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
skip to main skip to sidebar

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

Noteworthy Financial Stories for June 30

ECB Lends Less Than Forecast in Three-Month Tender
http://noir.bloomberg.com/apps/news?pid=20601087&sid=awRZcEejeb3M&pos=1

ADP Estimates U.S. Companies Added 13,000 Workers
http://noir.bloomberg.com/apps/news?pid=20601087&sid=a59wJXuZkPtc&pos=2

Foreclosed Homes in U.S. Sell at 27% Discount as Supply Grows
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aylGO8UNvGrA&pos=7

M&A Slowdown May Persist After Dealmaking Fizzles in First Half
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aNESXheVarvg&pos=5

China Stocks Drop Signals 65% Rally to Morgan Stanley
http://noir.bloomberg.com/apps/news?pid=20601010&sid=aoG2qkHmFUxo

401(k) Match Not Restored by Half of Firms, Towers Watson Says
http://noir.bloomberg.com/apps/news?pid=20603037&sid=aw0PUpAcVQTw

Darda Says Double-Dip Chorus Rings in Rally as Dark Cross Looms
http://noir.bloomberg.com/apps/news?pid=20601084&sid=aC_pwQQA6sJg

House OKs Extension of Tax Credit Deadline
http://www.housingwire.com/2010/06/29/house-oks-extension-of-tax-credit-closing-deadline

Govt. Belt Tightening Now Is a "Recipe for Disaster," Dan Greenhaus Says
http://finance.yahoo.com/tech-ticker/article/513005/Govt.-Belt-Tightening-Now-Is-a-%22Recipe-for-Disaster%2C%22-Dan-Greenhaus-Says

Bull Market Isn't Dead Yet But "Cash Is Better Than Losing Money," Barry Ritholtz Says
http://finance.yahoo.com/tech-ticker/article/512933/Bull-Market-Isnt-Dead-Yet-But-%22Cash-Is-Better-Than-Losing-Money%2C%22-Barry-Ritholtz-Says

The crowd has discovered energy MLPs
http://classic.abnormalreturns.com/the-crowd-has-discovered-energy-mlps/

Warning signals of a double-dip recession flash brightly across the world
http://www.telegraph.co.uk/finance/financetopics/financialcrisis/7862380/Warning-signals-of-a-double-dip-recession-flash-brightly-across-the-world.html

It's 1937 Again!
http://delong.typepad.com/sdj/2010/06/its-1937-again.html?utm_source=feedburner&utm

Random Reasons to be Bearish
http://ftalphaville.ft.com/blog/2010/06/29/274041/random-reasons-to-be-bearish%c2%ae/

Goldman Sachs: Here’s Why You Should Invest in Berkshire
http://blogs.wsj.com/marketbeat/2010/06/29/goldman-sachs-heres-why-you-should-invest-in-berkshire/
The Dead Cross
http://markettalk.newswires-americas.com/?p=12165

'Double dip' and deflation fears fuel another plunge in Treasury bond yields
http://latimesblogs.latimes.com/money_co/2010/06/economy-deflation-treasury-yields-krugman-depression.html

Technical Deterioration In Both Short & Long Term Indicators
http://www.tradersnarrative.com/technical-deterioration-in-both-short-long-term-indicators-4345.html

Banks Edge Cautiously Back Into Commercial Mortgage-Backed Bonds
http://www.nytimes.com/2010/06/30/realestate/commercial/30cmbs.html?ref=business

Fannie-Freddie Bailout Could Cost Taxpayers $1 Trillion
http://www.cnbc.com/id/37982580

China Bank Targets Commercial Real-Estate Owners Needing Loans Exceeding $100 Million; Lack of Name Recognition
http://online.wsj.com/article/SB10001424052748704103904575337340030163622.html?mod=dist_smartbrief

REITs Turn Down but Still Beat Stock Market
http://online.wsj.com/article/SB10001424052748703374104575337000701740896.html?mod=dist_smartbrief

