Best Financial Stories for August 20, 2010

Real Estate
New Monopoly Properties For A Changing Economy
http://www.collegehumor.com/article:1808215

Fitch: 43% of CMBS loans maturing in September in special servicing
http://www.snl.com/InteractiveX/article.aspx?Id=11617331&KPLT=4

Banks Stuck With Bill for Bad Loans
http://www.nytimes.com/2010/08/20/business/20norris.html?wpisrc=nl_wonk

How Expensive Would Mortgages Be Without Government Backing?
http://www.theatlantic.com/business/archive/2010/08/how-expensive-would-mortgages-be-without-government-backing/61780/

Did Stimulus Work?
http://www.theatlantic.com/business/archive/2010/08/did-stimulus-work/61802/


JPMorgan $484.6 million Centro CMBS rated by Realpoint
http://www.reuters.com/article/idUSTRE67I62L20100819

Retail Spaces Lead Drop in U.S. Commercial Property
http://noir.bloomberg.com/apps/news?pid=newsarchive&sid=aejm8cAqn7yE

Early Surge Seen In Apartment Demand
http://finance.yahoo.com/news/Early-Surge-Seen-In-Apartment-ibd-4113874223.html?x=0&.v=1

Growth of CMBS delinquencies slows
http://southflorida.bizjournals.com/southflorida/stories/2010/08/16/daily37.html?ana=yfcpc

Cincinnati's industrial real estate market shows signs of health
http://cincinnati.bizjournals.com/cincinnati/stories/2010/08/23/story3.html?ana=e_du_pub


Economy
U.S. Economy Contracting Again, No Recovery, Rosenberg Says
http://noir.bloomberg.com/apps/news?pid=20601087&sid=azHMFRny4KG0&pos=5


It’s Obama Versus Bush as Growth Slows Before November Election
http://noir.bloomberg.com/apps/news?pid=20601087&sid=a32M94CTTIm8&pos=8

People Have 'Huge Disbelief' in Government: CIO
http://www.cnbc.com/id/38783418

Goldman: US banks could be heading for lengthy Japanese-style slog
http://www.snl.com/InteractiveX/article.aspx?Id=11612574&KPLT=4

America Won the Cold War But Now Is Turning Into the USSR, Gerald Celente Says
http://finance.yahoo.com/tech-ticker/article/535351/America-Won-the-Cold-War-But-Now-Is-Turning-Into-the-USSR%2C-Gerald-Celente-Says

And Now We're Headed For The GREATEST Depression, Says Gerald Celente
http://finance.yahoo.com/tech-ticker/article/535350/And-Now-Were-Headed-For-The-GREATEST-Depression%2C-Says-Gerald-Celente


Equity Market
Shrinking ‘Quant’ Funds Struggle to Revive Boom
http://www.nytimes.com/2010/08/20/business/20quant.html?_r=1

M&A Sees August Revival as Companies Tap $3 Trillion
http://noir.bloomberg.com/apps/news?pid=20601087&sid=akxATR8d0CWE&pos=2
Reports of the death of mean reversion are premature
http://www.ritholtz.com/blog/2010/08/reports-of-the-death-of-mean-reversion-are-premature/

More US Workers Tapping Pensions Early: Fidelity
http://www.cnbc.com/id/38782518

Trading On the Nasdaq? Prepare to Be Fried
http://www.cnbc.com/id/38766996

A roster of dividend-paying stocks to consider
http://www.marketwatch.com/story/a-roster-of-dividend-paying-stocks-to-consider-2010-08-20?siteid=rss&rss=1

Seeking the Truth — Or Obscuring It?
http://www.ritholtz.com/blog/2010/08/seeking-the-truth-or-obscuring-it/

Bear Market Math - Are the July Lows in Danger?
http://finance.yahoo.com/news/Bear-Market-Math-Are-the-July-etfguide-2985313684.html?x=0&.v=1

How to Trade: The Hindenburg Omen Stock Market Crash
http://www.thestreet.com/_yahoo/story/10837097/1/how-to-trade-the-hindenburg-omen-stock-market-crash.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA


Credit Markets
Morgan Stanley Issues Mea Culpa on Treasury Forecast
http://noir.bloomberg.com/apps/news?pid=20601087&sid=amp2QGp.zn1A&pos=4

Appeasing the Bond Gods
http://www.nytimes.com/2010/08/20/opinion/20krugman.html?wpisrc=nl_wonk

