Wednesday, June 9, 2010

Noteworthy Financial Stories for June 7, 8, and 9

Wednesday

Stock market dives: leading economic indicator, or recurring false alarm?
http://money.cnn.com/2010/06/09/news/economy/equities_leading_indicator.fortune/index.htm?section=magazines_fortune&utm_source=twitterfeed&utm_medium=twitter&utm_campaign=Feed%3A+rss%2Fmagazines_fortune+%28Fortune+Magazine%29

How to Survive a Bubble
http://blogs.hbr.org/finance-the-way-forward/2010/06/how-to-survive-a-bubble.html

Inverted "Death Cross" In Investment Grade Credit Spells Trouble For Debt And Equity Markets
http://www.businessinsider.com/inverted-death-cross-in-investment-grade-credit-spells-trouble-for-debt-and-equity-markets-2010-6#ixzz0qO8Lk2eA

‘The Time We Have Is Growing Short’
http://www.nybooks.com/articles/archives/2010/jun/24/time-we-have-growing-short/

Has the 2nd half slowdown started?
http://www.calculatedriskblog.com/2010/06/has-2nd-half-slowdown-started.html?utm_source=feedburner&utm_medium=twitter&utm_campaign=Feed%3A+CalculatedRisk+%28Calculated+Risk%29

TRIN Index Shows Extreme Selling
http://www.bespokeinvest.com/thinkbig/2010/6/9/trin-index-shows-extreme-selling.html

The Deepwater Horizon oil spill trajectory hindcast/forecast based on West Florida Shelf ROMS
http://ocg6.marine.usf.edu/~liu/Drifters/latest_roms.htm

Yale’s “Buy-on-Dips Stock Market Confidence Index”
http://www.ritholtz.com/blog/2010/06/yale-buy-on-dips-stock-market-confidence-index/

Lowry’s Research
http://www.tradersnarrative.com/lowry-research-update-just-a-bull-market-correction-4203.html

Economists Expect Slow U.S. Growth
http://online.wsj.com/article/SB10001424052748703890904575296403144025366.html?mod=rss_whats_news_us_business

Greek Default Seen by Almost 75% in Poll Doubtful About Trichet
http://www.bloomberg.com/apps/news?pid=20601087&sid=aq_vuFaKzuVI&pos=3


Fed Rate Increase Pushed to 2011 as Inflation Ebbs, Survey Says
http://www.bloomberg.com/apps/news?pid=20601087&sid=atD3QbqaK6wE&pos=6

Stocks Rise in U.S., Europe as Metals Gain Amid Report on China
http://www.bloomberg.com/apps/news?pid=20601087&sid=aVJZ6SGjvVIQ&pos=2

Bernanke Says Fed to Take Necessary Steps on Growth
http://www.bloomberg.com/apps/news?pid=20601087&sid=aJcQV08dAjZU&pos=1

Sandcastle Bust Signals Pain at Banks as BP Spill Hits Florida
http://www.bloomberg.com/apps/news?pid=20601087&sid=akYrkSUyE4qo&pos=7

IMF Says Risks to Economy Have Risen ‘Significantly’
http://www.bloomberg.com/apps/news?pid=20601087&sid=ajpcYIGbOenY&pos=6

Finance Chiefs in U.S. See Limited Hiring, Pickup in Spending
http://www.bloomberg.com/apps/news?pid=20601068&sid=aDo8GomWtwz0

Investors Pick U.S. Over BRICs in Bloomberg User Poll
http://www.bloomberg.com/apps/news?pid=20603037&sid=aaE0ossGaCAQ

Gold-Coin Haven Demand Saps Supply, Raises Premiums
http://www.bloomberg.com/apps/news?pid=20601012&sid=afS_9CmWmcLg

Copper’s Drop in 3rd Quarter to Bring Buy-Opportunity, SEB Says
http://www.bloomberg.com/apps/news?pid=20601012&sid=aagDcnaAzA9o