Dark Cross History
http://www.ritholtz.com/blog/2010/06/dark-cross-history/

Goldman shorted $615M of its CDOs, mortgage securities
http://www.marketwatch.com/story/goldman-shorted-615m-of-its-cdos-rmbs-2010-06-30?siteid=rss&rss=1

Noteworthy Financial Stories for June 28

Fear Feeding Greed With S&P 500 Correlation to Bonds
http://noir.bloomberg.com/apps/news?pid=20601087&sid=a97x9XzjfmRU&pos=2

Dollar Gains Buckle as Strategists Draw Line at $1.20
http://noir.bloomberg.com/apps/news?pid=20601087&sid=ag2SUrPc8mGc&pos=2

Bonds Gain in Best Year Since ‘05 as Rally May End
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aWkLU0XzQIxc&pos=3

Bond Distress Rises as Default Forecasts Vary: Credit Markets
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aDh0U1BB1BHs&pos=6

Jobless Produce U.S. Profit on Productivity With Less Inflation
http://noir.bloomberg.com/apps/news?pid=20601087&sid=a6w.WDFs_VII&pos=7

States of Crisis for 46 Governments Facing Greek-Style Deficits
http://noir.bloomberg.com/apps/news?pid=20601109&sid=atxrhPqbty_4&pos=14

Tesla Increases Shares Offered in IPO by 20% to 13.3 Million
http://noir.bloomberg.com/apps/news?pid=20601084&sid=aA6fli6g87iA

Ghana Stocks May Jump 40% as Oil Spurs Best Growth, Exotix Says
http://noir.bloomberg.com/apps/news?pid=20601084&sid=acUsi9b2fLHg

Guest post: El-Erian on a disappointing G20 compromise
http://ftalphaville.ft.com/blog/2010/06/28/272671/guest-post-el-erian-disappointing-g20-compromise/

Dances with defaults, adventures in news
http://ftalphaville.ft.com/blog/2010/06/28/272046/dances-with-defaults-adventures-in-news/

Geopolitics and oil spills: the perils of forecasting
http://www.platts.com/weblog/oilblog/2010/06/25/geopolitics_and.html

RBS tells clients to prepare for 'monster' money-printing by the Federal Reserve
http://www.telegraph.co.uk/finance/comment/ambroseevans_pritchard/7857595/RBS-tells-clients-to-prepare-for-monster-money-printing-by-the-Federal-Reserve.html

Repent at leisure
http://www.economist.com/node/16397110?story_id=16397110&source=hptextfeature

Jim Chanos On Short Selling: The Power of Negative Thinking
http://www.marketfolly.com/2010/06/jim-chanos-on-short-selling-power-of.html#ixzz0s9aaJUIP

Sentiment Overview: Week Of June 25th, 2010
http://www.tradersnarrative.com/sentiment-overview-week-of-june-25th-2010-4298.html

Lumber Prices
http://economicedge.blogspot.com/2010/06/lumber-prices-indicate-next-wave-down.html

Will Financial Reform Pass by July 4?
http://www.housingwire.com/2010/06/28/monday-morning-cup-of-coffee-55



First-Quarter GDP Growth Revised Down Again as Jobless Data Weighs on Outlook
http://www.housingwire.com/2010/06/25/first-quarter-gdp-growth-revised-down-again-as-jobless-data-weighs-on-outlook

Fantastic Presentation On How To Analyze And Think About Gold Prices
http://finance.yahoo.com/tech-ticker/article/509792/Fantastic-Presentation-On-How-To-Analyze-And-Think-About-Gold-Prices

Paul Krugman Throws In Towel, Says We're Headed For Another Depression
http://finance.yahoo.com/tech-ticker/article/509871/Paul-Krugman-Throws-In-Towel%2C-Says-Were-Headed-For-Another-Depression

'Double Dip'? Or Did the 'Great Recession' Really Never End?
http://finance.yahoo.com/tech-ticker/'double-dip'-or-did-the-'great-recession'-really-never-end-510021.html?tickers=%5EDJI,%5EGSPC,SPY,TBT,TLT,GLD,UUP

