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Weekend Edition (Dec 31-Jan 1) U.S. Treasury Ends 2005 With Their First Inverted Yield Curve Since 2000 BL The Yield Curve Mauldin 2005 Wrap-up Noland Trade deficit, housing among lurking threats CEPR Greenspan era ends with praise, some blame on bubble BL Worries dog Wall Street AP Are bears roaming Broad & Wall? Reuters Bulls and bears see the same signs but interpret them differently KC Star Home builders try extras to lure customers UPI How Bedrock Promises Of Security Have Fractured Across America LATimes Same old greed, different scoundrels in 2005 IHT (NYT) Wal-Mart's December Sales Increase 2.2 Percent, Smallest Gain in 5 Years BL His Car Smelling Like French Fries, Willie Nelson Sells Biodiesel NYT House price increase is lowest for decade Times Online Dogs may give boost to Japan's 2006 consumer spending Kyodo Russia's Gazprom Shuts Off Natural Gas Supply to Ukraine in Price Dispute BL
Friday December 30 Oil prices surge 40% in 2005 AP Dow suffers first yearly loss since '02 CBSM Turkey top-performing index in 2005 CBSM Gold, Up 18 Percent in 2005, Gains on Wider Investment Demand BL Japan's Nikkei Records Biggest Annual Rally in Almost 2 Decades BL Canadian Stocks Soar in 2005; Rally Slowed in Fourth Quarter BL Treasury market ends 2005 with inverted yield curve CBSM SOS: save oil stupid CBSM Bear Stearns Told by U.S. FTC to Provide Data for Mortgage-Lending Probe BL Fannie Mae, Freddie Mac Exceed Capital Requirements BL OFHEO Yield Curve Inverts Again.... BL The Dread "Inverted Yield Curve" Slate The 0.004 Percentage Point That Shook the World Baum Dollar Declines as Fed Minutes May Signal an End to `Measured' Rate Policy BL Gold Falls for First Day in Five After 17% Gain in 2005 BL U.S. Stock-Index Futures Fall; Dow Average May Erase Last of Year's Gains BL Being Street Smart Harding Lex: US loans FT Buffett, Citigroup, UBS, Wrong on Dollar, Remain Bears for 2006 BL Analysts: U.S. Currency to Fall in 2006 AP Dual deficit plagues the US economy People’s Daily Deficits could harm Greenspan's legacy BBC Do investors expect too much from stocks? USAT U.S. Growth May Hinge on Businesses NYT Corporate headliners conjure '70s flashback AP Treasury urges Congress to raise debt limit Reuters Inverted yield curve to cool U.S. housing market Reuters Sharp Increase in Average Time Needed to Sell a Home: Survey R Omens of the coming Real Estate Bubble? Political Gateay Year of the 'perfect economic storm' around the bend Desert Sun TV's Hot Properties: Real Estate Reality Shows WP Restatements of earnings in 2005 to break record USAT Accounting errors vex auto industry Det FP Goldman Sachs Tops Merger Rankings for Fifth Year BL Refco Creditors Cry Foul TheStreet Precious Metals Outlook for 2006... Maund Moneyization Part 19 Schmidt Gold traders relieved as buyers return after X’mas India Times Supply shortages and China's appetite keep correction at bay FT China approves 13 banks as yuan market-makers Reuters Citi Raises Bid for China's Guangdong Bank to $3 Billion, People Say BL Bush Battles the Chinese Sock Threat Mises New chief for Italy central bank IHT Income trust decision under police investigation Canwest Putin sees 'crisis' as Russia-Ukraine gas dispute goes to the wire AFP
London Terrorism, China Yuan Peg Lead Most-Read Stories of 2005 BL
Thursday December 29 U.S. stocks close lower as yield curve inverts IBD Stocks in U.S. Drop on Housing Data, Oil; Dow on Brink of Decline for Year BL GM shares hit lowest price in over 20 years Reuters Home Resales Decline by 1.7% to Lowest Level Since March BL PDF New Claims for Unemployment Increase AP Oil Close to $60 Treasuries May Rise on Speculation Report to Show Housing Boom Is Ending BL Gold Near Two-Week High on Speculation Central Banks May Buy BL Gold jumps on talk of China buying Globe & Mail China's Booming Economy Will Never Surpass U.S. Berry US investors forced to take fresh look at risk Times Online Commercial banks see dangerous 'curves' ahead Reuters Trends to watch in '06: Hot housing market showing signs of cooling PPG Risky business in 2006? Could be CNN Visa USA says holiday spending on cards up 27 pct Reuters Hedge Fund Darwinism With Don Putnam TheStreet Hedge-fund manager charged CBSM The worst ethics breaches, best moral deeds of 2005 CBSM SBA: Many that got 9/11 loans weren't hurt AP Lawmakers Increase Scrutiny of Pensions AP Where’s The Outrage of Exploited Gas Consumers? Crudele Stocks Set Five-Year Highs Globally on Sustained Profit Growth BL Here comes the rising sun again FT Japan faces record heating oil prices FT Rising interest rates worry Japanese execs Manilla Standard Euro Gains After ECB's Quaden Signals Interest Rate Increases BL Billionaire Builder of China NYT Japan government rebukes Goldman Sachs unit over order processing errors AP Nationalism drives China, Japan apart CS Monitor Head of Italian insurer Unipol resigns over takeover bids charges AFP
Wednesday December 28 Enron's Causey Pleads Guilty, Will Cooperate in Case Against Lay, Skilling BL Identify Russell Treasurys ease; inversion reverses CBSM Oil Rises Close to $60 as Iran Says OPEC Should Cut Production BL U.S. Consumer Confidence Index Rises to 103.6, Highest Level Since August BL The yield curve has inverted. Time to worry? Maybe Globe & Mail Yield curve inverts for second day CBSM What does the Yield Curve Tell us about GDP Growth? SF Fed (Feb 03)Â PDF Investors look high (risk), low for return USAT Hedge Funds Are the New Mutual Funds Slate As risky home loans rise, house-price 'bubble' inflates USAT Pension problems loom for boomers USAT Broken Benefit System Byron Gold Rises to Two-Week High as Falling Dollar Boosts its Appeal BL Analysts forecast a new rush to gold BL Copper Advances to Record as Threatened Codelco Strike May Hit Supply BL Regulators tell Refco unit to let assets go Reuters Causey Plea May Help Case Against Lay, Lawyers Say BL Overstock: Easy To Sell Short, "Impossible" To Buy And Deliver Cross Currents Here Are My 10 Favorite Value Stocks for 2006 Dorfman Euro Gains After German Consumer Optimism Rises to Highest in 6-Months BL Switzerland Gives ECB a Lesson on Interest Rates BL Illarionov Offers to Leave the Kremlin Moscow Times