Credit Suisse Backs Biggest M&A Junk Financing as Yields Plunge
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aA7wkcEcFAV0&pos=5

Basel Committee Says Bondholders Should Take Losses
http://noir.bloomberg.com/apps/news?pid=20601085&sid=aWyIaFP91cRs

THE MYTH OF THE GREAT BOND “BUBBLE”
http://pragcap.com/the-myth-of-the-great-bond-bubble

JPMorgan Said to Revamp Asset Management to Counter BlackRock
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aa7dq0l_unew&pos=4

Why Bonds Are Most Certainly Not in a Bubble
http://seekingalpha.com/article/221569-why-bonds-are-most-certainly-not-in-a-bubble?source=hp_wc


Sentiment/Options/MoneyFlow
Kenneth Fisher Recommends Stocks as Pessimism Surges
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aHT21jT7pDSo&pos=4

Fund Flows Paint a Contradictory Picture
http://news.morningstar.com/articlenet/article.aspx?id=348924

How To Blow A Bond Bubble
http://www.finance-insurance-loans.com/finance/money/chart-of-the-day-how-to-blow-a-bond-bubble/


Hedge Funds
Eight out of ten hedge fund strategies positive in July
http://www.hedgeweek.com/2010/08/20/58789/eight-out-ten-hedge-fund-strategies-positive-july


Private Equity
The Morning Leverage: Are VC-Backed Companies All The (Buyout) Rage?
http://blogs.wsj.com/privateequity/2010/08/20/the-morning-leverage-are-venture-backed-companies-all-the-buyout-rage/


Small Business
Small Businesses are Not Hiring - Why Should They?
http://globaleconomicanalysis.blogspot.com/2010/08/small-businesses-are-not-hiring-why.html

Best Financial Stories for August 19, 2010

Real Estate
Pent-Up Capital Generates ‘Ferocious’ Competition for Core, Distressed Shopping Centers
http://www.costar.com/News/Article.aspx?id=65563427848BF03D265032E24DB83E08&ref=100&iid=194&cid=4551B02CF9EBB4A3FD8AA99C29554FD4

CRE Lending Turns a Corner, But Still Has a Few More To Turn
http://www.costar.com/News/Article.aspx?id=C90725062200567171F1C68671C3D7BD&ref=100&iid=194&cid=4551B02CF9EBB4A3FD8AA99C29554FD4

This Week in Retail: Empty 'Big Boxes' Showing Resiliency in Strong Markets
http://www.costar.com/News/Article.aspx?id=505145D0C74AA98B2B6A8688ED34FFCE&ref=100&iid=194&cid=4551B02CF9EBB4A3FD8AA99C29554FD4

JPMorgan Said to Plan Biggest CMBS Offering of Year
http://noir.bloomberg.com/apps/news?pid=newsarchive&sid=al9o6LiRKc2A



Economy
Philly Fed double-dip disappoints
http://ftalphaville.ft.com/blog/2010/08/19/320601/philly-fed-double-dip-disappoints/

Don't Double Dip—Weekly Market Review
https://www.oppenheimerfunds.com/articles/article_08-16-10-120722.jsp

Reassessing The Probability Of A “Double Dip” Recession
http://www.tradersnarrative.com/reassessing-the-probability-of-a-double-dip-recession-4555.html

ECRI Watch: Further slight improvement, but tread carefully
http://www.investmentpostcards.com/2010/08/18/erci-watch-further-slight-improvement-but-tread-carefully/


How the fight over tax breaks affects your bottom line
http://www.washingtonpost.com/wp-srv/special/business/comparing-the-tax-plans/

Basel: Bank Rules Won't Hurt Growth
http://online.wsj.com/article/SB10001424052748703649004575436950880560936.html

Fed Officials All Over the Map in Explaining Policy Shift
http://blogs.wsj.com/economics/2010/08/18/fed-officials-all-over-the-map-in-explaining-policy-shift/?wpisrc=nl_wonk

Leading Index May Show U.S. Economy to Cool Through Year’s End
http://noir.bloomberg.com/apps/news?pid=20601087&sid=ab3ubnt3imF0&pos=4

Paychecks to Shrink Because of Higher Health Premiums
http://noir.bloomberg.com/apps/news?pid=20603037&sid=avQtmizfD1Ww

