Best Financial Articles for August 22/23

Real Estate
Housing Slide in U.S. Threatens to Drag Economy Into Recession
http://noir.bloomberg.com/apps/news?pid=20601087&sid=a97ljRcJ_fBU&pos=6

Fitch: 43% of CMBS loans maturing in September in special servicing
http://www.snl.com/InteractiveX/article.aspx?CDID=A-11617331-11834&KPLT=4

Fitch: CRE loan CDO delinquencies edge down in July
http://www.snl.com/InteractiveX/article.aspx?CDID=A-11595020-12854&KPLT=4

Your Home as Sure Nest Egg? That Era Is Over, Analysts Say
http://www.nytimes.com/2010/08/23/business/economy/23decline.html?src=busln

Apartments Propel Delinquency Rates
http://online.wsj.com/article/SB10001424052748704504204575445733958677468.html?mod=dist_smartbrief
Pent-Up Capital Generates ‘Ferocious’ Competition for Core, Distressed Shopping Centers
http://www.costar.com/News/Article.aspx?id=65563427848BF03D265032E24DB83E08

Lease is no longer more under new accounting regime
http://www.propertyweek.com/comment/analysis/lease-is-no-longer-more-under-new-accounting-regime/5004482.article

Housing's Second Leg Down
http://www.housingwire.com/2010/08/23/housings-second-leg-down

Wells Fargo’s Odd Mortgage Essay Question
http://bucks.blogs.nytimes.com/2010/08/23/wells-fargos-odd-mortgage-essay-question/?src=busln

Nashville: Construction spending down 16% in July
http://www.bizjournals.com/nashville/stories/2010/08/23/daily3.html?ana=e_du_pub

Jacksonville: GlobeSt.: Wells Fargo & Co. refinances two Jax shopping centers
http://www.bizjournals.com/jacksonville/stories/2010/08/23/daily2.html?s=industry&i=commercial_real_estate

Columbus: Commercial contracts make up for residential building slowdown
http://www.bizjournals.com/columbus/stories/2010/08/23/daily3.html?s=industry&i=commercial_real_estate

Columbus: Report: Area retail vacancies dwindling
http://www.bizjournals.com/columbus/stories/2010/08/16/daily28.html?s=industry&i=commercial_real_estate

Chicago: Commercial Real Estate Foreclosures to Hit Chicago "Loop", First Since 1999; Big Wave of Commercial Foreclosures, Bank Failures Coming
http://globaleconomicanalysis.blogspot.com/2010/08/commercial-real-estate-foreclosures-to.html


Economy
Bernanke Must Raise Benchmark 2 Points in Latest Rajan Warning
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aikyPjJeRu60&pos=5

Yields Showing No Economic Spoils for Republicans
http://noir.bloomberg.com/apps/news?pid=20601010&sid=ai_x9L.9R9fc

Why Quantitative Easing is Likely to Trigger a Collapse of the U.S. Dollar
http://www.hussmanfunds.com/wmc/wmc100823.htm



Equity Market
S&P 500 Refusing to Fall Shown in Mining Valuations
http://noir.bloomberg.com/apps/news?pid=20601084&sid=akcSaCga_Vl0

In Striking Shift, Small Investors Flee Stock Market
http://www.nytimes.com/2010/08/22/business/22invest.html

Preparing for the Next 'Black Swan'
http://online.wsj.com/article/SB10001424052748703791804575439562361453200.html?mod=googlenews_wsj

Still in stocks? You're hardly alone
http://articles.latimes.com/2010/aug/21/business/la-fi-0821-petruno-20100821

Sentiment Overview Aug 20th
http://www.tradersnarrative.com/sentiment-overview-week-of-august-20th-2010-4586.html

Mid-August Bullets
http://www.ritholtz.com/blog/2010/08/mid-august-bullets/

Stock Swing Still Baffles, With an Ominous Tone
http://www.nytimes.com/2010/08/23/business/23flash.html?_r=1&src=me&ref=business


Credit Markets
Investors Shake Up Fund Industry With Record Bond Love Affair
http://noir.bloomberg.com/apps/news?pid=20603037&sid=aIuuL7BZhgVU

The Taylor Rule And The “Bond Bubble” (Wonkish)
http://krugman.blogs.nytimes.com/2010/08/22/the-taylor-rule-and-the-bond-bubble-wonkish/

Why Treasury briefings are off the record
http://blogs.reuters.com/felix-salmon/2010/08/20/why-treasury-briefings-are-off-the-record/

I Think Felix Salmon Misses the Issue
http://delong.typepad.com/sdj/2010/08/felix-salmon-misses-the-issue.html

Wall Street debates prospect of bond bubble
http://www.usatoday.com/money/markets/2010-08-23-bond23_ST_N.htm

Bond Funds Attracting Cash Like Stocks During Dot-Com Boom: Credit Markets
http://www.bloomberg.com/news/2010-08-22/bond-funds-attracting-cash-like-stocks-during-dot-com-boom-credit-markets.html

Small Investors Fleeing Stocks as Bond Prices Soar
http://www.investmentadvisor.com/News/2010/8/Pages/Small-Investors-Fleeing-Stocks-as-Bond-Prices-Soar.aspx

Bond bubble fear returns as investors flee stocks
http://www.google.com/hostednews/ap/article/ALeqM5jVBkp_DhGmQ3dSOv71f7y5e0240QD9HOQR680

Betting on Growth While Playing Defense
http://www.nytimes.com/2010/08/22/business/22fund.html

Fed Pushing on a String
http://www.ritholtz.com/blog/wp-content/uploads/2010/08/8-20-10-Daily-30-year-U.S.-Treasury.gif

Hedge Funds
Hedge Funds Cut Gasoline Bets Most Since 2006: Energy Markets
http://noir.bloomberg.com/apps/news?pid=20601072&sid=aEofmcG5kJrM

Hedge Fund Holdings
http://www.zerohedge.com/article/complete-q2-hedge-fund-holding-update-which-we-discover-181-hfs-hold-apple-stock

SEC Increasing Whistle Blower Payoffs
http://www.ritholtz.com/blog/2010/08/sec-increasing-whistle-blower-payoffs/



Alternative Investments
Fundamental transformations in store for alternatives managers
http://www.pionline.com/article/20100823/PRINTSUB/308239940

Survival of the richest
http://www.economist.com/node/16846534

Other
The Power of "Ristakes"
http://noir.bloomberg.com/apps/harvardbusiness?sid=H479410339c839c66cdfa648e2a778e71