Tuesday December 27 Stocks Head South on Yield Jitters TheStreet U.S. 2-Year Note's Yield Rises Above 10-Year Yield BL Treas Natural Gas Has Biggest Drop in Almost 3 Years on Low Demand BL Investor optimism in December highest in 10 months: UBS Reuters Treasuries Decline; 2-10 Year Yield Curve Is Flattest in Almost Five Years BL U.S. yield curve inverts, yen falls on rate view Retuers Brief Holiday Update Hussman Year-end tea leaves Hulbert Dollar to recoil in 2006 with Fed seen halting US rate hikes: analysts AFP Holiday spending rises 8.7%: WSJ CBSM Ben Bernanke's Heavy Burden TheStreet China forex official says US Fed´s Bernanke to add uncertainty AFX Bubbles, Budget, Bird Flu Lead a Long Worry List Currier The dark side of the dividend boom Jubak Washington's struggle to cut spending CS Monitor The year in mining: Only a taste of what's to come Globeinvestor China faces dilemma on expanding gold reserve Xinhua Former Wall Street "Elf" Comments on Today's Gold Market RI Anheuser-Busch, Pepsi May Toast New Year With Higher Prices BL Japan's Consumer Prices Rise for First Time in 2-Years BL Yen Falls as Spending, Jobless Reports Send Stocks Lower BL Asian countries see wave of interest rate hikes Kyodo Global investment soars in 2005 China Daily China and India to Face Daunting Risks in 2006 BL Chinese banks accused of $36bn funds 'abuse' Times Online An estimated 22,000 Chinese officials have already been audited in the investigation, with 196 referred to the Communist Party for scrutiny and possible punishment China's mobile phone subscribers skyrocket to 388 million AFP Taking stock - a year for bulls Sydney Morning Herald 77% investors lost money on stock markets Xinhua Pension scheme shortfall widens to £75bn FT
Treasuries, Beaten by German, Russian Bonds, May Rally in 2006 BL Dollar to End Best Year Since 1999 on Winning Note, Survey Says BL
Holiday Edition (Dec 24-26) National Beverage Corp. Celebrates 20 Years With Cash Distribution Wish List Be careful what you wish for Mauldin Cantillon, Raguet, Hawtry & Persons Noland Whistling Past Graveyards Schiff Take It From Japan: Bubbles Hurt NYT House Prices: The State of the Bubble NYT Builders cut prices to sell homes Herald Tribune The end of the real estate boom Eeden Housing bubble starting to deflate AP Investors play a guessing game with dollar IHT (NYT) The Mess Greenspan Leaves Mises Gold still an opportunity for investors - Barron's Reuters You can beat 'The Street' in 2006! Farrell Creative accounting leads to fuzzy earns AP Ex-Enron official may plead guilty Reuters Wal-Mart says sales to rise modestly CBSM Nikkei Hits Highest Level Since 2000 AP Japan's Cabinet Approves Spending Cuts in FY06 Budget Bloomberg U.N. Adopts a 2-Year Budget, Averting a Financial Crisis NYT Mushrooming Crisis Forbes HSBC uses £1bn to halve pension fund shortfall Times Online
Friday December 23 New Home Sales Fall 11.3%, Leaving Unsold Houses at Record ~ PDF U.S. consumer sentiment on the rise CBSM Durables Orders Ex-Transportation Unexpectedly Drop BL Ts Higher Treasury yields within whisker of inversion FT Daily Curve Resolution: Underpay Forbes (Grant) Housing affordability hits 14-year low WSJ The Bubble Cycle is Replacing the Business Cycle Janszen Breaking Out of the Psychological Box Conditioned by Bear Market Past Bugos 2006: To Bull or not to Bull? BnB Fed's Lacker says rate fine-tuning may be ongoing Reuters Speech Gold Trades Above $500 in Asia BL Global Gold Breakouts Zeal Gold expected to scale new heights in 2006 MG Gold seen marching into 2006 with fanfare Reuters Germany to decide next year whether to dispose of reserves AFX Gold/foreign currency reserves at all-time high Russian Journal Opec hints at keeping oil above $50 a barrel next year Times Online Money to help poor pay heating bills running out USAT Shanghai Copper Futures Reach Record on Demand from China, U.S. BL Copper: Not Sexy, But a Juicy Story Anyway EW Coal to make its comeback from the bottom of a dark and very deep pit Inde Wal-Mart Told to Pay $172 Million to California Workers Denied Meal Breaks BL Ford bails out Jaguar with 1.2 bln stg capital injection - report AFX Former Goldman chairman says Spitzer threatened him Reuters Prison term could cap oil trader's legendary career USAT An Omaha Stake-Out NYP Bubble-era buyouts are back Business 2.0 Japanese Investors Skeptical Of The Bull Forbes French Business Confidence Unexpectedly Drops BL A Crossroads for Europe's Central Bank NYT China's Nov. Auto Production Sets Record AP Brazil's Soaring Currency, Once a Loser, Now Hampers TV and Truck Exports BL Italian Senate Approves Savings Bill FT Insider dealer loses stock options but keeps job Times Online Bonus Fever on London's Wall Street NYT Foreigners May Soon Play a Part in Kuwait Oil NYT Bush Cutting U.S. Troops Levels in Iraq AP
Thursday December 22 Energy Outlook 2005 Geotimes Barrick to buy Placer G&M U.S. Personal Spending Rises 0.3%; Prices Climb Less Than Forecast BL U.S. jobless claims fall to 318,000 CBSM Stop the presses, America! Mogambo The Year Of Living Complacently BCA Research Financial market volatility will rise next year, despite a benign macro outlook. A glimpse behind the hedge fund curtain IHT (NYT) The boom that wasn't EPI Crude Rises After Unexpectedly Steep Drop in Supply BL Energy still risk to inflation: Richmond Fed's Lacker CBSM Energy In The 21st Century: A Rough Ride Ahead Simmons PDF No Way Found to Cut Need for Foreign Oil WP OPEC likely to cut oil output in 2Q of '06 AP 8 reported dead in Nigerian pipeline blast, Shell halts supplies AFP Does gold really glisten for all investors? AP Central bank may lift curbs on gold products SD Silver Users Fear Silver Shortage PRN Gold expected to rise further in 2006 Business Times Should Dow boot GM? CNN EU threatens Microsoft with daily fines Reuters SEC Wins Order Freezing Assets Of HMC International DJ Senate strikes deal to extend Patriot Act USAT Japan breaking out of economic slump CS Monitor It’ll have its scares, but Japan is still the best story in town Economist Put Currencies In One Basket To Beat Weak USD Dow Jones No plan to bail out smaller banks: official China Daily Sri Lanka raises key interest rates to rein in inflation AFP Morales to Nationalize Bolivia Oil, Gas AP Credit card debt catches up with Britons USAT Qatar Finds a Currency of Its Own: Natural Gas NYT Alberta's Riches Spark Resentment in Rest of Canada BL Colombia sells coca-leaf soda CS Monitor GZI REIT shares leap as much as 22.7pc on debut Standard Mizuho fiasco will cost $440 million Australian
