Noteworthy Financial Stories for May 26

Projecting the CMBS delinquency trajectory (sub required)
http://www.snl.com/InteractiveX/article.aspx?CDID=A-11230771-13620&KPLT=4

S&P/Case-Shiller: Tax credit did not boost home prices in Q1
http://www1.snl.com/InteractiveX/article.aspx?CDID=A-11244266-12851&KPLT=4

The Chinese plunge protection team
http://ftalphaville.ft.com/blog/2010/05/26/243846/the-chinese-plunge-protection-team/

Dear hedge fund investor… May has been a … multidirectional month
http://ftalphaville.ft.com/blog/2010/05/26/242856/dear-hedge-fund-investor-may-has-been-a-multidirectional-month/

Tail-Risk Management: What investors can learn from hedge funds
http://allaboutalpha.com/blog/2010/05/25/tail-risk-management-when-the-investor-starts-acting-like-a-hedge-fund/

Warning: Crash Dead Ahead. Sell. Get Liquid. Now.
http://finance.yahoo.com/banking-budgeting/article/109632/warning-crash-dead-ahead-sell-get-liquid?mod=bb-budgeting

Durables Orders in U.S. Increased More Than Forecast in April
http://www.bloomberg.com/apps/news?pid=20601087&sid=aiNPQMdCH_OE&pos=1

Italy Adopts $30 Billion of Cuts in EU Deficit Push
http://www.bloomberg.com/apps/news?pid=20601087&sid=aVBSJMmGSVug&pos=3

OECD Lifts Growth Outlook as Emerging Nations Rebound
http://www.bloomberg.com/apps/news?pid=20601087&sid=ajk6eG1iiLOE&pos=4

Greek ‘Death Spiral’ May Make Default Unavoidable, Hanke Says
http://www.bloomberg.com/apps/news?pid=20601087&sid=alVqoEqsnmFI&pos=5

Rising Drilling Costs Mean $90 Crude in 2018: Energy Markets
http://www.bloomberg.com/apps/news?pid=20601087&sid=axjU4vKS7Gq0&pos=7

U.S. Stocks Recover From Rout as S&P 500 Holds Above Year’s Low
http://www.bloomberg.com/apps/news?pid=20601010&sid=aB7VDl5Y_UgU

CBO says stimulus kept unemployment rate lower
http://www.washingtontimes.com/news/2010/may/25/cbo-says-stimulus-kept-unemployment-rate-lower/

Retail Investors Seek Shelter in Cash, Shunning Buffett Advice
http://www.bloomberg.com/apps/news?pid=20603037&sid=aBAIZZvVBqT4



Is Gold the Next Bubble?
http://finance.yahoo.com/banking-budgeting/article/109645/is-gold-the-next-bubble?mod=bb-budgeting&sec=topStories&pos=3&asset=&ccode=

Noteworthy Financial Stories for May 25

Bullard Says Europe Debt Crisis Probably Won’t Derail Recovery
http://www.bloomberg.com/apps/news?pid=20601087&sid=ayl2QUisyUW8&pos=4

Seth Klarman's Recommended Reading List
http://www.marketfolly.com/2010/05/seth-klarmans-recommended-reading-list.html

Stocks, Commodities Plunge on Spanish Banking, Korean Tensions
http://www.bloomberg.com/apps/news?pid=20601087&sid=a7SPrYcKsCq8&pos=1

Euro Falls on Concern Spain’s Bank Woes Signal Crisis Spreading
http://www.bloomberg.com/apps/news?pid=20601087&sid=aLqGk8KZO2Uo&pos=2

El-Erian Tells PBS Spain Stress Spurs Contagion Worry
http://www.bloomberg.com/apps/news?pid=20601087&sid=a91_bUj3ejcc&pos=5

Kim Jong Il Orders Military to Combat, Group Says
http://www.bloomberg.com/apps/news?pid=20601087&sid=aIYqEKNAeYs4&pos=8

Shale Gas Costing 2/3 Less Than OPEC Oil Incites Water Concern
http://www.bloomberg.com/apps/news?pid=20601109&sid=a28NMApkl.RQ&pos=10

Crowded Trade Alert: Options Traders’ Ranks Swell as Amateurs Embrace ‘Iron Condors’
http://www.bloomberg.com/apps/news?pid=20601109&sid=abtJr2zb3ckU&pos=13

Euro-Area Countries Failed Fiscal Goals 57% of Time, Data Show
http://www.bloomberg.com/apps/news?pid=20601109&sid=a4v9ocm.E3sc&pos=12

Yoga for Cancer Patients Provides Benefits of Sleep, Vitality
http://www.bloomberg.com/apps/news?pid=20601124&sid=aRHLJckbLOvM

Beware the ides of money funds, Libor
http://ftalphaville.ft.com/blog/2010/05/25/242401/beware-the-ides-of-money-funds-libor/

Those Libor laments in context
http://ftalphaville.ft.com/blog/2010/05/25/242166/those-libor-laments-in-context/

Forget The Euro, The Stock Market Has A New Obsession
http://www.businessinsider.com/forget-the-euro-the-stock-market-has-a-new-obsession-2010-5

CajaSur nationalization makes fragility of Spain’s banks topical
http://www.creditwritedowns.com/2010/05/cajasur-nationalization-makes-fragility-of-spains-banks-topical.html

Are We Headed for Another Global Crash?
http://www.thedailybeast.com/blogs-and-stories/2010-05-24/despite-rosy-statements-from-banks-such-goldman-sachs-and-jp-morgan-showing-billions-in-profit-the-us-economy-could-be-in-trouble/full/


How Smaller Commercial Banks Are Dying
http://www.theatlantic.com/business/archive/2010/05/how-smaller-commercial-banks-are-dying/57182/

Scenarios: Europe's debt woes could weigh on U.S. recovery
http://www.reuters.com/article/GCA-Economy2010/idUSTRE64N4K920100524

Next phase of financial crisis may be the hardest
http://www.reuters.com/article/idUSTRE64K6B120100522

Have You Seen These Commodities Lately?
http://www.thedisciplinedinvestor.com/blog/2010/05/25/have-you-seen-these-commodities-lately/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+thedisciplinedinvestor%2FEBHR+%28The+Disciplined+Investor%29

Predicting Volatility With Interest Rates
http://www.tradersnarrative.com/predicting-volatility-with-interest-rates-4123.html

Commercial property troubles U.S. banks –study
http://www.reuters.com/article/idUSN2426910920100524?type=marketsNews

Why the Eurozone Debt Contagion is Telling Us That It’s Time to Buy Dividend Stocks, REITS and MLPs
http://moneymorning.com/2010/05/25/debt-contagion-3/