Gross On Debt
http://krugman.blogs.nytimes.com/2010/08/18/gross-on-debt/


Going for broke
http://www.economist.com/node/16843119?story_id=16843119&fsrc=scn/tw/dc/rss/dc

Crisis No More: The Success of Obama's Stimulus Program
http://www.brookings.edu/articles/2010/0817_stimulus_success_burtless.aspx?rssid=LatestFromBrookings&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+BrookingsRSS%2Ftopfeeds%2FLatestFromBrookings+%28Brookings%3A+Latest+From+Brookings%29

Bye-Bye to the Fed-Funds Rate
http://online.wsj.com/article/SB10001424052748703700904575391251303808226.html?mod=dist_smartbrief


Broke States Should Save Themselves By Selling Off Roads, Colleges, And Other Assets, Says Altucher
http://finance.yahoo.com/tech-ticker/article/535345/Broke-States-Should-Save-Themselves-By-Selling-Off-Roads%2C-Colleges%2C-And-Other-Assets%2C-Says-Altucher



Equity Market
The bond-stock decoupling is quite the Conundrum, Citi says
http://ftalphaville.ft.com/blog/2010/08/19/320151/the-bond-stock-decoupling-is-quite-the-conundrum-citi-says/


Byron Wien on Economy, Markets
http://www.ritholtz.com/blog/2010/08/byron-wien-on-economy-markets/

Taking Stock of a Scary Market Signal
http://online.barrons.com/article/SB50001424052970203651904575437701553249446.html?

Dismantling Bullish Arguments
http://finance.yahoo.com/news/Dismantling-Bullish-etfguide-2485049005.html?x=0&.v=1



Credit Markets
Flattening yield curve, flat-lining banks
http://ftalphaville.ft.com/blog/2010/08/19/319946/flattening-yield-curve-flat-lining-banks/


What is Happening with Bond Prices?
http://delong.typepad.com/sdj/2010/08/what-is-happening-with-bond-prices.html

Are Bank Stocks Such a Good Buy?
http://www.nakedcapitalism.com/2010/08/are-bank-stocks-such-a-good-buy.html

The unpoppable bond bubble
http://wallstreet.blogs.fortune.cnn.com/2010/08/18/the-unpoppable-bond-bubble/

The Battle Between (In/De)Flationists
http://www.surlytrader.com/the-battle-between-indeflationists/


Sentiment/Options/MoneyFlow
Bulls Scatter...Again
http://www.bespokeinvest.com/thinkbig/2010/8/18/bulls-scatteragain.html



Hedge Funds
Druckenmiller to Shut Fund After 30 Years as Stress Takes Toll
http://noir.bloomberg.com/apps/news?pid=20601014&sid=aQSyeyQp8fOI


Commodities
Finding New Ways to Fill the Tank
http://www.nytimes.com/2010/08/19/business/energy-environment/19fuel.html?_r=1&wpisrc=nl_wonk


Western Economies Face Hyperinflation: Gold Bull
http://www.cnbc.com/id/38767004


Small Business

Small Firms Lagging, With Bulk of Job Losses
http://online.wsj.com/article/SB10001424052748704557704575437650742168186.html?wpisrc=nl_wonk

Best Financial Stories for August 18, 2010

Real Estate
Mall REITs continue to post gains in the second quarter
http://retailtrafficmag.com/finance/analysis/clean_bill_health_reits_08182010/

Office-Leasing Rebound Could Be Deceiving
http://online.wsj.com/article/SB10001424052748703824304575435872263411694.html?mod=dist_smartbrief

Investing In Green-Building Real-Estate Companies Becoming More Viable
http://online.wsj.com/article/BT-CO-20100817-710016.html?mod=dist_smartbrief


Economy
ERCI Watch: Further slight improvement, but tread carefully
http://www.investmentpostcards.com/2010/08/18/erci-watch-further-slight-improvement-but-tread-carefully/


Senior Loan Officer Survey shows noteworthy improvements
http://www.investmentpostcards.com/2010/08/18/senior-loan-officer-survey-shows-noteworthy-improvements/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+wordpress%2FVYxj+%28Investment+Postcards+from+Cape+Town%29

What Deflation Means for Your Money
http://online.wsj.com/article/SB10001424052748704554104575435871360718144.html


