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Friday April 29 NYMEX oil ends below $50 on ample supply Reuters Stocks Rally March Personal Spending Rises 0.6%; Incomes Rise 0.5% BL Asia finance chiefs meet at ADB as yuan talk swirls JPMorgan's Predicts China Yuan Shift Next Week Yen Climbs -- China May Loosen at Any Time BL Moody's, S&P Are Flawed Gatekeepers to Capital Gilbert Sinclair Amazon Rating companies have the power of life and death over the borrowers whose debt-paying abilities they assess What You Think You Know That Isn't So Comstock Soft Patch Should Be Relegated to the Dog Patch Baum Chris Dialynas Discusses the Bretton Woods II Currency Regime PIMCO Wise men at ease Economist America's central bankers are relaxed about the current-account deficit. Does that mean it is time to panic? Imports increasingly burden US economy CS Monitor Housing costs outstrip wage gains, studies say AP Sell ‘Em All! Goldberg Bush Is Blowing Smoke on Energy Business Week Congress passes budget plan CBSM Car shoppers drown in debt CBSM The trend could also cause issues for major automakers like Ford and General Motors, two companies that need another problem like Detroit needs another Pinto. American Increases Domestic Fares $5 One-Way, $10 Round-Trip PRN Buffett's troubled Gen Re acquisition CBSM 4 tough questions for Warren Buffett MSN AIG May Delay Filing, Increase Estimate of Errors BL Spitzer investigates HSBC over lending to the poor Times Online Spitzer Sues Intermix Over 'Spyware' AP Prosecutors Press Former Tyco Chief AP 7 Arab Americans sue Denny's owner alleging discrimination AP Ex-Enron broadband head hedges at trial AP Minimum Credit Card Payments Expected To Double KTUL Barrick's Munk Says Gold Supply Crucial to Prices Reuters Gold rush set to continue in 2005 BBC GFMS West steps up action over Chinese textile surge AFP Balancing the Tightrope: Bush Administration on China Trade Policy KWR Consequences of China's shifting economy China Daily Next year, inflation could give way to deflation... BOJ projecting change in easy monetary policy Japan Times This is the first time the BOJ has indicated a possible policy shift since it introduced its "quantitative easing" policy more than four years ago. Korea Can Avoid Losses in U.S. Treasuries Pesek Who cares about the EU charter? Norris Blair rules out joining euro until at least 2010 Guardian Losing enthusiasm on joining the euro? IHT French bank admits mistakes but denies fraud in UN oil-for-food scandal AFP The Bursting Asset Bubbles - Britain's Real Estate GP Is there fraud in the house of Saud? Jubak Breaking borders: Investing in foreign lands CNBC Lenders warn of home losses as interest rates bite Times Online A debacle to put MG Rover in shade Times Online Morrisons demands answers from accountants over Safeway Guardian Oil Companies Halt C$7 Bln Arctic Canada Pipeline Reuters Major airlines carry more passengers but struggle with fuel prices AFP IATA Electronics makers lost billions on price falls in '04 Japan Times Amended Securities Law protects investors China Daily
Markets Melt Down on Glacial Growth NYP
Thursday April 28 Microsoft Guidance Softens Miss TheStreet Stocks down after slow growth report CBSM Another brick in the wall of worry Hubert Long-term mortgage rates tumble CNN The Help-Wanted Advertising Index Drops Two Points CB GDP Grows at 3.1%, Slowest Since 2003; Inflation Quickens BL BEA Jobless Claims Rose by 21,000 Last Week to 320,000 BL GDP Rabbit’s Out of The Hat Crudele Running Out of Options Schaeffers Soft and flat? Danger! CNN 008: Licence to Rant Mogambo Business Spending Decelerates Sharply TheStreet Inflation is Dead! Long Live Inflation! Janszen What Made the Next Depression Worse Mises 1970s Stagflation? Not Today's Reality BL The End of the U.S. Dollar’s Reign? Globalist The Coming Collapse of the Dollar Kitco Banking crisis or collapse? Macro Island Sun Times Economists Try to Explain Why Bubbles Happen NYT US' Snow: No evidence of national housing bubble Reuters Nothing's "Wrong" If You've Got the RIGHT Picture EW Baton Rouge: Our real estate riddle BusinessR Most expensive ZIP codes F Bush to Hold Prime Time News Conference Today Reuters Hedge Fund Assets Top $1 Trillion for First Time BL Toyota help offer leaves some in Detroit fuming Reuters Okuda's comments have been dismissed by some as a "mind game" or bid to rub Detroit's nose in Toyota's seemingly unstoppable success. SEC probe almost too much for AIG Globe & Mail Spitzer's Staff Probing Mortgage Fees Dow Jones Exxon Earnings Jump 44% BL PG - DOW - DCX - RTN IBC will close Miami bakery, lay off 600 Kansas City BJ Furniture manufacturer to layoff 103 Philly BJ Sheriff's Department Forced To Layoff Entire Staff WYMT A Good Account of Bad Accounting LA CB Congress tries again for a dollar coin CNN The Treasury estimates that it has earned about $5 billion in seignorage profits from the quarters so far...Proponents of a new dollar hope to build on that unexpected success by creating another coin with mass market appeal. Japan's March Industrial Production Unexpectedly Drops BL U.S. Shows Some Parallels With Argentina of '90s Berry The comfortable road to ruin ... Setser U.S. and China on a collision course IHT China ‘should end renminbi’s dollar peg’ FT Yuan rejig may be storm in a teacup for U.S. Reuters China Trip Report Roubini and Setser PDF Bad-loan auction fails to lure Standard Bell tolls for 1,828 state firms Standard France to act over textile dumping suspicions Standard ‘Death spiral’ financing catches on in Japan Daily Times India's Central Bank Unexpectedly Raises Key Rate BL Europe seeks equality of accounting systems Norris 35% leap in court actions to repossess house Guardian Retailers’ shares dip after profit alert from Kingfisher Times Online Equitable chief is accused of lying in court Times Online EU pressures Italy over bank deals IHT Nigeria at risk of $33bn default Guardian
Wednesday April 27 Durables Orders Fall 2.8%, Most in Over 2-Years BL Census - T’s Rise Technology doubts. . . CBSM Oil Drifts - Oil Crunch 05 - Gold Drifts The Canary in the Coal Mine GMO Quarterly PDF Hunting for a Bear Fool Chased by a Bear FSO It Looks Good On Paper Corrigan PDF Can the Fed Downshift Smoothly? LA Times Feeling The Break CIBC PDF Mortgage Applications Increased Last Week Reuters MBA Daily Forex Commentary Crooks Bubble Pops Up In Housing Market CBS Just drop in to a neighborhood gathering or cocktail party, and someone is bound to be talking about housing prices. Living large on a mortgage of last resort WSJ In a sign of how comfortable Americans are becoming with tapping their home equity, retirees are increasingly drawing on it to finance a more lavish lifestyle Boom-bust? BBC Consumers Wary, but Housing Remains Hot NYT Real Cause, Real Effect, Real Opportunity EW U.S. Investors Turn to Real Estate, Pushing Home Sales Higher BL Wannabe Landlords Beware Kiplinger High-end movin' up Denver Property flipping is sport in some markets Inman (R) And You Thought Oil Was A Worry BW There are troubling signs that natural gas producers are moving toward forming their own version of OPEC. Partisan Divide on Social Security Widens AP Shortfall not inevitable EPI GM, Delta Lobby Against Bush's Proposal to Restructure Pensions BL “What may start as a problem with a lowered credit rating could death-spiral” Detroit's Woe, America's Worry BW The biggest problem about the missteps plaguing GM and Ford: They're likely to cause an economic pileup clear across the country Downgrade to junk status seems certain for GM bonds Det FP PwC refuses to sign off AIG accounts as inquiry widens Times Online Fannie Mae regulator says more problems could be found AP Colgate Net Down 11% BL BA - VZ - MHS - RFMD - GLW - KMG Newmont Mining profit drops on input costs CBSM Microsoft, EU Fail to Settle Differences AP Verizon's $250 million going-away present Slate Homebuilders Get 139 Times Greenspan's Salary BL Friedman Billings Founder in SEC Talks TheStreet Airbus A380 Makes Historic Maiden Flight AP The cyberbuttonwood era arrives Buttonwood The Global Savings Glut WP CD yields get better as Fed moves Det FP Gold versus Commodities Saville Do Squeaky Wheels Always Get the Oil? Kirby China: EU textile move could harm trade ties China Daily A ‘Major Task’ Beijing considers taxes to fight property speculation Standard BOJ to Leave Rates Near Zero to Fight Deflation, Survey Shows BL Bonds for Dummies? Yes, and It's About Time Pesek World Bank Says Asia Economies Will Slow AP Fears Mount That Germany Faces Recession NYT As Poles take jobs, bitterness in Germany IHT Unparalleled boom drives housing Globe & Mail When the bubble pops FP Philippine Ppty Stks On The Rise DJ Grin and bear it Sydney Morning Herald Inflation will not be lower than 13% in 2005 - Illarionov Interfax Former ECB chief slams governments' efforts to influence rate policy AFP Hedge fund transparency please, say corporate leaders EMEA Sony warns of net profit slump AFP Siemens bottom-line profits down Saudi's oil reserves stand at 261 billion barrels Saudi Economic Survey Falling oil production will change the world Guardian