CMBS 2.0 building momentum
http://www.snl.com/InteractiveX/article.aspx?id=11241323&KPLT=2&Multiview=0

The bearish bandwagon
http://www.marketwatch.com/story/rush-is-on-to-jump-on-bearish-badnwagon-2010-05-25

Want to Measure Sentiment? Here is a New Idea
http://oldprof.typepad.com/a_dash_of_insight/2010/05/measuring-sentiment.html

Shiller's P/E10 Data, S&P 500 and Risk Premium
http://seekingalpha.com/article/206499-shiller-s-p-e10-data-s-p-500-and-risk-premium

Investors missing out on ‘epic earnings recovery,' says Putnam's Thakore
http://www.investmentnews.com/article/20100524/FREE/100529966/-1/INDaily01

Cash is king
http://www.ft.com/cms/s/3/04607f22-6806-11df-af6c-00144feab49a.html

I$ volatility fully priced?
http://www.option911.com/trades/i-volatility-fully-priced/

ECRI Leading Economic Index at 42-week Low; Recovery is already fading
http://www.creditwritedowns.com/2010/05/ecri-leading-economic-index-at-42-week-low-recovery-is-already-fading.html

Noteworthy Financial Stories for May 24

Gold Is A Horrible Investment, Too, Says Prechter
http://www.businessinsider.com/henry-blodget-gold-is-a-horrible-investment-too-says-prechter-2010-5#ixzz0or28GC6O

12 Charts That Have Jim Chanos Grinning Madly
http://www.businessinsider.com/china-bust-charts-2010-5##ixzz0or2Nc3A8

Fannie, Freddie Fix Is a Federal Hot Potato
http://online.wsj.com/article/SB10001424052748704167704575258503544541716.html?mod=dist_smartbrief

Flexible Risk Retention Provisions Stay in Senate Bill
http://www.globest.com/news/1667_1667/washington/185139-1.html

Market Volatility Returns to Add Pressure to Weekly Spreads
http://209.236.64.240/2010/05/21/market-volatility-returns-to-add-pressure-to-weekly-spreads/

Defaults on Apartment-Building Loans Set Record for U.S. Banks
http://www.businessweek.com/news/2010-05-24/defaults-on-apartment-building-loans-set-record-for-u-s-banks.html

For Office Market, It's All About Jobs
http://online.wsj.com/article/SB10001424052748704226004575262593743683942.html?mod=dist_smartbrief

Shadow Inventory Could Reach 5.5m by 2011: Report
http://209.236.64.240/2010/05/21/shadow-inventory-could-reach-5-5m-by-2011-report/

Landlords See Record-High Retention Rates
http://multifamilyexecutive.com/occupancy-and-vacancy-rate/landlords-see-record-high-retention-rates.aspx

U.S. Stocks Decline on European Debt Concern; Apple Advances
http://www.bloomberg.com/apps/news?pid=20601087&sid=aEbTm8JLyp9E&pos=1

U.S. Economy: Home Purchases, Inventories Increase
http://www.bloomberg.com/apps/news?pid=20601087&sid=a84RXbWryU4g&pos=3

Recovering Auto Sales May Spur Parts Deals, Drawing Ross, Icahn
http://www.bloomberg.com/apps/news?pid=20601109&sid=ajvh9AB2buZM&pos=14

Defaults on Apartment-Building Loans Set Record for U.S. Banks
http://www.bloomberg.com/apps/news?pid=20601109&sid=a4Zv_XTPn6Eg&pos=15

Libor Shows Strain, Sales Dwindle, Spreads Soar: Credit Markets
http://www.bloomberg.com/apps/news?pid=20601010&sid=a1vEjKrCfYVE


Strippers Declare Inflation Dead in Zero-Coupon Bonds
http://www.bloomberg.com/apps/news?pid=20601010&sid=a8zAyoW33gtQ

Gold Rising as Euro Weakens Spurs More Speculation
http://www.bloomberg.com/apps/news?pid=20601010&sid=a6f.XxAJB0Rc

Seven Hints for Selling Ideas
http://www.bloomberg.com/apps/harvardbusiness?sid=Hca25f7797cea4f3a424497a48e0b5cf2

Whitworth Says VIX Shows Equities ‘Not Out of Woods’ (Update1)
http://www.bloomberg.com/apps/news?pid=20603037&sid=aM_cx0kT1kwo


Chart of the Week: The Flight to Safety
http://vixandmore.blogspot.com/2010/05/chart-of-week-flight-to-safety-trade.html

The low-quality bond rally unwinds.
http://econompicdata.blogspot.com/2010/05/low-quality-rally-unwind.html

McClellan Oscillator – Starting to Turn? Was That The Bottom?
http://www.thedisciplinedinvestor.com/blog/2010/05/21/mcclellan-oscillator-starting-to-turn-was-that-the-bottom/

S&P 500 and Sector Valuations
http://www.bespokeinvest.com/thinkbig/2010/5/24/sp-500-and-sector-valuations.html

Libor for Dollars Climbs Above 0.50% to Highest Since July 16
http://www.bloomberg.com/apps/news?pid=20601087&sid=aU7czmhGakBs

Goldman Sachs' VIP List: Stocks That Matter Most to Hedge Funds
http://www.marketfolly.com/2010/05/goldman-sachs-vip-list-stocks-that.html#ixzz0osjh02Cj

Ratings Agencies Still Broken
http://www.ritholtz.com/blog/2010/05/ratings-agencies-still-broken/

That receding, deflationary, resurfacing … M3 money supply
http://ftalphaville.ft.com/blog/2010/05/24/240286/that-receding-deflationary-resurfacing-m3-money-supply/

Nouriel Roubini: From Macroeconomic Visionary to Reflexive Crank
http://seekingalpha.com/article/206691-nouriel-roubini-from-macroeconomic-visionary-to-reflexive-crank?source=feed

Sentiment Overview: Week Of May 21st, 2010
http://www.tradersnarrative.com/sentiment-overview-week-of-may-21st-2010-4102.html

Bad Analogies, Herd Instinct, Confirmation Bias
http://www.ritholtz.com/blog/2010/05/bad-analogies-herd-instinct-confirmation-bias/

U.S., Greece, Spain Are in Debt Risk ‘Ring of Fire,’ Pimco Says
http://www.bloomberg.com/apps/news?pid=20601087&sid=affx2YNyFQbY&pos=7

Noteworthy Financial Stories for May 20

Black Swans Are Everywhere! Someone Clean Off The Sidewalks It’s Getting Messy
http://www.creditwritedowns.com/2010/05/links-2010-05-19-too-much-chatter-about-market-crashes.html