Rosenberg – Video: Economic Cycle of Uncertainty
http://www.thedisciplinedinvestor.com/blog/2010/08/17/rosenberg-video-economic-cycle-of-uncertainty/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+thedisciplinedinvestor%2FEBHR+%28The+Disciplined+Investor%29


China Swallows Obama Stimulus Meant for U.S. Economy: Andy Xie
http://noir.bloomberg.com/apps/news?pid=20601039&sid=awzqAYrLaXZ8

Stop the market – the Fed wants to get off
http://ftalphaville.ft.com/blog/2010/08/18/318671/stop-the-market-the-fed-wants-to-get-off/

Every 1% increase in bank capital = 0.19% lost in GDP, BIS says
http://ftalphaville.ft.com/blog/2010/08/18/318991/every-1-increase-in-bank-capital-0-19-lost-in-gdp-bis-says/

NY Fed: Total Household Debt down 6.4% from the peak in 2008
http://www.calculatedriskblog.com/2010/08/ny-fed-total-household-debt-down-64.html

A “Lost Decade” for The U.S. Economy? Fat Chance
http://blogs.wsj.com/deals/2010/08/17/mike-mayo-spells-out-why-us-wont-have-japans-lost-decade/


Rogoff and Reinhart strike back
http://voices.washingtonpost.com/ezra-klein/2010/08/rogoff_and_reinhart_strike_bac.html


Equity Market
Warning, bear market 2010: 11 'sells.' Only 6 'buys'
http://www.marketwatch.com/story/its-going-to-get-worse-a-whole-lot-worse-2010-08-17


Sentiment improves towards Europe, survey shows
http://www.housingwire.com/2010/08/18/sentiment-improves-towards-europe-survey-shows



Dow to Tumble to 8,000, Prechter Forecasts: Technical Analysis
http://noir.bloomberg.com/apps/news?pid=20601084&sid=aIWQ4uhH4NzY


The cult of equity — dying hard, with a vengeance
http://thepriceofeverything.typepad.com/the_price_of_everything/2010/08/die-hard-with-a-vengeance.html

The art of reading 13-F filings
http://classic.abnormalreturns.com/the-art-of-reading-13-f-filings/

Cramer's Mad Money - 10 Reasons Not to Fear a Crash (8/17/10)
http://seekingalpha.com/article/221075-cramer-s-mad-money-10-reasons-not-to-fear-a-crash-8-17-10?source=yahoo

US is Cheap
http://www.rba-llc.com/docs/TheUSisCheap.pdf



Credit Markets
Long Term Bond ETFs: One Heck Of A Rally
http://etfdb.com/2010/long-term-bond-etfs-one-heck-of-a-rally/


The Great American Bond Bubble
http://online.wsj.com/article/SB10001424052748704407804575425384002846058.html

China Doubles Korea Bond Holdings as U.S. Debt Sold
http://noir.bloomberg.com/apps/news?pid=20601009&sid=amrb5My2ylrw

When Unconventional Becomes Conventional
http://www.pimco.com/Pages/WhenUnconventionalBecomesConventional.aspx

Bond Bubble? Perhaps – Initiating Position in (TBT)
http://www.thedisciplinedinvestor.com/blog/2010/08/18/bond-bubble-pehaps-initiating-position-in-tbt/

Do US Bonds Resemble Dot Com Stocks?
http://www.ritholtz.com/blog/2010/08/do-us-bonds-resemble-dot-com-stocks/



Sentiment/Options/MoneyFlow
Use Potash ‘Buy-Writes’ to Profit From Takeover, Capstone Says
http://noir.bloomberg.com/apps/news?pid=20601084&sid=abY1OHdhxE9I


Commodities
Copper May Top Year’s High in Second Half: Technical Analysis
http://noir.bloomberg.com/apps/news?pid=20601012&sid=a8f6i1mMRJPw

Oil Futures Show WTI 2012 Discount Disappearing: Energy Markets
http://noir.bloomberg.com/apps/news?pid=20601072&sid=ayB_ipoSDdb0

Golden excitement
http://www.marketwatch.com/story/a-contrarian-take-on-gold-2010-08-18

Best Financial Articles for August 17, 2010

Real Estate
The worst bet in real estate today: Construction loans
http://www.usatoday.com/money/industries/banking/2010-08-17-banks17_CV_N.htm

Grocery REITs That Can Fight Off Wal-Mart
http://online.barrons.com/article/SB50001424052970204451004575433484254095648.html

