Monday, August 30, 2010

Best FInancial Stories for August 30, 2010

Real Estate
Paying Off the House in 15 Years
http://online.wsj.com/article/SB10001424052748703669004575458203846437616.html?mod=googlenews_wsj

Commercial real estate gets boost in July from strong office demand: RCA analytics
http://www.housingwire.com/2010/08/27/commercial-real-estate-gets-boost-in-july-from-strong-office-demand-rca-analytics

Fitch expects to keep downgrading CMBS through 2012
http://www.housingwire.com/2010/08/27/fitch-expects-to-keep-downgrading-cmbs-through-2012

Real estate tsunami ahead
http://seattle.bizjournals.com/seattle/stories/2010/08/30/story3.html?b=1283140800^3865231&ana=e_vert

A developer’s guide to carried interest proposals
http://washington.bizjournals.com/washington/stories/2010/08/30/story19.html?b=1283140800^3862451&ana=e_vert

For commercial landlords, there’s a new economy, new retail trends, new rules
http://www.bizjournals.com/albany/stories/2010/08/30/smallb2.html?b=1283140800^3858501&s=industry&i=commercial_real_estate

Regions Bank wants Wells Fargo to foreclose on NASCAR Plaza
http://www.bizjournals.com/charlotte/stories/2010/08/30/story1.html?b=1283140800^3858621&s=industry&i=commercial_real_estate

Dayton: Vacancy rates show improvement, yet remain sky high
http://www.bizjournals.com/dayton/stories/2010/08/30/focus2.html?b=1283140800^3851941&s=industry&i=commercial_real_estate

REIT bill could open D.C. up for more foreign dollars
http://www.bizjournals.com/washington/stories/2010/08/30/story8.html?b=1283140800^3861171&s=industry&i=commercial_real_estate

Tampa: PKF report: Hotel room revenue decrease expected in Tampa Bay
http://www.bizjournals.com/tampabay/stories/2010/08/30/daily5.html?ana=e_du_pub

Fundraising Continues to Fall for Real Estate Private Equity
http://www.reit.com/Articles/Fundraising-Continues-to-Fall-for-Real-Estate-Private-Equity.aspx

REIT IPOs Attracts More Private Real Estate Companies As Recent Gains Bolster Its Allure
http://rejournalonline.com/reit-ipos-attracts-more-private-real-estate-companies-as-recent-gains-bolster-its-allure/851809/

REITs Attract Yield-Hungry Investors
http://www.businessweek.com/investor/content/aug2010/pi20100827_146048.htm

Industrial REIT Sector Still Facing Pressure, Green Street Says
http://www.reit.com/Videos/Word-on-the-Beach-August-2010.aspx

THE CASE FOR MORE FOREIGN INVESTMENT IN U.S. COMMERCIAL PROPERTIES
https://www.cbre-ea.com/default.aspx?_title=AboutRealEstate&_id=2471


Economy
Bernanke Faces Skepticism on Monetary-Policy Tools
http://noir.bloomberg.com/apps/news?pid=20601010&sid=afVlgUfDSjOo

U.S. Should Put Growth Ahead of Deficit Cuts, Economists Say
http://noir.bloomberg.com/apps/news?pid=20601015&sid=ahgEe73vlATg

Should we listen to El-Erian?
http://blogs.reuters.com/felix-salmon/2010/08/27/should-we-listen-to-el-erian/

Rosenberg – what is a depression, anyway?
http://www.investmentpostcards.com/2010/08/30/rosenberg-%e2%80%93-what-is-a-depression-anyway/


It typically takes advanced economies almost 10 years to recover from financial crises,
http://www.aei.org/paper/100133?wpisrc=nl_wonk

Goodbye to Berlin
http://www.tnr.com/print/article/politics/magazine76973/america-germany-global-finance-conflict?wpisrc=nl_wonk

Why We Need a Second Stimulus
http://www.nytimes.com/2010/08/29/opinion/29tyson.html?_r=1

Bankers Say Global Recovery Likely to Stay on Track
http://online.wsj.com/article/SB10001424052748703618504575459680236831538.html?mod=dist_smartbrief