Longest-Dated Bonds Favored as Inflation Slows: Credit Markets
http://www.bloomberg.com/apps/news?pid=20601087&sid=a3LH0NdGMBjU&pos=3

German Export ‘Juice’ Should Guide U.S. in China, Companies Say
http://www.bloomberg.com/apps/news?pid=20601087&sid=aL3h6Jvu4A3c&pos=6

Fidelity and BofA Say Participants in 401(k)s Increase Savings
http://www.bloomberg.com/apps/news?pid=20603037&sid=aDA0Bj5txQjc

AAA Raters Score D in Credibility Department: Jonathan Weil
http://www.bloomberg.com/apps/news?pid=20601039&sid=adll4Z7Svs.k

Morgan Stanley Sees ‘Value’ in Emerging-Market Stocks
http://www.bloomberg.com/apps/news?pid=20601084&sid=adcyXQRq9pnM

Gold Falls, Extending Drop as Some Investors Sell After Rally
http://www.bloomberg.com/apps/news?pid=20601012&sid=aLG9JMlsdDM0

Europe’s Rescue for Greece Brings Euro to New Normal
http://www.bloomberg.com/apps/news?pid=20601083&sid=az_nkNcZgoSE

The next 48 hours are crucial for the Euro
http://ftalphaville.ft.com/blog/2010/05/20/237461/the-next-48-hours-are-crucial-for-the-euro/

‘We are done with financials’
http://ftalphaville.ft.com/blog/2010/05/20/237401/we-are-done-with-financials/

‘Greece simply doesn’t register,’ or, the world according to Goldman
http://ftalphaville.ft.com/blog/2010/05/20/236976/%e2%80%98greece-simply-doesnt-register-or-the-world-according-to-goldman/

An antidote to volatility
http://www.marketwatch.com/story/a-portfolio-for-all-seasons-2010-05-19

THREE THINGS I THINK I THINK
http://pragcap.com/three-things-i-think-i-think-12


Hoenig calls for 1% funds rate by summer as asset sales are discussed (sub req)
http://www.snl.com/InteractiveX/article.aspx?CDID=A-11219433-12343&KPLT=4

Commercial Property Values Drop as Rebound Stalls
http://www.businessweek.com/news/2010-05-19/commercial-property-values-drop-as-rebound-stalls-update2-.html

We're Seeing the End of a Global Free Market," Says Ian Bremmer
http://finance.yahoo.com/tech-ticker/article/492475/%22Were-Seeing-the-End-of-a-Global-Free-Market%2C%22-Says-Ian-Bremmer

Sovereign Funds Show Reignited Interest in Shopping for U.S. Property
http://www.costar.com/News/Article.aspx?id=FDC7BE6E7193DC0F5B7809B87F170C84

US hedge fund assets under management passes $1 trillion for first time since 2008
http://www.hedgefundsreview.com/hedge-funds-review/news/1649511/us-hedge-fund-assets-management-passes-usd1-trillion-2008

Hedge fund selling hits 18-month high
http://www.telegraph.co.uk/finance/newsbysector/banksandfinance/7741612/Hedge-fund-selling-hits-18-month-high.html

Hedge Fund Marketing: 10 Steps to Gain More Clients
http://www.hedgetracker.com/article/Hedge-Fund-Marketing-10-Steps-to-Gain-More-Clients

Here's Why The Gold Run Is Just Getting Started
http://www.businessinsider.com/heres-why-the-gold-run-is-just-getting-started-2010-5

Greek crisis is ‘tip of iceberg’ in Euro Region, Roubini says
http://www.canada.com/business/money/Greek+crisis+iceberg+Euro+Region+Roubini+says/3041782/story.html

Noteworthy Financial Stories for May 19

Gold? It's glittering now, but may not for the long term
http://www.usatoday.com/money/perfi/columnist/krantz/2010-05-19-gold_N.htm

"Attacking the Banks Is Good Politics" But Bad Business, Chris Whalen Says
http://finance.yahoo.com/tech-ticker/article/491297/%22Attacking-the-Banks-Is-Good-Politics%22-But-Bad-Business%2C-Chris-Whalen-Says

Seth Klarman: Stocks Will Have Zero Return for a Decade
http://finance.yahoo.com/tech-ticker/seth-klarman-stocks-will-have-zero-return-for-a-decade-491047.html?tickers=dia,spy,xlf,%5Edji,%5Egspc,%5Eixic

Advocates Tout a Property Rally
http://online.wsj.com/article/SB10001424052748704912004575252781058253578.html?mod=dist_smartbrief

Mid-sized REITs struggle to close apartment deals
http://www.reuters.com/article/idUSTRE64H5AJ20100518

Commercial Property REITs to Own Now
http://www.thestreet.com/_yahoo/story/10759479/1/commercial-property-reits-to-own-now.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA

What's Next - Minor Correction or Major Decline?
http://finance.yahoo.com/news/Whats-Next-Minor-Correction-etfguide-1661626320.html?x=0&.v=1

A Peace-of-Mind Options Trade
http://online.barrons.com/article/SB127422032943593523.html?mod=BOL_hps_dc

Percent of Stocks Above 50 Day Moving Average Nearing February Lows
http://www.fundmymutualfund.com/2010/05/percent-of-stocks-above-50-day-moving.html

Fibonacci Retracement Level Warns Of Market Top
http://www.tradersnarrative.com/fibonacci-retracement-level-warns-of-market-top-4099.html

High Frequency Swanning – The Crash Camp Takes Over
http://www.thereformedbroker.com/2010/05/18/high-frequency-swanning-the-crash-camp-takes-over/

Bridgewater Associates’ Ray Dalio on Gold, Bonds, and Money Printing
http://www.creditwritedowns.com/2010/05/bridgewater-associates-ray-dalio-on-gold-bonds-and-money-printing.html

yardsticks for pundits
http://researchpuzzle.com/blog/2010/05/19/yardsticks-for-pundits/

How to play China’s growth - buy fertiliser
http://business.timesonline.co.uk/tol/business/industry_sectors/banking_and_finance/article7130379.ece
Bears Come Roaring Forth
http://www.ritholtz.com/blog/2010/05/bears-come-roaring-forth/

NASDAQ Cumulative Volume Trends Negative
http://www.ritholtz.com/blog/2010/05/nasdaq-cumulative-volume-trends-negative/

Financial Reforms 'Cosmetic,' Won't Stop More Crises: Roubini
http://www.cnbc.com/id/37219897

Noteworthy Financial Stories for May 18

How low can the euro go? Very.
http://money.cnn.com/2010/05/18/news/international/euro_low.fortune/index.htm