Fed Adopts Rules Meant to Protect Home Buyer
http://www.nytimes.com/2010/08/17/business/17mortgage.html?_r=2&hpw

Mortgage eligibility at heart of Fannie, Freddie debate
http://www.marketwatch.com/story/mortgage-eligibility-at-heart-of-fannie-debate-2010-08-16

Bill Gross Urges Full Nationalization Of GSEs
http://noir.bloomberg.com/apps/news?pid=newsarchive&sid=a6NdgoyXj2YM


Economy
Production, Housing Starts in U.S. Probably Increased in July
http://noir.bloomberg.com/apps/news?pid=20601083&sid=aRMzGVGAhE4o

Global Economic Recovery is `Well in Place,' Templeton's Mark Mobius Says
http://noir.bloomberg.com/apps/news?pid=20601013&sid=aSdaW1H5vBq0

Missing the Housing Bubble 101
http://ftalphaville.ft.com/blog/2010/08/17/317451/missing-the-housing-bubble-101/

Fed Watch: A Bleak View
http://economistsview.typepad.com/economistsview/2010/08/fed-watch-a-bleak-view.html

It's A Miracle! Bank Loan Officers Say
http://finance.yahoo.com/tech-ticker/article/535332/Its-A-Miracle!-Bank-Loan-Officers-Say-Theyre-Starting-To-Lend-Again

Capital Cushions Against a Credit Crunch
http://www.americanbanker.com/news/capital-cushions-against-a-credit-crunch-1024168-1.html



Equity Market
Buffett Restores J&J Holdings as Berkshire’s Cash Hoard Climbs
http://noir.bloomberg.com/apps/news?pid=20603037&sid=aQVBG6ktCBPQ

Bartels Sees ‘Correction’ in U.S. Stocks: Technical Analysis
http://noir.bloomberg.com/apps/news?pid=20601084&sid=almZ02sfvYgk




Credit Markets
China Reduces Long-Term Treasuries by Record Amount
http://noir.bloomberg.com/apps/news?pid=20601010&sid=ag9bFI7w3t18

Mortgage Bonds Slump on ‘Mega-Refi’ Concern: Credit Markets
http://noir.bloomberg.com/apps/news?pid=20601009&sid=a1RHcBD9AtXs

The world is enough for US Treasuries (maybe)
http://ftalphaville.ft.com/blog/2010/08/17/317306/the-world-is-enough-for-us-treasuries-maybe/

The Bond Market Bubble
http://blogs.wsj.com/deals/2010/08/16/deal-journal-video-the-bond-market-bubble/

Sentiment/Options/MoneyFlow
Investors Fleeing Stocks With Cash Flow Lure JPMorgan
http://noir.bloomberg.com/apps/news?pid=20603037&sid=aW1JCB01FoRM

Investors Cut Holdings of U.S. Stocks on Economy, Merrill Says
http://noir.bloomberg.com/apps/news?pid=20601084&sid=aNrTm3TFSZ98



Hedge Funds
Resurgence of controversial hedge fund strategy
http://www.ft.com/cms/s/0/7d1fdf24-a966-11df-a6f2-00144feabdc0.html?ftcamp=rss

MLPs: Strong Investment Vehicles in Uncertain Economic Times
http://seekingalpha.com/article/220947-mlps-strong-investment-vehicles-in-uncertain-economic-times?source=feed



Commodities
China Copper Consumption Growth to Slow, Antaike Says
http://noir.bloomberg.com/apps/news?pid=20601012&sid=afDAUT2bnaH8

Gold May Extend Six-Week High on Indications of Slowing Rebound
http://noir.bloomberg.com/apps/news?pid=20601012&sid=ajhLbz9JrKu8

Noteworthy Financial Stories for August 16

Real Estate
Low industrial prices in Ohio are attracting some buyers
http://www.middletownjournal.com/news/middletown-news/businesses-find-good-deals-on-vacant-property-862056.html

REITs Score in Second Quarter, But Clouds Remain
http://multifamilyexecutive.com/reits/reits-score-in-second-quarter-but-clouds-remain.aspx

Thoughts of real estate double dip deter investors
http://www.usatoday.com/money/economy/housing/2010-08-14-cnbc-real-estate-investing_N.htm

Washington Park renovation work to start Tuesday
http://cincinnati.bizjournals.com/cincinnati/stories/2010/08/16/daily9.html?ana=e_du_pub



