Noteworthy Financial Stories for November 10

Tighter Bank Lending Standards Reinforce Fed Decision on Rates
http://www.bloomberg.com/apps/news?pid=20601206&sid=awd3PMfIuL0o

Survey: 2010 Will Be Buyers' Market for Commercial Real Estate
http://www.dsnews.com/articles/survey-2010-will-be-buyers-market-for-commercial-real-estate-2009-11-09

Albert Edwards of Societe Generale Remains Firmly in Bear Camp, Calls for New Lows in 2010
http://www.fundmymutualfund.com/2009/11/albert-edwards-of-societe-generale.html

Commercial Real Estate at Bottom?
http://real-estate-and-urban.blogspot.com/2009/11/does-mit-transactions-based-commercial.html

Buiter Says Don’t Buy Treasuries as Fed May Raise Interest Rate
http://www.bloomberg.com/apps/news?pid=20601087&sid=aRNAMnQoa4qc&pos=6

10% Unemployment = Bull Market
http://ftalphaville.ft.com/blog/2009/11/10/82281/i-1982-is-10-us-unemployment-good-for-the-stock-market/

Banks don't just have an asset problem - Moody's
http://ftalphaville.ft.com/blog/2009/11/10/82446/banks-dont-just-have-an-asset-problem-says-moodys/

Goldman loves Commodities
http://ftalphaville.ft.com/blog/2009/11/10/82451/goldman-still-bullish-on-commodities-oil-corn-copper-set-to-rise/

Concerns over Private Equity Collapsing
http://business.timesonline.co.uk/tol/business/industry_sectors/banking_and_finance/article6909961.ece

Chinese Grabbing Up Gold
http://ftalphaville.ft.com/blog/2009/11/10/82476/that-chinese-gold-buying-effect/

A Chart of Roubini’s Horrible Trackrecord in 2009
http://wallstcheatsheet.com/breaking-news/economy/a-chart-of-roubinis-horrible-trackrecord-in-2009/?p=3513/

Threat from large budget deficits looms
http://www.ft.com/cms/s/0/98e7c192-cd5f-11de-8162-00144feabdc0.html

Not all bubbles present a risk to the economy
http://www.ft.com/cms/s/0/98e7c192-cd5f-11de-8162-00144feabdc0.html

JPMorgan to add $4 billion in small business loans
http://www.reuters.com/article/smallBusinessNews/idUSTRE5A92DT20091110

Due Diligence
http://www.hedgetracker.com/article/Did-the-Stock-Market-Collapse-Help-Some-Hedge-Funds-Mask-More-Serious-Problems

Due Diligence II
http://www.hedgefundsreview.com/hedge-funds-review/news/1561574/crisis-leads-hedge-fund-changes

Tighter Bank Lending Standards Reinforce Fed Decision on Rates
http://www.bloomberg.com/apps/news?pid=20601206&sid=awd3PMfIuL0o

Survey: 2010 Will Be Buyers' Market for Commercial Real Estate
http://www.dsnews.com/articles/survey-2010-will-be-buyers-market-for-commercial-real-estate-2009-11-09

Noteworthy Financial Stories for November 9

Inside the Global Gold Frenzy
http://www.nytimes.com/2009/11/08/business/global/08gold.html?_r=2&emc=tnt&tntemail1=y

Doing Due Diligence on Galleon
http://blogs.reuters.com/felix-salmon/2009/11/07/doing-due-diligence-on-galleon/

Too Big Too Fail Amendment
http://blogs.reuters.com/rolfe-winkler/2009/11/09/sanders-tbtf-amendment/

Goldman: Commodities Will Soar On Chinese Construction Acceleration
http://www.businessinsider.com/goldman-based-on-channel-checks-chinese-construction-is-accelerating-2009-11

U.S. Stocks, Commodities Jump as Dollar Slides on G-20 Stimulus
http://www.bloomberg.com/apps/news?pid=20601087&sid=ayMaUwp6teXI&pos=1

Stock Rally Just Getting Started Before Rates Rise
http://www.bloomberg.com/apps/news?pid=20601087&sid=a9.ZzZW5rvEk&pos=3

Death To Value Line
http://www.bloomberg.com/apps/news?pid=20601109&sid=aPpxj3FdB0uM&pos=14

IMF Signals Low U.S. Rates Funding ‘Carry Trade’
http://www.bloomberg.com/apps/news?pid=20601087&sid=a5ritflpCi34&pos=6

Cousins sees more pain ahead in real estate
http://www.ajc.com/business/cousins-sees-more-pain-187956.html

Blowing emerging bubbles
http://ftalphaville.ft.com/blog/2009/11/09/82266/blowing-emerging-bubbles/

Is Our Whole Banking System Catastrophically Insolvent?
http://truthingold.blogspot.com/2009/11/good-friend-on-mine-works-for-real.html

