private-Equity Firms Say Retail LBOs Return With Recovery
http://www.bloomberg.com/apps/news?pid=20601109&sid=a1CarvonDlcU&pos=15

Junk Bonds Pull Ahead as TXU, Freescale Soar: Credit Markets
http://www.bloomberg.com/apps/news?pid=20601010&sid=aPC7191SM830

Moody’s, S&P Are Job Creators Without a Stimulus: Ann Woolner
http://www.bloomberg.com/apps/news?pid=20601039&sid=aR9tFiNDH5hQ

U.S. Michigan Consumer Sentiment Index Fell to 72.5
http://www.bloomberg.com/apps/news?pid=20601068&sid=aO2Eqjqt4Dew

Easing China ‘Fear’ Gauges Are Bullish for Stocks
http://www.bloomberg.com/apps/news?pid=20601084&sid=aB5Ml4lzGUsM

US households’ absolute deleveraging
http://ftalphaville.ft.com/blog/2010/03/12/174511/us-households-absolute-deleveraging/

Pop goes the index effect
http://ftalphaville.ft.com/blog/2010/03/12/174536/pop-goes-the-index-effect/

US CMBS delinquencies tick ever upwards
http://ftalphaville.ft.com/blog/2010/03/12/174451/us-cmbs-delinquencies-tick-ever-upwards/

Get ready for a little EM inflation
http://www.newsneconomics.com/2010/03/get-ready-for-little-em-inflation.html

Why inflation is worse for investors than default
http://blogs.reuters.com/felix-salmon/2010/03/11/why-inflation-is-worse-for-investors-than-default/

Marc Faber and Mish on Tech Ticker; Mish vs. Dr. Doom
http://globaleconomicanalysis.blogspot.com/2010/03/marc-faber-and-mish-on-tech-ticker-mish.html

Belligerent Bull Meter Starting to Surge
http://www.fundmymutualfund.com/2010/03/belligerent-bull-meter-starting-to.html

After The Bear Trap, The Bull Trap?
http://www.zerohedge.com/article/after-bear-trap-bull-trap

ECRI Weekly View
http://www.thedisciplinedinvestor.com/blog/2010/03/12/ecri-weekly-view/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+thedisciplinedinvestor%2FEBHR+%28The+Disciplined+Investor%29

It's Official - EU Agrees On Greece Bailout
http://www.zerohedge.com/article/its-official-eu-agrees-greece-bailout

Picture du Jour: US consumer holds back growth
http://www.investmentpostcards.com/2010/03/12/picture-du-jour-us-consumer-holds-back-growth/

Getting hard to find a reason to buy corporate bonds
http://www.forbes.com/2010/03/11/investment-credit-corporate-markets-bonds-economy.html?

Commercial Real Estate Rebound Is Beginning: Portfolio Managers
http://www.cnbc.com/id/35815497


Report: REITs Returning to Buying Prominence
http://www.globest.com/news/1616_1616/washington/183944-1.html

9 Traits of a Great Small Business
http://www.openforum.com/idea-hub/topics/managing/article/9-traits-of-a-great-small-business-steve-strauss

Noteworthy Financial Stories for March 11

Treasury Yield Curve Near Record Adds to Demand at Bond Auction
http://www.bloomberg.com/apps/news?pid=20601087&sid=aMEm6wcA8PPo&pos=1

Private-Equity Acquisitions May ‘Thrive’ This Year, Gogel Says
http://www.bloomberg.com/apps/news?pid=20601087&sid=a_q5qTQkYy1k&pos=6

Triple Whammy Drags Down Returns on U.S. Stocks: Chart of Day
http://www.bloomberg.com/apps/news?pid=20601109&sid=aVZEFfnDQdyg&pos=15

China Inflation Quickens as Industrial Output Climbs
http://www.bloomberg.com/apps/news?pid=20601010&sid=a49njvxA9IwY

Pimco’s El-Erian Says Public Finance Shock May Deepen
http://www.bloomberg.com/apps/news?pid=20601010&sid=aYI_3n1Zc13s

U.S. Household Worth Rose at Slower Pace Last Quarter
http://www.bloomberg.com/apps/news?pid=20601068&sid=al2hTofSgDiQ

Biggest Rally in 76 Years Not Dead as Seers See Gains
http://www.bloomberg.com/apps/news?pid=20603037&sid=aPDIqKbcH4_4

Home Equity Lending That Fueled Consumer Spending to Recover
http://www.bloomberg.com/apps/news?pid=20603037&sid=aHh4J2rgAp4o

Stock Momentum Measure Signals More Gains: Technical Analysis
http://www.bloomberg.com/apps/news?pid=20601084&sid=a3NtsZqOewCs

Sovereign CDS: Do we see the dust — clearing?
http://ftalphaville.ft.com/blog/2010/03/11/172841/sovereign-cds-do-we-see-the-dust-clearing/

