Noteworthy Financial Stories for Sep 10, 2010

Real Estate
A Funky Real Estate Fund Excels
http://kiplinger.com/columns/fundwatch/archive/pimco-real-estate-real-return-strategy-mutal-fund.html

One In Five Hotel-Backed Loans Is Now Delinquent
http://www.zerohedge.com/article/one-five-hotel-backed-loans-now-delinquent

S Fla. hotel occupancy, rates up
http://www.bizjournals.com/southflorida/stories/2010/09/06/daily45.html?ana=e_du_pub

Still Waiting for Real Estate Shoe to Drop: LeFrak
http://www.cnbc.com/id/39094351

Buy Real Estate, Sell Bonds: Charts
http://www.cnbc.com/id/39093579



Economy
Despite popular belief, research finds the US is not in double dip recession
http://www.housingwire.com/2010/09/09/despite-popular-belief-research-finds-the-us-is-not-in-double-dip-recession

U.S. Pressures I.M.F. to Expand Role of Growing Economies
http://www.nytimes.com/2010/09/10/business/global/10imf.html?_r=1&wpisrc=nl_wonk

Things Could Be Worse
http://www.nytimes.com/2010/09/10/opinion/10krugman.html?wpisrc=nl_wonk

Labor-Market Woes in U.S. Prompt Reductions in Growth Forecasts
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aWkTfKYn5bOw&pos=5

Goldman's Roadmap Of The Progressive Economic Deterioration
http://www.zerohedge.com/article/goldmans-roadmap-progressive-economic-deterioration

I see a darkness
http://www.economist.com/blogs/freeexchange/2010/09/world_economy

And you thought we were bearish
http://ftalphaville.ft.com/blog/2010/09/10/339076/and-you-thought-we-were-bearish/

Paradise Lost: Why Fallen Markets Will Never Be the Same
http://www.iimagazine.com/banking_capital_markets/Articles/2660510/Paradise-Lost-Why-Fallen-Markets-Will-Never-Be-the-Same.html

Rosenberg: Here Are 13 Signs That We're Actually In A Depression Right Now
http://www.businessinsider.com/david-rosenberg-depression-2010-9


Banking
Commercial lending a bright spot, despite overall decline in loans from Nashville banks
http://nashville.bizjournals.com/nashville/stories/2010/09/13/story2.html?ana=e_ph

How Scary Are Municipal Finances?
http://www.telegraph.co.uk/finance/newsbysector/banksandfinance/7990123/Basel-rules-to-hit-too-big-to-fail-banks-harder.html

Equity Market
Why Nobody Trades During Regular Hours Any More (And How Prop Funds Just Stop Trading When Volatility Spikes)
http://www.zerohedge.com/article/why-nobody-trades-during-regular-hours-any-more-and-how-prop-funds-just-stop-trading-when-vo

Three Reasons Why Stocks Are Rising (And May Continue to Rise)
http://markettalk.newswires-americas.com/?p=13682

Credit Markets
Junk Debt ‘Best Bet’ as Issuance Nears Record: Credit Markets
http://noir.bloomberg.com/apps/news?pid=20601009&sid=aIrEqyd0vwv4

Bonds, breaking for the Swiss border
http://ftalphaville.ft.com/blog/2010/09/10/339986/bonds-breaking-for-the-swiss-border/

How Scary Are Municipal Finances?
http://news.morningstar.com/articlenet/article.aspx?id=349192


Sentiment/Options/MoneyFlow
CBOE Asks SEC for Permission to List Options That Expire Daily
http://noir.bloomberg.com/apps/news?pid=20601087&sid=am2kP5gvr.Qs&pos=4

Equity derivatives are THE HOT area
http://news.efinancialcareers.co.uk/newsandviews_item/newsItemId-28170


Less Cash, More Equity
http://www.ritholtz.com/blog/2010/09/less-cash-more-equity/

SMALL INVESTOR BULLISH SENTIMENT SOARS NEAR 2010 HIGH
http://pragcap.com/small-investor-bullish-sentiment-soars-near-2010-high

Sentiment Indicator Disconnect
http://www.themacrotrader.com/2010/09/09/sentiment-indicator-disconnect/



Alternative Investments
Emerging Market ETFs Show U.S. Leadership: Technical Analysis
http://noir.bloomberg.com/apps/news?pid=20601084&sid=ay2XkvArigNg


Other
Some say bypassing a higher education is smarter than paying for a degree
http://www.washingtonpost.com/wp-dyn/content/article/2010/09/09/AR2010090903350.html?wpisrc=nl_wonk

The Genteel Nation
http://www.nytimes.com/2010/09/10/opinion/10brooks.html?wpisrc=nl_wonk

Risk Management 101 for Small Business Owners
http://www.openforum.com/idea-hub/topics/money/article/risk-management-101-for-small-business-owners-michael-periu