Economy
What a Modern Depression Looks Like
http://www.housingwire.com/2010/08/16/what-a-modern-depression-looks-like

Nassim Nicholas Taleb: A Crazier Future
http://vodpod.com/watch/4224700-nassim-nicholas-taleb-a-crazier-future?pod=

ECRI WLI "Flattens Out" at -9.8% - ECRI says "Gage is Fine"
http://globaleconomicanalysis.blogspot.com/2010/08/ecri-wli-flattens-out-at-98-ecri-says.html

Can the Nation Stimulate Its Way to Prosperity?
http://dallasfed.org/research/eclett/2010/el1008.html



Equity Market
Is a Crash Coming? Ten Reasons to Be Cautious
http://online.wsj.com/article/SB10001424052748703723504575425723973560744.html

'Hindenburg Omen' Flashes
http://online.wsj.com/article/SB10001424052748703321004575427791421316112.html?mod=WSJ_article_related




Bonds
'Junk' Bonds Hit Record
http://online.wsj.com/article/SB10001424052748703960004575427690901781072.html?mod=WSJ_hpp_LEFTWhatsNewsCollection

Yield Curve as Recession Harbinger
http://online.wsj.com/article/SB10001424052748703321004575427822149953204.html?mod=googlenews_wsj

Rates Fall as Market Fears Economic Weakness
http://www.nytimes.com/2010/08/16/business/economy/16rate.html?_r=1




Sentiment/Options
Mutual Fund Cash Balloons
http://www.bondbuyer.com/issues/119_405/mutual_muni_funds-1016058-1.html




Hedge Funds
Meet The 'Average Joe' Hedge Fund Manager Whipping John Paulson This Year
http://www.businessinsider.com/joe-wolnick-halcyon-2010-8#ixzz0wnqhtGOl


Private Equity
A ‘Fat Cat’ Strikes Back
http://www.newsweek.com/2010/08/15/schwarzman-it-s-a-war-between-obama-wall-st.html


Commodities
I Love Gold
http://www.ritholtz.com/blog/2010/08/i-love-gold/

Noteworthy Financial Stories for August 11, 2010

Real Estate
REITs Are Flying High
http://www.thestreet.com/story/10832311/1/reits-are-flying-high.html?puc=_tscrss&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+tsc/feeds/rss/etfs+(ETFs)



Economy
ECRI Leading Indicator: Slight improvement in growth
http://www.investmentpostcards.com/2010/08/11/ecri-leading-indicator-slight-improvement-in-growth/

Economists Cut U.S. Growth Forecasts as Companies Limit Hiring
http://noir.bloomberg.com/apps/news?pid=20601087&sid=ae3.f0kAo0io&pos=2

U.S. Is Bankrupt and We Don’t Even Know It
http://noir.bloomberg.com/apps/news?pid=20601010&sid=aiFjnanrDWVk

Pimco Calls Fed Rate Policies ‘Good for Risk Assets’
http://noir.bloomberg.com/apps/news?pid=20601208&sid=aH9F32FQs06k

What the Fed can’t buy
http://ftalphaville.ft.com/blog/2010/08/11/312326/what-the-fed-cant-buy/

Federal Reserve to buy U.S. debt, shifts policies as recovery slows
http://www.washingtonpost.com/wp-dyn/content/article/2010/08/10/AR2010081004664.html

China Remains Growth Engine, Blackstone’s Wien Says: Tom Keene
http://noir.bloomberg.com/apps/news?pid=20601087&sid=a7HGWksYgUO4&pos=7

Global imbalances and EM financial markets
http://ftalphaville.ft.com/blog/2010/08/11/312971/global-imbalances-and-em-financial-markets/

Whitney Tilson Becomes More Bearish on Economic Prospects of the U.S.
http://www.fundmymutualfund.com/2010/08/whitney-tilson-becomes-more-bearish-on.html

El-Erian: Fed can’t do much more to boost economy
http://www.investmentpostcards.com/2010/08/11/el-erian-fed-cant-do-much-more-to-boost-economy/



Equity Market
Taleb Says Government Bonds to Collapse, Avoid Stocks
http://noir.bloomberg.com/apps/news?pid=20601010&sid=aGGOzFeXCxEM

This is Dave Rosenberg’s moment
http://ftalphaville.ft.com/blog/2010/08/11/312781/this-is-daves-moment/