Go ahead and default, Greece!
http://money.cnn.com/2010/05/17/news/international/greece_sovereign_default.fortune/index.htm

Quants: Alchemists of Wall Street
http://misstrade.wordpress.com/2010/05/18/quants-alchemists-of-wall-street/

For a solution to the euro crisis, look to the states
http://www.washingtonpost.com/wp-dyn/content/article/2010/05/17/AR2010051702808.html

Biggest stocks to get circuit-breakers, Reuters says
http://ftalphaville.ft.com/blog/2010/05/18/235041/biggest-stocks-to-get-circuit-breakers-reuters-says/

The world according to Fitch
http://ftalphaville.ft.com/blog/2010/05/18/234806/the-world-according-to-fitch/

China’s commodities/property price nexus
http://ftalphaville.ft.com/blog/2010/05/18/233946/chinas-commoditiesproperty-price-nexus/

Here Is Why Jeremy Grantham Thinks Gold Will Crash
http://www.zerohedge.com/article/here-why-jeremy-grantham-thinks-gold-will-crash

New battle plan needed for a crisis-prone world
http://www.ft.com/cms/s/0/9f165de0-61bf-11df-aa80-00144feab49a.html

S&P 500’s ‘Constructive’ Retreat Not Over: Technical Analysis
http://www.bloomberg.com/apps/news?pid=20601084&sid=aZLXMviyE1I4

Hugh Hendry Shorts China, Betting on 1920s Japan-Like Crash
http://www.businessweek.com/news/2010-05-18/hugh-hendry-shorts-china-betting-on-1920s-japan-like-crash.html

The Cave and The River
http://howardlindzon.com/the-cave-and-the-flow/

Don't Be Misled By 13F SEC Filings, They Don't Disclose Shorts, Credit Default Swap Exposure (CDS)
http://www.distressedvolatility.com/2010/05/dont-be-misled-by-13f-sec-filings-they.html

Commodities -- the Crash You Didn't Hear
http://online.barrons.com/article/SB127410043464692855.html#mod=bol_share_twitter

Equity Analysts Have Been Overoptimistic for a Generation
http://web.hbr.org/email/archive/dailystat.php?date=051710?

Gold Sentiment Cross Currents: Euphoria Or Meh?
http://www.tradersnarrative.com/gold-sentiment-cross-currents-euphoria-or-meh-4093.html
Housing Starts in U.S. Rose to Highest Since 2008
http://www.bloomberg.com/apps/news?pid=20601087&sid=aXBhfCKieFHQ&pos=2

Producer Costs in U.S. Unexpectedly Dropped in April
http://www.bloomberg.com/apps/news?pid=20601087&sid=aTsNAEa.wSik&pos=2

Greek Crisis Is ‘Tip of Iceberg’ in Euro Region, Roubini Says
http://www.bloomberg.com/apps/news?pid=20601087&sid=aC7W4JwWdbkM&pos=5

Euro Falls Toward Lowest Since 2006 on Concerns Growth to Slow
http://www.bloomberg.com/apps/news?pid=20601010&sid=aI5wOmZuVVX8

CRE: Not Out of the Fire (may require sign up)
http://www.cbre-ea.com/default.aspx?_title=AboutRealEstate&_id=2367

Debt overload, and the hunt for a successor to U.S. bonds
http://www.marketwatch.com/story/abandoning-treasurys-for-safer-bets-overseas-2010-05-14

U.S. Bond Sales Rise as Contagion Concern Fades: Credit Markets
http://www.bloomberg.com/apps/news?pid=20601010&sid=a7Pv1bpT26d8

Paulson, Fidelity Among Funds Adding to Bank of America Stakes
http://www.bloomberg.com/apps/news?pid=20603037&sid=amVbdv5hAUzY

Euro Won’t Be Choked by Austerity Drive, EU Says
http://www.bloomberg.com/apps/news?pid=20601087&sid=aI_cVrVKkrqI&pos=3

Home Builder Confidence Rises to Highest Point Since 2007
http://www.housingwire.com/2010/05/17/home-builder-confidence-rises-to-highest-point-since-2007/

The Statistic Behind a Mortgage Meltdown
http://www.housingwire.com/2010/05/17/the-statistic-behind-a-mortgage-meltdown/

The formula that felled Wall St
http://www.ft.com/cms/s/2/912d85e8-2d75-11de-9eba-00144feabdc0.html

Recipe for Disaster: The Formula That Killed Wall Street
http://www.wired.com/techbiz/it/magazine/17-03/wp_quant?currentPage=all#

Noteworthy Financial Stories for May 17

Skews You Can Use When Trading Options
http://www.minyanville.com/businessmarkets/articles/options-put-write-buy-write-howard/5/17/2010/id/28293

Bad Breadth
http://quantifiableedges.blogspot.com/2010/05/extremely-unusually-negative-breadth.html

Ron Paul Discusses Contagion, Gold, Goldman And The Fed
http://www.zerohedge.com/article/ron-paul-discusses-contagion-gold-goldman-and-fed

Chart of the Week: VSTOXX, VIX and the Risk of Global Contagion
http://vixandmore.blogspot.com/2010/05/chart-of-week-vstoxx-vix-and-risk-of.html

In Europe, recklessness wins again
http://articles.moneycentral.msn.com/Investing/ContrarianChronicles/in-europe-recklessness-wins-again.aspx

IT’S NOT ROCKET SCIENCE
http://www.ritholtz.com/blog/2010/05/it%e2%80%99s-not-rocket-science/

Investment Sentiment: Neutral
http://thetechnicaltakedotcom.blogspot.com/2010/05/investor-sentiment-neutral.html

Sentiment Overview: Week Of May 14th, 2010
http://www.tradersnarrative.com/sentiment-overview-week-of-may-14th-2010-4066.html

Global Demand for Long-Term U.S. Assets Rose to Record in March
http://www.bloomberg.com/apps/news?pid=20601068&sid=aBcCXSVZxwxs

Small Business Tax Credits to Pay Third of Health-Care Premiums
http://www.bloomberg.com/apps/news?pid=20603037&sid=aZu2MFAQYlpo

Inflation, taxation, and the underground economy
http://www.econbrowser.com/archives/2010/05/inflation_taxat.html

"Mea Culpa" from Morgan Stanley on Rising Treasury Yield Call
http://globaleconomicanalysis.blogspot.com/2010/05/mea-culpa-from-morgan-stanley-on-rising.html

China Equities Sink 5%, Down 22 % for the Year; What will China do with its much beloved peg to the US dollar?
http://globaleconomicanalysis.blogspot.com/2010/05/china-equities-sink-5-down-22-for-year.html