‘Debt Trap’ Makes Edinburgh Investors Scrutinize U.S.
http://www.bloomberg.com/apps/news?pid=20601083&sid=amP4vQzjNVEs

Marc Faber Says Cash, Bonds Will Be ‘Very Dangerous’
http://www.bloomberg.com/apps/news?pid=20601013&sid=aHpXqUGhFqv4

Madmen in Authority
http://krugman.blogs.nytimes.com/2010/06/07/madmen-in-authority/

Paul Krugman’s Cameo in Get Him to the Greek
http://nymag.com/daily/intel/2010/06/paul_krugman.html

The Hitchhiker's Guide to the Galaxy on tail risk
http://voices.washingtonpost.com/ezra-klein/2010/06/the_hitchhikers_guide_to_the_g.html

Hedge-Fund Outflows $3.5B In April - TrimTabs/Barclays
http://online.wsj.com/article/BT-CO-20100608-709738.html?mod=WSJ_latestheadlines

April saw Outflows - Negative Data Revisions Caused by Funds of Funds?
http://simonkerrhfblog.blogspot.com/2010/06/april-saw-outflows-negative-data.html

Bank Stocks Suddenly Face Major Headwinds, Says Bove--Mainly Bank Of America
http://finance.yahoo.com/tech-ticker/bank-stocks-suddenly-face-major-headwinds-says-bove--mainly-bank-of-america-500668.html?tickers=bac,c,xlf,gs,skf,%5Ebkx,%5Egspc

Wasn't commercial real estate supposed to crash?
http://money.cnn.com/2010/06/07/real_estate/CMBS_CRE_crash.fortune/index.htm

RBS' Lancaster sees volatile CMBS, RMBS
http://in.reuters.com/article/idUSTRE6572OE20100608

5 Marketing Truths I Wish I'd Known Sooner
http://www.openforum.com/idea-hub/topics/marketing/article/5-marketing-truths-i-wish-id-known-sooner-tim-berry

7 Steps to Creating and Cultivating a Brand in Social Media
http://www.openforum.com/idea-hub/topics/the-world/article/7-steps-to-creating-and-cultivating-a-brand-in-social-media

Tuesday

JPMorgan May Pay More Than RBS to Sell CMBS: Credit Markets
http://www.bloomberg.com/apps/news?pid=20601085&sid=ae1Pb23irY_Q

2nd UPDATE: Hedge Funds Post Biggest Drops Since 2008 In May
http://online.wsj.com/article/BT-CO-20100607-710878.html

International events affect hedge funds’ performance in May; Moore’s and Paulson’s funds fall
http://www.hedgetracker.com/article/International-events-affect-hedge-funds-performance-in-May-Moores-and-Paulsons-funds-fall

Commercial real estate's yield is a lure
http://www.ocregister.com/articles/million-252179-building-real.html

New financial landscape emerges ahead U.S. reforms
http://www.reuters.com/article/idUSTRE6564GE20100607

Panelists offer their views on the economy at RE private equity conference
http://www.snl.com/InteractiveX/article.aspx?id=11302228&KPLT=2&Multiview=0


Monday

BP Spill Shows a Profit Buying 2018 Oil, Selling Spot
http://www.bloomberg.com/apps/news?pid=20601087&sid=a9igEwVLWUPk&pos=4

German Factory Orders Unexpectedly Jumped in April
http://www.bloomberg.com/apps/news?pid=20601087&sid=apmBCE3Qsnr4&pos=2

Mobius Sees Buying Opportunities in Hungary, No ‘Double Dip’
http://www.bloomberg.com/apps/news?pid=20601087&sid=aoGK.f15APrM&pos=7

Bear Options at Record as Wien Says Stocks to Rally
http://www.bloomberg.com/apps/news?pid=20601109&sid=azLF0Or4yd5c&pos=11

