Noteworthy Financial Stories For Sep 14, 2010

Real Estate
JPMorgan analysts bearish on housing recovery
http://www.housingwire.com/2010/09/13/jpmorgan-analysts-bearish-on-housing-recovery

50 Years of REITS
http://www.reit.com/AboutREITs/50YearsofREITs.aspx

REITs outperform Barclays expectations, long term outlook positive
http://www.housingwire.com/2010/09/13/reits-outperform-barclays-expectations-long-term-outlook-positive

A Tale Of Home Prices Told Through The Cover Pages Of TIME Magazine
http://www.ritholtz.com/blog/2010/09/a-tale-of-home-prices-told-through-the-cover-pages-of-time-magazine/


Economy
BofA's Moynihan sees 25% chance of double dip recession
http://www.housingwire.com/2010/09/13/bofas-moynihan-sees-25-chance-of-double-dip-recession

PNC economist: No double-dip recession
http://www.bizjournals.com/stlouis/blog/2010/09/pnc_commercial_real_estate_to_drag_economy_down.html?ana=e_du_pub

No double-dip recession, says BNY Mellon economist
http://www.bizjournals.com/pittsburgh/stories/2010/09/13/daily9.html?ana=e_du_pub

Bernanke 2011 Outlook May Swing Fed Decision on Bond Purchases
http://noir.bloomberg.com/apps/news?pid=20601015&sid=aYquxwbjchHA

Market slightly less worried about a double dip
http://seekingalpha.com/article/224960-market-slightly-less-worried-about-a-double-dip

Impulse Response
http://www.hussmanfunds.com/wmc/wmc100913.htm

Morgan Stanley Expects QE2 Announcement Next Week, Takes Other Side Of Goldman's "Variance Swap" Trade
http://www.zerohedge.com/article/morgan-stanley-expects-qe2-announcement-next-week-takes-other-side-goldmans-variance-swap-tr


Banking
More banks missing TARP dividend payments
http://www.washingtonpost.com/wp-dyn/content/article/2010/09/13/AR2010091306283.html?wpisrc=nl_wonk

BB&T to sell $1B in bad loans
http://www.bizjournals.com/triad/stories/2010/09/13/daily12.html?ana=e_du_pub


Equity Market
Stock Rally May Stall After Short Covering: Technical Analysis
http://noir.bloomberg.com/apps/news?pid=20601084&sid=ardAJpCONCKg

Missing Best & Worst Days of S&P500
http://www.ritholtz.com/blog/2010/09/missing-best-worst-days-of-sp500/

Market Still Deluding Itself That It Can Escape The Inevitable Dénouement
http://www.ritholtz.com/blog/2010/09/market-still-deluding-itself-that-it-can-escape-the-inevitable-denouement/



Sentiment/Options/MoneyFlow
VIX Futures
http://vixandmore.blogspot.com/2010/09/vix-futures-what-wereare-they-thinking.html

Gallup Confirms Consumer Confidence Deteriorates Despite Recent Move Higher In Stocks
http://www.zerohedge.com/article/gallup-confirms-consumer-confidence-deteriorates-despite-recent-move-higher-stocks

Sentiment Overview: Week Of September 10th, 2010
http://www.tradersnarrative.com/sentiment-overview-week-of-september-10th-2010-4672.html

Poll Shows Investors Distrust
http://www.crossingwallstreet.com/archives/2010/09/poll_shows_inve.html

AP-CNBC Poll: Investors wary of stock trading
http://news.yahoo.com/s/ap/20100914/ap_on_bi_ge/us_ap_cnbc_poll_investors

Do Implied Volatilities Predict Stock Returns?
http://papers.ssrn.com/sol3/papers.cfm?abstract_id=1670909

The Folly of Tracking Investor Sentiment
http://bucks.blogs.nytimes.com/2010/09/13/the-folly-of-tracking-investor-sentiment/



Alternative Investments
German Investor Confidence Falls to 19-Month Low
http://noir.bloomberg.com/apps/news?pid=20601087&sid=a6j5FE68gaXI&pos=3
A Pox on Both Angels and Institutional VCs. Let's Talk Cash Flow.
http://paul.kedrosky.com/archives/2010/09/a_pox_on_both_a.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+InfectiousGreed+%28Paul+Kedrosky%27s+Infectious+Greed%29

World FX Heatmap: Dollar Bloodbath
http://www.zerohedge.com/article/world-fx-heatmap-dollar-bloodbath

Spot Gold Surges To Fresh All Time Record Of $1,266
http://www.zerohedge.com/article/spot-gold-surges-fresh-all-time-record-1266



Other

SEC Second Guesses Trading Crusade as Market Makers Disappear
http://noir.bloomberg.com/apps/news?pid=20601010&sid=amUfMuMGP9XM

Small-Business Index in U.S. Increases for First Time Since May
http://noir.bloomberg.com/apps/news?pid=20601068&sid=a.VeLtphvPyE

Reich Foresees ‘Phantom Recoveries,’ Revolt Against Rich: Books
http://noir.bloomberg.com/apps/news?pid=20601088&sid=a2P3bU8UtjKc
World Hunger to Decline for First Time in 15 Years
http://noir.bloomberg.com/apps/news?pid=20601012&sid=aZ2UF2ZQUa08
Guest Post: “Shut-up And Eat Your Paint Chips, Kid” – Miseducating America
http://www.zerohedge.com/article/guest-post-%E2%80%9Cshut-and-eat-your-paint-chips-kid%E2%80%9D-%E2%80%93-miseducating-america?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29
QE Adverse Side Effect #1: Corporate Pension Underfunding Hits Record $460 Billion Deficit, A $108 Billion Deterioration IN ONE MONTH
http://www.zerohedge.com/article/qe-adverse-side-effect-1-corporate-pension-underfunding-hits-record-460-billion-deficit-108-

Is Everyone Bored Of Nouriel Roubini This Time Around?

Read more: http://www.businessinsider.com/let-the-dr-doom-backlash-begin-2010-9#ixzz0zXZUpjmx

A Walk Along Stone’s Wall Street
http://www.nytimes.com/2010/09/14/business/14sorkin.html?_r=1