Wednesday, January 13, 2010

Noteworthy Financial Stories for January 13

Fitch: U.S. CMBS Delinquencies up 42bps; Peak Not Until 2012
http://www.businesswire.com/portal/site/home/permalink/?ndmViewId=news_view&newsId=20100111006160&newsLang=en


Emerging-Market Stocks Fall, Pound Rallies as Oil, Corn Slide
http://www.bloomberg.com/apps/news?pid=20601087&sid=aXpyFDtqpDyU&pos=2

Treasury Investors Most Bearish in Two Years as Deficit Grows
http://www.bloomberg.com/apps/news?pid=20601087&sid=acFQU56n7SyQ&pos=4

Real Estate Bull Laub Sees Unprecedented Workout From Bad Debt
http://www.bloomberg.com/apps/news?pid=20601109&sid=alzZnpmtLZK8&pos=11

Investors Turn Bullish on Stocks From U.S. to Japan on Economy
http://www.bloomberg.com/apps/news?pid=20603037&sid=aoAomVkgW0ZU

Bill Miller Calls Top 10 Companies in S&P 500 Cheap
http://www.bloomberg.com/apps/news?pid=20603037&sid=alkyw50orSk8

China’s Stocks Decline Most in Seven Weeks on Stimulus Exit
http://www.bloomberg.com/apps/news?pid=20601084&sid=ajiFa5i3Yyi0

Chilled Markets – VIX
http://ftalphaville.ft.com/blog/2010/01/13/125366/chilled-markets/

Surely he can’t still be bearish? - Albert Edwards
http://ftalphaville.ft.com/blog/2010/01/13/125131/surely-he-cant-still-be-bearish/

Gross national savings: who saves and who spends the most?
http://www.aleablog.com/scorecard-gross-national-savings-of-gdp/

A Slow-Motion Wreck for Commercial Real Estate
http://www.time.com/time/magazine/article/0,9171,1952317,00.html

A new world: Where to put your money now
http://articles.moneycentral.msn.com/Investing/JubaksJournal/a-new-world-where-to-put-your-money-now.aspx

Broker Margin Debt
http://thereformedbroker.com/2010/01/12/the-brokerage-margin-debt-tell/

The Unofficial List of Pundits/Experts Who Were Wrong on the Housing Bubble (dated but interesting)
http://economicsofcontempt.blogspot.com/2008/07/official-list-of-punditsexperts-who.html

U.S. House Prices to Income: 1989-2009
http://paul.kedrosky.com/archives/2010/01/us_house_prices.html

Flattery Will Get You Far
http://www.scientificamerican.com/article.cfm?id=flattery-will-get-you-far


Holding off inflation, blowing bubbles
http://www.economist.com/blogs/freeexchange/2010/01/holding_inflation_blowing_bubbles

ONE OVERVALUED MARKET?
http://pragcap.com/one-overvalued-market


Hedge Funds Are Placing Record Bullish Bets On Oil
http://www.businessinsider.com/hedge-funds-are-placing-record-bullish-bets-on-oil-2010-1

Two Key Numbers You Need to Know to Manage Your Small Business
http://www.openforum.com/idea-hub/topics/money/article/two-key-numbers-you-need-to-know-to-manage-your-small-business-trent-hamm

Setting Stock Target Prices: Abuses and Best Practices
http://seekingalpha.com/article/182237-setting-stock-target-prices-abuses-and-best-practices?source=feed

ISI’s DeGraaf Sees First-Quarter Drop, Rebound for U.S. Stocks
http://www.bloomberg.com/apps/news?pid=20601087&sid=a8nO1jV9nqAw&pos=5

Tuesday, January 12, 2010

Noteworthy Financial Stories for January 12

US Will Hit 94% Debt to GDP Ratio Next Year, Surpassing the Level Where Debt Starts Reducing Economic Growth
http://www.zerohedge.com/article/us-will-hit-94-debt-gdp-ratio-next-year-surpassing-level-where-debt-starts-reducing-economic?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


Commercial real estate a "train wreck," Jamie Dimon says
http://www.marketwatch.com/story/dimon-calls-commercial-real-estate-a-train-wreck-2010-01-11-183500?reflink=MW_news_stmp

Hedge Fund Legend Bill Fleckenstein Reveals His 2010 Strategy
http://www.zerohedge.com/article/hedge-fund-legend-bill-fleckenstein-reveals-his-2010-strategy