Wednesday December 21 Economy Expanded at a 4.1% Annual Pace in Third Quarter BL BEA The Fed: Pulling on a Rubber Band AEI (Makin) Musings on Assessing "Irrational Exuberance" DeLong America's most-hated companies Economist For Economist I.C. Clearlie, Future Isn't Cloudy Baum Gold price tumbles, but Bull Market still intact MoneyWeb Ongoing Liquidity To Further Support Gold Price AIR Don't Ignore Gold's Message TheStreet Gold seen marching into 2006 with fanfare Reuters In turbulent times, gold becomes hot commodity AP Home loans catch up to consumers Arizona Republic Mortgage applications fall Housing boom no longer a credit lifeline for many in Valley Fannie Mae's 2006 Outlook Mish Banks raise credit card payments USAT Digging deeper to pay minimums Higher minimums may not make for happy holidays Calpine Files for Bankruptcy Protection AP Kerkorian Sells 12 Million GM Shares After Stake Loses One-Third of Value BL “Kerkorian and the board have both underestimated the challenge of resetting GM onto a profitable track. They both miscalculated.'' Toyota Closes In on G.M. NYT GM vows to stay on top AFP NWO? In GM's glory days, no one could have foreseen its downfall Det FP AOL, Google Seal $1B Deal ~ Microsoft Odd Man Out in AOL-Google Deal AP Muni Agenda for '06 Features New Bonds, New Orleans BL Ex-Qwest CEO Nacchio charged with insider trading Reuters Game Maker Cuts Forecast as Industry Seems in Slide NYT RIM CEO's tantrum Globe & Mail Wal-Mart's Waiting Game in Japan Business Week Wikipedia founder edits himself Times Online New Yorkers face second day without mass transit CNN Federal judge dismisses evolution challenge FT Copper steady amid jitters as China's bad contracts about to fall due AFP China takes steps to prevent miscalculation of economic statistics PD Size Matters and China Just Got Much Bigger Pesek Citigroup Leads $2.7B Bid for Stake in Guangdong Bank, People Say BL Barclays opens first China branch BBC Nikkei hits 5-yr closing high, property firms lead Reuters World imbalances: Economics, physics, philosophy? Reuters The paradox of plenty Economist One day soon poor countries may actually benefit from their natural resources Bank minutes spark rate cut hopes Times Online House prices drop for first time in 10 years Telegraph MEP concerned about house repossessions Westmoreland Gazette Foreigners own 30 per cent of India Inc Rediff Ratting on a pension promise could become the norm... Independent Union fury as Rentokil directors escape pension hit Times Online First of Many Australia: The List of Shame Daily Telegraph Pratt accused of price-fixing cartel SMH 6 brokerages willing to cede J-Com cash Asahi Germany's Top Banker Faces Retrial AP News Corp 'poison pill' case heads for court Guardian U.S. Keeps a Wary Eye on the Next Bolivian President NYT Saudi to build 26-billion-dollar new city AFP Iraqi vote points to Islamist path CS Monitor
Tuesday December 20 Gold's under $500, at three-week low CBSM Fed, Agencies Seek Tighter Mortgage Standards Amid `Interest-Only' Offers BL Qwest's Former Chief Nacchio Is Charged in $100.8 Million Insider Trading BL U.S. Nov. Producer Prices Fall 0.7%; Core Prices Rise BL BLS Housing Starts Rise 5.3%, More Than Forecast; Permits Increase BL Census MEW Drag McCulley Inversion - Necessary But Not Sufficient Recession Condition Kasriel PDF Why you'll grow rich...very slowly Money Magazine Gross sees lower returns ahead from all kinds of assets. Inflation Monster Captured Mish Update on the Dollar Schaeffers Gold Rises in London Trading After Decline Lures Jeweler Buying BL Gold prices steady above $500 an ounce FT Japanese gold buyers galvanised by softer yen FT China's central bank drafts rules governing gold imports, exports AFX Gold still glistens in 2006 FT 2006 will be shaped by the Federal Reserve Kellner Major decisions loom quickly for new Fed chief CBSM OPEB Shortfall Exceeds That of Pensions CFO For the S&P 500, the underfunded OPEB liability totals $292 billion, compared with $150 billion for those companies' underfunded pensions. Housing bubble deflating, says builders survey NAHB Raising the Minimum Wage Sennholz New York City Transit Workers Strike AP Ford Credit debt pushed out of index FT Toyota, Honda Expect Record U.S. Sales Next Year, Hurting General Motors BL Icahn Doubts Google Best Partner for AOL AP Nine books that will keep you from losing money Farrell SEC Drops Case Against TenFold Execs CFO Alaska Files Suit Against BP, Exxon Mobil AP Wrong Package NYP The claim alleges that the Merrill broker repeatedly assured Weyrauch that there was no "downside"... Wal-Mart Admits Probe Over Hazardous Waste AP $64B diamond industry rocked by fraud CNN Man To Turn Over Hedge Fund Documents II Citadel hedge fund cuts over 100 IT staff - source Reuters Goldman to drop convertible arb hedge fund index Reuters Dividends set to double by 2010 FT In 1980, 469 companies in the S&P500 blue-chip index paid a dividend. That number reached a low of 351 in 2002. Billionaires bank on bridge to trump poker USAT China's Economy, Larger Than Thought, May Vault Ahead of U.K. BL China, economic superpower IHT (NYT) Asia rises; Nikkei gains on land deal CBSM One of Japan's largest-ever property deals... Japan to Cut Bond Sales for First Time in Nine Years on Tax Receipt Gains BL Could A Yen Replay Of 1998 Unfold? BCA Research Goldman's Courtis Says Japan Stocks Will Be Among `Worst' on the Yen BL Asia Eyes Common Currency Reuters IMF gives Brown an opportunity to drop the 'golden rule' Times Online Education May Thwart India's Call-Center Dream BL Tokyo Stock Exchange chief expected to quit over botched trade AFP Rentokil May Need 380 Million Pounds for Pension Gap BL UK retailers call for halt in EU war on Chinese plastic bags Times Online Evans declines top job at Russia's Rosneft FT Report: Rest of Yukos Assets to Be Sold Off Moscow Times Governor of Bank of Italy finally resigns Guardia
