Tuesday, June 1, 2010

Noteworthy Financial Stories for June 1

A/D Line Highs and Maximum Risk
http://quantifiableedges.blogspot.com/2010/06/ad-line-highs-and-maximum-risk.html

Stocks Fall as China’s Manufacturing Growth Slows; Bonds Rise
http://www.bloomberg.com/apps/news?pid=20601087&sid=aoRPfIq5cqXg&pos=1

Euro Weakens on Concern Over Europe Spending Cuts, Bank Losses
http://www.bloomberg.com/apps/news?pid=20601087&sid=aqViVhS38biY&pos=2

Hedge Funds Post Biggest Monthly Losses Since Lehman Aftershock
http://www.bloomberg.com/apps/news?pid=20601087&sid=adVl0mzlTekk&pos=5

Analysts Forecasts See 25% Stock Gain Defy El-Erian
http://www.bloomberg.com/apps/news?pid=20601109&sid=agLc1xbicG_w&pos=12

Commodities’ Biggest Drop Since Lehman Bear Signal
http://www.bloomberg.com/apps/news?pid=20601109&sid=aVi5QeUitk8k&pos=15

China Real Estate Bubble Bursts in Bond Market: Credit Markets
http://www.bloomberg.com/apps/news?pid=20601010&sid=aEqBAlH49CDo

Bear Market Risks Increase to 40%, Scottish Widows Manager Says
http://www.bloomberg.com/apps/news?pid=20603037&sid=aqADpJFM5T2c

Owners Stop Paying Mortgages, and Stop Fretting
http://www.nytimes.com/2010/06/01/business/01nopay.html

Looking at the May Swoon
http://www.crossingwallstreet.com/archives/2010/06/looking_at_the_10.html

everything is relative
http://researchpuzzle.com/blog/2010/06/01/everything-is-relative/

Pummeled Stocks for Brave, Contrarian Investors
http://www.bloomberg.com/apps/news?pid=20601039&sid=a.kbF6xlZ7_k

Fitch downgrades a slew of Spanish banks
http://ftalphaville.ft.com/blog/2010/06/01/248636/fitch-downgrades-a-slew-of-spanish-banks/

Taleb explains his tweets
http://ftalphaville.ft.com/blog/2010/06/01/248571/taleb-explains-his-tweets/

Front-running money market fear
http://ftalphaville.ft.com/blog/2010/06/01/248371/front-running-money-market-fear/

The Pain Caucus
http://www.nytimes.com/2010/05/31/opinion/31krugman.html

Marking bank loans to market
http://blogs.reuters.com/felix-salmon/2010/05/28/marking-bank-loans-to-market/

US pension fund eyes commodity investments as inflation hedge
http://www.ft.com/cms/s/0/d162da38-6d15-11df-921a-00144feab49a.html

Solutions for a crisis in its sovereign stage
http://www.ft.com/cms/s/0/8eda2c3e-6cde-11df-91c8-00144feab49a.html

Investments by Hedge Fund Managers in Their Own Funds: Rationale, Amounts, Terms, Disclosure, Duty to Update and Verification
http://www.hflawreport.com/

Hedge funds need tighter rules on risk
http://www.independent.co.uk/news/business/news/hedge-funds-need-tighter-rules-on-risk-1988118.html

ECB: Banks Will Suffer Considerable Loan Losses In 2010, 2011
http://online.wsj.com/article/SB10001424052748704366504575278582498276768.html?mod=dist_smartbrief

Beijing in a sweat as China's economy overheats
http://www.telegraph.co.uk/finance/financetopics/recession/china-economic-slowdown/7786996/Beijing-in-a-sweat-as-Chinas-economy-overheats.html

Case: REIT downturn in May is not a cause for concern
http://www.reit.com/tabid/471/News/default.aspx?type=MMD&ID=185

The Hemline Indicator Flashes Bearish
http://www.ritholtz.com/blog/2010/06/the-hemline-indicator-flashes-bearish/

Gold vs Other Secular Bull Markets
http://www.ritholtz.com/blog/2010/06/gold-vs-other-secular-bull-markets/

Gold To $10,000?
http://www.zerohedge.com/article/gold-10000

Coppock Curve Hints At An Aging Bull Market
http://www.tradersnarrative.com/coppock-curve-hints-at-an-aging-bull-market-4155.html

Sentiment Overview: Week Of May 28th, 2010
http://www.tradersnarrative.com/sentiment-overview-week-of-may-28th-2010-4136.html

Update on stress indicators – VIX and Libor improving
http://www.investmentpostcards.com/2010/05/30/update-on-stress-indicators-%e2%80%93-vix-and-libor-improving/


Darkest before the dawn?
http://www.marketwatch.com/story/surviving-currency-crises-2010-06-01

Despite U.S. deficit concerns, investors still pour money into Treasury bonds
http://www.washingtonpost.com/wp-dyn/content/article/2010/05/31/AR2010053103456.html

New rules to lower already low yields on money market funds
http://jubakpicks.com/2010/06/01/new-rules-to-lower-already-low-yields-on-money-market-funds/

So A Monetarist Walks Into A Bar… The Futility in Central Banking
http://professorpinch.wordpress.com/2010/06/01/so-a-monetarist-walks-into-a-bar-the-futility-in-central-banking/

Why Bill Ackman Bought Citigroup (C)
http://www.marketfolly.com/2010/06/why-bill-ackman-bought-citigroup-c.html

They sold in May. Will they stay away?
http://www.quantmonitor.com/they-sold-in-may-will-they-stay-away/

Do Hedge Funds Have It Right on Bank Shares?
http://dealbook.blogs.nytimes.com/2010/06/01/do-hedge-funds-have-it-right-on-bank-shares/

Strategists Unfazed By Correction
http://www.bespokeinvest.com/thinkbig/2010/6/1/strategists-unfazed-by-correction.html

China ‘Crazy’ Not to Increase Tiny Gold Reserves
http://www.cnbc.com/id/37452021

Global Growth Likely to Remain Sluggish for Years: Roubini
http://www.cnbc.com/id/37434830

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