Obama Plans to Raise $120 Billion From Banking Fees
http://www.bloomberg.com/apps/news?pid=20601087&sid=aJbZTpTXDDRo&pos=1

Hedge Fund Lender Reaps Returns on Fallen Companies Banks Shun
http://www.bloomberg.com/apps/news?pid=20601109&sid=a0b0sS2L2068&pos=10

Banks Have More Bite When They’re Allowed to Bark:
http://www.bloomberg.com/apps/news?pid=20601039&sid=alCDWoEQt4ug

Olstein Predicts Almost 10% Return for S&P 500, Higher Earnings
http://www.bloomberg.com/apps/news?pid=20601084&sid=aEBfzwEWXDa0

China Stocks in U.S. Fall as Central Bank Lifts Reserve Ratio
http://www.bloomberg.com/apps/news?pid=20601084&sid=aQK1RgfcyO0A

Bernanke shows Wall Street how its done
http://ftalphaville.ft.com/blog/2010/01/12/124651/bernanke-shows-wall-street-how-its-done/

And You Thought The Rally in Equities Was Impressive
http://www.bespokeinvest.com/bespoke/2010/01/and-you-thought-the-rally-in-equities-was-impressive.html

Yield curve can’t drive profits if banks won’t lend
http://blogs.reuters.com/rolfe-winkler/2010/01/11/yield-curve-cant-drive-profits-if-banks-wont-lend/


What type of Bear Are You?
http://www.ritholtz.com/blog/2010/01/what-type-of-bear-are-you/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+TheBigPicture+%28The+Big+Picture%29&utm_content=Bloglines

Fidelity forecasts positive decade for stocks
http://ftalphaville.ft.com/blog/2010/01/12/124426/fidelity-forecasts-positive-decade-for-stocks/

Speculative default rates decrease, Moody’s says
http://ftalphaville.ft.com/blog/2010/01/11/123511/speculative-default-rates-decrease-moodys-says/

Investors wary about investment prospects
http://www.hedgefundsreview.com/hedge-funds-review/news/1585454/investors-wary-investment-prospects

John Paulson Discloses SuperMedia (SPMD) Position
http://www.marketfolly.com/2010/01/john-paulson-discloses-supermedia-spmd.html

Future Crisis Worries – Hedge Fund Compliance Survey
http://www.hedgeco.net/news/01/2010/13630.html

December 2009 SurePayroll's Small Business Scorecard
http://www.surepayroll.com/scorecard/2009/december/

Long/Short Equity Hedge Funds Shift From Growth To Value Stocks
http://www.marketfolly.com/2010/01/longshort-equity-hedge-funds-shift-from.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+MarketFolly+%28Market+Folly%29#ixzz0cQqrM3Wh

Long Term Look at Rydex Market Timers
http://thetechnicaltakedotcom.blogspot.com/2010/01/rydex-market-timers-long-term-view.html

EXPECTATION RATIO REMAINS FIRMLY POSITIVE
http://pragcap.com/expectation-ratio-remains-firmly-positive

Kiplinger – Texas Holdem Helps Your Investing – But Don’t Play “Free” Poker
http://texasholdeminvesting.com/2010/01/kiplinger-texas-holdem-helps-your-investing-but-dont-play-free-poker/

Monday, January 11, 2010

Noteworthy Financial Stories for January 11 (&8th)

January 11

What Are The Experts Predicting For 2010?
http://www.bigtrends.com/articles/dailytrendwatch/2294-what-are-the-experts-predicting-for-2010.html

Analyst: Banks face headwinds in 2010
http://www.snl.com/InteractiveX/article.aspx?CDID=A-10559828-11819&KPLT=4

Morgan Stanley provides CRE outlook for 2010
http://www.snl.com/InteractiveX/article.aspx?CDID=A-10557422-12341&KPLT=4

Commercial property returns to grow in 2011
http://www.reuters.com/article/idUSTRE6091NU20100110

Bank Profits Means Stocks at 15% Discount to S&P 500
http://www.bloomberg.com/apps/news?pid=20601087&sid=aOzcv87Juyq8&pos=2

Thain Says Fee for Being ‘Too Big to Fail’ May Be Solution
http://www.bloomberg.com/apps/news?pid=20601087&sid=a.Yx.2g6CR4Q&pos=7

Dubai’s First Foreclosure May Open Floodgates in Worst Market
http://www.bloomberg.com/apps/news?pid=20601109&sid=a4TwfiSIfjdM&pos=10

