Noteworthy Financial Stories for August 11, 2010

Real Estate
REITs Are Flying High
http://www.thestreet.com/story/10832311/1/reits-are-flying-high.html?puc=_tscrss&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+tsc/feeds/rss/etfs+(ETFs)



Economy
ECRI Leading Indicator: Slight improvement in growth
http://www.investmentpostcards.com/2010/08/11/ecri-leading-indicator-slight-improvement-in-growth/

Economists Cut U.S. Growth Forecasts as Companies Limit Hiring
http://noir.bloomberg.com/apps/news?pid=20601087&sid=ae3.f0kAo0io&pos=2

U.S. Is Bankrupt and We Don’t Even Know It
http://noir.bloomberg.com/apps/news?pid=20601010&sid=aiFjnanrDWVk

Pimco Calls Fed Rate Policies ‘Good for Risk Assets’
http://noir.bloomberg.com/apps/news?pid=20601208&sid=aH9F32FQs06k

What the Fed can’t buy
http://ftalphaville.ft.com/blog/2010/08/11/312326/what-the-fed-cant-buy/

Federal Reserve to buy U.S. debt, shifts policies as recovery slows
http://www.washingtonpost.com/wp-dyn/content/article/2010/08/10/AR2010081004664.html

China Remains Growth Engine, Blackstone’s Wien Says: Tom Keene
http://noir.bloomberg.com/apps/news?pid=20601087&sid=a7HGWksYgUO4&pos=7

Global imbalances and EM financial markets
http://ftalphaville.ft.com/blog/2010/08/11/312971/global-imbalances-and-em-financial-markets/

Whitney Tilson Becomes More Bearish on Economic Prospects of the U.S.
http://www.fundmymutualfund.com/2010/08/whitney-tilson-becomes-more-bearish-on.html

El-Erian: Fed can’t do much more to boost economy
http://www.investmentpostcards.com/2010/08/11/el-erian-fed-cant-do-much-more-to-boost-economy/



Equity Market
Taleb Says Government Bonds to Collapse, Avoid Stocks
http://noir.bloomberg.com/apps/news?pid=20601010&sid=aGGOzFeXCxEM

This is Dave Rosenberg’s moment
http://ftalphaville.ft.com/blog/2010/08/11/312781/this-is-daves-moment/

Why I Think Stocks Are Still Cheap
http://blogs.wsj.com/financial-adviser/2010/08/10/why-i-think-stocks-are-still-cheap/

Best Investments During Inflation
http://www.marketfolly.com/2010/08/best-investments-during-inflation.html



Bonds
Goldman Uncowed by Bond Prices at Six-Year High: Credit Markets
http://noir.bloomberg.com/apps/news?pid=20601087&sid=ad91invwxp1o&pos=5

Corporate Bond Markets Grow As Investors Chase Yields
http://www.bondsquawk.com/2010/08/corporate-bond-markets-grow-as-investors-chase-yields/



Sentiment/Options
Buy Bearish Daimler Options on Declining Auto Demand, RBS Says
http://noir.bloomberg.com/apps/news?pid=20601209&sid=aMObdXp13ru4


Today’s Jump in the VIX Futures Term Structure
http://vixandmore.blogspot.com/2010/08/todays-jump-in-vix-futures-term.html


Hedge Funds
Big is beautiful in hedge fund land, for now
http://blogs.reuters.com/columns/2010/07/29/big-is-beautiful-in-hedge-fund-land-for-now/

Hedge Funds Post Biggest Gain in Four Months in July
http://noir.bloomberg.com/apps/news?pid=20601208&sid=aSmepa4CCy8s

Contrarian institutional investing, hedge fund edition
http://ftalphaville.ft.com/blog/2010/08/10/311431/contrarian-institutional-investing-hedge-fund-edition/

Private Equity
-

Commodities
Commodity prices drop on signs recovery weakening
http://www.google.com/hostednews/ap/article/ALeqM5hLdQzzkk_vLW3OsMLzbo-eZnRKbAD9HGRUMO5

IEA Raises Oil Demand Forecast Even as Growth Slows
http://noir.bloomberg.com/apps/news?pid=20601207&sid=a84CcqmdRcqY

A blob in commodity flows
http://ftalphaville.ft.com/blog/2010/08/11/312676/a-blob-in-commodity-flows/


Risk Management
Top 10 Areas of Operational Risk for the Buy Side
http://articles.stonehouseconsulting.com/2010/08/10/top-10-areas-of-operational-risk-for-the-buy-side/

Small Business
A grim outlook for small business lending
http://ftalphaville.ft.com/blog/2010/08/10/311401/a-grim-outlook-for-small-business-lending/

5 Site Metrics Every Small Business Should Track
http://www.openforum.com/idea-hub/topics/technology/article/5-site-metrics-every-small-business-should-track-glen-stansberry

Small Business Trends - Yet Another Disaster
http://globaleconomicanalysis.blogspot.com/2010/08/small-business-trends-yet-another.html