Double Dip? We're Already in Recession
http://www.minyanville.com/businessmarkets/articles/double-dip-recession-dow-jones-djia/6/28/2010/id/28943?camp=syndication&from=yahoo

Recognizing Secular Bull/Bear Phases
http://www.tradersnarrative.com/recognizing-secular-bullbear-phases-4330.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+TradersNarrative+%28Trader%27s+Narrative%29

Chicago Fed: Best Days Behind Us?
http://www.ritholtz.com/blog/2010/06/chicago-fed-best-days-behind-us/

The Economist "Rising Government Debt is a Ponzi Scheme"
http://globaleconomicanalysis.blogspot.com/2010/06/economist-rising-government-debt-is.html

The Slippery Slope of Short Sales
http://www.housingwire.com/2010/06/28/the-slippery-slope-of-short-sales

Niche REITs Like Their Prospects
http://www.globest.com/news/1692_1692/newyork/300579-1.html

Lail: REITs won't go on a buying spree anytime soon
http://www.globest.com/upclose/-300572-1.html

Guilt-free Summer Reading List for Busy Entrepreneurs
http://www.openforum.com/idea-hub/topics/lifestyle/article/guilt-free-summer-reading-list-for-busy-entrepreneurs-susan-l-reid

How to Boost Your Chances of Getting Approved for a Bank Loan
http://www.openforum.com/idea-hub/topics/money/article/how-to-boost-your-chances-of-getting-approved-for-a-bank-loan-anne-field

Commercial Mortgages Fail to Pay as Lending Increases
http://noir.bloomberg.com/apps/news?pid=20601206&sid=a4EHU2A1oKM8

Noteworthy Financial Stories for June 23

Volcker Rule Under Attack as Lawmakers Seek Hedge Fund Loophole
http://noir.bloomberg.com/apps/news?pid=20601087&sid=a63RvgcSapo8&pos=1

Record BRIC-Led Share Sales Inundate Emerging Markets
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aJKYtB7PSX.8&pos=7

Bernanke Economy May Get Boost From Stronger Chinese Currency
http://noir.bloomberg.com/apps/news?pid=20601109&sid=adBtFJXV1ThQ&pos=12

Bond Defaults Stalk Michigan’s Wealthiest as Home Prices Crash
http://noir.bloomberg.com/apps/news?pid=20601109&sid=aDwniQuSlitU&pos=13

Euro Near 1-Week Low on Speculation Global Recovery Will Stall
http://noir.bloomberg.com/apps/news?pid=20601010&sid=avMGEUUxC2mg

European Rally Seen by Stock Strategists on Profits
http://noir.bloomberg.com/apps/news?pid=20603037&sid=ae72HFwNzEro

BofA Beating JPMorgan Is Reason to Trade Options, Barclays Says
http://noir.bloomberg.com/apps/news?pid=20601084&sid=avIYNrr.BjQc

Junk Bonds Revive on Bernanke ’Sub-par’ Economy: Credit Markets
http://noir.bloomberg.com/apps/news?pid=20601009&sid=a3HS3ZdXBqw0

Gold May Gain in New York as Recovery Concerns Spur Demand
http://noir.bloomberg.com/apps/news?pid=20601012&sid=aHVmAtvmWXjU

Yuan Shift Won’t Make Stocks Better Buys, Mobius Says
http://noir.bloomberg.com/apps/news?pid=20601013&sid=awYE45QnaSag

BP Spill May Be Less Than Doomsayers Think
http://noir.bloomberg.com/apps/news?pid=20601039&sid=axz59xiCgHuw

Chinese floating exchange rate? There’s an ETF for that
http://ftalphaville.ft.com/blog/2010/06/23/269196/chinese-floating-exchange-rate-theres-an-etf-for-that/

Flight to safety? Follow the US Treasuries
http://ftalphaville.ft.com/blog/2010/06/23/269101/flight-to-safety-2/

My junk bond is better than your sovereign bond
http://ftalphaville.ft.com/blog/2010/06/23/268756/my-junk-bond-is-better-than-your-sovereign-bond/