‘Lack of Trust’ Pummels Bank Lending in Europe: Credit Markets
http://www.bloomberg.com/apps/news?pid=20601010&sid=aMf7eSRWD6o8

Stocks, Euro Plunge on Concern Austerity Plans to Curb Recovery
http://www.bloomberg.com/apps/news?pid=20601010&sid=aLWf8M.YtlsA

Euro Falls to Lowest Since Lehman as Breakup Concern Increases
http://www.bloomberg.com/apps/news?pid=20601010&sid=aqquuYOAN_sE

How To Get Out Of The Doghouse
http://www.bloomberg.com/apps/harvardbusiness?sid=Hde6523b548b75b3179c730420ed82e7d

Manufacturing in New York Region Slows as Sales Cool
http://www.bloomberg.com/apps/news?pid=20601068&sid=ahr7YAHW1Ics

Recovery Rewards Investors as Jobless Deny Historical Rebound
http://www.bloomberg.com/apps/news?pid=20601087&sid=ah8ddjsPcxj8&pos=5

TIAA-CREF Plans Expansion Into Fund Management for Endowments
http://www.bloomberg.com/apps/news?pid=20601087&sid=a4sZZ1gE6MEc&pos=3

Greece Considering Legal Action Against U.S. Banks for Crisis
http://www.bloomberg.com/apps/news?pid=20601010&sid=aDxF1YfeViEc

Cut & Paste Trading: Negative Nancy Index
http://www.thestockmasters.com/SHORT-CHINA-05142010

Commercial Real Estate Delivers First Positive Return in 18 Months
http://www.housingwire.com/2010/05/14/commercial-real-estate-delivers-first-positive-return-in-18-months/

Noteworthy Financial Stories for May 14

Retail Sales in U.S. Rose in April for Seventh Month
http://www.bloomberg.com/apps/news?pid=20601087&sid=aATZUpLwBrRM&pos=3

Euro Breakup Talk Increases as Germany Loses Its Currency Proxy
http://www.bloomberg.com/apps/news?pid=20601087&sid=agwHp5N5FXA8&pos=1

Regulation May Cost European Banks EU244 Billion, Analysts Say
http://www.bloomberg.com/apps/news?pid=20601087&sid=aR4BhYjTtxuY&pos=4

Volcker Sees Euro ‘Disintegration’ Risk From Greece
http://www.bloomberg.com/apps/news?pid=20601010&sid=aASZ4SCDL3uQ

Euro Breaks 14-Month Low as Debt-Cutting Steps May Hurt Growth
http://www.bloomberg.com/apps/news?pid=20601010&sid=alXU6RRZTnkY

China May Signal Yuan Move to Temper Global Criticism
http://www.bloomberg.com/apps/news?pid=20601068&sid=am4CcPBRc6Ag

Mobius Says China Bear Market Offers Opportunities
http://www.bloomberg.com/apps/news?pid=20603037&sid=aDf0LPzr_6iQ

BP Spill May Exceed Estimates, U.S. Congressman Says
http://www.bloomberg.com/apps/news?pid=20601087&sid=aBNgvb9TEqE4&pos=9

Commercial real estate risks drive S&P mass downgrades
http://www.snl.com/InteractiveX/article.aspx?CDID=A-11189136-12592&KPLT=4

Hedge Funds outperformed by Major Equity Indices in April
http://www.hedgetracker.com/article/Hedge-Funds-outperformed-by-Major-Equity-Indices-in-April

Gold hits record high as investors flock to safety
http://www.reuters.com/article/idUSTRE6495XB20100514

The surprising cost of volatility
http://ftalphaville.ft.com/blog/2010/05/14/231131/the-surprising-cost-of-volatility/

US monetary base growth is really quite off the chart
http://ftalphaville.ft.com/blog/2010/05/14/231491/us-monetary-base-growth-is-really-quite-off-the-chart/

A short history of European liquidity
http://ftalphaville.ft.com/blog/2010/05/14/231226/a-short-history-of-european-liquidity/

CSI: Chicago
http://ftalphaville.ft.com/blog/2010/05/14/231601/csi-chicago/



Beware of the "Unintended Consequences" of Wall Street Reform, Todd Harrison Says
http://finance.yahoo.com/tech-ticker/article/485644/Beware-%22Unintended-Consequence%22-of-Wall-Street-Reform%2C-Todd-Harrison-Says

"The Eye of the Storm": Remain Calm ... but All Is Not Well, Todd Harrison Says
http://finance.yahoo.com/tech-ticker/article/485532/%22The-Eye-of-the-Storm%22%3A-Remain-Calm-...-but-All-Is-Not-Well%2C-Todd-Harrison-Says

Wall of worry
http://www.marketwatch.com/story/sentiment-picture-improves-further-2010-05-14?siteid=yhoof

What Causes Major Stock Market Declines?
http://finance.yahoo.com/news/What-Causes-Major-Stock-etfguide-1765437244.html?x=0&.v=1

Dow Tumbles as "Disintegration" Fears Haunt Europe
http://finance.yahoo.com/tech-ticker/article/486431/Dow-Tumbles-as-%22Disintegration%22-Fears-Haunt-Europe

The second debt storm
http://www.marketwatch.com/story/the-second-debt-storm-hits-nations-2010-05-14?siteid=rss&rss=1

Emerging market PEs back at pre-crisis levels
http://www.investmentpostcards.com/2010/05/14/emerging-market-pes-back-at-pre-crisis-levels/

Brett Steenbarger Traderfeed Archives
http://vixandmore.blogspot.com/2010/05/brett-steenbargers-traderfeed-archives.html

Breadth Horrid
http://www.fundmymutualfund.com/2010/05/breadth-horrid.html

Noteworthy Financial Stories for May 13

Another month, another leap in CMBS delinquencies (subscription required)
http://www.snl.com/InteractiveX/article.aspx?Id=11181914&KPLT=4

Are Pension Funds Warming Up to CRE Again? (subscription required)
http://www.costar.com/news/Article.aspx?id=F9036429036E8683E3328013040B377F

New Roundtable Survey Finds Improved Sentiment Among CRE Execs
http://www.costar.com/News/Article.aspx?id=729CB63AE399AFB8FCFD1BD551F81D99&ref=100&iid=181&cid=4551B02CF9EBB4A3FD8AA99C29554FD4

Mall, Shopping Center REITs See Brightening Retail Landscape
http://www.costar.com/News/Article.aspx?id=0867B57A16EEFFB2E7614F1A6FE0D131&ref=100&iid=181&cid=4551B02CF9EBB4A3FD8AA99C29554FD4

