Best Financial Stories for August 20, 2010

Real Estate
New Monopoly Properties For A Changing Economy
http://www.collegehumor.com/article:1808215

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

Banks Stuck With Bill for Bad Loans
http://www.nytimes.com/2010/08/20/business/20norris.html?wpisrc=nl_wonk

How Expensive Would Mortgages Be Without Government Backing?
http://www.theatlantic.com/business/archive/2010/08/how-expensive-would-mortgages-be-without-government-backing/61780/

Did Stimulus Work?
http://www.theatlantic.com/business/archive/2010/08/did-stimulus-work/61802/


JPMorgan $484.6 million Centro CMBS rated by Realpoint
http://www.reuters.com/article/idUSTRE67I62L20100819

Retail Spaces Lead Drop in U.S. Commercial Property
http://noir.bloomberg.com/apps/news?pid=newsarchive&sid=aejm8cAqn7yE

Early Surge Seen In Apartment Demand
http://finance.yahoo.com/news/Early-Surge-Seen-In-Apartment-ibd-4113874223.html?x=0&.v=1

Growth of CMBS delinquencies slows
http://southflorida.bizjournals.com/southflorida/stories/2010/08/16/daily37.html?ana=yfcpc

Cincinnati's industrial real estate market shows signs of health
http://cincinnati.bizjournals.com/cincinnati/stories/2010/08/23/story3.html?ana=e_du_pub


Economy
U.S. Economy Contracting Again, No Recovery, Rosenberg Says
http://noir.bloomberg.com/apps/news?pid=20601087&sid=azHMFRny4KG0&pos=5


It’s Obama Versus Bush as Growth Slows Before November Election
http://noir.bloomberg.com/apps/news?pid=20601087&sid=a32M94CTTIm8&pos=8

People Have 'Huge Disbelief' in Government: CIO
http://www.cnbc.com/id/38783418

Goldman: US banks could be heading for lengthy Japanese-style slog
http://www.snl.com/InteractiveX/article.aspx?Id=11612574&KPLT=4

America Won the Cold War But Now Is Turning Into the USSR, Gerald Celente Says
http://finance.yahoo.com/tech-ticker/article/535351/America-Won-the-Cold-War-But-Now-Is-Turning-Into-the-USSR%2C-Gerald-Celente-Says

And Now We're Headed For The GREATEST Depression, Says Gerald Celente
http://finance.yahoo.com/tech-ticker/article/535350/And-Now-Were-Headed-For-The-GREATEST-Depression%2C-Says-Gerald-Celente


Equity Market
Shrinking ‘Quant’ Funds Struggle to Revive Boom
http://www.nytimes.com/2010/08/20/business/20quant.html?_r=1

M&A Sees August Revival as Companies Tap $3 Trillion
http://noir.bloomberg.com/apps/news?pid=20601087&sid=akxATR8d0CWE&pos=2
Reports of the death of mean reversion are premature
http://www.ritholtz.com/blog/2010/08/reports-of-the-death-of-mean-reversion-are-premature/

More US Workers Tapping Pensions Early: Fidelity
http://www.cnbc.com/id/38782518

Trading On the Nasdaq? Prepare to Be Fried
http://www.cnbc.com/id/38766996

A roster of dividend-paying stocks to consider
http://www.marketwatch.com/story/a-roster-of-dividend-paying-stocks-to-consider-2010-08-20?siteid=rss&rss=1

Seeking the Truth — Or Obscuring It?
http://www.ritholtz.com/blog/2010/08/seeking-the-truth-or-obscuring-it/

Bear Market Math - Are the July Lows in Danger?
http://finance.yahoo.com/news/Bear-Market-Math-Are-the-July-etfguide-2985313684.html?x=0&.v=1

How to Trade: The Hindenburg Omen Stock Market Crash
http://www.thestreet.com/_yahoo/story/10837097/1/how-to-trade-the-hindenburg-omen-stock-market-crash.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA


Credit Markets
Morgan Stanley Issues Mea Culpa on Treasury Forecast
http://noir.bloomberg.com/apps/news?pid=20601087&sid=amp2QGp.zn1A&pos=4

Appeasing the Bond Gods
http://www.nytimes.com/2010/08/20/opinion/20krugman.html?wpisrc=nl_wonk

Credit Suisse Backs Biggest M&A Junk Financing as Yields Plunge
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aA7wkcEcFAV0&pos=5

Basel Committee Says Bondholders Should Take Losses
http://noir.bloomberg.com/apps/news?pid=20601085&sid=aWyIaFP91cRs

THE MYTH OF THE GREAT BOND “BUBBLE”
http://pragcap.com/the-myth-of-the-great-bond-bubble

JPMorgan Said to Revamp Asset Management to Counter BlackRock
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aa7dq0l_unew&pos=4

Why Bonds Are Most Certainly Not in a Bubble
http://seekingalpha.com/article/221569-why-bonds-are-most-certainly-not-in-a-bubble?source=hp_wc


Sentiment/Options/MoneyFlow
Kenneth Fisher Recommends Stocks as Pessimism Surges
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aHT21jT7pDSo&pos=4

Fund Flows Paint a Contradictory Picture
http://news.morningstar.com/articlenet/article.aspx?id=348924

How To Blow A Bond Bubble
http://www.finance-insurance-loans.com/finance/money/chart-of-the-day-how-to-blow-a-bond-bubble/


Hedge Funds
Eight out of ten hedge fund strategies positive in July
http://www.hedgeweek.com/2010/08/20/58789/eight-out-ten-hedge-fund-strategies-positive-july


Private Equity
The Morning Leverage: Are VC-Backed Companies All The (Buyout) Rage?
http://blogs.wsj.com/privateequity/2010/08/20/the-morning-leverage-are-venture-backed-companies-all-the-buyout-rage/


Small Business
Small Businesses are Not Hiring - Why Should They?
http://globaleconomicanalysis.blogspot.com/2010/08/small-businesses-are-not-hiring-why.html