Is Paul Krugman depressed?
http://blogs.marketwatch.com/fundmastery/2010/06/21/is-paul-krugman-depressed/

There Will Be War
http://www.forbes.com/2010/06/21/iran-nuclear-israel-war-opinions-reza-kahlili.html?feed=rss_home
Stupid Boys & The Jones Act
http://www.upsidetrader.com/2010/06/21/stupid-boys-the-jones-act/

Is May's Home Sales Decline an Alarming Signal of What's to Come?
http://www.housingwire.com/2010/06/22/is-mays-home-sales-decline-an-alarming-signal-of-whats-to-come

Dow Fails to Hold Its 200-Day Simple Moving Average
http://www.minyanville.com/businessmarkets/articles/dow-200-day-simple-moving-average/6/23/2010/id/28871?camp=syndication&from=yahoo

Why MLP ETFs Require Careful Consideration
http://finance.yahoo.com/news/Why-MLP-ETFs-Require-Careful-ms-2704204583.html?x=0

Demand For Some Commercial Properties Masks Market's Problems
http://online.wsj.com/article/BT-CO-20100622-712687.html?mod=dist_smartbrief

New Accounting Rules Ruffle the Leasing Market
http://www.nytimes.com/2010/06/23/realestate/commercial/23fasb.html?ref=business

Hotels appear to be on the brink of recovery
http://online.wsj.com/article/SB10001424052748704123604575322840815295472.html?mod=dist_smartbrief

How to Organize a Successful Meetup
http://www.openforum.com/idea-hub/topics/technology/article/how-to-organize-a-successful-meetup-stephanie-marcus

Kauffman Economic Outlook, Q2: 'Tepidly Optimistic'
http://www.openforum.com/idea-hub/topics/money/article/kauffman-economic-outlook-q2-tepidly-optimistic-anita-campbell

Value Picks From A Top Money Manager
http://stocks.investopedia.com/stock-analysis/2010/Value-Picks-From-A-Top-Money-Manager-BMY-JNJ-GD-MSFT-MO0623.aspx?partner=YahooSA

FOMC Statement: "Exceptional", "Extended", Hoenig Dissents
http://www.zerohedge.com/article/fomc-statement-exceptional-extended-hoenig-dissents

Rosenberg: "The Pattern Would Suggest A Test Of 5,000 On The Dow (At The Same Time As Gold Is At 5,000 Too)"
http://www.zerohedge.com/article/rosenberg-pattern-would-suggest-test-5000-dow-same-time-gold-5000-too

Global Tactical Asset Allocation - Equities, Third Quarter Update, Part 2
http://www.zerohedge.com/article/global-tactical-asset-allocation-equities-third-quarter-update-part-2


A Squeeze Or A Rally? Goldman Increasingly Doubting Its Bullishness (Time To Buy?)
http://www.zerohedge.com/article/squeeze-or-rally-goldman-increasingly-doubting-its-bullishness-time-buy

New Home Sales Plunge By Record 33%, Market Plunges To Welcome Double Dip
http://www.zerohedge.com/article/new-home-sales-plunge-record-33-market-plunges-welcome-double-dip

Here Comes the “Bathtub” Economy
http://www.zerohedge.com/article/here-comes-%E2%80%9Cbathtub%E2%80%9D-economy?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

ECRI Weekly Leading Indicators Widely Misunderstood
http://www.ritholtz.com/blog/2010/06/ecri-weekly-leadinbg-indicators-widely-misunderstood/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+TheBigPicture+%28The+Big+Picture%29

Rydex Sentiment For The Energy Services Sector
http://www.tradersnarrative.com/rydex-sentiment-for-the-energy-services-sector-4300.html

Equity Analysts Are Getting Real: Rally for Q2 Earnings?
http://blogs.wsj.com/marketbeat/2010/06/22/equity-analysts-are-getting-real-rally-for-q2-earnings/

Gold's ever-so-brief new high
http://www.marketwatch.com/story/contrarian-take-on-golds-prospects-2010-06-23

Funds of hedge funds
http://www.ft.com/cms/s/3/ccc2e37c-7ea1-11df-ac9b-00144feabdc0.html

