Thursday, June 10, 2010

Noteworthy Financial Stories for June 10

Commercial Property Owners Brace For Economic Impact of Gulf Oil Spill
http://www.costar.com/News/Article.aspx?id=A29633B3A61D835AB027939541FEBE8B&ref=100&iid=185&cid=4551B02CF9EBB4A3FD8AA99C29554FD4

‘Liquidity Seizure’ May Renew Recession, Nomura Says
http://www.bloomberg.com/apps/news?pid=20601087&sid=a9U5td0KH0eE&pos=6

Jobless Claims in U.S. Decreased Last Week to 456,000
http://www.bloomberg.com/apps/news?pid=20601087&sid=aExjbLqPhA0M&pos=2

China’s May Exports Rise 48.5%, Property Prices Jump
http://www.bloomberg.com/apps/news?pid=20601010&sid=aD6gtKj9sgxk

Trade Deficit in the U.S. Widens to One-Year High
http://www.bloomberg.com/apps/news?pid=20601068&sid=a0vPCU72GwJM

FoHF unveils new hedge fund ranking system
http://www.hedgefundsreview.com/hedge-funds-review/news/1653401/fohf-unveils-hedge-fund-ranking

Hedge fund liquidations rise again
http://www.hedgefundsreview.com/hedge-funds-review/news/1653291/hedge-fund-liquidations-rise

Volcker upbeat on "reasonable" reform bill
http://www.reuters.com/article/idUSTRE6584ZT20100610?type=politicsNews

Send for the rally monkey
http://ftalphaville.ft.com/blog/2010/06/10/257741/send-for-the-rally-monkey/

Confirming A Sense Of Gloom
http://blogs.wsj.com/source/2010/06/09/confirming-a-sense-of-gloom/

Seven Constructive Remarks About the Euro
http://www.creditwritedowns.com/2010/06/seven-constructive-remarks-about-the-euro.html

Common Sense Crisis Risk Management
http://rick.bookstaber.com/2010/06/common-sense-crisis-risk-management.html

Bearish U.S. Consumer Staples Options Trading Surges to Record
http://www.bloomberg.com/apps/news?pid=20601087&sid=aQVNdiMhmu1s&pos=6

ECRI Leading Index as an Investment Tool
http://www.ritholtz.com/blog/2010/06/ecri-leading-index-as-an-investment-tool/

Markets Without Guardrails
http://www.ritholtz.com/blog/2010/06/markets-without-guardrails/


Extreme TRIN - Warning Signal Or Just Shifting Signpost?
http://www.tradersnarrative.com/extreme-trin-warning-signal-or-just-shifting-signpost-4213.html

The High Probability of an Irrational Gold Bubble
http://seekingalpha.com/article/209394-the-high-probability-of-an-irrational-gold-bubble?source=feed

Market Lurches From Buying Climax To Selling Climax
http://www.tradersnarrative.com/market-lurches-from-buying-climax-to-selling-climax-4205.html

University Endowments Share Blame for Financial Crisis
http://seekingalpha.com/article/209152-university-endowments-share-blame-for-financial-crisis?source=feed

Nassim Taleb on Risk and Robustness
http://finviz.com/news.ashxS+P 500

Going Back to 1250: It's a Great Time to Buy Stocks, Bob Doll Says
http://finance.yahoo.com/tech-ticker/article/502095/S-And-P-500-Going-Back-to-1250%3A-Its-a-Great-
Time-to-Buy-Stocks%2C-Bob-Doll-Says

Pimco Says REIT Debt Risky as Economic Slowdown Threatens Rally
http://www.bloomberg.com/apps/news?pid=20601087&sid=aHUXtFItlqKM&pos=6

Bearish Sentiment Rises to Eleven Month High
http://www.bespokeinvest.com/thinkbig/2010/6/9/bearish-sentiment-rises-to-eleven-month-high.html

Shiller P/E Ratios and 10Yr Annualized Real Returns
http://www.mebanefaber.com/2010/06/09/shiller-pe-ratios-and-10yr-annualized-real-returns/

On The Recent Volatility Predictions Using Interest Rates
http://www.donfishback.com/blog/2010/06/10/on-the-recent-volatility-predictions-using-interest-rates/

U.S. Stock Volatility to Drop, Yield Curve Shows: Chart of Day
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aPwyXFZi5xfc

Who Are Fickler Fund Investors: Advisors, Institutions, or Individuals?
http://news.morningstar.com/articlenet/article.aspx?id=340334

THERE IS A HIGH PROBABILITY OF AN IRRATIONAL BUBBLE IN GOLD
http://pragcap.com/there-is-a-high-probability-of-an-irrational-bubble-in-gold

So What Should We Be Worried About in CRE/CMBS?
http://professorpinch.wordpress.com/2010/06/10/so-what-should-we-be-worried-about-in-crecmbs/

Emerging Markets Go From Niche to Mainstream
http://www.institutionalinvestor.com/asset_management/Articles/2585783/Emerging-Markets-Go-From-Niche-to-Mainstream.html
Wanted: 400,000 truck drivers
http://money.cnn.com/2010/06/09/news/economy/truck_driver_shortage/index.htm

Peak Oil, FTW
http://gregor.us/coal/peak-oil-ftw/

How Paper Trading Makes Winning Traders
http://www.minyanville.com/businessmarkets/articles/paper-trading-trading-traders-money-etfs/6/10/2010/id/28692

Rail Roads Are Running Out Of Spare Cars
http://www.businessinsider.com/rail-roads-are-running-out-of-spare-cars-2010-6#ixzz0qU4mTSER