Stocks Analysts Hated Beat the Ones They Loved: John Dorfman
http://www.bloomberg.com/apps/news?pid=20601039&sid=aWBgYmvybThg

BofA Merrill Says S&P 500 May Reach 1,250: Technical Analysis
http://www.bloomberg.com/apps/news?pid=20601084&sid=awb87SuxQLqU

Credit Suisse: Buy Norway
http://ftalphaville.ft.com/blog/2010/01/11/123636/norway-buy/

The Economist: Bubble
http://paul.kedrosky.com/archives/2010/01/hey_the_next_bu.html

The New Smart Money?
http://www.financialarmageddon.com/2010/01/the-new-smart-money.html

Lessons from Merrill Lynch
http://www.ritholtz.com/blog/2010/01/lessons-from-merrill-lynch/

25 Ways to Get Smarter in 2010
http://www.thedailybeast.com/blogs-and-stories/2009-12-28/25-ways-to-get-smarter-in-2010/?cid=hp:originalslist4#gallery=1094;page=1

America slides deeper into depression as Wall Street revels
http://www.telegraph.co.uk/finance/comment/ambroseevans_pritchard/6962632/America-slides-deeper-into-depression-as-Wall-Street-revels.html

The VIX Becomes Worthless, Again
http://247wallst.com/2010/01/08/the-vix-becomes-worthless-again-vxx-vxz/

Sentiment Overview: Week Of January 8th, 2010
http://www.tradersnarrative.com/sentiment-overview-week-of-january-8th-2010-3451.html

Sentiment Overview II
http://thetechnicaltakedotcom.blogspot.com/2010/01/investor-sentiment-no-comment-needed.html


Raymond James' Strategist Jeff Saut: Watch the US Dollar
http://www.marketfolly.com/2010/01/raymond-james-strategist-jeff-saut.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+MarketFolly+%28Market+Folly%29#ixzz0cKh0mvKj


Market Manipulation
http://www.zerohedge.com/article/three-month-flat-market-yesif-you-exclude-constant-after-hours-manipulation

Market Manipulation II
http://www.zerohedge.com/article/more-observations-federal-reserve-buying-stocks?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

FED'S WARNING: (Hat Tip Taylor)

"In the current environment of historically low short-term interest rates, it is important for institutions to have robust processes for measuring and, where necessary, mitigating their exposure to potential increases in interest rates"..........

http://www.federalreserve.gov/newsevents/press/bcreg/20100107a.htm

http://www.federalreserve.gov/newsevents/press/bcreg/bcreg20100107.pdf


Articles for January 8th

Retiree Annuities May Be Pushed by Obama After Market Losses
http://www.bloomberg.com/apps/news?pid=20601084&sid=aq.3HythcPqo

Job Growth Erodes as Housing Bust Pushes Mobility to Record Low
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=ajImkJ5FYdQ8

Morgan Stanley, Goldman, JPMorgan Estimates Cut at Citigroup
http://www.bloomberg.com/apps/news?pid=20601087&sid=a0_Xs1Y.ZAFk&pos=5

China to Start Index Futures, Margin Trade, Shorting
http://www.bloomberg.com/apps/news?pid=20601087&sid=aizB4j2pJ63M&pos=5

Principal Cuts on Lender Menus as Foreclosures Rise
http://www.bloomberg.com/apps/news?pid=20603037&sid=a_Ym1WM6UboU

Consumer Loan Delinquencies Fell in Third Quarter, Group Says
http://www.bloomberg.com/apps/news?pid=20603037&sid=a5GOTv_xkLQA

Equity Markets Look Ripe for Correction, Walter Scott Says
http://www.bloomberg.com/apps/news?pid=20601084&sid=aM0uaDohuPwg

Are Commercial Loan Worries Overblown?
http://www.thestreet.com/_yahoo/story/10658175/1/are-commercial-loan-worries-overblown.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA

Real Estate in Cape Coral Is Far From a Recovery
http://www.nytimes.com/2010/01/03/business/economy/03coral.html

CRE-ative destruction
http://krugman.blogs.nytimes.com/2010/01/07/cre-ative-destruction/?scp=6&sq=commercial%20real%20estate&st=cse

Federal Reserve warned on interest rates
http://www.ft.com/cms/s/0/74c23e0c-fbe8-11de-9c29-00144feab49a.html

Ignore the Crowd … It’s Time to Invest in Commercial Real Estate
http://moneymorning.com/2010/01/08/commerical-real-estate-investing/