Update on Momentum Stocks
http://www.crossingwallstreet.com/archives/2010/06/update_on_momen.html

Ken French Website
http://mba.tuck.dartmouth.edu/pages/faculty/ken.french/data_library.html

Private Equity's Cash Problem
http://online.wsj.com/article/SB10001424052748704853404575323073059041024.html

The Dunning-Kruger Effect: Can We Profit?
http://oldprof.typepad.com/a_dash_of_insight/2010/06/the_dunning-kruger_effect.html

Victor Niederhoffer
http://randomroger.blogspot.com/2010/06/victor-niederhoffer.html

Noteworthy Financial Stories for June 22

Springboarding Off The 200 Day Moving Average
http://www.tradersnarrative.com/springboarding-off-the-200-day-moving-average-4297.html

Five Unlikely ETF Winners From China's Yuan Policy Shift
http://seekingalpha.com/article/211215-five-unlikely-etf-winners-from-china-s-yuan-policy-shift?source=feed

From Oversold To Overbought In The Blink Of An Eye
http://www.tradersnarrative.com/from-oversold-to-overbought-in-the-blink-of-an-eye-4274.html

Shifting Wealth: The Emerging Bull Market
http://www.tradersnarrative.com/shifting-wealth-the-emerging-bull-market-4293.html

Daily Market Commentary: Plenty of Volatility
http://www.markets.fallondpicks.com/2010/06/daily-market-commentary-plenty-of.html

Stocks Snap Longest Rally in 11 Months; U.S. Futures, Oil Fall
http://noir.bloomberg.com/apps/news?pid=newsarchive&sid=aXuCZDd2CBOw

Exporters Optimistic Over Move on Currency
http://www.nytimes.com/2010/06/22/business/22react.html?partner=rss&emc=rss

World stocks down as Europe debt fears creep back
http://finance.yahoo.com/news/World-stocks-down-as-Europe-apf-3521732329.html?x=0

Distressed CMBS Loans Up 41% in April, as Commercial Real Estate Prices Edge Higher
http://www.housingwire.com/2010/06/21/distressed-cmbs-loans-up-41-in-april-as-commercial-real-estate-prices-edge-higher

More Bankers Expect Economic Improvement before 2011: Grant Thornton
http://www.housingwire.com/2010/06/21/more-bankers-expect-economic-improvement-before-2011-grant-thornton

Purchases of U.S. Existing Homes Unexpectedly Fall
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aFrqvbZJB_Ag&pos=1

Geithner Says Credit Access Improving, May Aid Growth
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aFNglNGmjWOk&pos=4

Inflation Expectations Signal No Hurry for Fed to Raise Rates
http://noir.bloomberg.com/apps/news?pid=20601087&sid=a50ZoA7W63fM&pos=5

BP Oil Disaster Costs U.S. State Pensions $1.4 Billion in Value
http://noir.bloomberg.com/apps/news?pid=20601109&sid=aCTrmb3sdPMc&pos=11

Yuan Gain May Alter Global Growth More Than Velocity
http://noir.bloomberg.com/apps/news?pid=20601010&sid=a3KVAn12SCeI

Obama Seeks More Than $100 Million for Laid-Off Oil Rig Workers
http://noir.bloomberg.com/apps/news?pid=20601070&sid=ae4iwFEPQY4s

Airline Passenger Bumping in U.S. May Be Highest Since 2001
http://noir.bloomberg.com/apps/news?pid=20601093&sid=aPAZ2b.sg_fE

S&P 500 Losing 50% Recovery Signals Caution in Charts
http://noir.bloomberg.com/apps/news?pid=20601084&sid=aTdyizOXFEaY

U.S. Stocks Are Poised to Lag After Plunge in VIX, Bespoke Says
http://noir.bloomberg.com/apps/news?pid=20601084&sid=a9tLSVEpcm7E

Merrill Says Markets ‘Overreacted’ on European Debt
http://noir.bloomberg.com/apps/news?pid=20601084&sid=aM2K7aQXZEn4