Pimco Says Europe Crisis Shows World Won’t Skirt ‘New Normal’
http://www.bloomberg.com/apps/news?pid=20601087&sid=a0l9E39YYxfA&pos=3

China’s Bear Market Attracts Locals Seeking Safety
http://www.bloomberg.com/apps/news?pid=20601087&sid=aeAmpmkASXfA&pos=5

Snow Says Euro Faces ‘Tough’ Survival Without Budget
http://www.bloomberg.com/apps/news?pid=20601109&sid=aaBB6Ps4jO5U&pos=13

Bailout Is ‘Nail in the Coffin’ for Euro, Rogers Says
http://www.bloomberg.com/apps/news?pid=20601010&sid=auuRue7wyMWM

Europe Austerity Push Deepens After Rescue Message
http://www.bloomberg.com/apps/news?pid=20601068&sid=aibXZbSaR2Nw

Roubini’s Warning Reminds Risks Still in Surplus
http://www.bloomberg.com/apps/news?pid=20601039&sid=a1XduhbKDLWY

Justice, SEC investigate Morgan Stanley's mortgage-related deals
http://www.washingtonpost.com/wp-dyn/content/article/2010/05/12/AR2010051201609.html

Have REITs Held Up?
http://www.forbes.com/2010/05/12/reit-sector-earnings-markets-equities-real-estate.html?partner=yahootix

Banks Embrace ‘Extend and Pretend’ as U.S. Hotels Await Rebound
http://www.businessweek.com/news/2010-05-13/banks-embrace-extend-and-pretend-as-u-s-hotels-await-rebound.html

Running of the Bulls...For the Hills
http://www.bespokeinvest.com/thinkbig/2010/5/12/running-of-the-bullsfor-the-hills.html

Pimco’s risk-filled global outlook
http://blogs.reuters.com/felix-salmon/2010/05/13/pimcos-risk-filled-global-outlook/
Using Behavioral Finance to Better Understand the Psychology of Investors
http://www.institutionalinvestor.com/asset_management/Articles/2485942/Using-Behavioral-Finance-to-Better-Understand-the-Psychology-of-Investors.html

Stock Market Rocket Reignites
http://www.tradersnarrative.com/stock-market-rocket-reignites-4075.html

Heavy Volume Continues To Suggest This Correction Is Important
http://www.ritholtz.com/blog/2010/05/heavy-volume-continues-to-suggest-this-correction-is-important/

Time Cover: New Sheriffs of Wall Street
http://www.ritholtz.com/blog/2010/05/time-cover-new-sheriffs-of-wall-street/

Household Debt Around the World
http://paul.kedrosky.com/archives/2010/05/household_debt.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+InfectiousGreed+%28Paul+Kedrosky%27s+Infectious+Greed%29

Noteworthy Financial Stories for May 12

Bullish in 2009, He Went to 100% Cash Before the "Flash Crash": What Now, Barry Ritholtz?
http://finance.yahoo.com/tech-ticker/article/483638/Bullish-in-2009%2C-He-Went-to-100%25-Cash-Before-the-%22Flash-Crash%22%3A-What-Now%2C-Barry-Ritholtz%3F

Broyhill's Affinity Hedge Fund: Contrarian Bet on Long-Term Treasuries (Investor Letter)
http://www.marketfolly.com/2010/05/broyhills-affinity-hedge-fund.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+MarketFolly+%28Market+Folly%29#ixzz0nji2WMcF

Cashing In on a Real-Estate Boom
http://online.wsj.com/article/SB10001424052748703686304575228694020027492.html?mod=WSJ_Real+Estate_LeftTopNews

King Welcomes Cameron Deficit Plans, Warns on Growth
http://www.bloomberg.com/apps/news?pid=20601087&sid=auABQye2M32Q&pos=4

European Debt Woes Punish Corporate Borrowers: Credit Markets
http://www.bloomberg.com/apps/news?pid=20601087&sid=ahcbGXJXM1qI&pos=5

Roubini Says Greece May Lead Euro Exodus, China Faces Slowdown
http://www.bloomberg.com/apps/news?pid=20601010&sid=aWx2RrHBu90A

Credit History for Insurance, Hiring Eyed By Congress
http://www.bloomberg.com/apps/news?pid=20603037&sid=agnr4tjfDxOY

Was the Equity Premium an Artifact of the Great Depression?
http://www.theatlantic.com/business/archive/2010/05/was-the-equity-premium-an-artifact-of-the-great-depression/56468/

Looking for Job Openings
http://economix.blogs.nytimes.com/2010/05/11/looking-for-job-openings/

PIMCO's McCulley Discusses The Ticking $3 Trillion Shadow Banking Time Bomb, Defends The Fed As Head Regulator
http://www.zerohedge.com/article/pimcos-mcculley-discusses-ticking-3-trillion-shadow-banking-time-bomb-defends-fed-head-regul

Time To Load Up On European Equities Puts
http://www.zerohedge.com/article/time-load-european-equities-puts

Gold Breaks Out (Again) - $1,250 Breach Imminent
http://www.zerohedge.com/article/gold-breaks-out-again-1250-breach-imminent

Reject the Consensus: ‘V’ Means Vulnerable
http://www.ritholtz.com/blog/2010/05/reject-the-consensus-v-means-vulnerable/

Is China’s Bubble Bursting?
http://www.washingtonsblog.com/2010/05/is-china-bubble-starting-to-burst.html
Sell in May and Go Away? Or Stay?
http://www.ritholtz.com/blog/2010/05/sell-in-may-and-go-away-or-stay/

A Few Technical Reasons To Bounce Higher
http://www.tradersnarrative.com/a-few-technical-reasons-to-bounce-higher-4067.html

Jeff Saut Says to Selectively Upgrade the Stocks in Your Portfolio
http://www.marketfolly.com/2010/05/jeff-saut-says-to-selectively-upgrade.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+MarketFolly+%28Market+Folly%29#ixzz0nkcPPE9e

Noteworthy Financial Stories for May 11

Bob "Horrendous Keynesian Monetarist Nightmare" Janjuah: "S&P Fair Value Is 850"
http://www.zerohedge.com/article/bob-horrendous-keynesian-monetarist-nightmarejanjuah-sp-fair-value-850

Biggs Says U.S. Stocks May Rise 20% as Crisis Eases
http://www.bloomberg.com/apps/news?pid=20603037&sid=a0X816QBBSzo

How Do You Read the VIX?
http://www.optionszone.com/market-commentary/market-analysis/2010/05/volatility-and-the-vix-how-to-use-the-vix.html