Half Of Non-Residential Buildings Will Be Green By 2015 -Study
http://blogs.wsj.com/venturecapital/2010/01/06/half-of-non-residential-buildings-will-be-green-by-2015-study/

Social Media Books to Start Your Year Off Right
http://www.openforum.com/idea-hub/topics/technology/article/social-media-books-to-start-your-year-off-right-christina-warren

ARE EARNINGS ESTIMATES TOO HIGH?
http://pragcap.com/are-earnings-estimates-too-high

About Those Investors...
http://sentimentrader.blogspot.com/2010/01/about-those-investors.html

Five Acquisitions That Should Happen This Year
http://blogs.wsj.com/financial-adviser/2010/01/07/five-acquisitions-that-should-happen-this-year/

New Quant-Oriented Blogs in 2009
http://marketsci.wordpress.com/2010/01/08/new-quant-oriented-blogs-in-2009/

Blogometrics
http://www.palgrave-journals.com/eej/journal/v36/n1/fig_tab/eej200946t1.html#figure-title

Rosenberg: Government Giving Out Barbiturates
http://www.thedisciplinedinvestor.com/blog/2010/01/08/rosenberg-government-giving-out-barbiturates/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+thedisciplinedinvestor%2FEBHR+%28The+Disciplined+Investor%29

Raymond James' Jeff Saut: Lessons Learned
http://www.marketfolly.com/2010/01/raymond-james-jeff-saut-lessons-learned.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+MarketFolly+%28Market+Folly%29

Thursday, January 7, 2010

Noteworthy Financial Stories for January 7

Small Banks Say a Cure Hurts
http://online.wsj.com/article/SB10001424052748703882804574642662226853946.html?mod=dist_smartbrief

Commercial Real Estate in 2010: Weak Fundamentals and Constrained Liquidity
http://www.costar.com/News/Article.aspx?id=2951DBFAB56E0DC71572BAE678F8929A

Record U.S. Apartment Vacancies Force Landlords to Cut Rents
http://www.bloomberg.com/apps/news?pid=20601206&sid=auCo6z6a_B0U

U.S. Now a Renters' Market
http://online.wsj.com/article/SB126282425648418817.html?ru=yahoo&mod=dist_smartbrief

Small Business: Get Fit! Three Financial Resolutions for the New Year
http://www.openforum.com/idea-hub/topics/money/article/get-fit-three-financial-resolutions-for-the-new-year-julie-hansen

Wall Street's Memo to Meredith Whitney: You're So 2009
http://finance.yahoo.com/tech-ticker/article/399286/Wall-Streets-Memo-to-Meredith-Whitney%3A-Youre-So-2009

Rubin, Oil Rally Predictor, Sees $100 Crude in 2010
http://www.bloomberg.com/apps/news?pid=20601087&sid=aZmJGmyDUVXM&pos=6

China Guides Bill Yields Higher, Seeking to Curb Record Lending
http://www.bloomberg.com/apps/news?pid=20601068&sid=a3PGV0FFfJcg

Black Swans Abound as Year of Tiger Shows Teeth
http://www.bloomberg.com/apps/news?pid=20601039&sid=a6oJ.p_VFnSw

Global Stocks to Rally 10% in 2010, Citigroup Strategists Say
http://www.bloomberg.com/apps/news?pid=20601084&sid=aO4mNCdv2FOo

I move markets, therefore I am a US NFP
http://ftalphaville.ft.com/blog/2010/01/07/121586/i-move-markets-therefore-i-am-a-us-nfp/

New Research on Mortgage Modifications and Principal Reduction
http://www.calculatedriskblog.com/2010/01/new-research-on-mortgage-modifications.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+CalculatedRisk+%28Calculated+Risk%29&utm_content=Bloglines


Krugman: Bernanke and the bubble
http://krugman.blogs.nytimes.com/2010/01/06/bernanke-and-the-bubble/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+creditwritedownsnews+%28Credit+Writedowns%27+News+Feed%29

U.K. Bad news for the stock market: retail investors are flooding back
http://blogs.telegraph.co.uk/finance/jeremywarner/100002871/bad-news-for-the-stock-market-retail-investors-are-flooding-back/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+creditwritedownsnews+%28Credit+Writedowns%27+News+Feed%29

Fed Missed This Bubble. Will It See a New One?
http://www.nytimes.com/2010/01/06/business/economy/06leonhardt.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+creditwritedownsnews+%28Credit+Writedowns%27+News+Feed%29