Overheating China – reaction
http://ftalphaville.ft.com/blog/2010/03/11/172066/overheating-china-reaction/

Reining in the Chinese inflation dragon
http://ftalphaville.ft.com/blog/2010/03/11/172036/reining-in-the-chinese-inflation-dragon/

Inside Alan Greenspan's nightmare
http://www.guardian.co.uk/commentisfree/cifamerica/2010/mar/10/alan-greenspan-inflation-china

SunTrust? Comerica? Fifth Third? What U.S. Bank Should Barclays Buy?
http://blogs.wsj.com/deals/2010/03/09/suntrust-comerica-fifth-third-what-us-bank-should-barclays-buy/

How to handle the sovereign debt explosion
http://www.ft.com/cms/s/0/c8655bdc-2c78-11df-be45-00144feabdc0.html







Foreclosures Down 2% in February: RealtyTrac
http://www.housingwire.com/2010/03/10/foreclosures-down-2-in-february-but-could-only-be-a-band-aid-realtytrac/

Housing Gets D+ in Latest John Burns Report Card
http://www.housingwire.com/2010/03/10/housing-gets-d-in-latest-john-burns-report-card/

Mortgage Applications Up Despite Dip in Refinancing
http://www.housingwire.com/2010/03/10/mortgage-applications-up-despite-dip-in-refinancing/

REITs Leading Property Investments as Economy Improves, E&Y Says
http://www.reit.com/tabid/477/News/default.aspx?type=E&ID=101

Global REIT values to grow in 2010-Ernst & Young
http://www.reuters.com/article/idUSN1014767820100310

Div reforms may help protect REITs in downturn-E&Y
http://www.reuters.com/article/idUSLEE6E900120100310

CMSA president foresees return of CMBS this year
http://www.snl.com/interactivex/article.aspx?CDID=A-10875521-12083

Office Rents Will Bottom Sooner Than Expected
http://nreionline.com/distressedinventory/office_rents_bottom_soon_0309/

CBRE: Multifamily vacancy rates set to drop in 2010
http://www.bloomberg.com/apps/news?pid=20601206&sid=aez1d1ThW5MI

More commercial real estate owners may hand keys back to lenders
http://www.nasdaq.com/aspx/stock-market-news-story.aspx?storyid=201003100949dowjonesdjonline000431&title=commercial-real-estate-owners-beginning-to-walk-away-from-properties

Senate Bill on Finance to Include Agency That Tracks Financial Risk
http://www.nytimes.com/2010/03/11/business/11regulate.html?adxnnl=1

Shopping Center Execs Voice Improving Confidence Despite Major Challenges
http://www.costar.com/News/Article.aspx?id=238BA6F003165F83879509E1C889C51F


Thinning Loan Loss Coffers May Restrict CRE Lending
http://www.costar.com/News/Article.aspx?id=51EADAF47AA8473244CAD9A0EBC81F18&ref=100&iid=172&cid=4551B02CF9EBB4A3FD8AA99C29554FD4

Recent Improvement in CRE Liquidity Welcomed, But Loan Maturities Loom Large
http://www.costar.com/News/Article.aspx?id=66ED5D9ADE3C27230B8AF1684CE931D1&ref=100&iid=172&cid=4551B02CF9EBB4A3FD8AA99C29554FD4




Cassidy Turley's Mark Burkhart On Launching a Major New CRE Firm
http://www.costar.com/News/Article.aspx?id=03B3221687332C3FFABD6E325B9FAE07&ref=100&iid=172&cid=4551B02CF9EBB4A3FD8AA99C29554FD4

Harry Markopolos, SEC Chairman?
http://online.wsj.com/article/SB10001424052748704353404575114482378869728.html?mod=WSJ_FinancialServicesAndInsurance_leftHeadlines

Commercial property funds tipped to provide 25% return over three years
http://www.investmentinternational.com/news/property/commercial-property-funds-tipped-to-provide-25-return-over-three-years-3407.html

Noteworthy Financial Stories for March 10

Greek Crisis Is Over, Rest of Region Safe, Prodi Says
http://www.bloomberg.com/apps/news?pid=20601087&sid=aYTabT7uRZ6E&pos=1

Global Confidence Dips as Greece’s Deficit Undermines Recovery
http://www.bloomberg.com/apps/news?pid=20601087&sid=aEYdRTU.aq2A&pos=2

Hedge-Fund Losses Show Euro’s Drop Fails to Benefit All Traders
http://www.bloomberg.com/apps/news?pid=20601087&sid=a0bgog9.3rQU&pos=3

Buyout Firms Can’t Spend $503 Billion as Fund Deadlines Loom
http://www.bloomberg.com/apps/news?pid=20601087&sid=aC92MZTOJ3lI&pos=6