Why I Think Stocks Are Still Cheap
http://blogs.wsj.com/financial-adviser/2010/08/10/why-i-think-stocks-are-still-cheap/

Best Investments During Inflation
http://www.marketfolly.com/2010/08/best-investments-during-inflation.html



Bonds
Goldman Uncowed by Bond Prices at Six-Year High: Credit Markets
http://noir.bloomberg.com/apps/news?pid=20601087&sid=ad91invwxp1o&pos=5

Corporate Bond Markets Grow As Investors Chase Yields
http://www.bondsquawk.com/2010/08/corporate-bond-markets-grow-as-investors-chase-yields/



Sentiment/Options
Buy Bearish Daimler Options on Declining Auto Demand, RBS Says
http://noir.bloomberg.com/apps/news?pid=20601209&sid=aMObdXp13ru4


Today’s Jump in the VIX Futures Term Structure
http://vixandmore.blogspot.com/2010/08/todays-jump-in-vix-futures-term.html


Hedge Funds
Big is beautiful in hedge fund land, for now
http://blogs.reuters.com/columns/2010/07/29/big-is-beautiful-in-hedge-fund-land-for-now/

Hedge Funds Post Biggest Gain in Four Months in July
http://noir.bloomberg.com/apps/news?pid=20601208&sid=aSmepa4CCy8s

Contrarian institutional investing, hedge fund edition
http://ftalphaville.ft.com/blog/2010/08/10/311431/contrarian-institutional-investing-hedge-fund-edition/

Private Equity
-

Commodities
Commodity prices drop on signs recovery weakening
http://www.google.com/hostednews/ap/article/ALeqM5hLdQzzkk_vLW3OsMLzbo-eZnRKbAD9HGRUMO5

IEA Raises Oil Demand Forecast Even as Growth Slows
http://noir.bloomberg.com/apps/news?pid=20601207&sid=a84CcqmdRcqY

A blob in commodity flows
http://ftalphaville.ft.com/blog/2010/08/11/312676/a-blob-in-commodity-flows/


Risk Management
Top 10 Areas of Operational Risk for the Buy Side
http://articles.stonehouseconsulting.com/2010/08/10/top-10-areas-of-operational-risk-for-the-buy-side/

Small Business
A grim outlook for small business lending
http://ftalphaville.ft.com/blog/2010/08/10/311401/a-grim-outlook-for-small-business-lending/

5 Site Metrics Every Small Business Should Track
http://www.openforum.com/idea-hub/topics/technology/article/5-site-metrics-every-small-business-should-track-glen-stansberry

Small Business Trends - Yet Another Disaster
http://globaleconomicanalysis.blogspot.com/2010/08/small-business-trends-yet-another.html

Noteworthy Financial Stories for July 1

Jobless Claims in U.S. Increased Last Week to 472,000
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aiy2m_Y6Ne7c

Bonds Beat Stocks by Most Since 2001 as Global Confidence Fades
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aHKm8GMj3edk&pos=2

Greenspan Says U.S. Facing ‘Typical Pause’ in Economic Recovery
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aVjVyrKBvqyo&pos=3

Jim Rogers Sees Bond Market Bubble Developing
http://www.cnbc.com/id/38031568

Bond Bulls Find Shelter in Upside-Down ‘Haven’: William Pesek
http://noir.bloomberg.com/apps/news?pid=20601039&sid=ajPhKdINEX4w

Stimulus Might Avert Error of Optimism: David G. Blanchflower
http://noir.bloomberg.com/apps/news?pid=20601039&sid=aebP.zbnP1aY

"A Gigantic Ponzi Scheme, Lies and Fraud": Howard Davidowitz on Wall Street
http://finance.yahoo.com/tech-ticker/%22a-gigantic-ponzi-scheme-lies-and-fraud%22-howard-davidowitz-on-wall-street-514236.html?tickers=XLF,AIG,GS,JPM,BAC,C,FNM&sec=topStories&pos=9&asset=&ccode=

How to Get the Salary You Want
http://online.wsj.com/article/SB10001424052748704895204575320881220191998.html

Take Managers’ Gloomy Forecasts With a Grain of Salt
http://finance.yahoo.com/news/Take-Managers-Gloomy-ms-3393695152.html?x=0

BUY OR SELL-Commodities set to tempt careful buyers in H2
http://www.reuters.com/article/idAFLDE65Q0M820100701?rpc=44