Our White Collar Nation
http://www.cenedella.com/stone/archives/2010/01/our_white_collar_nation.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+creditwritedownsnews+%28Credit+Writedowns%27+News+Feed%29

Wednesday, January 6, 2010

Noteworthy Financial Stories for January 6

Precursor to Friday’s Non Farm Payroll
http://www.bloomberg.com/apps/news?pid=20601087&sid=auY1WAEFfQKc&pos=1

Regional Mall Vacancies in U.S. Rise to Record on Unemployment
http://www.bloomberg.com/apps/news?pid=20601103&sid=agf8KcKovMZM

Bank of America’s Bartels Says S&P 500 to Rally on ‘Breakout’
http://www.bloomberg.com/apps/news?pid=20601084&sid=agG4iLU4yzic

U.S. Office, Shopping Center Construction Spending May Fall 13%
http://www.bloomberg.com/apps/news?pid=20601206&sid=a2mLnX3zlclA

TrimTabs on that ‘US government-rigged stock market’
http://www.zerohedge.com/article/trimtabs-asks-who-responsible-non-stop-market-rally-march-gives-some-suggestions

Why hasn't the Fed been targeting two or three percent inflation?
http://www.marginalrevolution.com/marginalrevolution/2009/12/why-hasnt-the-fed-been-targeting-two-or-three-percent-inflation.html

Commentary: Should you take advice from someone who writes for a living? No!
http://www.marketwatch.com/story/story/print?guid=7830877E-3ACB-4DEF-9B98-331D2D9C5040

Has bullish equity sentiment reached an extreme?
http://quicktakespro.blogspot.com/2010/01/welcome-bulls.html

Selling puts in order to buy stocks at good prices is expected to be a key options-market theme this year.
http://online.barrons.com/article/SB126262269863115003.html

What is an acceptable ROE for the banking industry?
http://www.breakingviews.com/2010/01/04/bank%20roes.aspx?sg=nytimes

The Checklist Manifesto
http://freakonomics.blogs.nytimes.com/2010/01/04/the-checklist-manifesto/

Do Stocks Provide a Sufficient Inflation Hedge?
http://www.zerohedge.com/article/do-stocks-provide-sufficient-inflation-hedge

The Decennial Pattern – Years ending in 0
http://www.ritholtz.com/blog/2010/01/the-decennial-pattern/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+TheBigPicture+%28The+Big+Picture%29

More Bearish Rumblings from Rosenberg
http://www.zerohedge.com/article/rosie-why-not-onset-new-secular-bull-market?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

Fed Minutes from December – Key Points to Watch
http://www.thedisciplinedinvestor.com/blog/2010/01/06/fed-minutes-from-december-key-points-to-watch/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+thedisciplinedinvestor%2FEBHR+%28The+Disciplined+Investor%29

The Little Known Secret to Getting Page 1 Google Rankings
http://www.openforum.com/idea-hub/topics/marketing/article/the-little-known-secret-to-getting-page-1-google-rankings-steve-strauss

The Next BRICs: Six Surging Countries You Must Pay Attention To This Decade
http://www.businessinsider.com/the-next-10-brics-2010-1

Investor Fear Illustrated: Changes in Long/Short Allocation
http://marketsci.wordpress.com/2010/01/06/investor-fear-illustrated-changes-in-longshort-allocation/

THE ULTIMATE GUIDE TO 2010 INVESTMENT PREDICTIONS AND OUTLOOKS
http://pragcap.com/the-ultimate-guide-to-2010-investment-predictions-and-outlooks

Tuesday, January 5, 2010

Noteworthy Financial Stories for January 5

Roach Says Bernanke Should Start Exit Now If Recovery Strong
http://www.bloomberg.com/apps/news?pid=20601087&sid=a7LxSRj_Q8YA&pos=4

Tepper Turns Panic to Profits With $6.5 Billion Hedge Fund Gain
http://www.bloomberg.com/apps/news?pid=20601109&sid=a8UeEKIEIsc0&pos=10

Silicon Valley ‘Bloodbath’ Leaves Entire Office Buildings Empty
http://www.bloomberg.com/apps/news?pid=20601109&sid=a7pUR5eBwlJI&pos=11

Emerging Stocks Lose 20% as Mobius Sees IPO Backfire
http://www.bloomberg.com/apps/news?pid=20601084&sid=a4G2wyRHUk5o

