Noteworthy Financial Stories for July 1

Jobless Claims in U.S. Increased Last Week to 472,000
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aiy2m_Y6Ne7c

Bonds Beat Stocks by Most Since 2001 as Global Confidence Fades
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aHKm8GMj3edk&pos=2

Greenspan Says U.S. Facing ‘Typical Pause’ in Economic Recovery
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aVjVyrKBvqyo&pos=3

Jim Rogers Sees Bond Market Bubble Developing
http://www.cnbc.com/id/38031568

Bond Bulls Find Shelter in Upside-Down ‘Haven’: William Pesek
http://noir.bloomberg.com/apps/news?pid=20601039&sid=ajPhKdINEX4w

Stimulus Might Avert Error of Optimism: David G. Blanchflower
http://noir.bloomberg.com/apps/news?pid=20601039&sid=aebP.zbnP1aY

"A Gigantic Ponzi Scheme, Lies and Fraud": Howard Davidowitz on Wall Street
http://finance.yahoo.com/tech-ticker/%22a-gigantic-ponzi-scheme-lies-and-fraud%22-howard-davidowitz-on-wall-street-514236.html?tickers=XLF,AIG,GS,JPM,BAC,C,FNM&sec=topStories&pos=9&asset=&ccode=

How to Get the Salary You Want
http://online.wsj.com/article/SB10001424052748704895204575320881220191998.html

Take Managers’ Gloomy Forecasts With a Grain of Salt
http://finance.yahoo.com/news/Take-Managers-Gloomy-ms-3393695152.html?x=0

BUY OR SELL-Commodities set to tempt careful buyers in H2
http://www.reuters.com/article/idAFLDE65Q0M820100701?rpc=44

Negotiating: Save on Everything If You Know How to Ask
http://kiplinger.com/magazine/archives/negotiating-tips-save-on-everything-how-to-ask.html

Tips From Priceline Pros
http://kiplinger.com/columns/kiptips/archives/tips-from-priceline-pros.html

'If it's obvious, is it true?'
Commentary: Last quarter looks awful, so it must be good, right?
http://www.marketwatch.com/story/quarter-was-so-bad-that-it-might-be-good-2010-07-01?siteid=yhoof

Another rollover to worry about?
http://ftalphaville.ft.com/blog/2010/07/01/276271/another-rollover-to-worry-about/

HFT and the Demise of the Megafauna
http://www.thereformedbroker.com/2010/06/30/hft-and-the-demise-of-the-megafauna/
Gold is Way Under-owned Compared to Other Times When the World Sucked
http://paul.kedrosky.com/archives/2010/06/gold_is_way_und.html
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Getting Capitalists to Act Like Capitalists
http://calculatedexuberance.blogspot.com/2010/06/getting-capitalists-to-act-like.html

Fed Officials Avoid Talk of Further Stimulus to Stoke Growth
http://www.businessweek.com/news/2010-07-01/fed-officials-avoid-talk-of-further-stimulus-to-stoke-growth.html

Real Estate Will Lead Economy into Depression
http://finance.yahoo.com/news/Real-Estate-Will-Lead-Economy-etfguide-43174185.html?x=0&.v=1

5 Questions for the Second Half of 2010
http://finance.yahoo.com/news/5-Questions-for-the-Second-fool-513879306.html?x=0

FLECKENSTEIN: THE STOCK MARKET HAS LOST ITS DISCOUNTING MECHANISM
http://misstrade.wordpress.com/2010/07/01/fleckenstein-the-stock-market-has-lost-its-discounting-mechanism/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+wordpress%2FMIJi+%28Trading+for+the+Masses%29

Clarity, Conviction, Consensus
http://www.ritholtz.com/blog/2010/07/clarity-conviction-consensus/

We Interrupt Our Regular Programming For A Bear Growl
http://www.tradersnarrative.com/we-interrupt-our-regular-programming-for-a-bear-growl-4349.html

Well-timed Shift Into Bonds
http://maoxian.com/well-timed-shift-into-bonds

Bad News Bears: Budget outlook 'daunting'
http://www.thestockmasters.com/node/2317

Stocks: If you thought the 1st half was bad...
http://money.cnn.com/2010/06/30/markets/markets_halfyear/index.htm?section=money_markets&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+rss%2Fmoney_markets+%28Markets%29

Hidden SP500 Fibonacci Confluence Last Hope for Bulls
http://blog.afraidtotrade.com/hidden-sp500-fibonacci-confluence-last-hope-for-bulls/

As Curve Flattening Accelerates, Morgan Stanley Goes All In, Tells Clients To Bet Against Fat Tails
http://www.zerohedge.com/article/curve-flattening-accelerates-morgan-stanley-goes-all-tells-clients-bet-against-fat-tails

The Conundrum of Commercial Real Estate Stocks: In a CRE “Near Depression”, Why Are REIT Shares Still So High and Which Ones to Short?
http://www.zerohedge.com/article/conundrum-commercial-real-estate-stocks-cre-%E2%80%9Cnear-depression%E2%80%9D-why-are-reit-shares-still-so-h

"Forget the Double-Dip," We Won't Kick the Recession Until We Start Creating Jobs, Says Suttmeier
http://finance.yahoo.com/tech-ticker/article/515115/%22Forget-the-Double-Dip%2C%22-We-Wont-Kick-the-Recession-Until-We-Start-Creating-Jobs%2C-Says-Suttmeier

CoreLogic's Mark Fleming: The Recovery Looks Like a "U", Not a "W"
http://www.housingwire.com/2010/07/01/corelogics-mark-fleming-the-recovery-looks-like-a-u-not-a-w

National debt soars to highest level since WWII
http://content.usatoday.com/communities/onpolitics/post/2010/06/national-debt-soars-to-highest-level-since-wwii/1

FDIC Securitization Rule May Harm Markets, Industry Groups Say
http://www.businessweek.com/news/2010-07-01/fdic-securitization-rule-may-harm-markets-industry-groups-say.html