Tuesday April 26 Amazon investors cry a river CNN Berkshire reinsurance deals queried CBSM Shares of UST slapped on cut forecast CBSM Consumer Confidence Declines More Than 5 Points In April Conference Board New Home Sales Climb 12.2% to Record on Low Mortgage Rates BL PDF Chain Store Sales Fall Reuters A chip dip? CNN The US stock market is still pricey Telegraph Inflation: It's Worse Than You Think Time Deflation is in the Cards Mish Volatility Indices Picking up Wild Gyrations, but What does it Mean? Schaeffers VIX Complacency; Disappearing Shorts; Wal-Mart; and Buying a Pullback Sch Nasdaq's big rally only confirmed its weakness CBSM He's fired ... up LA Times Was “The Apprentice'' Ripped Off? Donald Trump is coming to Los Angeles for a real estate expo with a boom-oriented message. But some experts aren't buying it. Real Estate Gone Wild Newsweek How Cheap Dollars And Cheap Flights Are Bringing Average Joes To A Market Near You Report: Mortgage Fraud Epidemic Fuels Housing Bubble Fears Ascribe PDF File 'Peak Oil' Gathering Sees $100 Crude This Decade Reuters ODAC Saudi aide says $50 oil too high CBSM From Russia, with love: $60 oil Jubak Supercostly Crude: Winners and Losers Business Week Surging Fuel Prices Catch Most Airlines Unprepared NYT Shipping Costs for Coal Fall to Lowest in Two Months BL Morgan Stanley's Roach Sees Fed Going to 5.5% BL Washington's Deficit Plan? Nada BW Waiting for Washington to get the deficit under control? Pull up a chair and relax. It's going to be a while. Keep the SS Wage Cap: Nearly a Million Jobs Hang in the Balance Heritage On what planet do Bush & Co. live? Krugman Investor confidence waning (UBS) Globe & Mail Pay Raises Trail Growth in Economy WSJ U.S. venture capital drops Reuters Mack joins team trying to derail NYSE merger Times Online GM's blood in the streets Hulbert Toyota boosts sales incentives to all-time high USAT Still Looking, A.I.G. Finds More Flaws in Its Books NYT (R) Adelphia Settling Fraud Case for $715 Million TheStreet Xybernaut: Close to insolvency CBSM Regulators Query Two More Bear Stearns Clearing Execs TheStreet 'Spam King' files for bankruptcy protection Newsday Black Fights to Stay Silent in Hollinger Inc Probe Reuters Ex-Enron executive says lies told to impress Wall Street HC Two Pension Funds Target 16 Companies CFO Model investors, Americans are not CS Monitor Every week, fresh evidence bubbles up that Americans don't get the basics of ordinary investing. Forecasting Buffett CNN Buffett Trip (Q&A) Greenspan Fading Away TexasH No Joy in Greenspan's Wonderland! Faber How Icahn rebranded from raider to 'activist' Telegraph FASB's Efforts Toward Simplification Smartpros A Common Currency for Online Fraud NYT Greenspan Misses the Point About Yuan -- Again BL EU members approve sanctions against US in anti-dumping row AFP EU textile export probe angers China FT 13 members pressure EU over textiles from China IHT China to be biggest trading partner of US this year PD China hopes to make major inroads in U.S. car market USAT Banks under pressure to crack down on crimes after recent scandals Standard Japan's Household Spending Declines for a Second Month BL Japan's core consumer prices down 0.3 percent in March AFP French-Referendum Risks Rouse Bond Vigilantes Gilbert The BoE Dilemma BCAR Rising Oil Price and the Saudi Stock Market Arab News Putin Tells Tax Auditors to Stop Meddling Moscow Times ASIC targets merger swaps Australian Agency To Force Dealers To Disclose Equity Prop Positions Derivatives Weekly Beware the off-plan bubble Telegraph 80 Illegal Foreign Currency Outflow Cases Unearthed Donga Canada: Class Action Accuses Banks of Illegal Creation of Money NewM North Korea Warns UN Sanctions Will Be a `Declaration of War' BL
Monday April 25 S&P 500 Fundamentals Swenlin Big Picture: Most Important Aden The Worrisome Dollar U.S. Existing Home Sales Rise in March Reuters Thomson Financial Sees Bounce CBSM Thomson Market Week PDF Valero Energy to Buy Premcor for $6.9 Billion, Become Largest U.S. Refiner BL SBC Posts Lower 1Q Earnings on Costs AP GM Recalls 2 Million Vehicles, Most Sold in U.S. Reuters Arthur Andersen Settles With Investors AP High Gas Prices Fuel Public Transit Use AP Oil Hits $56 AP Gas Prices Dip Original Sin Morgan Stanley (Roach) The First Sale is Often the Best Sale Hussman Technology: Use the gadgets, avoid the stocks MSN (Fleck) The Fed: No More "Measured"? Business Week Greenspan's Deficits TIME The storied Fed Chairman is battling inflation, sluggish growth--and some harsh new scrutiny The Great Transition, Part II: Profiting from Trend Changes Bullnotbull The Bursting Asset Bubbles - Wall Street, October 1929 Global Politician Value Managers Are Flush With Cash WSJ Rich Americans Less Confident in Economy Reuters Wanna buy this house? Send your résumé CS Monitor In addition to offering as much as $75,000 over the asking price, buyers are sending flowery bios, pictures, and letters to sellers. More retirees pay the bills with reverse mortgages Boston Globe High stakes won't allow us to admit housing bubble DiMartino (R) After the Housing Boom: Impact on the Economy Angry Bear Commodity `Bubble' May Signal Inflation Nearing Peak BL The Bond Yield ‘Conundrum’ and Global Saving Institutional Economics Headwinds Blasting Airlines TheStreet NYSE members move to challenge $4.7bn merger Times Online Reports: Langone, others seek to buy NYSE AP CFO Mood swings Warsaw Business Journal As the social mood changes into pessimism and then panic, the masses will come to question the viability of existing institutions, few of which will survive in their present form. Limited-Edition Buffett 'Monopoly' Game On Sale Forbes Bush threatens to turn up heat on China, but the US could get burnt King Protectionism is an extraordinarily blunt instrument, a policy that leads to unintended and all too often unfortunate consequences Is America turning protectionist? Economist Officials react angrily to US moves on yuan China Daily Hong Kong's Tsang says case for single Asian currency is 'overwhelming' AFP Uncertainties increase focus on BoJ Outlook Report CSFB Ifo Business Climate Worsens Again Ifo Could London Weather a British Real-Estate Slump? BL House prices levelling and sales 'rapidly increasing' Guardian Gas bubble ‘will deflate UK prices by a third’ Times Online Rover stalled on paying debts long before collapse Times Online Small car dealers face ruin in wake of Rover crash Times Online Philippines tighten belt to avoid economic meltdown Telegraph Khodorkovsky's 1% Chance of Acquittal Riles Russian Investors BL Throughout Russia, 99 percent of criminal defendants were convicted last year, up from 89.1 percent in 2003 Few Mexicans Investing Pensions in Stocks AP Crackdown on 'failure payouts' Guardian Saudi-US leaders to meet at ranch BBC
Weekend Edition (April 23-24) Wall Street climbing ‘wall of worry’ AP Market waits on consumer confidence data, GDP, earnings reports Roller coaster, week 3 CNN Wages and Consumer Spending (Not a Pretty Picture) Barron’s The More Things Change Mauldin Big Picture: Most Important Aden The Great Wealth Deception Richebächer Globalization and its Discontents Bonner Oil Wars Chapman Gold & Oil G-E Oil's Lesser Role in U.S. Economy Limits Damage From High Prices NYT The Day After Tomorrow Puplava Part 2: Broken Resolutions Who's Afraid of the Big Bad Bear? Luskin Housing Sector Looking for Signs of Bubble Fatigue Reuters The Marginal Home Buyer North Jim Rogers On The Housing Bubble HBBlog Why Are You Holding Your Noses? EW Don't panic! Bears can be fun Farrell Manic Markets, Traders Want Chill Pill NYP Budget blues, bankruptcy? Fresh rules rein in filing AZCentral The law will take effect in October, but many consumer advocates expect a rush of filings now to get a better break. Wal-Mart Says April U.S. Sales Rising in Line With Its 2 Percent Forecast BL Grand Jury Probing Wal-Mart Spending AP Citigroup, Lennar Sell Corporate-Debt Sellers as Number of Issues Dwindles BL Wendy's Hopes Arrest Woos Back Customers AP Greedy Grasso NYP Martha's big night out spurs probe NY Daily China Working Out Yuan Reform Timetable Reuters China's Industrial Bank Needs $50 Billion Bailout, Fitch Says BL Rise in Chinese Textile Imports Prompts Inquiry in Europe NYT Temasek in talks to lift Minsheng stake Standard EU's Mandelson Considers Curbs on Chinese Socks, 8 Other Textile Items BL Questions about the rising giant IHT Banks face scrutiny over hedge fund links Times Online Some critics say that investment banks are so reliant on huge fees from prime brokerage that they may be tempted to favour hedge funds at the expense of other clients. Berlusconi’s new government begins by bickering FT China & Japan -- Rival Giants BBC Tokyo turns tables on textbooks Standard
Temporary stock market crash in America, and then sharp recovery India Daily What really happened in New York is a classical example how public is regularly skimmed of their money in the stock market.
