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February 1, 2010 The Curious Case of Cramer FallStreet January 19, 2010 Sack The Regulators FallStreet January 15, 2010 Obama’s Plan: Pointless But Not Without Potential FallStreet January 13, 2010 The Death of Volatility, Part II? FallStreet
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Jumbo Mortgage `Serious Delinquencies' Rose to 9.6% Last Month Breakfast With Dave February 8, 2010 via Scribd Euro - Anchor of Stability? FX Trading – Where are we? Our best guess! Morgan Stanley: Here's Two Economic Indicators Flashing A Huge SELL Signal Canadian Housing starts hit 15-month high How Government Officials Increase Home Prices Cautiously Pessimistic Hussman Halcyon no more Weak Dollar Illusory as Correlated Trading Shows Gains Since Bretton Woods “To quote Mark Twain, the reports of the dollar’s demise have been greatly exaggerated” Despite Carping, Dollar Is Still King
Obama prolongs the pain - again Obama Debt Market Catches Break as Treasury Signals Fewer Bonds at Auction Bond Traders See Slim Pickings With Volcker Rule Toward a Different Fiscal Future - America's candor gap on the budget Tax increases can't plausibly address the coming entitlement crisis. What if the Fed ran China's monetary policy? Pimco Prefers German Bonds to US Treasurys Wall Street still on a reckless joy ride The perils of economic populism
In housing meltdown, cities turn into buyers Guess who's moving in on the local housing scene? You are, fellow taxpayer. Where the Housing Bubble Still Lives Homeowners rent out rooms to stave off foreclosure Foreclosures creep into wealthier areas No Job Growth for Small Business Inspires Doubts Over Sustainable Recovery Governor plans emergency address on Nevada budget U.S. government, on its way to bankruptcy, Part 3 TrueSlant
Buying Spree Nets China Stakes in Top U.S. Firms The government’s $300 billion investment fund now owns stock in some of America’s best-known brands, including Apple, Coca-Cola, Johnson & Johnson, Motorola and Visa. CIT Taps Ousted Merrill Lynch Chief John Thain to Run 102-Year-Old Lender Citi in talks over $3 billion in car loans: report Buy Stock Now to Ride Second Stage of Bull Market S&P 500 Plunge Fails to Shake Gabelli in Bet Technology Leads U.S. Economy Bearish options on chipmakers climbed to the highest level since 2003 Toyota seen readying global Prius recall Disney, Google eye stake in Chinese firm Madoff's penthouse has a buyer -- peek inside
Brennan, Paulson, Greenspan, Gillespie, and Myers Greenspan: “It's important to remember that equity values, stock prices, are not just paper profits. They actually have a profoundly important impact on economic activity. And if stock prices start continuing down, I would get very concerned.” Super Bowl ads: An appeal to family - AdMeter - Tiny bikinis mean big money for SI MW
Gold hit hard, but bugs buoyant Gold outlook dimmed by greenback's rebound There's No 'Gold' Medal for Dave China and U.S. heading for a cold war? What impact on gold? The bear bullish on metals
Another Greek tragedy unfolds King Greek Ouzo crisis escalates into global margin call Pritchard For the third time in 18 months the global financial system risks spinning out of control unless political leaders take immediate and radical action. Europe Risks Another Global Depression Baseline European Central Bank in a Squeeze NYT No eurozone contagion risk from Greece: Fitch Reality setting in as Greek PM battles on two fronts Greece trips, euro could fall Even the prostitutes have taken strike action as Greece grapples with its debt Super-wealthy investors move billions out of Greece U.K. Faces Severe Debt Problems: Ex-IMF Economist 'Tidal wave' of business failure feared as tax help scheme ends Anatomy of distress: New insight on the probability of bank turmoil Bank of China Hong Kong raises $1.6 billion in week of record issuance Huatai to Raise Up to $2.5 Billion in Shanghai IPO 41 Chinese IPOs raise $7.1b globally Housing Rebound in Canada Spurs Talk of a New Bubble Rosenberg: “This is exactly what happened in the U.S., when affordability had moved way out of whack with prices” Ottawa says housing bubble not a concern Australia to withdraw bank funding guarantee: treasurer
Monday Morning Outlook: Dow Jones Industrial Average Clings to 10,000 S&P 500 Now 3 Standard Deviations Below 50-DMA The threats seem to be coming from all directions Jittery stock traders react to each day's news as if it could be the start of Financial Crisis 2.0.
Key U.S. Data Releases and Events G-7 Finance Chiefs Vow to Keep Economic Stimulus Even as Budget Gaps Widen Secret summit of top bankers Representatives from 24 central banks and monetary authorities including the US Federal Reserve and European Central Bank landed in Sydney to meet tomorrow at a secret location A Bubble in Search of a Pin This Crisis Won’t Stop Moving The Beginning of the End? Noland Changed To Neutral Posture Bearish Sentiment Spikes Is the Market ‘Priced for Perfection’? Confused? So are the markets Can Corrections Be Better Than Rallies? Greed Might Get Good Again Mortgage giants GSEs in limbo: In housing, a dangerous policy vacuum grows More Government Equals Fewer Jobs Not Planning To Retire, Are You? Panic, Debt and Unemployment Recovery to Be 'Substantially Different' This Time: Gross How to get the country to solvency on entitlements Social Security faces rocky political road Muni Debt Is Bubble Near Bursting, Marketfield’s Aronstein Says Geithner Says U.S. Will `Never' Lose Aaa Debt Rating, Deficit Will Shrink
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Testy Conflict With Goldman Helped Push A.I.G. to Edge Bank failures to keep rising in 2010 Toyota denies cover-up as repairs start - Toyota: Too big, too fast Buffett Tells CTB Hog-Product Employees They're on Farming `Superhighway' Billionaire Bill Ackman's 'Most Significant New Idea' Investing lies we grew up on Seeking a Safer Way to Securitization Alan Greenspan fights back Blankfein is awarded $9m bonus all in stock Bullish HUI Technicals 4
Is Greece’s Debt Trashing the Euro? Europe's PIGS don't fly Barclays bans "PIIGS" from notes Competitiveness of euro-area economies: Long tradition of tensions What happens if China's 'bubble' pops? Dispelling Some Fiscal Myths Big Six banks urge Ottawa to tighten mortgage rules Will Japan Emerge from its Shell? – Part II BAE inquiry ends with minor accountancy charges The six-year investigation that began with allegations of billion-pound bribes to Saudi princes ends with £285m fine A Defensive Buildup in the Gulf China Reiterates Opposition to Obama-Dalai Meeting
Weekly Trends - Weekly Focus: Fear is back More evidence that America is experiencing a jobless recovery
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