Dollar Optimism Soars to 18-Month High as U.S. Outpaces Europe
http://www.bloomberg.com/apps/news?pid=20601087&sid=ayG5ZPQaT.pU&pos=7

Obama Defies Pessimists as Rising Economy Converges With Stocks
http://www.bloomberg.com/apps/news?pid=20601109&sid=aeSenIUvpSK0&pos=10

Architect Deal Flow Drops as Homeowners Shun New Builds and Pick-Up DIY Projects
http://www.housingwire.com/2010/03/09/architect-deal-flow-drops-as-homeowners-do-it-themselves/

Economists Find US House Prices are Undervalued Globally
http://www.housingwire.com/2010/03/09/economists-find-us-house-prices-are-undervalued-globally/

Low Charge-Off Rates in Commercial Mortgages Despite Rising Delinquencies
http://www.housingwire.com/2010/03/09/mba-low-charge-off-rates-in-commercial-mortgages-despite-delinquencies/

Fed’s ‘Extended Period’ Rate Pledge Criticized by Some on FOMC
http://www.bloomberg.com/apps/news?pid=20601087&sid=aFU6r1vdqIb8&pos=6

Stocks Head for an ‘Air Pocket’ as Yields Rise: Chart of Day
http://www.bloomberg.com/apps/news?pid=20603037&sid=aCOMy1q7n590

S&P 500 to Rally Into April, Breadth Shows: Technical Analysis
http://www.bloomberg.com/apps/news?pid=20601084&sid=aJD6eZI6aRLw

O'Brien: More distressed assets are coming to the market
http://www.reit.com/News/TopNewsStories/tabid/476/default.aspx?type=TNSD&ID=102

Why Real Estate Investors Should Invest in Startup Companies
http://www.housingwire.com/2010/03/10/why-real-estate-investors-should-invest-in-startup-companies/

Barclays seen on lookout for U.S. bank deal
http://www.reuters.com/article/idUSTRE6283XO20100310?type=globalMarketsNews


Regulators tell US banks to hold funds
http://www.ft.com/cms/s/0/7f6368c4-2bc0-11df-a5c7-00144feabdc0.html

Bank of America to deny debit card overdrafts
http://www.usatoday.com/money/industries/banking/2010-03-10-bankoverdraft10_ST_N.htm

Bank of America to End Debit Overdraft Fees
http://www.nytimes.com/2010/03/10/your-money/credit-and-debit-cards/10overdraft.html?hp

More European REITs are expected as markets recover
http://online.wsj.com/article/SB10001424052748704145904575111590753192832.html?mod=dist_smartbrief

REITs Not Acting Like Collapse Is Coming
http://www.cnbc.com/id/35782471

Mr. Distress is ready to buy
http://money.cnn.com/2010/03/09/pf/funds/wilbur_ross.fortune/

In Atlanta's Buckhead, Vacant Office Towers Set Off Battle for Tenants
http://online.wsj.com/article/SB10001424052748704145904575111752675990346.html?mod=dist_smartbrief

6 Ways To Get Press For Your Startup Without Hiring A PR Firm
http://www.openforum.com/idea-hub/topics/marketing/article/6-ways-to-get-press-for-your-startup-without-hiring-a-pr-firm-dan-frommer

6 Keys to Creating Customer Connection: Who, What, Where, When, Why and How
http://www.openforum.com/idea-hub/topics/managing/article/6-keys-to-creating-customer-connection-who-what-where-when-why-and-how-michael-port

As Budget Deficit Hits Record High, Interest On US Public Debt Hits Record Low
http://www.zerohedge.com/article/budget-deficit-hits-record-high-interest-us-public-debt-hits-record-low

Party Boy Roubini Worries About Double Dip
http://www.zerohedge.com/article/party-boy-roubini-worries-about-double-dip

139-year Monthly Database for the U.S. Stock Market
http://www.ritholtz.com/blog/2010/03/139-year-monthly-database-for-the-u-s-stock-market/

Option Traders Reach For Gains, Forget Risk Completely
http://www.tradersnarrative.com/option-traders-reach-for-gains-forget-risk-completely-3796.html

Bifurcation of American Society Continues at Pace; Nearly Half Have Less than $10K for Retirement, A
Quarter Less than $1K, but Millionaires Rebound Smartly
http://www.fundmymutualfund.com/2010/03/bifurcation-of-american-society.html

Moody's Warns Of Pain Ahead For Financials, Profitability Concerns Due To Record Charge-Offs
http://www.zerohedge.com/article/moodys-warns-pain-ahead-financials-protiability-concerns-due-record-charge-offs

Rosenberg On Government Sponsored Volatility
http://www.zerohedge.com/article/rosenberg-government-sponsored-volatility