David Einhorn vs the bloggers on credit default swaps
http://ftalphaville.ft.com/blog/2009/11/09/82231/david-einhorn-vs-the-bloggers-on-credit-default-swaps/

Exclusive Interview: Quant Trader Fari Hamzei Offers His Advice for Investing
http://wallstcheatsheet.com/knowledge/interview-knowledge/exclusive-interview-quant-trader-fari-hamzei-offers-his-advice-for-investing/?p=3411/

Mark Hulbert Remains Bullish
http://www.marketwatch.com/story/contrarian-analysis-remains-bullish-on-stocks-2009-11-06?siteid=

Sentiment Summary Via Traders Narrative
http://www.tradersnarrative.com/sentiment-overview-week-of-november-6th-2009-3178.html

Noteworthy Financial Stories for November 6

Jobless Rates Around The World
http://www.cnbc.com/id/26658167

Why US Officials Aren't Worried About Dollar's Fall—Yet
http://www.cnbc.com/id/33621641

Darling Seeks G-20 Plan to Deal With Asset Bubbles
http://www.bloomberg.com/apps/news?pid=20601087&sid=a7vKb1ENRhM0&pos=4

Moody’s Sees Debt Sales at Crisis Levels for Decade
http://www.bloomberg.com/apps/news?pid=20601087&sid=aM8xbF_lGOvM&pos=6

Global Stocks May Fall as U.S. Yields Rise: Technical Analysis
http://www.bloomberg.com/apps/news?pid=20601087&sid=aM8qSYZVTZ6o&pos=7

Dollar Rise "Alert"
http://ftalphaville.ft.com/blog/2009/11/06/81936/dollar-rise-alert/

UBS Bubble-Talk Bashers
http://ftalphaville.ft.com/blog/2009/11/06/81971/ubs-the-bubble-talk-bashers/

Why Asia may shake off an S&P Correction
http://ftalphaville.ft.com/blog/2009/11/06/81951/why-asia-may-shake-off-an-sp-correction/

Bank Failure Chart
http://blog.rivast.com/wp-content/uploads/10-30-09-Bank-Failures.gif

Japan’s Demographic Time Bomb Is Imploding
http://www.thesunshinereport.net/marksunshine/?p=572

A global problem with no solution
http://blogs.reuters.com/felix-salmon/2009/11/06/a-global-problem-with-no-solution/

Another Look At Gold
http://blogs.reuters.com/rolfe-winkler/2009/11/06/gold-hits-1100/

U.S. Commercial Property Loans Fall 54%, Bankers Say
http://www.bloomberg.com/apps/news?pid=20601206&sid=aXiOCML2ZIvM

The Commercial Loan Nightmare Facing U.S. Banks
http://www.businessweek.com/investing/wall_street_news_blog/archives/2009/11/commercial_loan.html

Investment managers say they expect positive CRE returns
http://www.reit.com/tabid/477/News/default.aspx?type=E&ID=61

Commercial real estate pros say no recovery until 2011
http://sanfrancisco.bizjournals.com/sanfrancisco/stories/2009/11/02/daily158.html?ed=2009-11-05&ana=e_du_pub

Best Financial Stories Nov 5

Commercial real estate pros say no recovery until 2011
http://sanfrancisco.bizjournals.com/sanfrancisco/stories/2009/11/02/daily158.html?ed=2009-11-05&ana=e_du_pub

The story so far, in one picture
http://krugman.blogs.nytimes.com/2009/11/03/the-story-so-far-in-one-picture/

Rodgin Cohen on Decade's end
http://www.thedeal.com/blogs/video/decade-of-the-deal/rodgin-cohen-on-decades-end.php

Bubblenomics is back with a vengeance
http://www.cityam.com/news-and-analysis/Allister-Heath/7kvuwqy96k.html
The Great Contraction of 2008-2009
http://www.project-syndicate.org/commentary/rogoff62/English

Dan Ferris: Coming mortgage storm could be disastrous
http://www.thedailycrux.com/content/3292/Mortgages

Treasury Curve Steepens to Most Since September Before Auctions
http://www.bloomberg.com/apps/news?pid=20601087&sid=aM.hJKj7w_IY&pos=2

Did We Learn Anything? Carry Trade Edition
http://econompicdata.blogspot.com/2009/11/did-we-learn-anything-carry-trade.html

The roots of the coming crash
http://blogs.reuters.com/felix-salmon/2009/11/04/the-roots-of-the-coming-crash/

10 Year Nominal-Real Treasury Spread Now at 2%
http://mjperry.blogspot.com/2009/11/10-year-nominal-real-treasury-spread.html

Fifty Years of Economic History in one Figure
http://www.marginalrevolution.com/marginalrevolution/2009/11/fifty-years-of-economic-history-in-one-figure.html