Silver, ‘Gold’s Little Brother,’ May Advance to $23
http://noir.bloomberg.com/apps/news?pid=20601012&sid=aQKrKMADo9o8

Yuan Falls Most Since December 2008 on Signs PBOC to Curb Gains
http://noir.bloomberg.com/apps/news?pid=20601083&sid=a2rRNIKek2go

Pimco Favors Brazil, Mexico, Korea for Investment
http://noir.bloomberg.com/apps/news?pid=20601014&sid=aik06jo77GWI

Moody's: Commercial real estate prices up in April
http://www.businessweek.com/ap/financialnews/D9GFRPM00.htm

BofA NY headquarters loan in unique CMBS, muni deal
http://www.reuters.com/article/idUSN2125512620100621

Atlanta leading nation in problem CMBS loans
http://www.bizjournals.com/atlanta/stories/2010/06/21/story6.html?b=1277092800^3524021&s=industry&i=commercial_real_estate

Marks: Strong credit correlates with strong corporate governance
http://www.reit.com/Videos/Steven-Marks-REITWeek2010.aspx
REITs Make Their Case
http://multifamilyexecutive.com/reits/reits-make-their-case.aspx

America's New Budgetless Reality Is "Betrayal Of American Taxpayers", Says Republican House Leader John Boehner
http://www.zerohedge.com/article/americas-new-budgetless-reality-betrayal-american-taxpayers-says-republican-house-leader-joh

Moody's/REAL Commercial Property Price Index Picks Up Slightly After Two Months Of Declines
http://www.zerohedge.com/article/moodysreal-commercial-property-price-index-picks-slightly-after-two-months-declines

Art of Being Wrong
http://vixandmore.blogspot.com/2010/06/art-of-being-wrong.html

Rally Over China's Yuan Move Fades as Quickly as It Began
http://www.cnbc.com/id/37849377

Country "PEG" Ratios
http://www.bespokeinvest.com/thinkbig/2010/6/22/country-peg-ratios.html

Kass: Adapting to Mr. Market
http://www.thestreet.com/story/10788699/1/kass-adapting-to-mr-market.html

One Big Thing We Don’t Know About Stocks
http://bucks.blogs.nytimes.com/2010/06/21/one-big-thing-we-dont-know-about-stocks/

MINIMIZING THE THREAT OF "LUCK"
http://www.capitalspectator.com/archives/2010/06/minimizing_the.html

Why All You Need Is A Dow Jones Index ETF
Read more: http://www.businessinsider.com/diamonds-is-the-only-holding-you-need-2010-6#ixzz0rbYfe3j3

Yuan or Renminbi: What’s the Right Word for China’s Currency?
http://blogs.wsj.com/marketbeat/2010/06/21/yuan-or-renminbi-whats-the-right-word-for-chinas-currency/

Hoodoos, Hedge Funds, and Alibis: Victor Niederhoffer on Being Wrong
http://www.slate.com/blogs/blogs/thewrongstuff/archive/2010/06/21/hoodoos-hedge-funds-and-alibis-victor-niederhoffer-on-being-wrong.aspx

Using Artificial Intelligence to Digest News, Trade Stocks
http://blogs.wsj.com/digits/2010/06/21/using-artificial-intelligence-to-digest-financial-news/

S&P 500 struggles to escape the 200-day average
http://www.marketwatch.com/story/sp-struggles-to-escape-major-resistance-2010-06-22?siteid=yhoof

CBS - Recession Redfines Goals
http://www.fundmymutualfund.com/2010/06/video-cbs-recession-redfines-goals.html

Trading Cycles
http://www.ritholtz.com/blog/2010/06/trading-cycles/

Current Standard Deviation Levels for the Daily SP500 SPX
http://blog.afraidtotrade.com/current-standard-deviation-levels-for-the-daily-sp500-spx/

How to ride an up-and-down market
http://money.cnn.com/2010/06/22/pf/riding_volatile_market.fortune/index.htm?section=money_markets&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+rss%2Fmoney_markets+%28Markets%29