Monday December 19 What happened to the Santa Claus rally? CNBC Bank of Italy's Fazio Quits Amid Investigation of Bank Merger Oversight BL SEC charges 2 with trading on Stern deal Reuters Geezers' glimpses not all glum CBSM Gold above $510 CBSM Fortis Monthly ~ Central Bank Gold Reserves GFMS Calpers, Hermes Among Pension Funds Joining Oil, Metal Boom BL Clinton’s boom holds lessons for Bush Brookesnews What Happens When the Fed is Finished? Hussman What Fed's Latest Mumbo Jumbo Means WSJ Chart Fed chairmen and the scary mask CS Monitor Bernanke faces an economic "accident waiting to happen" On the verge of inversion CBSM New Fed will need guts to keep raising rates Federal Reserve plays major role in fate of 2006 market USAT Harvard economist Feldstein challenges Fed's Greenspan CP Despite what you hear, inflation is growing MSN The Symbiosis Trap Roach Housing markets to provide rate clues FT Built on the boom: Realty feels a chill Sac Bee Days of torrid buying, prices giving way to 'for sale' cycle Media Creates Bubble Theory Mish Boom ~ Agents Aplenty Global recession in the New Year? Business Standard If interest rates in the US increase further, the property and retail bubble could burst, leading to a major turmoil Liftoff, Soft Landing or Crash? Part II BnotB So tonight we're going to party like it's 1998 Independent Make deals and be merry for tomorrow we shall crash Goldman Uses China to Reclaim Top Ranking in 2005 Asia Acquisitions BL Dr. Altman Can Lay Odds on General Motors Default BL FPL to Buy Constellation for $11 Billion, Doubling Nuclear-Power Business BL Gold Bars for 2008 Beijing Olympic Games Go on Sale XIC WTO deal 'one step better than failure' Times Online Ayn Rand vs Korean Rice Farmers in Hong Kong Pesek Rulebook torn up as link between energy prices and wages is broken King A Question, Mr. Trichet. Why Is Dad Out of Work? BL LBOs prompt European corporate concern FT German Producer Price Inflation Fastest in 23 Years BL Australian economy: why the jobs figures are dangerously misleading Jackson Shanghai land sales up 52 pct but below target - report AFX China bids for $100bn Iran energy pact Gulf News Swedish government embraces peak oil EB The Price of Oil NYT Goldman's Murti Says `Peak Oil' Risks Sending Prices Above $105 BL Venezuela's Chavez Uses `Hedge Fund' to Buy Bonds, Sway Region BL Argentina: The Social Debt Will Have to Wait IPS Have Currency Investors Gone Loonie? To Two Individuals Scoop Total $22 Million From J-Com Stock Trades BL Customs Agents Seize Counterfeit Tamiflu AP Time Persons of 2005: Bill and Melinda Gates, Bono Reuters TIME
Dollar May Continue Decline on Speculation US Rates Approaching Peak BL Yen May Rise on Expectation Economic Growth to Accelerate BL
Weekend Edition (Dec 17-18) The Week Ahead: Backing Down the Greenback CIBC PDF Malls Full but Sales Not Spectacular AP Holiday Buying May Not Push Dow to 11,000 AP Beware the yield Grinch Globe & Mail Do Trade Deficits Matter? Mauldin Most Unfavorable of Legacies Noland US Govt. Energy Forecast Zeal U.S. House Prices Are Set To Slow BCA Research Is It Bullish When the Market 'Ignores Bad News'? Prechter Neighbors suspect scam in home sales Dallas Morning News Suspicious swings in commodities CBSM Despite gains, gold not for all investors AP Time Warner to Sell 5% AOL Stake to Google for $1 Billion NYT US watchdog probes $700m poker bid FT Intel ends stock options for some employees Reuters ‘It's going to be a great trial,' Black says Globe & Mail Upland man pleads guilty in $150-million scam SonS Senate Rejects Extension of PAct AP Bush defends eavesdropping order Santomero resigns from Fed job AP Understanding China FT China to be world's 4th biggest economy after GDP revision AFX EU Orders Off-Balance-Sheet Disclosures CFO (FT) Yamaha makes unexpected turn into biotech Times Online Pressure mounts for Italy's central bank governor to quit Guardian Italian bank chief says 'conscience clear' as heat mounts AFP
Friday December 16 U.S. Current-Account Deficit Shrinks to $195.8 Billion in Second Narrowing BL Daily Forex Commentary BS Will Bernanke Create Hyperinflation? Merk A Tempest in a Teapot Comstock A Quarter-Point, Thirteen Times, 18 Clueless Months EW Are Corporate Bondholders Chopped Liver? Kasriel PDF Stocks may face rough road in '06 CNN CBO: U.S. likely to face long-term fiscal woes AFX CBO PDF House Passes Bill to Fortify Pension Plans NYT Main Street Believes Whatever Wall Street Tells It BL Gold bounces back above $500, finds physical demand Reuters National Bank Changes Its View On Gold AIR Major gold bug says conspiracy beaten Globe & Mail Where Is Gold Headed? Bonner Commodity investment set to rise sharply Reuters Sales of new homes plunge Sac Bee Creative credit Christmas Fortune Hedge funds avoid new SEC rules CBSM General Motors Has Received Offers for Stake in Finance Unit, Wagoner Says BL The Party Is Over For Consumer Electronic Retailers BCAR CIT to Restate Due to Hedge Accounting CFO BellSouth cutting 1,500 management jobs AP Levitz to close 35 stores NYD Goldman Sachs Pays Paulson $37M Bonus After Year of Record Earnings BL Greenberg Opens Attack On Spitzer, Allegations WP Enron Prosecutors Seek Gag Order After Speech WP New Black Mark ~ Bear Pays $250M To Settle Trading Scandal NYP Spoilers Loom for Japan Stock Bubble AP German BConfidence Climbs to 5-Year High; Exports Spur Spending BL BoE warns investors of risks in financial system FT Bank fears financial threat from reckless lending and investing Guardian Outsourcing: India's golden egg starts to crack Asia Times 2nd Chinese automaker aims at Detroit USAT Italy's Tremonti says govt could move against Fazio FT Ex-Yukos Official Fights Extradition Moscow Times Evans considering Putin offer to head Rosneft FT Argentine Peso Falls to 2 1/2-Year Low After IMF Debt Announcement BL Liquidators admit defeat 23 years after bank folds Times Online Christmas lists groan with toys made in China WT