Now What?
http://dailyoptionsreport.com/blog/post/now-what5/

Struggling Commercial Real Estate Helplessly Waits Around For The Slaughter Of 2010
http://www.businessinsider.com/commercial-real-estate-still-falling-05-10-2010

Small Businesses Get a Little More Optimistic
http://www.theatlantic.com/business/archive/2010/05/small-businesses-get-a-little-more-optimistic/56531/

When Are Times Right For Momentum Investing?
http://online.barrons.com/article/SB127350695253989573.html

Buffett defends Goldman, joins greed Conspiracy
http://www.marketwatch.com/story/buffett-defends-goldman-joins-greed-conspiracy-2010-05-11?pagenumber=2

Roubini: More Financial Crises Coming
http://www.ritholtz.com/blog/2010/05/roubini-more-financial-crises-coming/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+TheBigPicture+%28The+Big+Picture%29

Finding Capitulation With The McClellan Oscillator
http://www.tradersnarrative.com/finding-capitulation-with-the-mcclellan-oscillator-4063.html

Looking At Capitulation Days From Both Sides
http://www.tradersnarrative.com/looking-at-capitulation-days-from-both-sides-4047.html

Moody's Again Craps All Over Bailout, Says Euro Package "Marginally Increases" Risk Among Governments
http://www.zerohedge.com/article/moodys-again-craps-all-over-bailout-says-euro-package-marginally-increases-rksk-among-govern

ECB ‘Shock Troops’ Go It Alone as Investors Question EU Plan
http://www.bloomberg.com/apps/news?pid=20601087&sid=aScO1ebGQIK4&pos=1


Bernanke Said to Tell Senators Euro Aid No Panacea
http://www.bloomberg.com/apps/news?pid=20601087&sid=aSDBnJZOycuM&pos=3

Consumer Spending Needs to Rebound Before Hiring: Tom Keene
http://www.bloomberg.com/apps/news?pid=20601109&sid=aX8ssydsLZ8Q&pos=15

Bank Swaps, Libor Show Doubts on Europe Bailout: Credit Markets
http://www.bloomberg.com/apps/news?pid=20601010&sid=a.qZEloHDh7g

China’s April Inflation Accelerates, Lending Surges
http://www.bloomberg.com/apps/news?pid=20601010&sid=adEYnnWx5TT8

How P&G Quietly Launched a Disruptive Innovation
http://www.bloomberg.com/apps/harvardbusiness?sid=Hc6a4dfb5936841e2bb26544da457ea7d

Noteworthy Financial Stories for May 10

Legend Bill Miller shares his strategy
http://www.investmentpostcards.com/2010/05/09/legend-bill-miller-shares-his-strategy/

Commercial Real Estate Lending Still Falling as CMBS Delinquencies Rise
http://www.housingwire.com/2010/05/07/commercial-real-estate-lending-still-falling-as-cmbs-delinquencies-rise/

Sentiment versus fundamentals
http://www.marketwatch.com/story/plunging-sentiment-made-rally-likely-2010-05-10?siteid=yhoof

Dow 8500 Before 11,500: Sell the Surge, Suttmeier Says
http://finance.yahoo.com/tech-ticker/article/482228/Dow-8500-Before-11%2C500%3A-Sell-the-Surge%2C-Suttmeier-Says

Wall St anxiety gauge falls on euro zone aid
http://www.reuters.com/article/idCNN1022160420100510?rpc=44

Roubini Says European Resolution an ‘Open Question’: Tom Keene
http://www.bloomberg.com/apps/news?pid=20601087&sid=aHwLirAaqp60&pos=5

Exchanges Seek Faster Circuit Breakers After May 6 Stock Plunge
http://www.bloomberg.com/apps/news?pid=20601109&sid=agkf8EHhAFw8&pos=12

Bank Funding Crunch Deepens as Swap Rates Soar: Credit Markets
http://www.bloomberg.com/apps/news?pid=20601010&sid=aU7wHIpwMkbI

CDS report: Credit rally, protection buying in sovereigns
http://ftalphaville.ft.com/blog/2010/05/10/226241/cds-report-credit-rally-protection-buying-in-sovereigns/

ETFs and the ‘flash crash’
http://ftalphaville.ft.com/blog/2010/05/10/225051/etfs-and-the-flash-crash/

Draaisma turns bullish
http://ftalphaville.ft.com/blog/2010/05/10/225711/draaisma-turns-bullish/

Ahead of the curve on the VIX? (Updated)
http://ftalphaville.ft.com/blog/2010/05/10/225246/ahead-of-the-curve-on-the-vix/

The Dollar's Recent Impact on Stocks
http://www.bespokeinvest.com/thinkbig/2010/5/7/the-dollars-recent-impact-on-stocks.html

Investor Sentiment: The Great Unwind
http://thetechnicaltakedotcom.blogspot.com/2010/05/investor-sentiment-great-unwind.html

Dave’s worry list
http://ftalphaville.ft.com/blog/2010/05/07/224226/daves-worry-list/

US Banks on the Mend? Q1 2010 Bank Stress Index Results
http://www.zerohedge.com/article/us-banks-mend-q1-2010-bank-stress-index-results

Moody's Says May Cut Greece To Junk Within A Month, Portugal To Aa3
http://www.zerohedge.com/article/moodys-says-may-cut-greece-junk-within-month

Morgan Stanley's Stephen Roach See Increasingly More Frequent And More Dire Crises Coming Up
http://www.zerohedge.com/article/morgan-stanleys-stephen-roach-see-increasingly-more-frequent-and-more-dire-crises-coming

Looking At Capitulation Days From Both Sides
http://www.tradersnarrative.com/looking-at-capitulation-days-from-both-sides-4047.html

Chart of the Week: The Weekly VIX
http://vixandmore.blogspot.com/2010/05/chart-of-week-weekly-vix.html


Sentiment Overview: Week Of May 7th, 2010
http://www.tradersnarrative.com/sentiment-overview-week-of-may-7th-2010-4035.html

Noteworthy Financial Stories for May 4

Euro, Stocks Slide on Debt-Contagion Concern; Commodities Slump
http://www.bloomberg.com/apps/news?pid=20601087&sid=aiRGdIU7P_gM&pos=1

Pending Sales of Existing Homes in U.S. Rose 5.3% in March
http://www.bloomberg.com/apps/news?pid=20601087&sid=afnmGyeDEUiE&pos=2

Stock Market Disconnect in Options Revealing Unsustainable Risk
http://www.bloomberg.com/apps/news?pid=20603037&sid=a8o9QE6Ly6rg

Copper Falls to Nine-Week Low as Chinese Manufacturing Slows
http://www.bloomberg.com/apps/news?pid=20601012&sid=aa950bXDEegw