Banks Recruit Investors to Oppose Honest Valuation of Assets; Just how Unprepared are Banks for Major Losses?
http://globaleconomicanalysis.blogspot.com/2010/08/banks-recruit-investors-to-oppose.html

Expect Two Recessions Before End Of Decade
http://blogs.forbes.com/investor/2010/08/30/expect-two-recessions-before-end-of-decade/

US Must Stop Printing Money, Copy Europe: Rogers
http://www.cnbc.com/id/38913263

Why the German Economy is so Robust
http://www.spiegel.de/international/world/0,1518,713478,00.html


Equity Market
Sell Signal on 36% Profit Gain Has Analysts in Denial
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aTFaeF8cw.zM&pos=5

Merrill Mauls Morgan Stanley in Clash of U.S. Brokerage Titans
http://noir.bloomberg.com/apps/news?pid=20601109&sid=a5SZiLJKfsxM&pos=12

Great News: Stocks Are Hated
http://seekingalpha.com/article/222886-great-news-stocks-are-hated?source=feed

Graham Summers’ Weekly Market Forecast
http://www.zerohedge.com/article/graham-summers%E2%80%99-weekly-market-forecast

Are Wall Street Analysts Contrary Indicators?
http://www.ritholtz.com/blog/2010/08/are-wall-street-analysts-contrary-indicators/

Could Cash on the Sidelines Propel Stocks?
http://finance.yahoo.com/news/Could-Cash-on-the-Sidelines-etfguide-3387927003.html?x=0&.v=1

If U.S. Is Japan, Sell Stocks and Buy Bonds!
http://finance.yahoo.com/tech-ticker/if-u.s.-is-japan-sell-stocks-and-buy-bonds!-535379.html?tickers=%5En225,%5Egspc,udn,uup,tlt,edv,spy

Early Diagnosis Of The P/E Problem
http://blogs.forbes.com/investor/2010/08/30/early-diagnosis-of-the-pe-problem/

Risk Trade Now: From Banks to REITs
http://www.cnbc.com/id/38918667

Art Cashin: Beware of Increased Volatility
http://www.cnbc.com/id/38917182




Credit Markets
High-Grade Bonds Whip Junk; GM Sets Loan Terms: Credit Markets
http://noir.bloomberg.com/apps/news?pid=20601009&sid=aftl_oFuqCGo

The Bubble That Isn't
http://www.slate.com/id/2265343/

Paper Argues Rising Stocks Require Tighter Fed Policy
http://blogs.wsj.com/economics/2010/08/27/paper-argues-rising-stocks-require-tighter-fed-policy/

The Linguistic Psychology of Misinformation and Why a Treasury Bond Bubble Unquestionably Exists
http://www.zerohedge.com/article/linguistic-psychology-misinformation-and-why-treasury-bond-bubble-unquestionably-exists

Sentiment/Options/MoneyFlow
SPECTREM MILLIONAIRE INVESTOR CONFIDENCE INDEX (SMICI SM) POSTS LARGEST DECLINE IN OVER A YEAR
http://www.spectrem.com/custom.aspx?id=123

Sentiment Overview: Week Of August 27th, 2010
http://www.tradersnarrative.com/sentiment-overview-week-of-august-27th-2010-4606.html


Hedge Funds
Bigger, safer but duller
http://www.economist.com/node/16891973?story_id=16891973

Setbacks on the Hedge Front
http://online.barrons.com/article/SB50001424052970204885704575447733912784378.html

Major Hedge Funds Cut Back on Equity Risk in 2nd Quarter
http://www.cnbc.com/id/38920934




Other
Does Your Innovation Pass the Deprivation Test?
http://noir.bloomberg.com/apps/harvardbusiness?sid=H5aba1c50c56cd6cc7af9a3d45711c25c

Seven Truths about Change to Lead By and Live By
http://noir.bloomberg.com/apps/harvardbusiness?sid=H26541e19014400a0ad857ac63fd411af


Tax Rules You Should Know About for 2011
http://www.openforum.com/idea-hub/topics/money/article/tax-rules-you-should-know-about-for-2011-barbara-weltman


STRATFOR: “CHINA WILL COLLAPSE”
http://vodpod.com/watch/4340616-stratfor-china-will-collapse?pod=


Is It Hot In Here? Or Is It Just You?
http://www.cnbc.com/id/38918616/