Thursday December 15 Altria Shares Surge to All-Time High Reuters The Big Chill USNews Where have all the shoppers gone? CNN A winter fuel crisis of high prices and shortages could darken homes and factories Snow's Future at Treasury Stirs Washington Gossip -- Yet Again BL Foreign Holdings of U.S. Assets Unexpectedly Jump to Record $106.8 Billion BL Industrial Production in U.S. Increases 0.7 Percent, Second Straight Gain BL Consumer Prices Drop by Most Since 49 on Falling Costs for Energy BL BLS U.S. Dec. Empire State index jumps to 28.7 highest '05 level NY Fed Gloomsters refuse to budge Brimelow The Big Bet Janszen Americans Banking On A Bubble The Day You don't have to be Sherlock Holmes to see the steam already fizzing out of the housing market. Buy gold to hedge US dollar downside risk Faber Gold May Correct Further On Pent-Up Tokyo Selling Dow Jones Steadfastly Bullish: Bulls to Test US$502-514 then Rocket Bugos Get Physical! Mogambo Tomorrow's Gold? Saxena Gold prices warm but physical demand is left in the cold Scotia GFMS Quarterly Newsletter GFMS PDF CDU oppose Bundesbank gold sale for budget gaps Reuters Commodity Strategists: Oil May Rise to $70 Next Year BL Copper Set To Correct Lower If SRB Issue Resolved Dow Jones Housing Prices to Stagnate For Years, Economists Predict CT Brokers say rising mortgages may usher in era of 40-year loans R Late mortgage payments up in third quarter, thanks to hurricane AP Signs Of Cooling Courant Crooked appraisers fuel scams CT GM's Board Is Bad Slate GM to Stop Paying Into Some 401(k)s AP Ford retirees to pay part of health tab in new pact AP Pension funds pin target on CEO pay USAT S&P, Moody's (Buffett) Earn Record Fees From Derivatives Market BL IRS Probes Another KPMG Shelter CFO Enron's Lay and the search for honesty in business CBSM Spitzer Says Ousted AIG Chief Greenberg Shortchanged Charity by $6 B BL 3 Hollinger Intl directors could face SEC charges Chicago Sun Times Naughty NYSE NYP Betting The Farm On The Weather Forbes Snow Joke: Weather Can Make The Markets Move Crudele Asia/Pacific: Liquidity Stalling Xie Yen Has Biggest 2-Day Gain Since 2002; BOJ May End Cash Policy BL IMF chief tells Japan to stick with ultra-low rates AFP Bank of Japan urged to agree GDP plan FT How Long Can The Nikkei Run Last? Business Week Shanghai housing boom turning to bust China Daily China Construction Bank launches mortgage securities AFX Treasury secretary warns on deficits The Age Kudrin Warns of Ruble Rise Moscow Times Why hedge fund of funds are fatally flawed FT Hedge funds' fees to buckle under dull performance Reuters HSBC fined for blunder over insider trading data Times Online Yes Car Credit closes with loss of 820 jobs Guardian Poor nations leery of U.S. "aid for trade" Seattle Times An Iraqi election primer CSM
Wednesday December 14 Gold under pressure, slides $10 Reuters U.S. Treasuries Surge on Speculation Inflation Is Under Control BL S&P 500 ends at 4 1/2-year high CBSM Trade Gap Widens to Record $68.9 Billion on Oil, Auto, TV Imports BL Census Import Prices Fall More Than Forecast on Cheaper Oil, Materials Costs BL We're Still Too Exuberant Fortune Nope—We’re Too Gloomy? The Rainwater Prophecy Fortune Richard Rainwater made billions by knowing how to profit from a crisis. Now he foresees the biggest one yet. Roach, Friedman Disagree About World's Shape Pesek Fed Wraps Holiday Statement in Shade of Neutral Baum BW Getting thrown a flat yield curve Cassel Oil flat aahead of supply data AFX Super spike, Phase Two G&M The dollar correction is upon us Black Swan PDF Gold drops $7 after Fed hike, Tokyo futures tumble Reuters Making Savings Worth Their Weight in Gold Moscow Times Don't Believe The Excuses, Gold Is Simply Hot AIR Gold Psychology: Beyond Gravity & Into Deep Space EW Gold price surge triggers investment craze People’s Daily Central Banks now Buying Gold Kitco Company Insiders Sell, Suggesting Rally's End BL Investors discarding junk bonds IHT (BL) Yuletide investments, ho ho ho Economist Structured bonds for retail investors, all the rage in Germany, can often turn out to be Santa’s little joke at their expense US home loan applications fall as refinancing slumps MBA Valley's market for resale homes relaxed in Nov. Arizona Republic Rises in rent are found to outpace some wages Boston Globe Risky mortgages could be harder to get USAT Are Mortgage Lenders on Thin Ice? BW When you -- and the IRS -- flip a condo MSN Hedge fund managers offered malpractice insurance Reuters Hedge Funds Are New Sheriffs Of Boardroom WSJ 26% of small firms raise prices--near the record BL Wal-Mart Agrees to Buy Sonae's Brazilian Retail Business for $757 Million BL Enron Traders Must Return $20 Million CFO Hollinger Directors Thompson, Burt, Kravis Get SEC Warnings, People Say BL Most investors flunk financial skills test: survey Reuters Elderly Turn To Drug Dealing AP Time Inc plans to slash jobs FT Microsoft warns of critical Windows flaw Reuters China to revise size of gross domestic product FT China's great balancing act as it gains world prominence CS Monitor Dollar Drops Most in 4-Months vs Yen After Tankan Survey Improved BL Central Bank changes gold reserves publication rules RBC Thai Central Bank Raises Rate 9th Time in 16 Months BL Problems threaten faith in TSE Yomiuri Italian banker taken into custody FT Brokers told to watch sham online trades Yomiuri Former hedge fund guru has 3 days to hand over gem stash Haaretz Ex-Bush Official May Head Rosneft Moscow Times Disgraced architect bowed to Kimura official's pressure to falsify report in 98 Asa Britain eyes oil-storage safety CS Monitor Protesters March as WTO Session Opens WP The Endless Food Fight WP
Tuesday December 13 Fed Raises Rates, Drops Reference to `Accommodation' BL Statement Time Bombs May Await Bernanke TheStreet Retail Sales Rise 0.3%; Excluding Autos Decline 0.3% BL Census IEA Raises Demand Forecast by 7.8%, Says More Needed From OPEC ~ OMR OPEC reassures over oil supply Reuters Households - Another Quarter Older And Deeper In Debt Kasriel PDF 9% No Change versus 92% for +25 bps CBOT Word Junkies Get Ready for a Fix From the Fed Baum Greenspan's Final Words on Rates Are Keeping Markets Guessing BL Why Wouldn’t The Fed Want To Stop At 4-1/2% NT PDF Enjoy your last Christmas before the bear market Farrell Bracing for bears Dallas Morning News (Free R) Investors look at stocks to load up on if market heads down Sentiment Approaching Extremes TheStreet 5 big 'ifs' investors face in 2006 Jubak How Debt Money Goes Broke FSU Gold looks to steady after fall from highs Reuters Gold Hangs In Balance As Japanese Take Profits Dow Jones Triggering the negative sentiment was an announcement Monday by Tocom to raise margin requirements on gold... Vertigo hits gold after tilt above $US540 AFR Gold and Silver are Topping Moriarty Supply of gold is bottoming out, analysts predict G&M Didn't Pay Your Mortgage? Don't Worry Slate Why banks are so afraid to foreclose on you Realtors say market moving to 'more normal' times CBSM NAR Author takes