Friday April 22 Crude nears $56 with support from gasoline CBSM Gold Heading for Biggest Weekly Gain in Six as Dollar Weakens BL Nasdaq Buys Instinet Network for $934.5B AP Oil Eyes $55 on U.S. Refinery Problems Reuters Oil could foul stocks CNN The coming crisis Asia Times How the Fed Is Doing China a Favor Roach Looking for trouble Economist The American stockmarket has taken a tumble. Why are investors so jittery? The Bursting Asset Bubbles - Introduction (Part 1) Global Politician Dow 10,000: Thank You For Your Support Schaeffers A Secular Bear Market Comstock The Big Picture CornerStone Will a Declining Stock Market Undermine the Economy? Berner Passing the Buck NYT (Krugman) A not-so-fun 'stag' party? CNN Is stagflation a threat? Rates on 30-year mortgages drop for 3rd straight week AP Real estate loan insurer sees profits fall Inman Low savings rate is real retirement crisis Chicago Sun Times Senate OKs $81B for Iraq, Afghanistan AP Endgame for markets in the U.S. Norris After Markets' Merger Mania, Is Oligopoly Next? NYT Big Lenders Warn Against Severe Limits On Portfolios AP Tech Rally Leaves Behind eBay TheStreet Gaga for Google TheStreet What's the price of fish? Times Online Kodak Has Loss on Job Cuts; Revenue Unexpectedly Drops BL Ford Spills Some Beans on General Motors Earnings Gilbert Costco Will Miss Profit Estimates for a Third Quarter BL Hotel-room boom makes discounts scarce MSNBC Merck under investigation over Vioxx Guardian Two Ex-Merrill Execs Get Jail NYP Medtronic to Pay $1.35 Billion to End Doctor's Lawsuit Over Spinal Implant BL Is Rupert Murdoch right to predict the end of newspapers? Economist Exchange Rate Pass-through to U.S. Import Prices: Some New Evidence FED The beauty of gold Asia Times (Fekete) Bottom for both gold and bonds? Hulbert Golden opportunity for China Standard Gold above $433 on China talk ST Money Manager Blisters Gold Companies for Disregarding Stockholders Wood ICBC gets US$15b bailout Standard Industrial and Commercial Bank of China has a mountain of dud loans Minsheng reports new case of China bank fraud BL Blaming China's currency IHT (NYT) China on brink of cracking car market NYT Can 60 Million Chinese Be Wrong? EW Yen Advances to Highest in Four Weeks After Koizumi Apology BL Germany economy: At risk of deflation? EIU Deflation possible in Russia, minister says GTR Ecuador: A coup by Congress and the street Economist A fragile success story in 'the pearl of Africa' IHT Korea's Hynix to pay 185 million dollars to settle price-fixing probe AFP US crisis short list: Asia next? CS Monitor 2 Brits nabbed with $3 trillion in fake US fed notes ABS
Thursday April 21 Greenspan: Yuan peg undercuts China CBSM Bulls run on Wall Street CBSM Philly Fed unexpectedly surges in April PFed Buffett shows a taste for Budweiser Reuters U.S. March Leading Index Declines 0.4%, Most in 2 Yrs BL Conference Board Greenspan: Budget Deficits Pose Threat AP Testimony Jobless Claims in U.S. Decline to Lowest Level in 10 Weeks BL Treasurys Fall Stock Market Is Scary Place To Be NYP (Crudele) Will the walls come falling down? Economist Now that housing markets are looking soft, consumers may be forced to retrench Commercial property prices and bank performance BIS PDF File Still Not Convinced There's a Real Estate Bubble, Read This! Euro Pacific One Thing Leads to Another in the Bubble Cycle Wonderland Janszen A big, fat, over-valued asset Mogambo Guru The End of the Days of Denial Rostenko Not the time to catch a falling knife CBSM The Economy, Psychology, and Cluelessness EW Inevitable oil squeeze draws near CS Monitor Bush Calls for Reduced U.S. Dependence on Foreign Oil USinfo Why Are Real Rates So Low? MS (Xie) The Business Cycle Will End with Deflation Awash with cash 5: A solution to the bond yield conundrum Danske Bank PDF Economic Presentation: Inflated Anxieties CIBC PDF Filing Chapter 7 bankruptcy will get tougher soon USAT Banks and credit card companies have been lobbying for the change for 8-years. Medicare's dilemma grows: How far to go in coverage USAT Plan would allow airline pension deferrals BL Fannie Mae Apologizes for Accounting Failures WP Car Trouble: Should We Recall the U.S. Auto Industry? Wharton Carving Up the Carmakers? Business Week Shareholders Aren't General Motors' Top Priority GM NYSE to Merge With Archipelago, Become Publicly Traded BL Whirlpool Hit by Energy Costs AP EBAY - MOT - QCOM - DAL - MCD - MRK Time Warner, Comcast to Buy Adelphia AP T - XRX - UPS Pernod swallows Allied for $14.15B Reuters Guilford Mills to close plant News & Record Taser: Don't trust our finances Reuters Why is Peter Kann still running Dow Jones? Slate Wal-Mart critics launch ad campaign AP Black's holding company in 'financial crisis' Guardian Prosecutors Finally Rest in Scrushy Case CFO Monsanto subpoenaed on biotech seeds Reuters Examining Back Door Links between Directors and CEO Pay Wharton Patience and er -- faith Russell U.S. Current Account Deficit: Causes and Consequences Ferguson Speech Brady Commission member Robert Kirby dead in LA at 80 AP Pressure on China to act as boom continues Times Online 5 imminent problems in China's economy People’s Daily Shenzhen bank finds suspect loans Standard Japan Trade Surplus Unexpectedly Narrowed in March on Imports BL Rover cars to be made in China BBC End of quotas sews chaos in clothing industry IHT (NYT) Australia's economy shows signs of stalling IHT (BL) Builder sees bleak trading conditions Times Online Congress Fires Ecuador President After Protests Reuters Ecuador Bonds Fall
Wednesday April 20 Sellers Crash Profit Party TheStreet US rate futures see Fed pressing on with hikes Reuters Price Pressure in Beige Book TS FED Snow dismisses stagflation, as CPI spikes up Reuters Energy futures up after data CBSM EIA Price growth outpaces wages for the 11th consecutive month EPI Prices are surging -- and it's not just gasoline AP U.S. March CPI increases 0.6% CBSM BLS ~ Treasuries Fall ~ Oil Up Mortgage Applications Decreased Last Week Reuters MBA Gloom descends on prospects for world growth and profits Times Online Institutions managing more than $1,000 billion have, in the space of a month, suffered an abrupt loss of confidence in prospects for world growth and company profits. What the Future Has in Store Schaeffers What's Bleeding The Market? Ackman Three trends that goosed the markets in recent years may be history. Slower Growth Won't Stop Fed's Rate Increase Berry An economy going nowhere Boston Globe Shaping Down Again? CSFB PDF A valuable alternative to empire-building Buttonwood Companies are buying back their own shares in record quantities. Should shareholders thank them for it? Twilight In The Desert Simmons PDF Oil not a bubble ~ Oil Bubbles Back S The Coming Saudi Oil Shock and The World Economy High Energy Prices are here to stay Auerback Where's the Fear? EW Is money supply growth bullish for stocks? Hulbert Snow Says `No' to 30-Year Bond, and Wall Street Hears `Maybe' BL Snow asked to see Lehman's research on the 30-Y bond and nothing else. Bond yield conundrum is back FT U.S. Corporate Bonds: The Bull Run Is Over BCA Research U.S. Bond Issuers Debate `Relationship Business' BL Fiscal Restraint A Thing Of The Past OpEd Is the real estate market cooling? CNBC A boom that won't bust? Reuters Condo development on Miami coast is hot, hotter, hottest USAT How long can the big airlines survive? CS Monitor US Airways, America West in Merger Talks AP Fannie Mae CEO Says Don't Limit Portfolio AP WP Ford beats estimates, lowers Q2 outlook CBSM Pension 'crisis' pushes GM closer to brink Independent Ailing GM might tap health care fund USAT "We can extract it pretty aggressively if we have to." The company hasn't taken money from its VEBA account in 20 years. Agency takes negative outlook on Berkshire for first time CBSM Two retired executives challenge Gillette sale Boston Globe KPMG settles Xerox case Reuters Ex-con man stars in sting Newsday Widow of Top Enron Exec Criticizes Film AP Furious eBay bidding for pope collectibles Arizona Republic Will a new gold coin make a mint? CNN Investors Must Prove Loss in Fraud Suits CFO How Bush and Cheney Avoided the AMT WSJ Five Stocks Ben Graham Might Buy MorningStar How does fiscal policy affect monetary policy in emerging market countries? BIS China's Economy Grew 9.5% in the 1Q05, More Than Expected BL Looming pension crisis in China stirs fears of chaos USAT Unlike the US and Europe, which prospered before their elderly populations expanded, China is in danger of growing old before it gets rich. Giants race for China sales ~ Mercedes to be made China ~ GM cuts VW lead Asia FX reserves growth slows, perhaps temporarily Reuters Markets 'too complacent about break-up of eurozone' Telegraph "Against this backdrop, the euro's status as a serious contender to the US dollar as a reserve currency is highly questionable." British workers 'sleep-walking' into pensions' disaster MI Banker cautions French IHT The U.K. Economy Is Headed for Post-Election Jolt Bloomberg Financial stability threatened by deposit cap system Yomiuri BOJ's Mizuno calls for shift to zero-rate policy Reuters Minister: Malaysia Won't Float Currency AP Securities companies take on risky rescues Asahi High-wire act for Italy's Berlusconi CS Monitor Bureaucrats Bungle - Aged Care Crisis Continues Scoop A crisis of trust Toronto Sun Rosneft Closing In on Yukos Assets Moscow Times Asset Freeze Global demand for steel products to exceed 1 billion tonnes AFP “China will account for 29% of total steel demand and nearly 80% of world growth in 2005” IISI Some German Bond Owners Want Money AP The gold-backed bonds were issued in the 1920s by a Germany seeking to rebuild after World War I. Why God is not an economist Swissinfo Benedict XVI prepares for first Mass as pope CNN