Another Record: Treasury-Mortgage Spread Just Took Out 60 bps Support
http://www.zerohedge.com/article/another-record-treasury-mortgage-spread-just-took-out-60-bps-support

Noteworthy Financial Stories for March 9

WE WARNED YOU
https://www.cbre-ea.com/default.aspx?_title=AboutRealEstate&_id=2282

Hudgins: REITs Still Highly Correlated To Real Estate
http://www.reit.com/News/TopNewsStories/tabid/476/default.aspx?type=TNSD&ID=101

Litt: Cap Rates Down, Fundamentals Up
http://www.reit.com/tabid/477/News/default.aspx?type=E&ID=100

Inner City Housing Alternatives Growing Attractive for Young Professionals
http://www.housingwire.com/2010/03/08/inner-city-housing-alternatives-grow-attractive-for-young-professionals/

Foreign Investors Move into Property Markets More and More
http://www.housingwire.com/2010/03/08/foreign-investors-move-into-property-markets-more-and-more/

Real Estate's Link to the Small Business Credit Crunch
http://www.businessweek.com/smallbiz/content/mar2010/sb2010034_069601.htm

Special Servicing Units Look Like Good Buys
http://www.globest.com/news/1614_1614/newyork/183890-1.html

Fifth Third plans mortgage push in Tennessee
http://www.housingwire.com/2010/03/09/fifth-third-plans-mortgage-push-in-tennessee/


China May Raise Rates ‘Within Weeks’ as Prices, Exports Climb
http://www.bloomberg.com/apps/news?pid=20601087&sid=ajilmEKXv7fM&pos=3

U.S. Stocks Erase Gain on Concern Rally Outpaced Economy
http://www.bloomberg.com/apps/news?pid=20601087&sid=aLgZBrVDVcao&pos=2

Eaton Vance Dumps Dirt Bonds as Florida Land Districts Default
http://www.bloomberg.com/apps/news?pid=20601087&sid=aaDGZWOLYCGI&pos=5

City of London Developers Start Skyscrapers as Rents End Slide
http://www.bloomberg.com/apps/news?pid=20601109&sid=a12NH5jpn2Gg&pos=12

Workers More Confident About Retirement, EBRI Says
http://www.bloomberg.com/apps/news?pid=20603037&sid=aUu8K6ZlCrRk

U.S. Stocks Advance on Anniversary of 2009 Bear-Market Low
http://www.bloomberg.com/apps/news?pid=20601084&sid=aLgZBrVDVcao

S&P 500 May Extend Gain, Sentiment Shows: Technical Analysis
http://www.bloomberg.com/apps/news?pid=20601084&sid=aTBuReLRcgz0

Emerging-Market Stocks May Retreat 15%, Aberdeen’s Kaloo Says
http://www.bloomberg.com/apps/news?pid=20601084&sid=aHMvgOKxsm0c

Repeat after me: CDS are not insurance
http://ftalphaville.ft.com/blog/2010/03/09/169811/repeat-after-me-cds-are-not-insurance/

Riddle me this: what US retail bank is Barclays eyeing?
http://ftalphaville.ft.com/blog/2010/03/09/169756/riddle-me-this-what-us-retail-bank-is-barclays-eyeing/

‘CDS may be more of an accurate reflection of pure default risk going forward’
http://ftalphaville.ft.com/blog/2010/03/09/169421/cds-may-be-more-of-an-accurate-reflection-of-pure-default-risk-going-forward/

Roach: Pooh-pooh to Chinese bubbles
http://ftalphaville.ft.com/blog/2010/03/09/168996/roach-pooh-pooh-to-chinese-bubbles/

A few comments on this blog’s harsher tone about the credit crisis
http://www.creditwritedowns.com/2010/03/a-few-comments-on-this-blogs-harsher-tone-about-the-credit-crisis.html?


What do the new data tell us?
http://voxeu.org/index.php?q=node/3421

Noteworthy Financial Stories for March 8

Big bank oversight to stay with Fed
http://www.ft.com/cms/s/0/0f1b6822-2a2c-11df-b940-00144feabdc0.html

‘On the Edge’ Banks Facing Writedowns After FDIC Loan Auctions
http://www.businessweek.com/news/2010-03-08/-on-the-edge-banks-facing-writedowns-after-fdic-loan-auctions.html

Robertson: More deleverage is needed, some global investors say
http://www.reit.com/News/TopNewsStories/tabid/476/default.aspx?type=TNSD&ID=99

Analyst: Worst of Liquidity Crunch Likely Over
http://www.reit.com/tabid/477/News/default.aspx?type=E&ID=99

Graziano: "M&As, Trades Starting To Move"
http://www.reit.com/tabid/476/News/default.aspx?type=TNSD&ID=97

