Best Financial Stories for August 18, 2010

Real Estate
Mall REITs continue to post gains in the second quarter
http://retailtrafficmag.com/finance/analysis/clean_bill_health_reits_08182010/

Office-Leasing Rebound Could Be Deceiving
http://online.wsj.com/article/SB10001424052748703824304575435872263411694.html?mod=dist_smartbrief

Investing In Green-Building Real-Estate Companies Becoming More Viable
http://online.wsj.com/article/BT-CO-20100817-710016.html?mod=dist_smartbrief


Economy
ERCI Watch: Further slight improvement, but tread carefully
http://www.investmentpostcards.com/2010/08/18/erci-watch-further-slight-improvement-but-tread-carefully/


Senior Loan Officer Survey shows noteworthy improvements
http://www.investmentpostcards.com/2010/08/18/senior-loan-officer-survey-shows-noteworthy-improvements/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+wordpress%2FVYxj+%28Investment+Postcards+from+Cape+Town%29

What Deflation Means for Your Money
http://online.wsj.com/article/SB10001424052748704554104575435871360718144.html


Rosenberg – Video: Economic Cycle of Uncertainty
http://www.thedisciplinedinvestor.com/blog/2010/08/17/rosenberg-video-economic-cycle-of-uncertainty/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+thedisciplinedinvestor%2FEBHR+%28The+Disciplined+Investor%29


China Swallows Obama Stimulus Meant for U.S. Economy: Andy Xie
http://noir.bloomberg.com/apps/news?pid=20601039&sid=awzqAYrLaXZ8

Stop the market – the Fed wants to get off
http://ftalphaville.ft.com/blog/2010/08/18/318671/stop-the-market-the-fed-wants-to-get-off/

Every 1% increase in bank capital = 0.19% lost in GDP, BIS says
http://ftalphaville.ft.com/blog/2010/08/18/318991/every-1-increase-in-bank-capital-0-19-lost-in-gdp-bis-says/

NY Fed: Total Household Debt down 6.4% from the peak in 2008
http://www.calculatedriskblog.com/2010/08/ny-fed-total-household-debt-down-64.html

A “Lost Decade” for The U.S. Economy? Fat Chance
http://blogs.wsj.com/deals/2010/08/17/mike-mayo-spells-out-why-us-wont-have-japans-lost-decade/


Rogoff and Reinhart strike back
http://voices.washingtonpost.com/ezra-klein/2010/08/rogoff_and_reinhart_strike_bac.html


Equity Market
Warning, bear market 2010: 11 'sells.' Only 6 'buys'
http://www.marketwatch.com/story/its-going-to-get-worse-a-whole-lot-worse-2010-08-17


Sentiment improves towards Europe, survey shows
http://www.housingwire.com/2010/08/18/sentiment-improves-towards-europe-survey-shows



Dow to Tumble to 8,000, Prechter Forecasts: Technical Analysis
http://noir.bloomberg.com/apps/news?pid=20601084&sid=aIWQ4uhH4NzY


The cult of equity — dying hard, with a vengeance
http://thepriceofeverything.typepad.com/the_price_of_everything/2010/08/die-hard-with-a-vengeance.html

The art of reading 13-F filings
http://classic.abnormalreturns.com/the-art-of-reading-13-f-filings/

Cramer's Mad Money - 10 Reasons Not to Fear a Crash (8/17/10)
http://seekingalpha.com/article/221075-cramer-s-mad-money-10-reasons-not-to-fear-a-crash-8-17-10?source=yahoo

US is Cheap
http://www.rba-llc.com/docs/TheUSisCheap.pdf



Credit Markets
Long Term Bond ETFs: One Heck Of A Rally
http://etfdb.com/2010/long-term-bond-etfs-one-heck-of-a-rally/


The Great American Bond Bubble
http://online.wsj.com/article/SB10001424052748704407804575425384002846058.html

China Doubles Korea Bond Holdings as U.S. Debt Sold
http://noir.bloomberg.com/apps/news?pid=20601009&sid=amrb5My2ylrw

When Unconventional Becomes Conventional
http://www.pimco.com/Pages/WhenUnconventionalBecomesConventional.aspx

Bond Bubble? Perhaps – Initiating Position in (TBT)
http://www.thedisciplinedinvestor.com/blog/2010/08/18/bond-bubble-pehaps-initiating-position-in-tbt/

Do US Bonds Resemble Dot Com Stocks?
http://www.ritholtz.com/blog/2010/08/do-us-bonds-resemble-dot-com-stocks/



Sentiment/Options/MoneyFlow
Use Potash ‘Buy-Writes’ to Profit From Takeover, Capstone Says
http://noir.bloomberg.com/apps/news?pid=20601084&sid=abY1OHdhxE9I


Commodities
Copper May Top Year’s High in Second Half: Technical Analysis
http://noir.bloomberg.com/apps/news?pid=20601012&sid=a8f6i1mMRJPw

Oil Futures Show WTI 2012 Discount Disappearing: Energy Markets
http://noir.bloomberg.com/apps/news?pid=20601072&sid=ayB_ipoSDdb0

Golden excitement
http://www.marketwatch.com/story/a-contrarian-take-on-gold-2010-08-18