Best Financial Articles for August 17, 2010

Real Estate
The worst bet in real estate today: Construction loans
http://www.usatoday.com/money/industries/banking/2010-08-17-banks17_CV_N.htm

Grocery REITs That Can Fight Off Wal-Mart
http://online.barrons.com/article/SB50001424052970204451004575433484254095648.html

Fed Adopts Rules Meant to Protect Home Buyer
http://www.nytimes.com/2010/08/17/business/17mortgage.html?_r=2&hpw

Mortgage eligibility at heart of Fannie, Freddie debate
http://www.marketwatch.com/story/mortgage-eligibility-at-heart-of-fannie-debate-2010-08-16

Bill Gross Urges Full Nationalization Of GSEs
http://noir.bloomberg.com/apps/news?pid=newsarchive&sid=a6NdgoyXj2YM


Economy
Production, Housing Starts in U.S. Probably Increased in July
http://noir.bloomberg.com/apps/news?pid=20601083&sid=aRMzGVGAhE4o

Global Economic Recovery is `Well in Place,' Templeton's Mark Mobius Says
http://noir.bloomberg.com/apps/news?pid=20601013&sid=aSdaW1H5vBq0

Missing the Housing Bubble 101
http://ftalphaville.ft.com/blog/2010/08/17/317451/missing-the-housing-bubble-101/

Fed Watch: A Bleak View
http://economistsview.typepad.com/economistsview/2010/08/fed-watch-a-bleak-view.html

It's A Miracle! Bank Loan Officers Say
http://finance.yahoo.com/tech-ticker/article/535332/Its-A-Miracle!-Bank-Loan-Officers-Say-Theyre-Starting-To-Lend-Again

Capital Cushions Against a Credit Crunch
http://www.americanbanker.com/news/capital-cushions-against-a-credit-crunch-1024168-1.html



Equity Market
Buffett Restores J&J Holdings as Berkshire’s Cash Hoard Climbs
http://noir.bloomberg.com/apps/news?pid=20603037&sid=aQVBG6ktCBPQ

Bartels Sees ‘Correction’ in U.S. Stocks: Technical Analysis
http://noir.bloomberg.com/apps/news?pid=20601084&sid=almZ02sfvYgk




Credit Markets
China Reduces Long-Term Treasuries by Record Amount
http://noir.bloomberg.com/apps/news?pid=20601010&sid=ag9bFI7w3t18

Mortgage Bonds Slump on ‘Mega-Refi’ Concern: Credit Markets
http://noir.bloomberg.com/apps/news?pid=20601009&sid=a1RHcBD9AtXs

The world is enough for US Treasuries (maybe)
http://ftalphaville.ft.com/blog/2010/08/17/317306/the-world-is-enough-for-us-treasuries-maybe/

The Bond Market Bubble
http://blogs.wsj.com/deals/2010/08/16/deal-journal-video-the-bond-market-bubble/

Sentiment/Options/MoneyFlow
Investors Fleeing Stocks With Cash Flow Lure JPMorgan
http://noir.bloomberg.com/apps/news?pid=20603037&sid=aW1JCB01FoRM

Investors Cut Holdings of U.S. Stocks on Economy, Merrill Says
http://noir.bloomberg.com/apps/news?pid=20601084&sid=aNrTm3TFSZ98



Hedge Funds
Resurgence of controversial hedge fund strategy
http://www.ft.com/cms/s/0/7d1fdf24-a966-11df-a6f2-00144feabdc0.html?ftcamp=rss

MLPs: Strong Investment Vehicles in Uncertain Economic Times
http://seekingalpha.com/article/220947-mlps-strong-investment-vehicles-in-uncertain-economic-times?source=feed



Commodities
China Copper Consumption Growth to Slow, Antaike Says
http://noir.bloomberg.com/apps/news?pid=20601012&sid=afDAUT2bnaH8

Gold May Extend Six-Week High on Indications of Slowing Rebound
http://noir.bloomberg.com/apps/news?pid=20601012&sid=ajhLbz9JrKu8