Papandreou Says Speculation May Fuel Spread of Crisis
http://www.bloomberg.com/apps/news?pid=20601087&sid=a_iFwvoYMrUA&pos=3

S&P Rally Slowed by Fastest Cash Depletion Since 1991
http://www.bloomberg.com/apps/news?pid=20601087&sid=aUzn_mzqGl.8&pos=4

JPMorgan Top Hedge Fund, Pensions & Investments Says
http://www.bloomberg.com/apps/news?pid=20601087&sid=a8nS_bwsFvKg&pos=6

New Normal Becomes Old Normal as Exports Propel U.S. Recovery
http://www.bloomberg.com/apps/news?pid=20601109&sid=aD4bfK4chwcU&pos=10

The Best Way to Measure Company Performance
http://www.bloomberg.com/apps/harvardbusiness?sid=H153037b103417b10b9c32f8e20e3def8

Banks Show ‘Solid Support’ for Equity Gains: Technical Analysis
http://www.bloomberg.com/apps/news?pid=20601084&sid=ar8dxuW9eiUA

Company Debt Risk Falls to 7-Week Low on Greece: Credit Markets
http://www.bloomberg.com/apps/news?pid=20601009&sid=az7xTZ1wqe_8

Bob the Bull
http://ftalphaville.ft.com/blog/2010/03/08/168111/bob-the-bull/

Reasons to buy high yielders
http://ftalphaville.ft.com/blog/2010/03/08/168001/reasons-to-buy-high-yielders/

China tightening? Yeah right.
http://ftalphaville.ft.com/blog/2010/03/08/166971/china-tightening-yeah-right/

Real estate ETFs build from the ground up
http://www.marketwatch.com/story/real-estate-etfs-still-on-shaky-ground-2010-03-07?reflink=MW_news_stmp

20 Tips for Converting Digital Shopping Carts to Sales
http://www.openforum.com/idea-hub/topics/money/article/20-tips-for-converting-digital-shopping-carts-to-sales-julie-rains

How to Decide What Blogs to Read (4 Steps)
http://www.openforum.com/idea-hub/topics/marketing/article/how-to-decide-what-blogs-to-read-4-steps-trent-hamm

A plan to save commercial real estate
http://money.cnn.com/2010/03/05/real_estate/commercial_real_estate.fortune/?section=magazines_fortune

Foreign Investors Move into Property Markets More and More
http://www.housingwire.com/2010/03/08/foreign-investors-move-into-property-markets-more-and-more/

Solutions aren't easy for underwater mortgages
http://www.freep.com/article/20100308/BUSINESS04/3080378/1017/Business/Solutions-arent-easy-for-underwater-mortgages


Why I'm Now Less Optimistic About Credit Crisis
http://seekingalpha.com/article/192519-why-i-m-now-less-optimistic-about-credit-crisis?source=feed

Small Caps Undervalued - Ford Equity Research
http://www.tradersnarrative.com/small-caps-undervalued-ford-equity-research-3745.html

Sentiment Overview: Week Of March 5th, 2010
http://www.tradersnarrative.com/sentiment-overview-week-of-march-5th-2010-3704.html

Temp Hiring Still Leads NFP
http://www.ritholtz.com/blog/2010/03/temp-hiring-still-leads-nfp/

Are We in a Recovery?
http://www.zerohedge.com/article/are-we-recovery

Noteworthy Financial Stories for March 4

JPMorgan Tops Goldman in Investment Banking as Fees Swell 13%
http://www.bloomberg.com/apps/news?pid=20601087&sid=amySc2iSiW9c&pos=1

Pending Sales of U.S. Existing Homes Fell 7.6% in January
http://www.bloomberg.com/apps/news?pid=20601087&sid=aeXJoqa_E6YI&pos=2

‘Volcker Rule’ Draft Signals Obama Wants to Ease Market Impact
http://www.bloomberg.com/apps/news?pid=20601087&sid=aHT_LKrSCQ1c&pos=6

JPMorgan, Citi Lead Bond Market as High-Yield Issues Set Record
http://www.bloomberg.com/apps/news?pid=20601109&sid=aVsvMbxbdbyA&pos=10

Goldman Leads Slumping M&A Market as Buffett Deal Boosts Hopes
http://www.bloomberg.com/apps/news?pid=20601109&sid=afPho3OwPxKM&pos=12

Jobless Claims in U.S. Fell to 469,000 Last Week
http://www.bloomberg.com/apps/news?pid=20601068&sid=aoourDn8Y__I

China’s Stocks Drop Most in World on Lending, Rate Concerns
http://www.bloomberg.com/apps/news?pid=20601084&sid=aaqqczA3ZtxM

Gold in Euros to Continue Hitting New Peaks: Technical Analysis
http://www.bloomberg.com/apps/news?pid=20601012&sid=avD_u1ot3Bbo