A look ahead to 2010
http://www.ft.com/cms/s/0/3cab0d3e-f948-11de-80dc-00144feab49a,s01=1.html

Chart of the day: Negative net national savings
http://blogs.reuters.com/felix-salmon/2010/01/04/chart-of-the-day-negative-net-national-savings/

Ohio to Borrow as Part of $736 Million Debt Restructuring Plan
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aVJ4McjC1pMw

Sentiment Overview: Starting the Year in a Bullish Mood
http://seekingalpha.com/article/180615-sentiment-overview-starting-the-year-in-a-bullish-mood?source=hp_wc

2010 Predictions
http://seekingalpha.com/tag/2010-predictions?source=hp_wc

Rosenberg's Themes For 2010: The Consumer Is Still Toast, Housing Is Down, And Everyone Is Delinquent On Everything
http://www.businessinsider.com/rosenberg-heres-ten-trends-for-2010-2010-1

David Rosenberg: Government Handouts Are Now 1/5th Of The National Income
http://www.businessinsider.com/david-rosenberg-government-handouts-are-now-15th-of-the-national-income-2010-1

Commercial real estate recovery not seen until 2011
http://www.jsonline.com/business/80674702.html

Fed's Kohn Eyes Stimulus Unwind
http://online.wsj.com/article/SB126253219942513903.html?mod=dist_smartbrief

The Five Levels of Communication in a Connected World
http://www.openforum.com/idea-hub/topics/managing/article/the-five-levels-of-communication-in-a-connected-world-scott-belsky

How to Use a Start Page to Stay Organized
http://www.openforum.com/idea-hub/topics/technology/article/how-to-use-a-start-page-to-stay-organized

Fed's Duke Sees Low Rates for 'Extended Period'
http://www.cnbc.com/id/34695689

Monday, January 4, 2010

Noteworthy Financial Stories for January 4

Real Estate Faces Tough Recovery Slog
http://online.wsj.com/article/SB10001424052748703521904574614833750873314.html

Economist: Without stimulus, growth is difficult
http://www.businessweek.com/news/2010-01-03/feldstein-says-lack-of-2010-stimulus-serious-cloud-on-growth.html

80 Small Business Twitterers You Should Be Following
http://www.openforum.com/idea-hub/topics/money/article/80-small-business-twitterers-you-should-be-following-gregory-go

100 Things to Watch in 2010 (and the 40 That Might Matter to Your Business)
http://www.openforum.com/idea-hub/topics/marketing/article/100-things-to-watch-in-2010-and-the-40-that-might-matter-to-your-business-ann-handley


Bank of America’s Chief Sees Recession Impact Fading
http://www.bloomberg.com/apps/news?pid=20601087&sid=ab_jjRlVKsWE&pos=3

Blackstone’s Wien Sees GDP Growth, Unchanged Stocks
http://www.bloomberg.com/apps/news?pid=20601087&sid=acxqUBR24e0g&pos=4

Commodities Back as Gurus Eschew Financial Assets
http://www.bloomberg.com/apps/news?pid=20601109&sid=a1cY88utRbZU&pos=14

Krugman Sees 30-40% Chance of U.S. Recession in 2010
http://www.bloomberg.com/apps/news?pid=20601068&sid=arP4t5OQfEGY

Biggs Market Redux Places Procter & Gamble in Basket
http://www.bloomberg.com/apps/news?pid=20603037&sid=aZ.OfxJs1plc

Emerging-Market Stocks Rise to Highest Level Since August 2008
http://www.bloomberg.com/apps/news?pid=20601084&sid=am8gxbbgnldU

A Tough Decade for Equities
http://ftalphaville.ft.com/blog/2010/01/04/118831/a-depressing-decade/

A Tough Decade for Equities Part II
http://www.ritholtz.com/blog/2010/01/the-economys-lost-decade/


Best and Worst Investments for 2009
http://www.smartmoney.com/investing/stocks/the-best-and-worst-investment-of-2009/

Oh My God It’s Cold! The Damn Seasons Keep Fooling Us All! Buy Oil!
http://www.reuters.com/article/idUSTRE5B30OK20100104

MythBuster Update: How goes January, so goes the year?
http://www.marketwatch.com/story/januarys-questionable-predictive-powers-2010-01-04

Setting Goals
http://www.thekirkreport.com/2010/01/create-a-vision-for-your-life.html

A Look Ahead: Forecasts From Every Corner
http://www.smartmoney.com/investing/economy/a-look-ahead-2010-forecasts-from-every-corner/