hard look at the boom Det FP “House Poor” Derivatives Bet on GM, GMAC Threatens to Unravel Gilbert S&P cuts GM's debt rating deeper into junk Reuters Bankruptcy possible ConocoPhillips to Buy Burlington for $35.6 Billion to Expand Gas Reserves BL Enron Debtholder Ruling Raises Hackles CFO Enron's Ken Lay to Use Public Speech to Present His Defense BL Is the Big Four Running Interference for Itself? CFO Hedge Funds Will Never Outgrow This Hulking Beast Currier Judges Grill SEC over Hedge Fund Rule FP Companies Slow to Expense Options CFO 65 percent of public companies have not begun to comply with Statement 123R China's Industrial Output Rose 16.6 Percent, Most in Five Months BL China economy larger than previously stated FT TSE takes fault in Mizuho error Asahi President may resign Nikkei rises to 5-year high, steel shares gain Reuters German Investor Confidence Jumps Most in 12 Years BL 'Dangerous' level of debt used to fund acquisitions Times Online “If there is any kind of a downward turn in the economy we will see a spectacular level of failure. The debt levels are without precedent.” Lending to commercial property leaps FT S&P: State Control a Risk to Investors Moscow Times Gulf stock market bubble 'likely to burst any time' Gulf Daily News Britain is heading for 10-years of gas misery, say MPs TO Gas prices surge UK manufacturers squeezed by higher costs FT UK poor fall to lowest since 1987 BBC 2005 growth of credit derivatives - reasons, concerns and outlook Finance Mag Credit-card market slows on 107% attrition rate: Visa Taipei Times Portus co-founder faces jail in Israel G&M CIBC fined almost $500,000 G&M Lloyds pays customers £150m for endowment mis-selling Guardian
Bush says he does not live in a bubble Reuters Bush in the Bubble Newsweek Like Father, Like Son, Bushes Believe Their Own Hype Crudele
Monday December 12 Federal Deficit Soars In November AP PDF File Dollar dented ahead of Fed meeting CBSM Chinese comments about dollar exposure add to stress High oil prices are here to stay, Energy Dept. says AFX Tice awaits US housing hard landing Reuters Take this home market...and love it CNN Gold cranks winning? Brimelow Merck Judge Calls Mistrial in Vioxx Case After Jury Fails to Reach Verdict BL The Global Capex Arbitrage Roach Market omens suggest investors see end to Fed tightening Globe & Mail Liftoff, Soft Landing or Crash? BnotB A "Durable Sense of Doom" Hussman Ben Bernanke scares me -- already MSN (Fleck) US Money Printing to Continue! Faber PDF Recession looming, some fear KC Star How long before the debt bubble bursts? Newsday U.S. Foreign Money Addiction Means Trouble AP Markets grow wary about earnings guidance FT FOMC, Data May Hurt Fragile Dollar This Week Dow Jones What determines the exchange rate? Shostak Funds propel gold to new 24-1/2-year high Reuters Gold fever is setting in Mineweb Gold Bears Better Seek Shelter In Short Term AIR Bombing The Bears Schultz The growing lure of gold Indian Express Is It Spike-and-Bust - or Stairway to Heaven? SH Popular myths don't explain rise in gold price Business Report Commodities funds lured $15 bn in past five months BL Shanghai Copper Futures Rise to Record on China Supply Concern BL Saudi minister says OPEC may need to act if prices fall: rpt CBSM Sellers chop asking prices as housing market slows Boston Globe Cuts of up to 20% are now common as analysts see signs of a 'hard landing' Investors need to get used to lower returns JS Online More jobs moving offshore Knight Riddler Hollow Empire Byron Rocky times ahead for US auto sector AFP Barrick Gold extends offer for Placer Dome BL ConocoPhillips eyes $30 billion deal CBSM Newly Bankrupt Raking In Piles of Credit Offers NYT Bogle: Capitalism has suffered 'pathological mutation' USAT Deadline nears for registering with SEC Times Online What ever happened to the paperless office? CS Monitor China Consumer Prices Rise Less Than Expected BL Mizuho's $225 Million Stock Loss Is Japan's, Too Pesek Tokyo Exchange's President May Resign BL Aussie report issues warning on yuan The Age Excessive borrowing leaves taxpayers facing an uncertain future King China overtakes US as supplier of IT goods China Daily China to be world top luxury goods consumer in 2015: Goldman Sachs Xinhua Renault May Suspend Effort to Build Cars in China, People Say BL Corruption Casts Doubt on Russia as G8 Leader Moscow Times Reluctance to recognise clear warning signals Financial Express Oil giant reveals burden of complying with Sarbanes-Oxley Telegraph Report: Israel prepares strikes on Iran UPI Israel Denies
Weekend Edition (Dec 10-11) The Week Ahead: Same Action New Words CIBC PDF 2006: Return of the dollar bears? Reuters The Next Retirement Time Bomb IHT (NYT) PIMCO's Simon on Slowing Housing Markets Allianz (Video) As Though It Were Real Money Mauldin US Fed likely to continue interest rate hikes: IMF chief economist AFP HUI Leverage to Gold 2 Zeal Taylor On Russell On Gold Taylor Gold fever breaks out as the price tops $500 an ounce SF Chron From the Flow of Funds Report - Some Noteworthy Aspects NT PDF Americans burning corn to cut heating costs AFP OPEC President Says Oil Price Is `Acceptable,' Seeks to Extend Output Plan BL Medical Journal Criticizes Merck Over Vioxx Data NYT Wal-Mart holds to sales forecast Reuters Says 'Jesus' campaign offends 1,000 Workers Protest Wage Cuts at Delphi AP The Testing of Japan Roach Chinese Machinery Imports Have Hooked Up BCA Research Pensions rule change will cost businesses an extra £11bn a year Times Online Ogre to Slay? Outsource It to Chinese NYT Massive blaze rages at fuel depot BBC