Snow Says China Must Adopt Flexible Exchange Rate Now U Senators Press Treasury to Say China Manipulates Yuan BL The China mess Kudlow Why is the U.S. threatening economic warfare against China? Chinese foreign minister appeals for calm after anti-Japanese protests AP Japan's Bonds Advance; Yields at 14-Month Low on China Concerns BL Threats of bomb, anthrax, death: Chinese interests in Japan under siege JT
Tuesday April 19 Lex live: Emerging market debt Lex COMEX gold jumps to 4-week high on falling dollar Reuters Crude Oil Rises on Speculation Gasoline Demand May Drain U.S. Inventories BL AIG places chief administrative officer on leave CBSM Will the NYSE boot Krispy Kreme? CBSM U.S. housing starts fall sharply in March CBSM Census Decline by 17.6%, largest since Jan. 1991 March producer prices up 0.7% on energy spike; Core up 0.1% CBSM BLS Chain Store Sales Fall in 2nd April Week Reuters Standard bear CBSM Market observer Grant lashes Fed, speculative excess Fed Focus: Slow and Easy, Baby McCulley Steering clear of a recession Bartlett Fed Embraces Public Perception in Place of Sound Monetary Judgment Merk Seismic Sentiment Shift . . . Baum Bizarro World on Wall Street CNN 7 reasons the bears might be right MSN (Jubak) Bulls battered but unbroken Brimelow Mutual Fund Cash Levels Cross Currents No free lunches for pensioners Guardian Could Social Security Go Broke? Economists’ Voice America's riotous real estate Asia Times The current housing bubble in the United States has already burst in San Francisco and a general deflation - perhaps of international magnitude - could be nigh. The Bubble, Then the Blues LA Times The current housing bubble is the bastard offspring of the stock market bubble of the mid-1990s. Homebuyers Increasingly Flip New Properties Knight Ridder Home buyer worry in two areas Boston Herald Want to buy a home? Good luck Oregonian Is it all relative? Maybe oil prices aren't so bad, after all CS Monitor Big Oil Companies Are Stealing Your Hard-Earned Cash Crudele AT&T was broken up at the height of its profitability, so why not an oil giant or two? Analyst: 'Worst is over' for gas prices USAT GM posts huge loss CNN Worst result since 1992 Gloom over GM and Ford shrouds global car stocks Times Online Merrill Lynch First-Quarter Net Falls 3 Percent as Revenue Growth Slows BL Coca-Cola 1st-Qtr Net Drops 11% on Marketing Costs BL Texas Instruments' Profit Rises 12% BL VIA - EMC - LU - PFE - TASR - MAN H&R Block Handles Fewer Returns Dow Jones Sirius to Carry Martha Stewart Channel Dow Jones Lehman takes hedge fund stake FT WorldCom's Ebbers asks for new trial, says judge erred BL Morgan chief forced to play defense IHT (NYT) Coke Probes Completed by SEC, DoJ CFO Blockbuster fires back at Icahn AP Oops! US Air roundtrip for $1.86 CNN Sugar tariff fails to yield sweet results for anyone Oakland Press Chip Industry Traced to Moore's 1965 Ideas AP Fed unveils financial education Web site AP Link Gold and Deflation Saville Gold: Debt - Supersize Me Ing Little People 321 Stocks tumble, companies tremble Asahi Disaster looms, but no one seems to care Times Online Inflation jumps to seven-year high Times Online German Investor-Confidence Index Drops as Oil Costs Limit Economic Growth BL Pricing sparks power shortages in China IHT (NYT) China's Economy Probably Grew 9% in 1st Qtr, Slowest in 2 Yrs BL Argentina's 'Silicon Valley' thrives CS Monitor Investment Banks Home in on Hedge Fund M&A Fees Reuters ICBC loan scandal results in 21 being sent to jail Standard Facing Global Sanctions, Iran Uses Oil Fields to Seek Alliances NYT Japanese tourists cancel trips to Hong Kong amid China row AFP American to salvage Japanese sub full of gold, opium sunk in Atlantic in '44 JT
Monday April 18 Wall Street prints more red CBSM Oil Futures Hover Near $50 on OPEC AP Tilt! Roach Can earnings reverse Wall Street downturn? AP Tense week for Wall Street Change in Wall St. Sentiment Underlines Economic Fears NYT Crash Alert In 2005, a Rash of Possible Bubbles LA Times Pop goes a market? Chicago Tribune Dollar Gains as Investors Shun Global Stocks, Buy Treasuries BL If only Greenspan could be Volcker MSN (Fleck) Interest rates are not a talisman for the US economy Brookesnews Those who believe that a mere cut in rates will always stimulate the American economy had better think again. How Hedging Works Hussman Signs point to an end to America's buying binge CS Monitor Economy wobbles under cost of oil CS Monitor A Whiff of Stagflation Krugman How do we get out of this bind? As the old joke goes, I wouldn't start from here. Fears shift from inflation to slowdown CBSM Financial crisis: Is it reparable? WorldnetDaily The Great Transition Part I: Giant Popping Sound BnotB Bush's Voodoo Economics Intervention Magaine Sheer speculation Union Tribune Payback looms LA Times "My money is in real estate because I got tired of seeing the income statement on my mutual fund go down." Housing: After the Boom Angry Bear Sand/gravel company dabbling in real estate redevelopment RG Tech's Gathering Gloom Business Week Tech Gloom Deepens, But Is Sky Falling? Reuters Report: Nasdaq Set to Buy Instinet Reuters Microsoft to Launch Biggest Ad Campaign AP Next Enron Trial Focuses on Broadband Unit AP Fannie Mae's Top Lawyer To Quit, Join Old Firm WP Watchdogs With Eyes Wide Shut Business Week As investigators pore over the books of AIG, it's becoming clear that for years regulators failed to detect lapses Buffett targeted over sham deals with HIH SMH Restoring Fiscal Sanity: Meeting the Long-Run Challenge Brookings The Parent Trap Mother Jones (Galbraith - R) Report: U.S. Pressure Hampers Yuan Reform Reuters China: grinding the greenback Observer G-7 Ends Charm Offensive, Urge Immediate Loosening of China Peg BL The Best China Investment Strategy Blodget Forget about it Book warns of new threat from China Taipei Times Shanghai violence exposes 'China risk' Yomiuri Adrift as China flexes its muscles Australian Tokyo stocks plummet after U.S. losses, China woes CBSM Tokyo warns China of trade impact CNN Free Money in Japan? Not So Free After All Pesek Of mobile landings and staircases: Japan in the global school of wizardry JT Brown insists IMF sums wrong after claim of budget black hole Scotsman Euro to Extend Drop as Europe's Economy Falters, Survey Shows BL Housing boom goes on ThisisMoney ‘Greedy' sellers are pushing asking prices to an all-time high TiM Investors are braced for further falls Times Online Indian Stock Market Losses may mount BS ’I don't understand stock markets’ Bush's Economic Recipe May Not Work for Schroeder, Berlusconi BL France's fears FT Avoiding the Argentina effect Pesek Barclay brothers' Index exit will cost 3,200 jobs Times Online Philips First-Quarter Profit Slumps 79 Percent on Flat-Screen Venture Loss B
Weekend Edition (April 16-17) Rough Roads Ahead Keenan Who said that bubbles don't burst anymore? For Ford and GM, the road ahead is full of potholes IHT (NYT) Finance Officials Try to Calm Markets AP Text of G7 statement CBSM In Real Estate Fever, More Signs of Sickness WP Some Economists Warn of Housing Bubble Forecast: The Next Ten Years Mauldin The Greatest Ever Speculative Bubble in Risk Noland Gold Futures CoT Zeal Dear Mr. Greenspan Sheperd Unwelcome Dow Additions Schaeffers Home sweet home Express News Curtain call for housing PBear High Oil, Economic Doubts, Hint at Stagflation Reuters Buybacks carry a hidden cost Norris Intel Says 'Dual-Core' PCs Ready to Ship AP Wendy's doubles chili finger reward Reuters Wal-Mart sees April sales flat to up 2% CBSM Gas retailers feel pinch AP It sounds hard to believe, but gasoline retailers' profit margins are at a 20-year low. Can Wall Street police itself? CBSM An Industry Bully Gets Its Comeuppance NYT (Morgenson) Queens Broker In King-Sized Scam NYP Hedge funds queried in Deutsche Börse case IHT 16 Arrested in India Call-Center Scam AP Group of Seven Frets About Oil, China Reuters Beijing warns against real-estate speculation Xinhua Scapegoat, Made in China LA Times China's Car Makers Ready to Go Global? Reuters China's people problem Economist Problems recruiting and retaining workers, particularly skilled ones, are raising the cost of doing business in China ECB's Trichet rules out rate cut CBSM Property market 'at peak’ Times Onlines Housing prices soaring in post-Saddam Baghdad USAT Saudi Arabia's real estate sector is booming Arab News A Carnival of Piracy Tech Central Argentina Rejects G-7 Calls to Address Debt Holdouts BL 5,000 jobs go in Rover collapse Guardian 'Who's going to pay the mortgage?' Investors and firms lose out to new 'boiler-room' fraud Guardian Row deepens over UN oil scandal BBC Italy’s Berlusconi Faces Government Crisis AP Thousands Join Anti-Japan Protests in East China Reuters Japan to protest over China riots BBC U.N. chief Annan angers U.S., Britain WT
What a Week: Blue Crush TS Worst Day in 2-Years AP Dow SignalWatch Even with all the doom and gloom, there's little talk of an impending oversold bounce. Treasury Yields Hit 8-Week Lows Reuters Correction likely to continue for some time MoneyCentral Wall Street is worried Stock market agony worsens St. Petersburg Times Stocks' Damage Will Take Time to Heal Business Week Big-time Gluttony, Using Both Hands -- and What Follows EW The action this week was not gut wrenching, much less a panic