Swap Vigilantes Take Heat for Euro Shortcomings: Mark Gilbert
http://www.bloomberg.com/apps/news?pid=20601083&sid=azKm32HtJkqk

Brazil May Overheat on Investments, Coutinho Says
http://www.bloomberg.com/apps/news?pid=20601013&sid=a0sXs3qhR9IU

The end of the $-funded carry trade?
http://ftalphaville.ft.com/blog/2010/03/04/165366/the-end-of-the-funded-carry-trade/

CDS report: A turning point?
http://ftalphaville.ft.com/blog/2010/03/04/165496/cds-report-a-turning-point/

“I urge you not to become a US bailout nation”
http://ftalphaville.ft.com/blog/2010/03/04/165316/i-urge-you-not-to-become-a-us-bailout-nation/

Morgan Stanley mulls ‘debtflation’
http://ftalphaville.ft.com/blog/2010/03/04/165161/morgan-stanley-mulls-debtflation/



Rates to Stay Low for Extended Period: Fed Officials
http://www.cnbc.com/id/35695111

Freddie Mac expands multifamily origination with new mezz program
http://community.nasdaq.com/News/2010-03/Freddie-Rolls-Out-Mezzanine-Program.aspx

Renters Poised to Lose Upper Hand
http://blogs.wsj.com/developments/2010/03/03/renters-poised-to-lose-their-upper-hand/

Creating a Culture of Innovation: Learning From the Best
http://www.openforum.com/idea-hub/topics/innovation/article/creating-a-culture-of-innovation-learning-from-the-best-laurel-delaney

Builders Get Back in Game
http://online.wsj.com/article/SB10001424052748704486504575097963485798970.html

LTCM General Counsel: "The U.S. Stared Near-Catastrophe In The Eye, With LTCM, And Decided To Double Down."
http://www.zerohedge.com/article/ltcm-general-counsel-us-stared-near-catastrophe-eye-ltcm-and-decided-double-down

Nobel Prize-Winning Economist: Federal Reserve System is Corrupt and Undermines Democracy
http://www.zerohedge.com/article/nobel-prize-winning-economist-federal-reserve-system-corrupt-and-undermines-democracy

Is Abnormally Profitable Recent Performance On "Mutual Fund Mondays" Indicative Of Market Manipulation Or Just Herding?
http://www.zerohedge.com/article/abnormally-profitable-recent-performance-market-mutual-fund-mondays-indicative-market-manipu?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


The 'Great' Roubini: Wrong Again and Again
http://seekingalpha.com/article/191984-the-great-roubini-wrong-again-and-again?source=feed

Shiller: Housing Is “In a Precarious State”
http://www.ritholtz.com/blog/2010/03/shiller-housing-is-in-a-precarious-state/

Marc Faber: "I Would Recommend People Buy Every Month Some Gold For Ever"
http://www.zerohedge.com/article/marc-faber-i-would-recommend-people-buy-every-month-some-gold-ever?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

Marc Faber Goes Mad(der)
http://paul.kedrosky.com/archives/2010/03/marc_faber_goes.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+InfectiousGreed+%28Paul+Kedrosky%27s+Infectious+Greed%29

Noteworthy Financial Stories for March 3

Service Industries in U.S. Expand More Than Forecast
http://www.bloomberg.com/apps/news?pid=20601087&sid=aJsvjoN7tjsw&pos=1

U.S. Said to Tell Hedge Funds to Save Euro Records
http://www.bloomberg.com/apps/news?pid=20601087&sid=auMOmxPWuEfA&pos=4

Consumer Agency Within Fed Seen as Victory for Banking Industry
http://www.bloomberg.com/apps/news?pid=20601109&sid=a..E.59TT96Y&pos=10

U.S. may use Citi exit strategy at AIG
http://in.reuters.com/article/businessNews/idINIndia-46612420100303?feedType=RSS&feedName=businessNews&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+reuters%2FINbusinessNews+%28News+%2F+IN+%2F+Business+News%29

ADP Says U.S. Companies Cut 20,000 Jobs in February
http://www.bloomberg.com/apps/news?pid=20601068&sid=aKfE6GwxmBY0

Consumer-Stock Rally May Help S&P 500 Rise: Technical Analysis
http://www.bloomberg.com/apps/news?pid=20603037&sid=aJL9QS.Lmfpg

New York, Kentucky Racing Probe Zayat’s Loans to Bookmakers
http://www.bloomberg.com/apps/news?pid=20601079&sid=au1ovIceUP4o

Facebook Valued at $11.5 Billion in Debut of SharesPost Index
http://www.bloomberg.com/apps/news?pid=20601084&sid=aDKHDfZwKA2g

Gold May Rise to $1,162, Commerzbank Says: Technical Analysis
http://www.bloomberg.com/apps/news?pid=20601012&sid=aMbGEaYyklY4