Friday December 9 Gold fever rages as price tops $530 Reuters Consumer Confidence Rises a Second Month as Gasoline Prices Ease BL Oil Rises, NGas Surges to a Record as Cold Weather Increases Demand BL Market Looks Toppy Comstock P/E ratios remains well above historical norms Hulbert Wimping Out Grant (Free R) The Comming Bernanke Bust Forbes (Free R) Bernanke Confuses Depression Cure with Disease Schiff Fed walks fine line in changing policy statement Reuters The Market Thumbing Its Nose at the Fed? EW Mortgage Industry Job Losses May Rise With Interest Rates LA Times With refinancings declining, layoffs at Ameriquest could be followed by tens of thousands at other companies Even a flat housing market could cut growth CS Monitor Bubble, Bubble -- Then Trouble Business Week What's happening in Loudoun is a rapid shift in psychology -- a classic sign of a market turn. Double jeopardy for landlords CNN Bond shorting is easy as ABCDS FT What wager can you place if you believe the US housing market is going to stumble, knocking the wind out of consumer spending? Can Consumers Save Christmas? Prudent Bear Flu pandemic could cause recession CBSM PDF 2 million would die in severe outbreak, CBO estimates House Completes Vote on Tax Cuts for $95 Billion NYT Janus Manager Wins on Indian Stocks WSJ But That Might Surprise His Investors Merrill Lynch to pay 500 million dlrs to up stake in Indian venture AFP Now Microsoft Wagers on India Business Week Refco discloses securities sale BL Carlyle Bidding On Food Chains WP Buyback Fever Still Raging CFO Jersey Fraud and Awe Fugitive Tied To Case Byron Where would Jesus shop? AP Icahn's Time Warner Play Catches Notice of the SEC NYSun US court to hear challenge to SEC hedge fund rule Reuters Conn. AG pushes ahead on more hedge fund rules Reuters Hedge fund worry grows HChron Gold renews rally, nears $530 an ounce CBSM Growing Unease In Mkts As Gold Heads For New Highs Dow Jones BBC Analysts see gold strong on funds and fundamentals Reuters Appealing To Occam’s Razor to Explain Gold Above $500 Kasriel PDF It's no longer flash, but gold is sparkling as never before Guardian Gold, 1980 This Time It Is Merrills To Increase Gold Price Forecasts AIR As of Late, Gold Is Behaving Like an Actual Commodity NY Sun Lustrous gold outshines the big currencies FT (R) First Hearing by Congress on Peak Oil GPM Will We Run Out of Oil? GARP Where's The Oil Money? WP The pace of development in Dubai makes you dizzy: This tiny country is planning the world's tallest building, the world's biggest shopping mall, the world's largest fleet of jumbo airplanes. Asia/Pacific: Weak Oil Demand to Last Xie Tougher Year Lies Ahead for OPEC NYT OPEC's limited oil-market control CBS Monthly Indicators: A 90-Cent Petro-Dollar CIBC PDF High gas prices alter driving habits USAT Short view - Metal Prices FT Japan's Economy Grows at Slowest Pace This Year BL Mizuho Says Trader's Typing Error to Cost the Bank at Least $224 Million BL “This will make Japan the laughing stock of the world” Mizuho scrambles It is known as fat finger syndrome... Guardian Tokyo shares tumble on brokerage's fiasco Asahi Nikkei Recovers Japanese women turn to stocks as Nikkei rises Dow Jones French Oct Industrial Production Unexpectedly Drops by Most Since 1999 BL House prices rising at slowest rate in nine years FT Brown blames slowdown on Bank Independent China set to be world's sweatshop, report warns FT ICFTU Nasdaq: No slowdown in Chinese IPOs CBSM 90% of World Top 500 invest in China China Daily London Stock Exchange Rejects `Derisory' $2.6 Billion Macquarie Bank Offer BL Buy-to-let lender shuns new flats Guardian Debt turning into a dirty word AFR Watchdog moves on cardboard cartel The Age Zimbabwean president raps profiteering from arbitrary increase of prices Xinhua Star hedge fund trader fights FSA inquiry Telegraph Dofasco brass opt for gold Globe & Mail Nissan to Hire More Women for Sales Force AP OMON Raids Nemtsov Bank Moscow Times
Thursday December 8 Thursday December 8 Intel Scales Back High End of Quarterly Sales Forecast to $10.6 Billion BL Crudel, Natural Gas Rise as Cold Weather Boosts Heating-Oil Demand BL OPEC president calls on EU to help hold oil prices Petroleum World Gold showing its precious mettle Globe & Mail U.S. jobless claims increase in latest week CBSM Funds lift gold to new peaks near $520 Reuters Red-hot gold sets new peak, bracing for Christmas Reuters Gold: Next Stop US$550/oz? AIR Gold Recaptures its Glitter Bugos Gold, 1979 Physical gold demand tumbles with soaring prices MW Why gold is soaring -- and could keep going MSN Funds Blowing Foreign Bubbles? WP Risky love affair with emerging markets comes at a price FT Many key emerging markets, including Brazil, are trading at their tightest (spread) levels since the 19th century Some Grim Omens for 2006 Business Week Greenspan, in Letter, Opposes a Single Measure to Set Rates NYT Bush's Economic Pep Talks Omit Yield-Curve Omen Baum "...pretty soon it's dead, cha cha cha" Mogambo Housing May Be Beginning a Decline UCLA PDF Bearish housing reports hit homebuilder stocks IBD Toll Brothers profit surges 72% CBSM But luxury homebuilder uncertain on 2007 forecast Top real estate stories of 2005 Inman House Moves To Cut Taxes $94.5B WP More tax cuts, higher deficits EPI Detroit carmakers could fall further Det FP Kerkorian closes in on GM board presence Det FP State sues 42 drug companies, alleges price fraud AP Tribune to cut 900 jobs, take charges Reuters Fundâ€s Quick Play NYP Junk Default Rate at Eight-Year Low CFO Martha: I'm Still a "Visionary" Business Week Yen Gains - Report Shows Foreigners Bought Most Stocks, Bonds BL BOJ Governor Fukui Says That Monetary Policy Change Is `Close' BL ECB hawk refuses to rule out another rate increase FT South Korean Central Bank Unexpectedly Raises Its Key Rate to 3.75% BL New Zealand Raises Interest Rate a Quarter Point to Record 7.25 Percent BL Taiwan to cap interest on credit cards FT Journalists face jail after City Slickers verdict Times Online Condo scandal fallout feared Yomiuri Iraq oil production on the decline FT
Wednesday December 7 Consumer Credit in U.S. Unexpectedly Falls $7.2 Billion as Auto Loans Drop BL Planned U.S. job cuts surge G&M Gold Rises to 24-Year High as Fund Diversify From Stocks, Bonds BL “Gold is emerging as a `fourth global currency” Gold in stratosphere, wary of correction Reuters Momentum Polishes Gold; Mind the Dollar TheStreet Gold fever hits Shanghai China Daily “People seem to be ready to buy at any price” Reuters India's costly love affair with gold CS Monitor Japanese hedgers keep gold at dizzy heights FT New lease of life for scarce metal Financial Review Can gold reach $900? (Rogers Q&A) Business Day Investors Retreat From Housing Market WSJ The pullback by investors is recent and is just beginning to show up in data. Housing balloon may have sprung a few leaks BL U.S. Housing Market Expected to Decline AP UCLA Raising tax could burst real estate bubble Orlando Sentinel Mortgage applications up last week MBA Even healthy firms freeze or cut loose traditional