Friday April 15 Stocks slammed, day 3 CNN Dow Down 420 pts in three days ~ Recap: CBS ~ BL U.S. TNotes Have Biggest Weekly Gain Since August as Stocks Drop BL When IBM sneezes it usually means the tech sector gets a cold CNN Clouds gather on Wall Street CNN Suddenly investors, economists are worried that much weaker growth, lower profits are ahead. SEC Postpones Options-Expensing Rule CFO The delay ''provides more time for companies to window dress the impacts through acceleration of vesting, tweaking assumptions, and other maneuvers.'' General Motors Bonds Fall on Concern About Healthcare Costs, Debt Ratings BL Tough Love MS (Roach) "And Then, Alas, it's Too Late" Comstock Foreigners' Feb. U.S. Asset Purchases Rise $84.5 Bln BL Treas U.S. consumer sentiment falters CBSM NY factory activity comes to virtual standstill in April CBSM NYF $ Dips Fed: industrial production data posted early by mistake AFX In Yuan We Trust New Yorker No one, in Asia or anywhere else, wants to be the last guy out. Hanging on for Dear Life Schaeffers Nasdaq breaks several key support levels Do Security Concerns Influence Asian Central Bank Holdings? KWR Dismal monetary science Fekete Bears sniff blood -- again Brimelow Bears Versus Bulls – Part I ~ Part II AIR Arm Wrestling Rude Awakening Big Obstacle Blocks the Road to Higher Bond Rates BL The Medical Money Pit Krugman A Dirty Little Footnote to the Energy Bill NYT Congress approves bankruptcy changes AP The Deflation Guarantee Act of 2005 Mish House poor: Are prices about to plunge? The Hook The danger of a bust is "absolutely getting worse" Housing market may be cooling Union Tribune Mortgage scams cost Americans tens of millions of dollars MJS IBM investors get 'Big Blue' bruise CNN GE - C Shares of IBM plunged nearly 5 percent after hours Samsung Profit Slides 52 Percent, More Than Analysts Expected BL GM falls to decade lows after word of SEC subpoena AFX GM Woes Drag Down Markets WP New security breach puts credit-card holders at risk AP Greenberg's gift gambit may fail Dow Jones Former Serono executives accused of offering kickbacks AP Barrick Denied Use of Canadian Information in New Orleans Suit BL What's going on with gold & the dollar? Texas Hedge The Coming Bull Market in Gold Stocks FSO SEC fails to put investor interests first CBSM EU to apply 'safety clauses' on Chinese textiles within weeks AFP EU keeping China weapons embargo: US officials AFP China exports overtake Japan FT China forex reserves swell to $659B R Japan: Are Exports To China At Risk? BCAR ECB shifts focus, worried by rising asset prices IHT Corporate sales growth at its lowest in 18 months Times Online Bankruptcies below 14,000 for first time in 13 years Japan Times Seven tips to make money in a bear market India Times Before rushing into Reits ... Today Woolworths shares plunge 30% Guardian Layoff costs cut Aer Lingus profit IHT US tycoon in oil-for-food scandal BBC Former insurance chief jailed over Australia's largest corporate collapse AFP
Thursday April 14 Blue chips fall to five-month low CBSM Jobless Claims Fell 10,000 Last Week to 330,000 BL Oil Steadies Near $50 After Heavy Falls Globe & Mail Don't Discount Discounted Dividends Hussman Watch Out Below Schaeffers Bears' claws sharpening up Mineweb Running out of puff? Economist Case Study On Costs Of Hitching Your Wagon To A Dollar “Star” Kasriel Don't Say He (Volcker) Didn't Warn You North Daddy! Wake up! Where is all my money? Mogambo Guru Ka-Poom Theory Revisited Janszen The Dollar "Plunge Protection Team" Droke Not just a Spike CIBC PDF Crude Prices Will Almost Double Over Next Five Years The invisible hand preventing an energy crisis Asia Times Hotel rates continue to inch upward Sacramento BJ ‘Chicken Little' investors missing opportunities? Chicago Sun Times AMD Cuts Down Safety Net TheStreet Perelman suing Morgan Stanley for $2.7B AP Warren Buffett is an ex-American idol CBSM Ex-Citigroup Brazil Manager Charged in Probe BL Glaxo faces suit over Paxil Reuters Wal-Mart leaves bitter chill in Quebec WP Retailer shutting store after workers vote for union Wendy's Diner Won't Sue Over Finger in Chili Dow Jones Asian hedge funds brace for U.S. registration IHT (BL) SEC Expected to Delay Options Expensing CFO As early as next week, the Securities and Exchange Commission will reportedly push back the effective date of FASB Statement 123R. Earnings quality dropping again CBSM Companies obfuscate, analysts play along Global Economic Momentum Continues to Deteriorate BCA Research China slams Japan over drilling in disputed waters as tensions soar AFP Top economist foresees currency crisis if France votes No EUobserver Australians remain cautious on spending BL China hints at stock move IHT (BL) China's weak link FT About two-thirds of shares of China's listed companies are held by the state Investors brace for decline at Samsung IHT (BL) Made in South America: new breed of fake US dollars CS Monitor 4-Member Ring Circulates 1,400 Counterfeit $100 Bills Korea Times It's better to be poor in Norway than in the US CS Monitor Rwanda wins debt cancellation from IMF-World Bank AFP
Wednesday April 13 Stocks Drop on Weak March Retail Sales AP Oil Down Crude, gasoline lose more than 3% CBSM Oil Alert -- Products Drive Prices Higher Morgan Stanley OECD to Cut 2005 Growth Forecast to 2.8%, Draft Says BL Retail Sales Climb Less Than Expected BL Census Chip gear sales fall 2.5% in February Reuters First decline in global sales of chip-making equipment in 19 months, industry group says. Mortgage Applications Increased Last Week Reuters Not so fast, bulls! CNN Dollar Drops to Lowest in Almost Two Weeks Against Yen After Fed Minutes BL Illegal Appraisals Inflate Housing Bubble Realty Times It’s not the dollar, it’s oil! Business Day Well on our way toward a $900 billion current account deficit ... Setser Lest any one think the US trade deficit is made in China, or just the product of an undervalued renminbi, consider this: the US trade deficit with the Eurozone also continues to grow. Fed Minutes Offer More Confusion Than Clarity Berry Volcker: He Made It Worse... Then He Made It Better? EW Hoisington 1Q05 Review & Outlook PDF Private Pensions Need Fixing Too AEI The day of reckoning is close Monthly Economic Outlook Wachovia US $ will continue to stumble over record twin deficits, says Scotiabank CNW Pension funds set for $400m court claim against AIG Times Online Rising Steel Prices Force Changes in Construction Plans NYT Brand-name drug prices up 7.1% in 04, more than double other inflation AP Gas-guzzler sales sag as gas prices rise Det News Profit warning means Ford needs to cut production, experts say Chicago Tribune Chapter 11 for EaglePicher Arizona Republic Harley slashes '05 earnings outlook Reuters The Contrarian Theory Doesn't "Ring" True (MOT) Schaeffers Foundry Networks Tanks on Warning TheStreet Carl Icahn Sees Red Over Blockbuster Chief's Pay BL MStanley's Perella to Quit, Meguid May Follow Amid Exodus of Bankers BL More hedge funds take on the role of banks AFX Cash-rich hedge funds shake up the reinsurance industry CBSM LBOs See Rise in Debt Ratios CFO Many Companies Speed Up Options Vesting CFO More than $1 billion of stock option expense has circumvented income statement recognition in future periods due to the accelerated vesting I want to turn to gold... Russell At what price will gold and the Dow meet? Nobody knows, but if I had to guess I'd say around 3,000. New Investment Era Aden Excessive Asian Reserves? Tech Central Station Forex watchdog on inflows alert Standard China's bad loans could trigger financial crisis IANS Sales of consumer goods to top 6 trillion yuan this year People’s Daily Paradise for housing speculators may be lost People’s Daily U.S. rhetoric on Chinese trade has bite to match IHT (BL) Piracy in China is worsening, US says BL How To Solve China's Piracy Problem EU ministers call for currency appreciation in Asia AFP A China, India Combine? Seismic Economics! Pesek Indian tech majors reject Chinese love letter India Times China-India Combo: Full Coverage India Times India sits pretty with US and China Asia Times Bank lending kept falling in '04 Japan Times Japan's Producer Prices Rise for 13th Month, Squeezing Corporate Earnings BL Argentine Stocks Drop on Concern IMF May Delay Loan; Venezuela Drops BL CB Ready for Ruble to Rise 8% Moscow Times ‘Unanticipated’ factor—the biggest risk in markets today Financial Express Showdown looms as EU queries Rover loan Times Online Fuel Surge Forces Asia Airlines To Lift Charges Dow Jones Industry glut harms LG.Philips TT (BL) CE to serve two years Standard China tries oil sands Globe & Mail Chinese premier urges Japan to treat history correctly People’s Daily New Pope to Face Enormous Financial Issues AP U.S. Has No Exit Strategy for Iraq, Rumsfeld Says BL