UBS Says Sell Euro Before Drop to $1.3405: Technical Analysis
http://www.bloomberg.com/apps/news?pid=20601083&sid=a8jq4ehfpn1M

‘If you really want a fiscal problem, look at the UK’
http://ftalphaville.ft.com/blog/2010/03/03/164101/if-you-really-want-a-fiscal-problem-look-at-the-uk/

‘The state of some countries’ public finances is certainly not speculators’ fault’
http://ftalphaville.ft.com/blog/2010/03/03/163996/the-state-of-some-countries-public-finances-is-certainly-not-speculators-fault/

The European Central Bank gets Moody
http://ftalphaville.ft.com/blog/2010/03/03/163696/the-european-central-bank-gets-moody/
Moody’s explains Greece
http://ftalphaville.ft.com/blog/2010/03/03/164296/moodys-explains-greece/

Sovereign risk and EM bulls and bears
http://ftalphaville.ft.com/blog/2010/03/03/163116/sovereign-risk-and-em-bulls-and-bears/

Fed Should Raise Interest Rates Sooner Than Later: Hoenig
http://www.cnbc.com/id/35662422

A Leading Economist Mulls the Next Crisis
http://online.barrons.com/article/SB126714429930251933.html

Is Vornado Considering Bid for General Growth?
http://dealbook.blogs.nytimes.com/2010/03/03/is-vornado-eyeing-up-general-growth/

Commercial Property Deals to Hit £318 Bln
http://www.nytimes.com/reuters/2010/03/03/business/business-uk-cushman-property.html?_r=1

Banks Begin to Withdraw From Their Branch Boom
http://online.wsj.com/article/SB10001424052748704486504575097952346167776.html?mod=dist_smartbrief

Employment for Adult Males is at Record Lows
http://www.ritholtz.com/blog/2010/03/employment-for-adult-males-is-at-record-lows/

Amid Global Securitization Ebbs and Flows, UK Prepares Prime RMBS
http://www.housingwire.com/2010/03/03/amid-global-securitization-ebbs-and-flows-uk-prepares-prime-rmbs-4/

No Wonder the Economy Isn't Improving
http://www.zerohedge.com/article/no-wonder-economy-isnt-improving

WHERE ARE WE NOW?
http://www.ritholtz.com/blog/2010/03/where-are-we-now/

CMBS Delinquencies Hit New Record
http://globaleconomicanalysis.blogspot.com/2010/03/cmbs-delinquencies-hit-new-record.html

Economists: Another Financial Crisis on the Way
http://abcnews.go.com/Business/economists-warn-financial-us-economy/story?id=9990828

Noteworthy Financial Stories for Mar 2

American reliance on government at all-time high
http://www.washingtontimes.com/news/2010/mar/01/americans-reliance-on-government-at-all-time-high/

Lowry Research Update: Cyclical Bull Market Intact
http://www.tradersnarrative.com/lowry-research-update-cyclical-bull-market-intact-3695.html

Is There Reason for Optimism in the Office Market?
https://www.cbre-ea.com/default.aspx?_title=AboutRealEstate&_id=2278

EU Sets Clock Ticking on Greece as Merkel Talks Near
http://www.bloomberg.com/apps/news?pid=20601087&sid=a9hmiOmZt.W8&pos=4

Greece Set to Outline New Austerity Measures Wednesday
http://online.wsj.com/article/SB10001424052748703807904575096960117502490.html?mod=WSJ_hpp_LEFTTopStories

Czech Fund With 150% Gain Says Russia Stocks Top Pick
http://www.bloomberg.com/apps/news?pid=20601110&sid=acmHYSouvWGo

Mobius Sees India Outpacing Other Emerging Nations
http://www.bloomberg.com/apps/news?pid=20601110&sid=au_KNEdlczNk

China to Raise Reserve Ratio as Bills Due, Deutsche Bank Says
http://www.bloomberg.com/apps/news?pid=20601110&sid=a7jAqbQHkRBA

American Funds Rank Highest for Wealth Creation, Janus Lowest
http://www.bloomberg.com/apps/news?pid=20603037&sid=aBoMnn3OhVsE

Subprime short, from the beginning
http://ftalphaville.ft.com/blog/2010/03/02/162276/subprime-short-from-the-beginning/

Parsing 200 years of gold trades
http://www.marketwatch.com/story/parsing-200-years-of-gold-trades-2010-03-01

Four Thoughts About the Return of Merger Monday
http://blogs.wsj.com/deals/2010/03/01/four-thoughts-about-the-return-of-merger-monday/

The Sledgehammer of Stupidity
http://www.thereformedbroker.com/2010/03/01/the-sledgehammer-of-stupidity/