Gold Climbs to Five-Month High on Demand for Money Alternative
http://www.bloomberg.com/apps/news?pid=20601012&sid=a2EDQTSZL3pw

A glimpse into financial hell
http://ftalphaville.ft.com/blog/2010/05/04/218716/a-glimpse-into-financial-hell/

Do you hear the peoples sing?
http://ftalphaville.ft.com/blog/2010/05/04/218116/do-you-hear-the-peoples-sing/

Web of debtEurope's Web of Debt
Europe's Web of Debt
http://www.nytimes.com/interactive/2010/05/02/weekinreview/02marsh.html?ref=global

Banks Buying Treasuries Help Keep Borrowing Rates Low
: http://www.sfgate.com/cgi-bin/article.cgi?f=/g/a/2010/05/02/bloomberg1376-L1UWU61A1I4I-1.DTL#ixzz0myJXPgqN

Big Money: Debunking the myth of the 'sophisticated investor'
http://www.washingtonpost.com/wp-dyn/content/article/2010/05/01/AR2010050100205.html

Volatile markets call for stop-loss orders
http://www.ritholtz.com/blog/2010/05/volatile-markets-call-for-stop-loss-orders/

Blaming Rubin
http://blogs.reuters.com/felix-salmon/2010/05/01/blaming-rubin/

1Q Bank Results: Potential for CRE Armageddon Fading
http://www.costar.com/News/Article.aspx?id=CB58F9797974B3A09990193DBF51EC19

Congress Members Bet on Fall in Stocks
http://online.wsj.com/article/SB10001424052748703871904575216491495135642.html?mod=WSJ_hps_SECONDTopStories

Fed Says Most Surveyed Banks Didn’t Tighten Lending Standards
http://www.bloomberg.com/apps/news?pid=20601208&sid=aVfYj2OMrV7U

Senate May Begin Voting on Financial Bill Changes
http://www.bloomberg.com/apps/news?pid=20601208&sid=ajTpoTPDsBv0

Macro Hedge Funds Net Short US Equities?
http://www.marketfolly.com/2010/05/macro-hedge-funds-net-short-us-equities.html

Fed’s Senior Loan Officer Survey – credit turning favorable
http://www.investmentpostcards.com/2010/05/04/feds-senior-loan-officer-survey-%e2%80%93-credit-turning-favorable/

The Case for an Imminent Correction
http://seekingalpha.com/article/202720-the-case-for-an-imminent-correction?source=feed

Jeff Saut Still Cautious But Not Bearish; His Latest Investment Recommendations
http://www.marketfolly.com/2010/05/jeff-saut-still-cautious-but-not.html

The Great Reflation
http://www.ritholtz.com/blog/2010/05/the-great-reflation/

Noteworthy Financial Stories for May 3

Sentiment Overview: Week Of April 30th, 2010
http://www.tradersnarrative.com/sentiment-overview-week-of-april-30th-2010-4010.html

Investor Sentiment: Time To Pay Attention!
http://thetechnicaltakedotcom.blogspot.com/2010/05/investor-sentiment-time-to-pay.html

The Secret Yen for Volatility
http://online.barrons.com/article/SB127266659584984799.html

The Case for In-the-Money Options
http://www.optionszone.com/options-trading-101/getting-started/stock-replacement-the-case-for-in-the-money-options.html

Much to Love, and Hate, in a VAT
http://www.nytimes.com/2010/05/02/business/02view.html

Consumer Spending in U.S. Rose by Most in Five Months
http://www.bloomberg.com/apps/news?pid=20601087&sid=axUsIGoaehdk&pos=1

Euro Short Bets at Record as Traders Look Past Greece
http://www.bloomberg.com/apps/news?pid=20601087&sid=aEZ48uptNZFw&pos=3

Banks Buying Treasuries Help Keep Borrowing Rates Low
http://www.bloomberg.com/apps/news?pid=20601087&sid=ah8D.w3kkWi8&pos=5

Shorting Profits Fade as Bets Against Banks Backfire
http://www.bloomberg.com/apps/news?pid=20601109&sid=azXTi2L35Mzs&pos=10

China May ‘Crash’ in Next 9 to 12 Months, Faber Says
http://www.bloomberg.com/apps/news?pid=20601109&sid=aMbfBKW.uKn4&pos=14

Greece Gets $146 Billion Rescue in EU, IMF Package
http://www.bloomberg.com/apps/news?pid=20601010&sid=aHW4vl.7NK40

Junk Bond Sales Set Record as Investors Waiver: Credit Markets
http://www.bloomberg.com/apps/news?pid=20601010&sid=auOAV9jSF4HE

May Is a Good Time to Toss Out Stocks You Doubt: John Dorfman
http://www.bloomberg.com/apps/news?pid=20603037&sid=aer.sXSt149g

Banks, China May Signal Danger for S&P 500: Technical Analysis
http://www.bloomberg.com/apps/news?pid=20601084&sid=agiclGhEpzVk

‘We are wall Street…we are smarter and more vicious than [dinosaurs]‘
http://ftalphaville.ft.com/blog/2010/04/30/217381/we-are-wall-street-we-are-smarter-and-more-vicious-than-dinosaurs/


Understated Research Headline of the Year
http://ftalphaville.ft.com/blog/2010/04/30/217166/understated-research-headline-of-the-year/

Handelsblatt Illustrates German Opposition
http://www.ritholtz.com/blog/2010/04/handelsblatt-illustrates-german-opposition/

An Interview on Off-Balance Sheet Reform
http://rortybomb.wordpress.com/2010/04/30/an-interview-on-off-balance-sheet-reform/

Average US stock fund has returned 8.2% YTD, while the average taxable bond fund has returned 3.8% - according to Lipper.

Advisor Warns on Serious Regulatory Ramifications from SEC Vs. Goldman
http://www.housingwire.com/2010/04/30/advisor-warns-on-serious-regulatory-ramifications-from-sec-vs-goldman/

What About the Raters?
http://www.nytimes.com/2010/05/02/opinion/02sun1.html

Still growing
http://www.economist.com/blogs/freeexchange/2010/04/american_economy

Consultants Rate REITs as a Top Inflation Hedge
http://www.reit.com/tabid/477/News/default.aspx?type=E&ID=120

21st Century Success: 3 Ways to Get It and Keep It
http://www.openforum.com/idea-hub/topics/managing/article/21st-century-success-3-ways-to-get-it-and-keep-it-scott-halford

Fed official hits at ‘political meddling’ in reform bill
http://www.ft.com/cms/s/0/7173bd14-54af-11df-8bef-00144feab49a.html?ftcamp=rss