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