Only the Savviest Forecasters Win My DEFT Contest: John Dorfman
http://www.bloomberg.com/apps/news?pid=20601039&sid=awMRNKIPl9QA

Recommended (blog) reading.
http://epicureandealmaker.blogspot.com/2010/03/recommended-reading.html

Noteworthy Financial Stories for March 1

Elizabeth Warren on the Coming Commercial Real Estate Crisis; 3000 Community Banks at Risk http://globaleconomicanalysis.blogspot.com/2010/02/elizabeth-warren-on-coming-commercial.html

Sentiment Overview: Week Of February 26th, 2010
http://www.tradersnarrative.com/sentiment-overview-week-of-february-26th-2010-3678.html

FDIC Auctions Overdue Loans of Silverton, IndyMac
http://www.bloomberg.com/apps/news?pid=20601206&sid=aKJ0uwyX3fRY

State's $2B Office Portfolio Hits Market
http://www.globest.com/news/1608_1608/sanfrancisco/183751-1.html

Buller: Global Real Estate Markets Entering Phase Of External Growth
http://www.reit.com/News/TopNewsStories/tabid/476/default.aspx?type=TNSD&ID=92

‘Talk of a GBP crisis seems like hysterical claptrap’
http://ftalphaville.ft.com/blog/2010/03/01/161656/talk-of-a-gbp-crisis-seems-like-hysterical-claptrap/

Dimon: We’ve hedged Greece. But California…
http://ftalphaville.ft.com/blog/2010/03/01/161581/dimon-weve-hedged-greece-but-california/

The illusory China-selling TIC data
http://ftalphaville.ft.com/blog/2010/03/01/160656/the-illusory-china-selling-tic-data/

Some useful things I’ve learned about Germany’s hyperinflation’
http://ftalphaville.ft.com/blog/2010/03/01/160781/%e2%80%98some-useful-things-ive-learned-about-germanys-hyperinflation/

Yamada discusses outlook for bonds
http://www.investmentpostcards.com/2010/03/01/yamada-discusses-outlook-for-bonds/

Is a GDP Contraction Coming in the Second Quarter of 2010?
http://seekingalpha.com/article/191172-is-a-gdp-contraction-coming-in-the-second-quarter-of-2010?source=feed

How will a Fed fund rate hike impact equities?
http://www.investmentpostcards.com/2010/03/01/how-will-a-fed-fund-rate-hike-impact-equities/

Warren Buffett & Berkshire Hathaway's Annual Letter
http://www.marketfolly.com/2010/03/warren-buffett-berkshire-hathaways.html


Sentiment: What Are Your Expectations?
http://www.zerohedge.com/article/investor-sentiment-what-are-your-expectations

CLSA's Chris Wood "In Five Years The US Dollar Paper Standard Will Collapse"
http://www.zerohedge.com/article/clsas-chris-wood-five-years-us-dollar-paper-standard-will-collapse-due-persistent-taxpayer-f

U.S. Economy: Manufacturing in U.S. Expands for Seventh Month
http://www.bloomberg.com/apps/news?pid=20601087&sid=aFZqjSeMpwf4&pos=2

Gross Says Sovereign to Resemble Corporate Returns
http://www.bloomberg.com/apps/news?pid=20601087&sid=aQJaLWkNgxmE&pos=6

Chile’s $11.3 Billion of Savings May Shore Up Peso
http://www.bloomberg.com/apps/news?pid=20601087&sid=aeV_at0mF7Jo&pos=7

‘Golden Era’ May Elude Private-Equity Investors as Prices Rise
http://www.bloomberg.com/apps/news?pid=20601109&sid=agin57fZ6ARo&pos=10

Soros Signals Gold Bubble as Goldman Predicts Record
http://www.bloomberg.com/apps/news?pid=20601109&sid=avsz5zUl.3yo&pos=11

Greece Now, U.K. Next as Scots Ready for Pound Plunge
http://www.bloomberg.com/apps/news?pid=20601109&sid=aJhONJ3Sdkqw&pos=12

Credit Swaps Show Kazakhstan Beating California: Chart of Day
http://www.bloomberg.com/apps/news?pid=20601109&sid=a4eykcAXXIHo&pos=15

Buffett Says U.S. Housing Will Recover by Next Year
http://www.bloomberg.com/apps/news?pid=20603037&sid=aPiB9cWQpGQo

Harvard’s Rogoff Gives Legs to China Crash Talk:
http://www.bloomberg.com/apps/news?pid=20601039&sid=aV4rQ9FFF.WU

VIX Lets PNC See S&P 500 Gains as Pimco Says Not!
http://www.bloomberg.com/apps/news?pid=20601084&sid=aK3L9O9L.rd0

Bernanke Makes Two-Year Treasury Notes Sweetest Spot
http://www.bloomberg.com/apps/news?pid=20601009&sid=aZgVyuoluXm0