Tuesday April 12 Crude Falls Almost $2 After IEA Lowers Demand Forecast BL IEA Highlights Stocks stage big rally after Fed report CBSM Fed Weighed Dropping `Measured,' March 22 Minutes Say BL Minutes Federal Budget Deficit Narrows in March AP MTS Maurice Greenberg Transfers $2.2 Billion of AIG Stock to Wife Amid Probe BL NYSE Specialists Indicted on Charges of Fraudulent and Improper Trading BL Trade Deficit Surges to Record $61B, Driven by Energy Imports BL Census Foreign Trade & International Debt Report FSO The Belkin Defense (pg 8) Weedenco PDF The Danger Zone of Global Rebalancing Roach Housing bubble will pop Cincinnati Post (Shiller) Bubble trouble? Brimelow U.S. mortgage spreads widen, bearishness persists Reuters The Coming Deflation Scare Saville Spring brake Kellner As the second quarter gets underway, there's something in the air that smells suspiciously like a slowdown in economic activity. Big-Cap Blowup Schaeffers Greenspan could have warned investors DP Pensions: Big Holes in the Net NYT Medical debt a big contributor to personal bankruptcy CBSM U.S. pension guarantees are at risk Detnews Cut DRAM holdings, analyst says Taipei Times Ford shakes up executive ranks CBSM GM Won't Face Cash Crisis If Rating Gets Cut WSJ Auditors Questioned $212.3 Million in Charges From KBR WP SEC Probing Delphi Inventory Deals CFO MetLife To Shed 600 Jobs In Conn. AP BMC Guides Down, Sets Layoffs S Rising fuel prices put more pressure on United AP Morgan Stanley rebels seek talks Times Online Buffett didn't know details of AIG deal CBSM Judge Orders Stewart to Serve Sentence AP SEC probes trading of Elan shares AP NYSE Specialists Indicted on Charges of Fraudulent and Improper Trading BL $440 million investor fund clears hurdle CNN Fannie's and Freddie's portfolio WT China's exports surge IHT (BL) The energy ties that bind India, China Asia Times China banks told to act on fraud BBC ECB's Trichet Is Caught Like Rabbit in Headlights Gilbert At deadline, EU and U.S. put off clash on air subsidies IHT France, Italy and Spain in danger of trade 'catastrophe' Telegraph Inflation linked 50-year bond in prospect FT SBP raises interest rates to 9% to axe inflation Daily Times Oil booms, but investors flee Russia CS Monitor BP unit faces billion-dollar Russian tax bill Times Online Canada's kickback scandal grows CS Monitor Equitable blames auditor for huge losses Guardian As long trial ends, founder of Yukos remains defiant IHT (NYT) Lazard goes public - after 157 years Guardian Slow, painful breakdown of a car industry TheHerald Chinese mobs escalate protests Asahi China-Japan Logrolling CSM China boycott threatens firms Yomiuri Hostile rallies put companies on edge Japan Times China Builds a Smaller, Stronger Military WP Bush warns Israel over West Bank BBC Gibraltar clash over £2bn treasure Guardian
Monday April 11 Reports: Greenberg May Take Fifth in Case AP U.S. Regulators Probe Sale of Elan Shares AP Asset Allocation: Reduce Equity Exposure BCAR Dollar nervously lower as US trade data looms Reuters Black Swan Daily Bang a Gong Hussman Gold: The only currency that can't be printed MSN (Fleck) Beware an April rally! Faber U.S. Stocks' 2 1/2-Year Rally May Soon End, Chart Watchers Say BL The Drumbeat of Protectionism Roach Average Gas Price at Record $2.29/gal R Crude under pressure ~ Gas Pains Let's Get Real About Real Estate WSJ Baby Boomers fuel boom in mutual funds Chicago Tribune It took more than 65 years for mutual funds to garner $1 trillion in assets and less than 15 years--from 1990 until now--to add another $7 trillion. Wages Lagging Behind Prices LA Times Inflation has outpaced the rise in salaries for the first time in 14 years Costs of oil, raw materials renewing fears of inflation Knight Ridder Copper hits record G&M US economy: booms, mergers and commodity prices Brookes German lawyer says preparing class action vs Pfizer Reuters GM downgrades spark rise in credit derivative trading FT Ford Shares Hit on Warning TheStreet Bernanke Favorite for Greenspan Successor Reuters Put Up Or Shut Up NYP (Byron) In one fell swoop stock market brings an end to an era Portland Business J Hedge-fund industry morphs CBSM Taylor On US Markets & Gold G-E An awful time to be writing about it [gold] Schultz Bank of France lowers gold holdings CD The Gold Bears Are On The Loose AIR AngloGold Sees Gold Soon Trading at or Above $500/oz R China allows online gold sales to boost demand Reuters Paving the Road to Hell Bonner Confidence slides as profit warnings grow by a fifth Times Online UK workers without a pension reach 12.7m Times Online UK car makers hog fast lane as Rover stalls Inde (King) Singapore's Economy Contracts at 5.8 Percent Annual Pace in First Quarter BL Japan Firms Become Less Optimistic About Recovery, Yomiuri Says BL You can lead a market to bonds, but you can't make it drink Japan Times Yuan remains stable as forex trade surges China Daily Philippines Makes Greenspan's Job Look Easy Pesek Docs reveal trade figures unreliable Canadian Press Is the Australian economy heading for a recession? Brookes Shanghai Automotive warns of profit slump IHT (BL) YUKOS Owner Expects Bankruptcy in Months Reuters Japan punishes Credit Suisse unit CBSM
Treasuries May Fall ~ Dollar May Advance ~ Gold May Rise
Weekend Edition (April 9-10) Unexpected Returns Mauldin An Economy On Thin Ice WP (Volcker) The Fed’s Dilemma Noland Trade Deficits, Budget Deficits, and the Dollar affect Oil and Gold Conrad Trading the Gold-Stock Bull 5 Zeal Oil for dollars, and dollars for US deficit Asia Times Consider Yourself Warned NYP Cracking The Street's New Math Business Week Algorithmic trades are sweeping the stock market. But how secure are they? Commentary: M&A spike points to market top CBSM Looking back at stock market declines Ledger Dispatch Rubin calls for reversal of Bush tax cuts Post-Standard Charity Begins at the Board. Just Ask A.I.G. Morgenson The Oracle of Omaha's Latest Riddle NYT Jailed chief goes from cell to sell in advertising campaign Times Online Judge imposes 9-year term in illegal spamming case AP First-class stamps headed up to 39 cents CNN As exports boom, China risks global backlash IHT (NYT) Chinese Banks May Be the Big Gold Story in 2005 - Lear Financial PRN China and India Cooperation Or Conflict? Statesman Trade Quotas? Ah, the Good Old Days NYT Seoul to stick with the dollar TheStandard Shares 'poised to plunge after the election' Times Online Pensions threat to Rover directors Times Online Saudi Stock Market Index Sets New Record Arab News Nation steels itself against further price hikes China Daily
US not facing national housing "bubble" - Greenspan Reuters
Friday April 8 Ford Cuts 2005 Profit Forecast, Citing Higher Costs for Health Care, Steel BL Warnings weigh on truck sector CBSM Spitzer Subpoenas Two Drug Wholesalers AP Report: AIG Transaction Papers Doctored  AP NYT The Coming Real Estate Wreck Mooreâ€s Law Un-Real Estate Forbes (Grant) Mistaking the past for the future, people are pouring money into houses, shopping centers, office buildings, hotels, anything with a front door and a roof. They are paying some of the fanciest prices on record. Higher mortgage rates to bite CNN Impact of higher home loan rates could be felt far and wide across the United States -- soon. Is the Housing Market Going to Crash? Baltimore C Why The Dollar Could Demolish Your Home Forbes Specter of a South Florida Real Estate Bust M (R) The Optimistic Take: Whatâ€s Your Home Worth? MES PDF Savvy Households Could Face Tight Budget Situations NT PDF The Recovery That Isn't And the Bust That Will Rostenko Is Anybody Listening? Comstock You need us and we need you Economist Why Hasn't a Weak Dollar Slowed Imports? NYT Dollar Heads for Weekly Gain; Fed May Lift Rate `Vigorously' BL Oil Declines The shift away from thrift Economist Across the rich world, people are saving less. Does that matter? Global Economic Prospects IIE Chinese Economy ~ US OutlookPDFs Worries About Growth and Inflation for 2006 (Assessment of Early April 2005) IMF: Oil could hit $100, hurt growth Reuters Global lending organization says prices will remain volatile through 2030, posing 'serious risk.' Economists Lower Second-Half U.S. Growth Forecasts, Survey Says Bloomberg US car giants in financial crisis BBC An Avalanche of woe CNN USF Warns on Auto Slowdown TheStreet GM Stops Buying Ads in The Times LA Times GM campaign raises discount on all its vehicles by $1,000 KR Borrowing Trouble Forbes Some banks could be underreserving for possible bad loans. False Signatures Aided Fannie Mae Bonuses, Falcon Says WP Time Warner, Comcast to buy Adelphia CBSM SEC Probes Blue Coat Trading TheStreet Dollar General pays $10M SEC settlement AP $29m payout for woman belittled and excluded by Wall Street boss Guardian Icahn to Nominate Blockbuster Slate TheStreet “If we cannot bring about those changes to our satisfaction, we plan to attempt to take control of Board of Directors in the 2006 annual meeting." Buffett to meet regulators on Monday CBSM Wal-Mart's Problems May Go Deeper than They Know Schaeffers WD-40's Squeaky Wheel Fool A golden way to play the dollar's fall MSN (Jubak) Gold Prices Face Further Downside BCAR Gold versus Commodities Saville Hopes for Silver Spring Eternal TheStreet ICBC Given OK For Gold Derivatives Operations Dow Jones EU guide on textiles 'violates WTO rule' China Daily FM rebuts US threat of economic sanctions China Daily First the US, now China tries to woo India CS Monitor Chinese unhappy about 4-year slump in stock market Knight Ridder Asia/Pacific: Scare and Dare Xie Bill for running government soars by £1bn Times Online Corporate Rules in Europe Have Been Flexible, but Change Is Coming Norris Hedge Funds Popular Among HK Investors Dow Jones A String of Auctions Get Canceled Moscow Times Steel Asset Shortage Hits Russia Moscow Times Russia may pay back foreign debt by â€07 amid oil boom FX (BL) RBA wrote to Liberals about rate ads AAP Scotiabank Files $600 Million Claim Against Argentina Reuters Parmalat: A curious delay Economist MG Rover starts bankruptcy procedures after China deal fails AFP Japan's burden FT In the past week angry Chinese have vandalised Japanese-owned stores and a big Chinese retail association has called for a boycott of Japanese goods. Chinese begin to worry U.S. militarily IHT (NYT)