Negotiating: Save on Everything If You Know How to Ask
http://kiplinger.com/magazine/archives/negotiating-tips-save-on-everything-how-to-ask.html

Tips From Priceline Pros
http://kiplinger.com/columns/kiptips/archives/tips-from-priceline-pros.html

'If it's obvious, is it true?'
Commentary: Last quarter looks awful, so it must be good, right?
http://www.marketwatch.com/story/quarter-was-so-bad-that-it-might-be-good-2010-07-01?siteid=yhoof

Another rollover to worry about?
http://ftalphaville.ft.com/blog/2010/07/01/276271/another-rollover-to-worry-about/

HFT and the Demise of the Megafauna
http://www.thereformedbroker.com/2010/06/30/hft-and-the-demise-of-the-megafauna/
Gold is Way Under-owned Compared to Other Times When the World Sucked
http://paul.kedrosky.com/archives/2010/06/gold_is_way_und.html
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Getting Capitalists to Act Like Capitalists
http://calculatedexuberance.blogspot.com/2010/06/getting-capitalists-to-act-like.html

Fed Officials Avoid Talk of Further Stimulus to Stoke Growth
http://www.businessweek.com/news/2010-07-01/fed-officials-avoid-talk-of-further-stimulus-to-stoke-growth.html

Real Estate Will Lead Economy into Depression
http://finance.yahoo.com/news/Real-Estate-Will-Lead-Economy-etfguide-43174185.html?x=0&.v=1

5 Questions for the Second Half of 2010
http://finance.yahoo.com/news/5-Questions-for-the-Second-fool-513879306.html?x=0

FLECKENSTEIN: THE STOCK MARKET HAS LOST ITS DISCOUNTING MECHANISM
http://misstrade.wordpress.com/2010/07/01/fleckenstein-the-stock-market-has-lost-its-discounting-mechanism/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+wordpress%2FMIJi+%28Trading+for+the+Masses%29

Clarity, Conviction, Consensus
http://www.ritholtz.com/blog/2010/07/clarity-conviction-consensus/

We Interrupt Our Regular Programming For A Bear Growl
http://www.tradersnarrative.com/we-interrupt-our-regular-programming-for-a-bear-growl-4349.html

Well-timed Shift Into Bonds
http://maoxian.com/well-timed-shift-into-bonds

Bad News Bears: Budget outlook 'daunting'
http://www.thestockmasters.com/node/2317

Stocks: If you thought the 1st half was bad...
http://money.cnn.com/2010/06/30/markets/markets_halfyear/index.htm?section=money_markets&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+rss%2Fmoney_markets+%28Markets%29

Hidden SP500 Fibonacci Confluence Last Hope for Bulls
http://blog.afraidtotrade.com/hidden-sp500-fibonacci-confluence-last-hope-for-bulls/

As Curve Flattening Accelerates, Morgan Stanley Goes All In, Tells Clients To Bet Against Fat Tails
http://www.zerohedge.com/article/curve-flattening-accelerates-morgan-stanley-goes-all-tells-clients-bet-against-fat-tails

The Conundrum of Commercial Real Estate Stocks: In a CRE “Near Depression”, Why Are REIT Shares Still So High and Which Ones to Short?
http://www.zerohedge.com/article/conundrum-commercial-real-estate-stocks-cre-%E2%80%9Cnear-depression%E2%80%9D-why-are-reit-shares-still-so-h

"Forget the Double-Dip," We Won't Kick the Recession Until We Start Creating Jobs, Says Suttmeier
http://finance.yahoo.com/tech-ticker/article/515115/%22Forget-the-Double-Dip%2C%22-We-Wont-Kick-the-Recession-Until-We-Start-Creating-Jobs%2C-Says-Suttmeier

CoreLogic's Mark Fleming: The Recovery Looks Like a "U", Not a "W"
http://www.housingwire.com/2010/07/01/corelogics-mark-fleming-the-recovery-looks-like-a-u-not-a-w

National debt soars to highest level since WWII
http://content.usatoday.com/communities/onpolitics/post/2010/06/national-debt-soars-to-highest-level-since-wwii/1

FDIC Securitization Rule May Harm Markets, Industry Groups Say
http://www.businessweek.com/news/2010-07-01/fdic-securitization-rule-may-harm-markets-industry-groups-say.html