Chinese banks, beyond the bubble
http://ftalphaville.ft.com/blog/2010/06/07/253361/chinese-banks-beyond-the-bubble/

ECB deposits at record high
http://ftalphaville.ft.com/blog/2010/06/07/253101/ecb-deposits-at-record-high/

Another week, another euro panic
http://ftalphaville.ft.com/blog/2010/06/07/252981/another-week-another-euro-panic/

Lost Decade, Here We Come
http://krugman.blogs.nytimes.com/2010/06/06/lost-decade-here-we-come/

A Good Crisis, Wasted
http://economistsview.typepad.com/timduy/2010/06/a-good-crisis-wasted.html

Kass: Copper Concerns
http://www.thestreet.com/story/10774860/1/kass-copper-concerns.html

Playing Gold Without Getting Killed
http://online.wsj.com/article/SB10001424052748704080104575286712075144530.html?mod=WSJ_PersonalFinance_PF4

Mega Bear Chart
http://dshort.com/charts/mega-bear-2000-comparisons.html?mega-bear-2000-extended
Fidelity’s Funds Only Winners Among Biggest U.S. Stock Pickers
http://www.bloomberg.com/apps/news?pid=20601087&sid=axZPmEhpqLMk&pos=6

S&P 500’s ‘Painful’ Retreat May Be Over: Technical Analysis
http://www.bloomberg.com/apps/news?pid=20601084&sid=aRDGyqxSHsAs

Euro 'will be dead in five years'
http://www.telegraph.co.uk/finance/economics/7806064/Euro-will-be-dead-in-five-years.html

This Flight to Safety Wasn’t Supposed to Happen
http://www.nytimes.com/2010/06/06/business/06stra.html

Stocks Staring Down the Barrel of a Gun
http://online.barrons.com/article/SB127559023420000547.html#printMode

Office Mortgages Turning Sour at Faster Pace
http://www.cmalert.com/headlines.php?hid=71084

GE Capital to Cut Commercial Real Estate
http://online.wsj.com/article/SB10001424052748704080104575287032730281078.html?mod=dist_smartbrief

Analysts Bullish On REITs As Market Slide Boosts Yields
http://finance.yahoo.com/news/Analysts-Bullish-On-REITs-As-indie-3137202021.html?x=0&.v=1

How to Be an Optimist (Without Being an Idiot)
http://www.openforum.com/idea-hub/topics/marketing/article/how-to-be-an-optimist-without-being-an-idiot-ann-handley

Office Mortgages Turning Sour at Faster Pace
http://www.cmalert.com/headlines.php?hid=71084

Dow Calm For a Change, But Market Mayhem Continues
http://finance.yahoo.com/tech-ticker/article/500060/Dow-Calm-For-Now%2C-But-Market-Mayem-Continues

Census Jobs May Have Trimmed U.S. Private Payrolls, Feroli Says
http://www.bloomberg.com/apps/news?pid=20601087&sid=aLbuYgS_cC5Y&pos=7

Dick Arms: TRIN (Arms Index) at Extreme Levels
http://www.ritholtz.com/blog/2010/06/dick-arms-trin-arms-index-at-extreme-levels/

GREAT DEPRESSION AND REVOLUTION OF 2017
http://www.ritholtz.com/blog/2010/06/great-depression-and-revolution-of-2017/

Anatomy Of A Bubble
http://www.ritholtz.com/blog/2010/06/anatomy-of-a-bubble/

Hedge Funds Reduce Risk: Very Low Net Long Equities Exposure
http://www.marketfolly.com/2010/06/hedge-funds-reduce-risk-very-low-net.html#ixzz0qCI5GEYT

Sentiment Overview: Week Of June 4th, 2010
http://www.tradersnarrative.com/sentiment-overview-week-of-june-4th-2010-4163.html

Inflation and Office Rents: Sorting Out the Facts
https://www.cbre-ea.com/default.aspx?_title=AboutRealEstate&_id=2394

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