Thursday April 7 Oil Prices Drop Sharply As Gas Plummets AP Home foreclosure listings surged in March Dow Jones U.S. Yuan Policy a 'Wet Noodle,' Senator Tells Snow Reuters Pfizer Takes Painkiller Bextra Off Market AP Jobless Claims Post Biggest Dip in 2 Months AP U.S. Retailers' Sales Gained as Early Easter Muted Higher Gas Prices BL No Joy in Greenspan's Wonderland! Faber Debtor Nations Dream of Deflation Janszen Think this bubble is big? Wait until you see the next one. Asset Class of the Next Generation Daily Reckoning Greenspan and the real estate bubble Marco Island ST Oil prices pinch other spending CS Monitor Price hikes could mean Americans will spend $5 billion more a month this summer on gasoline. Saudis promise to open oil spigots CBSM DOE sees oil prices staying above $50 CBSM EIA PDF Summer break on gasoline unlikely CBSM Real estate’s ‘dirty little secret’ CNBC ‘Appraisal inflation’ a worry for housing experts As housing market booms, more buyers pay $1M-plus USAT Boom or bubble? New York property prices on the up and up AFP Home Prices Won't Directly Affect Fed Rates Berry More than $100B in Debt Coming Due CFO Daimler management faces investors' wrath AP/R Wal-Mart sees weaker earnings CNN Accounting for the Abuses at AIG Wharton HealthSouth Countersues Ernst & Young CFO Perelman: Morgan Stanley Hid ‘Fraud’ NYP Albany Detour For AG: McCall Crudele Congress weighs China currency action CBSM China: U.S. Should Fix Own Economic Woes Reuters Chinese Revaluation: Sooner Rather Than Later? BCA Research Mandelson tells China to curb textile exports Independent Senior Chinese officials are expected to skip G-7 BL China 'strongly objects' to EU moves on textile imports AFP China to provide subsidies, tax breaks for chip firms TT (BL) Japan March forex reserves fall 2.85 bln usd to 837.72 bln AFX 3 major banks shut down bad-loan disposal groups Asahi They have it, you want it, you buy it...debt's life Times Online Britons fail to invest in stock market Guardian Don't listen to those gloomy Germans Slate Bank of England holds rates at 4.75 per cent FT Australia's Qantas warns it may double fuel surcharge AFP Lego to sell parks as losses rise BBC Heading off Eco-Armageddon CS Monitor Millennium Ecosystem Assessment
Wednesday April 6 World Bank warns on potential dollar losses FT World Bank Dell Stays the Course TheS Alcoa profits slip but sales surge CBSM Divided SEC Approves Rule for Stock Orders AP Greenspan Wants Portfolio Size Limits AP Testimony The March U.S. Leading Index Should Post A Decline NT PDF Even a flat reading of the U.S. leading index would translate into the first year-to-year decline of the index since April 2003. This typically portends the onset of a significant slowing of economic activity. A Cool Head for Hot Tech Newsweek Remember the Ides of March 2000? Didn't you promise yourself that, if the bubble came back, this time you'd remember to sell at the top? Return-Hungry Investors Snap Up Riskier Loans NYT Keeping Up With The Joneses Grandich An Asset Allocation Strategy For The Intelligent Investor Mauldin The Entrepreneur's Guide to the Business Cycle Corrigan PDF Oil will hit $100 a barrel by 2010, CIBC predicts CP Not Just A Spike CIBC PDF Bubbling crude... Hubert What's this about a sudden worry over inflation? CSM Economic Presentation: Inflated Anxieties CIBC PDF Lawmaker wants list of companies exporting US oil Reuters Commodity Strategists: Merrill Sees Commodity Bubble BL The Great Gold Debate 2 RobTV (Acker vs. Embry) Manipulation! I don't give a damn Russell The whole world is floating on a giant bubble of paper currencies. Congress, Bush will block IMF gold sales UPI Harmony strike called off Mineweb 24-karat quarter for gold retailer Standard Risk Might Sneak Up on Booming Stock Income Funds Currier The challengeis separating what among the flow of new payouts and products represents real value, and what merely was cooked up to feed a fad. Scary days could be ahead for adjustable-rate mortgages USAT The Social Security Shortfall and the National Defense Shortfall Baker PDF The Top 10 Examples of Government Waste Heritage Foundation California turns out to be so, like ... so... California CS Monitor Top-selling funds of 2000 deep in red USAT The General Motors Questions S&P Needs to Answer Gilbert Moody's Cuts GM Rating, Warns on Ford Reuter GM to give away 1,000 cars and trucks in 2-month sale BL Siebel warns of loss, sales shortfall CBSM IBM to expense stock options CBSM Liberate Technologies ex-CEO files stock-options suit Dow Jones Three Stocks on the Verge of a Nervous Breakdown Schaeffers Philip Morris to Research Smoking Dangers AP Living by Google Rules Newsweek The search giant faces growing pains and fierce competition. Yahoo's CEO Cashes $230M in Stocks in 2004 AP Wal-Mart CEO says world's largest retailer is under assault CBSM Is Buffett in Trouble? Slate Two Indicted In Hawaiian Air Bankruptcy Case Airwise French billionaire testifying in U.S. AFP Death of a Stock Salesman Business Week SEC Is Poised to Pass NMS Rule Over Wide Opposition BL Blame Enron! Blodget Book: Conspiracy of Fools : A True Story High oil demand in China, India causes worry AP “The demand by China and India together, if they continue to grow, it is quite substantial and it is frightening” European Retail Sales, German Orders Decline BL France & Germany: Builders Turned Wreckers Auerback Emerging Markets Watch Pimco World Bank: Third World Quest For Forex Reserves Costly Dow Jones Australia's Central Bank Unexpectedly Leaves Benchmark Rate at 5.5% BL Annual house price inflation at three-year low, says Halifax Guardian Consumers grow edgy as property market cools Times Online S-Copper Futures at Record on Tight Supply in China BL Miners Keep Digging Canadian Dollar Trades Near One-Week Low on Rate-Gap Concern BL As China sews, few US mills left CS Monitor Trade rides storm as war of words with Japan rages TheStandard Official Gives Assurance on Mexico Stocks AP PAC inquiry into stock market crash welcome Daily Times PAC wants list of investors behind the stock exchange crash who manipulated the market and caused heavy losses to small investors all over Pakistan. Government Failed Karachi Stock Exchange continues to Decline PTimes Reports say that a consortium of banks arranged sizeable financing lines to rescue the trapped investors... SA House prices up 26.8% Sunday Times Zurich Australia admits to false accounts Stuff Manitoba fund scandal grows Globe & Mail Who wants to be a millionaire v Who wants to be Debt-Free Creditman Before the unfortunate competitors begin to answer the questions, a short film describes the extent of their destitution and the nightmares that they face if they fail to win one of the big prizes
Tuesday April 5 Rate hikes may create 'perfect storm' CBSM How oil, housing, and China could all crash Venezuela's Oil Minister Says OPEC Running Out of Spare Capacity AP Crude futures take a pause CBSM Airlines Seek Pension Relief TheStreet Bundesbank opposes Brown's debt relief plans Telegraph New equity hedge fund offers gold exposure Reuters Pfizer Forecasts Drop in 2005 Profit, No Sales Growth BL Dollar Advances to Five-Month High Against Yen as Japan's Economy Falters BL US Treasuries unchanged in Asia, Greenspan awaited Reuters Rove Says Bush Won't Rush to Decide on Greenspan Successor BL Everything You Wanted to Know About The Universe. . . Pimco (Gross) My point is that since the lower and lower real interest rate spiral is basically over, the multiple expansions in stocks, housing, commodities, collectibles and bonds are over as well. Markets are quiet. Maybe too quiet CBSM IMF IMF frets good times has led to complacency Prepare for the global money crunch MSN (Jubak) Today's most-tempting investment opportunities await in India and China. But the end of the cheap-money era also puts both at serious risk of a crash. The Right Remedy For a Boom CSFB PDF "Bust" Analysis -- The Before & After EW A Darkening Landscape Cross Currents The Invisible Hand (of the U.S. Government) in Financial Markets FS Panic in Pakistan, World Next? Bull not Bull We are Outsourcing Ourselves Safe Haven An Academic Question NYT (Krugman) Oil prices cool from record highs AFP Spitzer: Take On The Thugs Steering The Oil Market NYP Oil Contrarian Sees Bubble Ready to Burst AP Oil cost stokes push for policy CS Monitor With oil prices soaring, countries seek ways to cut consumption AFP Airline profits hit by oil price BBC Airlines face losses of $5.5bn on high oil prices FT Pump prices jump 6 cents over past week Reuters Saudi Aramco eyes 400,000 bpd refinery Reuters Merrill Lynch analyst warns of potential bubble in resources sector AFX Fed Inflation Hawks Fret About Price Pressures Reuters Real Estate Bubble Exists, Say Half Of Lenders PRN Home ownership was a central component of the American dream VH Retirement plans fall short USAT FBR's Friedman Quitting WP Founder Leaving As Hedge Fund Deal Is Probed CFO Resignations Soared in 2004 CFO AIG: Papers May Have Been Swiped CFO Global Monetary Conditions And Chip Stocks BCA Research Chip sales rise to $18.1B in Feb Reuters Ford may lay off 1,000 US white-collar workers AFP Morgan Stanley May Spin Off Discover Card Unit BL Pernod, Fortune Brands Are in Talks to Buy Allied Domecq; Allied Surges FT Verizon Threatens to Drop MCI Bid ~ NMS Cuts Dow Jones Orthopedics Probe's Deep Roots TheStreet Fannie, Freddie in Congress' Crosshair This Week Reuters Hedge fund growth at peak, says Morgan Stanley Scotsman Jim Rogers’ Hedge Fund Tips Red Herring Report notes show Grasso had some board support USAT “It offended my sensibility that the board gave him this salary, then fired him for taking the money” Tax Abuse Rampant in Nonprofits, IRS Says WP Get-rich seminars raise flags ADN “Make millions by using the secrets of real estate investing in your own backyard” Survey finds widespread hikes in baseball ticket prices CNN Gold - Seeing Is Believing? AIR BoCom sanctions 2,350 staff over loans TheStandard “The situation is still very tough. Fresh batches of bad loans may still emerge after the clean-up.” UBS, Citigroup Ignore China Slide, Push to Buy Shares BL Property sector faces more curbs TheStandard China's diplomatic war over ore IHT China slams US efforts to curb textile imports AFP China claims that American importers are also greatly benefiting from the Chinese exports. U.S. probing surge of Chinese textiles, clothing AP UK growth is forecast to trail rivals Times Online Property slowdown reaches the North Times Online ECB itches to raise rates, but why? IHT Australian central bankers meet on rates under conflicting pressures AFP Intel charged with tech monopoly China Daily Business at risk from 'threat from within' Times Online Chinese Cars Roll Into Russia Msocow Times Japanese companies targeted in China Asahi