Punditry, predictions and profits
http://www.abnormalreturns.com/2009/11/punditry-predictions-and-profits/

Financial Stories for November 4

Crisis Compels Economists To Reach for New Paradigm
http://online.wsj.com/article/SB125720159912223873.html?mod=rss_Today's_Most_Popular

Trading - Learning from Losses
http://www.abnormalreturns.com/2009/11/learning-the-lessons-from-losses/

Rogers Says Roubini Is Wrong on Bubbles as Gold, Stocks Rally
http://www.bloomberg.com/apps/news?pid=20601087&sid=a8fc.G.WUIP8&pos=5

Emerging-Market Rally to Extend to 2010, Praveen Says
http://www.bloomberg.com/apps/news?pid=20603037&sid=at4Zs7mrLfBM

ADP Says U.S. Companies Cut Estimated 203,000 Jobs
http://www.bloomberg.com/apps/news?pid=20601068&sid=aD9IfeC62fzo

Asset Bubble Warnings From IMF
http://ftalphaville.ft.com/blog/2009/11/04/81351/asset-bubble-warnings-international-monetary-institution-edition/

The Mystery of the Rising Stock Market
http://www.slate.com/id/2234464/

Bad News Bears: The Guys Who Bet Against the Bubble and Won
http://nymag.com/daily/intel/2009/11/bad_news_bears_2.html

Handling real estate loans will be a tough act
http://www.dallasnews.com/sharedcontent/dws/bus/columnists/chall/stories/DN-Hall_04bus.ART0.State.Edition1.3c95783.html

November 3rd's Best Financial Stories

Bullish data, recoveries, crashes and the psychology of forecasting redux
http://www.nakedcapitalism.com/2009/11/bullish-data-recoveries-crashes-and-the-psychology-of-forecasting-redux.html


What Backs The Buck
http://www.ritholtz.com/blog/2009/11/what-backs-the-buck/

Cushions are thicker but don’t get comfy
http://blogs.reuters.com/rolfe-winkler/2009/10/30/cushions-are-thicker-but-dont-get-comfy/

David Dreman - Contrarian Take
http://www.forbes.com/forbes/2009/1116/finance-recession-great-depression-dow-the-contrarian.html

Business Bankruptcy Filings Increased 7% in October
http://online.wsj.com/article/SB10001424052748703932904574511733633191024.html

Grim reality still grips U.S. commercial real estate
http://www.reuters.com/article/domesticNews/idUSTRE5A15L020091102

Small Business Lending
http://www.thestreet.com/story/10620636/1/banks-next-profit-center-small-biz-lending.html

Money Managers are Still Bullish
http://www.smartmoney.com/investing/stocks/money-managers-are-still-bullish/

Lessons from Jesse Livermore
http://www.minyanville.com/articles/etf-google-goldman-sachs-GE-traders-investors-Livermore-trading-emotions-losses/index/a/25187

Best Financial Stories for Monday, November 2

Pandit ‘Near Death’ Cash Hoard Signals Lower U.S. Bank Profits
http://www.bloomberg.com/apps/news?pid=20601087&sid=aQokWJUKo2d0&pos=4

Stock Analysts Right on Profits as Investors Disagree
http://www.bloomberg.com/apps/news?pid=20601087&sid=aq_qDXW0ZiuE&pos=7

Ticking Time Bomb on Carry Trade
http://ftalphaville.ft.com/blog/2009/11/02/80836/a-ticking-time-bomb-or-the-mother-of-all-carry-trades/

Commercial Real Estate - Work it Out
http://ftalphaville.ft.com/blog/2009/11/02/80806/commercial-real-estate-work-it-out/

More CRE
http://www.businessinsider.com/henry-blodget-new-rules-encourage-banks-to-lie-about-value-of-commercial-real-estate-assets-2009-11

Mother of all carry trades faces an inevitable bust
http://www.ft.com/cms/s/0/9a5b3216-c70b-11de-bb6f-00144feab49a.html

UBS Global Equity Risk Strategy Indicator
http://online.barrons.com/article/SB125694285397619649.html

Investment Sentiment
http://www.tradersnarrative.com/sentiment-overview-week-of-october-30th-2009-3155.html

Investment Sentiment Part II
http://thetechnicaltakedotcom.blogspot.com/2009/10/investor-sentiment-option-3.html

Investment Sentiment Part III
http://online.barrons.com/public/page/9_0210-investorsentimentreadings.html?mod=bol_topnav_9_3000

Trader: Explaining Volatility
http://oldprof.typepad.com/a_dash_of_insight/2009/10/understanding-market-volatility.html

Hyperinflation - Overblown Concerns
http://business.theatlantic.com/2009/10/seriously_stop_worrying_about_hyperinflation.php