Noteworthy Financial Stories for 9/9/10

Real Estate
US Banks Report CRE Loan Troubles Subsiding Amid Strong Quarterly Earnings
http://www.costar.com/News/Article.aspx?id=0ABC6F0E0C834934F913CB8AF510164D

Investor Hunger for Apt. Properties Still Sharp in Second-Half 2010
http://www.costar.com/News/Article.aspx?id=9437A225CC30E5B8B978675FD1853D4E

Hotels Lure Investors as Lodging Surpasses U.S. Offices, Retail
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aT_mo6Cyg.Lg&pos=6

U.S. Retail Space Availability to Drop in 2011, CB Richard Says
http://noir.bloomberg.com/apps/news?pid=20601109&sid=ahJQfnp8LIVo&pos=11

Should we let housing prices fall?
http://www.marginalrevolution.com/marginalrevolution/2010/09/should-we-let-housing-prices-fall.html?wpisrc=nl_wonk

REIT Insiders Are Pocketing Stock Gains
http://online.barrons.com/article/SB50001424052970204044404575480083392648628.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+barrons/xml/rss/3_7510+(Barron's+This+Week+Magazine)

Market Bifurcation Widens: REITs Earn, Acquire; Private Funds See Clawbacks
http://reit.com/~/media/PDFs/RELI_PDFArtic.ashx


Economy
What Should the Federal Reserve Do Next?
http://online.wsj.com/article/SB10001424052748704358904575477580959771188.html?mod=dist_smartbrief

Data shows economic recovery still on track
http://www.reuters.com/article/idUSTRE67N3B320100909?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+reuters%2FbusinessNews+%28News+%2F+US+%2F+Business+News%29

Guest Post: Innovation - America Has A Structural Problem
http://www.zerohedge.com/article/guest-post-innovation-america-has-structural-problem

IT’S A DEPRESSION
http://www.ritholtz.com/blog/2010/09/it%e2%80%99s-a-depression/

Fed Banks Saw ‘Widespread Signs of a Deceleration’
http://noir.bloomberg.com/apps/news?pid=20601010&sid=aOoYtgEZyypk

OECD Says Economy Slowdown ‘More Pronounced’ Than Anticipated
http://noir.bloomberg.com/apps/news?pid=20601083&sid=aNW3J87e37S8

Federal Reserve 'beige book' signals widespread slowdown of economic growth
http://www.washingtonpost.com/wp-dyn/content/article/2010/09/08/AR2010090806695.html?wpisrc=nl_wonk

As Recovery Boosts Big Banks, Smaller Lenders Are Still Struggling
http://online.wsj.com/article/SB10001424052748704392104575475992272435442.html?wpisrc=nl_wonk

Nearly 5 Jobless Workers Per Opening in July
http://economix.blogs.nytimes.com/2010/09/08/nearly-5-jobless-workers-per-opening-in-july/?wpisrc=nl_wonk

This recession ain't over until ... never?
http://www.prospect.org/cs/articles?article=the_long_shock&wpisrc=nl_wonk

El-Erian: Judging Obama, Geithner and Goolsbee
http://ftalphaville.ft.com/blog/2010/09/08/337536/el-erian-judging-obama-geithner-and-goolsbee/

Looking Ahead to a Capital Weekend in Basel
http://online.wsj.com/article/SB10001424052748703453804575480162238908270.html?mod=dist_smartbrief

Bankers to Feds: Pull the Plug on Fannie and Freddie
http://www.cnbc.com/id/39066228

Moody's: Bank writedowns at 2/3 of likely total
http://www.google.com/hostednews/ap/article/ALeqM5gMYPm1rEfm-2E_sX5IdBW3TJbmowD9I406FG0



Equity Market
Schapiro: Fleeing investors question stock market integrity
http://www.usatoday.com/money/markets/2010-09-08-mart08_ST_N.htm

Many of the DJIA members have pretty attractive dividend yields versus bonds.
http://tickersense.typepad.com/ticker_sense/2010/09/on-a-yield-basis.html

Are "Black Swans" not so black anymore?
http://humblestudentofthemarkets.blogspot.com/2010/09/are-black-swans-not-so-black-anymore.html

RETAILERS – REALITY CHECK TIME
http://theburningplatform.com/blog/2010/09/08/retailers-reality-check-time/

Analysis: Insider buys point to false bottom for stocks
http://www.reuters.com/article/idUSTRE6874VC20100908


Credit Markets
Drunken, Raucous Bond Market Is About to Be Ill: Mark Gilbert
http://noir.bloomberg.com/apps/news?pid=20601039&sid=apS4735nAcHI


Sentiment/Options/MoneyFlow
CBOE Plans Weekly Options on Volatility Index Later This Month
http://noir.bloomberg.com/apps/news?pid=20601084&sid=aEY5sYNhBA0Y


Charting The Great Bear Market Fund Flow Vacuum
http://www.zerohedge.com/article/charting-great-bear-market-fund-flow-vacuum

Rumors About The Demise Of US Equity Culture, Premature
http://www.tradersnarrative.com/rumors-about-the-demise-of-us-equity-culture-premature-4603.html

The Rosenberg Indicator?
http://justinpaterno.com/2010/09/09/the-rosenberg-indicator/




Alternative Investments
China ‘Sweet Spot’ Is Returning for Investors: Stephen Green
http://noir.bloomberg.com/apps/news?pid=20601039&sid=aBLkOsX_Hd24


Other
The Power of Density
http://www.theatlantic.com/business/archive/2010/09/the-power-of-density/62569/

7 Ways Web Analytics Can Improve Your Marketing
http://www.openforum.com/idea-hub/topics/technology/article/7-ways-web-analytics-can-improve-your-marketing-ramon-ray-1