Monday April 4 GE, Citigroup Poised to Pay Higher Borrowing Costs This Quarter BL Crude breaches $58, climbs toward $60 CBSM OPEC Ready... Guardian Why Do Stock and Bond Prices Fluctuate? Hussman The Big Squeeze MS (Roach) Another Whiff of Stagflation? Berner Dear CEOs: Stop fudging your numbers MSN (Fleck) Is it a bubble? Experts debate surging US real estate prices AFP Inflation making Americans sweat Det FP At What Cost? Cracks in the commodities rally CBSM Fannie Mae's trusts under scrutiny? Dow Jones OFHEO director confirms investigation that could cause more capital-raising problems. Detroit boneheads still push gas hogs Burns ChevronTexaco Buying Unocal in $16.4B Deal AP Greenberg Offers AIG Plan to Cut Ties, End Starr Relationship BL AIG faithfuls Cheesecake Factory faces delisting Reuters Job cuts ahead for Pfizer? CNN Is gold the next asset class to boom? AME Taylor Bank of China confirms fraud report IHT (BL) The latest scandal comes as China's four biggest state banks are preparing to go public and need to convince investors that bad loans and poor management are part of the past. No change in sight for Renminbi rate China D Asia M&A deals jump 75% in Q1 Business Times West's dilemma over China textiles NYT China sees beginning of a labor shortage NYT EU Cuts Growth Forecast for Euro Region BL Mortgage market drop to hit double figures Times Online Bank of China reveals loan scam details AP India plans oil venture with Saudis IHT (BL) Rise in Thai household debt outpaces earnings BL Five days to rescue Rover as Chinese blow cold on deal Inde Spoils of war Warsaw BJ
Weekend Edition (April 2-3) The Coming Week: Oil Change TheStreet Waiting for Greenspan WP Fed's Kohn, Santomero Say Inflation Targeting Debate Continues BL Fed no businss in targeting asset bubbles-Gramlich Reuters Fed's Poole-US inflation risks clearly face upward Reuters Energy stocks can't rise forever PP Energy boom fuels rise in partnerships WSJ Seconds Anyone? Contrary Investor Sputtering Roach Margin Squeeze? Berner A dollar cartel buys American bonds Norris $100 Oil is the Solution Mauldin OPEC May Raise Oil-Production Quota in May, Kuwait Says BL That Kind-Hearted Kate Welling Noland Gold/Oil Ratio Extremes 2 Zeal Is steel too hot for your cash? Times Online They're In -- but Not Home Free LA TImes Many Californians have 'interest-only' loans. Classic Mania Pattern: The Before & After, NOW EW Coastal Housing Bubble May Be Set to Burst NPR (Audio) Airlines Raising Fares $10 Per Round Trip AP In 5 weeks, airfares up as much as $60 Knight Ridder U.S. airlines are betting on overseas flights for help CBSM Despite Warnings, Analysts Loved AIG AP A.I.G.: Whiter Shade of Enron Morgenson Morgan Stanley chief goes on defensive to halt revolt Telegraph MBIA credit protection blows out Reuters Wal-Mart: Sales Rose in March Reuters Congress: Don’t Drive Fannie and Freddie Into the Wall CFIF Bush Picks Bernanke as Economic Adviser NYT Martha Stewart Not Shy About Sharing AP 45% of Americans make minimum/no payments on credit cards Cambridge Dividends, Total Cashflows and Predictive Return Regressions Wright PDF Frank Perdue "pitched" chickens on television AP Pension lifeboat 'ready for 250 schemes to fold in first year' TO The Week Ahead: Southern Comfort CIBC PDF US hits out at India's high tariff wall India Times Saudi Stock Market Records 28% Growth Arab News Rate hike worry spurs mortgage repayments Chian Daily New surge in Chinese textile imports prompts protest AFP Players plow funds into Japan China D Bank of Overseas Chinese cuts back earnings forecast Taipei Times The great leap to flotation Scotsman Safeway debt default premiums rise on unease over Morrison FT Chinese balk at Rover's £400m black hole Observer Myanmar finance ministry closes two banks Business Week The Forbes Global 2000 Forbes U.S. says Israel must give up nukes Haaretz Millions grieve for John Paul II BBC
Bubble, Or Time To Get In? IMF: No Housing Bubble ~ CATO: No Bubble ~ Freddie: No Bubble Kiplingers: No Bubble ~ No Bubble ~ Fed's Take on Real Estate "Of Course, There's No Bubble" Business Week (Mar 05) Of course there's no bubble. I think we're just getting started. Foreigners have always bought U.S. real estate WSJ (Mar 05) Eight Ways to Make Money in Real Estate Business 2.0 (Feb 05) Factor in demand from immigrants and baby boomers buying second homes, and you'll understand why there's nowhere for real estate prices to go but New @ Amazon: How To Make Money On Foreclosures Sept 05 The Insider's Guide to Making Money in Real Estate Mar 05 Make Money in Real Estate Tax Liens Mar 05 Are You Missing the Real Estate Boom? Feb 05 Trump Strategies for Real Estate Feb 05 How to Make Money With Real Estate Options Jan 05 Other: No Money Down Real Estate Investing Success Stories at the #1 Site Fast Cash! ~ Real Estate Fortunes? ~ Buy Houses With A $10 Deposit Can I Really Start With No Cash Or Credit? ~ Real Estate investing is easy Make Serious Money in Real Estate and Live the Lifestyle of Your Dreams! Even if your a total dummy about real estate Make a Fortune Even in your Spare Time!
Do Gurus only want your money? CNN
Friday April 1 Payroll growth disappoints; lower unemployment belies continued weakness in labor market EPI Crude Oil, Gasoline Surge to Records BL Stocks kick off April with a loss CBS GM, Ford Report Lower March U.S. Sales AP ISM manufacturing index slips to 55.2 in March ISM Gauge of Prices Paid Jumps to 73 U.S. consumers less upbeat Globe & Mail U.S. Feb. construction outlays up 0.4% vs 0.7% expected CBSM Census Economy Adds 110,000 Jobs; Jobless Rate Declines BL BLS Treasuries Gain ~ Dollar Drops ~ Oil tops $55 ($105 next?) Fed funds futures dip but still pricing in steady hikes CBSM Households - Still Running on Empty! NT (Kasriel) PDF Market in Late-Cycle Topping Process Comstock If the Old Merger Was a Disaster, Why Not Try Another One? IHT (Norris) Hail to the Bull vs. Tail of the Bull BW 1st quarter one of worst for stocks U AP Say goodbye to easy money Jubak How Hot Manager Capital Group Sees the Other Side Currier Average Manhattan apartment: $1.21M CNN After The Housing Boom Business Week What Ayn Rand would say about the housing boom Inman Let's Let a Chart Do the Talking EW Getting a mortgage after bankruptcy CBSM Report Says Pentagon Spending on Weapons to Soar NYT GOA As Gambling Grows, States Depend on Their Cut NYT A top insurance company as the new Enron? CS Monitor Audit Firm Facing Risk of Lawsuits Over A.I.G. NYT DaimlerChrysler to Cut Jobs, Scrap Model in $1.6 Billion Overhaul of Smart BL Report: GE Props Up Wobbly Customers CFO GE is under attack for unnecessarily propping up financially shaky airlines. FBI Opens Probe Into Delphi Accounting AP Taser warns of possible peril Arizona Republic S&P Keeps Freddie Mac at Sell BW GM’s China surprise Economist Barrick, Blanchard didn't settle gold plot suit Reuters Waksal angling for early release? CNN NYSE Specialists Lost $38M NYP First annual loss since the world's largest exchange began tracking market maker profit in 1988. My Favorite and Least-Favorite ETFs Schaeffers Over long term low-P/E outdoes high-P/E Forbes Why $30 and not $130? Growth stocks are more prone to collapse after bad news. Social Security Protesters Target Banks Around the Country Reuters Demonstrators rallied outside Wall Street firms in dozens of cities Thursday to protest what they say is a conspiracy between politicians and bankers to privatize Social Security. The Goldbug Variations III Fekete Gold's Pending Collapse Mound US sees no need for IMF to sell gold Reuters Gold Fish Said To Contain Trace Amounts of Real Gold Bullion Desk A Man, a Plan, a Canal: Erie! Slate (Gross) The $7.9 million bet that made America Japan's Business Confidence Unexpectedly Falls BL Japanese officials dismiss recession talk Times Online The beginning of the end for Japan Inc. IHT Japanese savers lose safety net BBC Manufacturing data add to eurozone gloom FT Globalization and the rise of Asia (part 4) Erdman Old empires find an old way to assert new power Times O Western carmakers struggle in China IHT (NYT) HSBC to Raise Hong Kong Mortgage Rates AP Canadian Growth Not So Hot After All CIBC PDF Canadian Stocks: Hostage To Commodity Prices BCA Research Directors strike it rich after Shell's investors lament their lost billions Times O RMB joins ECB rate list China Daily Canada to put trade surtax on U.S. goods USAT US slams China, Japan and India for protecting telecom markets AFP Trade war: US vs the rest of the world Asia Times Intel accepts Japan fair trade ruling but still disagrees on allegations AFP Money-laundering investigations rise sharply Swiss Info Wolfowitz sets Africa poverty aim BBC U.S. Intelligence 'Dead Wrong' on Iraq-Report Reuters Zimbabwean expats brand elections a fraud Reuters
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