Tuesday, March 23, 2010

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

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