pensions USAT Oil Rises for Sixth Day, Topping $60 a Barrel, on Freezing U.S. Weather BL Heating bill bump to hit 5-year high USAT Wal-Mart revving up for more discounts? CNN Ford's fix-it plan Detroit News Up to 30,000 workers to be eliminated and at least 10 factories to close Kerkorian, $400 Mln Loser on GM Stake, May Seek Bigger Role BL GM says gov't can help ease US auto industry woes AFP GM, Ford Must End Profitless Booms, Losing Busts BL Ford can't please anybody CNN Analysts: Delta faces liquidation CNN Electric Boat to Cut Up to 2,400 Jobs AP South Korea Watchdog Fines Microsoft $32M AP American Corporate Reputations Fall CFO Drowning in fines Economist Regulators love to trumpet the big penalties they impose on financial transgressors. How they treat the money is almost a crime in itself NYSE Approves Archipelago Deal, Setting Aside 213 Years of History BL US giants to outsource more to India NYT A lord's covenant Macleans Nikkei Up AP Nikkei versus Nasdaq Schaeffers The Japanese Recovery That Fell in the Woods Pesek Nikko Says Japan's Rally to End BL Strong Dollar and Weak Yen a Conundrum Meri’s PDF Yen under seige but is an end in sight FT Euro hits new all-time high against Japanese yen AP New Optimism About the Japanese Economy After a Bleak Decade NYT China copper auction falls short again AFP Cheap, subsidised US cotton threatens Chinese farmers FT Australia's Economy Grows Slower-Than-Expected BL Homes sales still falling Kiwi crashes on “unsustainable” deficit FT Golden rule needs assigning to the dustbin of history Independent Fine wine bubble may now go flat Telegraph TSE Trading tops $1 trillion Toronto Star Cayman gloats over Bermuda’s hedge fund loss Royal Gazette Now Tracking 450 Energy Hedge Funds PRN Sri Lankan markets jittery as bullets fly AFP Read between the pinstripes: Saddam still cuts a figure CS Monitor
Tuesday December 6 Gold at highest level in two decades CBSM Analyst says $600 an ounce possible before year end 'Take this house and shove it' CNN Three looming crises about to spoil the holiday Farrell Third-Qtr Productivity Rises at 4.7% Rate; Costs Fall 1% BL BLS Treasury 10-Year Notes Rise After Second Straight Decline in Labor Costs BL Global: Five Risks Roach Fed's End to Rate Increases in 2006 Berry Yield Curves See Trouble On The Horizon Yu Have Yield Curves Lost Their Predictive Power? BCA Research Yield Curve vs. S&P 500 - Which One Should We Believe? NT PDF This is Not a Picture of a Healthy Market Cross Currents Timing the Credit Event Mish To Spot Next Bubble, Watch International Funds Currier One Economist's Yin and Yang (Bootle) Business Week Gold Falls as Speculators See Gains Overdone BL Gold tops $510/oz, highest since April 1981 Reuters What Do Rising Gold Prices Mean? Paul Rising gold is a political red flag Russell Even at $500, it's still a barbarous relic Economist The Gold Forecaster Financial Sense In Nanning gold has jumped to 40% higher than the $ price in London. What's next? $1,000? Why gold now glitters for investors CS Monitor UAE gold sales register 25pc increase in '05 WAM Gold dazzles S.Korea investors, but for how long? Reuters Gold Sector Consolidation Heating Up RI Tustain ~ Ackerman ~ Maund ~ NFS What Dividends Really Yield Schaeffers Buybacks muddle earnings DiMartino Hedge Funds: Less for More NYS Wall Street Sees Record M&A in 2006 CFO Firms urged to stop issuing quarterly forecasts WP Head of U.S. Chamber calls it a 'fool's game' Americans Believe in the Real Estate Bubble PRWeb Housing Bubble Bursts in the Market for U.S. Mortgage Bonds BL Bonds backed by home loans to the riskiest borrowers, the fastest growing part of the $7.6 trillion mortgage market, have lost about 2.5 percent since September No cooling in November for King County housing prices ST Real Estate Fraud Booms LA Times Keeping a wary eye on housing KC Star Housing market to slow in 1Q06 NewRatings Blog jabs at Marin real estate 'bubble' MarinJ Sears goes shopping -- for the rest of Sears Canada Sun Times Placer dismisses Barrick move to end rights plan Reuters Verizon freezing managers' pensions; firms phase out plans USAT Some Free Advice...... Crudele NYSE May Set Aside 213 Years of History, Approve Archipelago Deal BL NYSE Membership has its privileges Hulbert Did Complexity Give Rise to Scandal? CFO "Conformity to hundreds of technical rules became not a shield to protect investors, but a sword to be wielded against them." Judge to Stelco parties: Stop 'playing chicken' Globe & Mail More Canadians trying to fool taxman Globe & Mail
Monday December 5 Price gains slip, part two CNN Stocks hurt by higher oil, rate worries CBSM Forest from the Trees Hussman 3 can't-miss investing ideas that can miss MSN (Fleck) Go Figure: Zeroing In on Market Milestones WSJ Gold 500, Dow 11k and Nikkei 15k: Why odd things happen at round numbers. S&P 500 May Drop If Full Pension Debts Disclosed BL Only 21 percent of the $1.3 trillion in S&P 500 pension fund assets are currently reported on balance sheets. Gold May Rise for a Fifth Week After Topping $500 BL It's all nuts to me, Mr Bush TO $800 Gold? ~ The Bush Dollar Two days after Bush was inaugurated the price of gold was $265.90 an ounce. Last week the gold price broke through the $500 dollars an ounce level; that means the dollar has been devalued in terms of gold by almost 50% in the 4-years and 10-months of this presidency. Gold near 23-year high, seen strong ahead Reuters Precious metals seen offering big rewards Reuters Musings on gold price forecasts Morning Star The Return of the Gold Bugs Newsweek Black Swan Goldcorp to Acquire Eleonore Gold Project from Virginia Gold PR Global Oil Fundamentals Zeal Some oil executives worry prices may fall IHT (NYT) Tops $60 U.S. Natural Gas May Surpass Record on Freezing Weather, Poll Indicates BL US economy and Pollyanna analysts BrookesNews Labour market reform, the US experience and the productivity myth BrookesNews Crunch Time for the Middle Class Consumer Affairs Richest gift shoppers rein it in a little USAT Retailers May Cut Prices Further to Salvage Holiday Sales BL New Paths for Mortgage Giants WP Are GSEs now in Prayer? Mish Old Way of Doing Business Will Not Work Anymore For Fannie, Freddie Boston Scientific Offers to Buy Guidant for $25 Billion, Topping J&J's Bid BL Automakers Are Lining Up Aid, But Just Don't Call It a Bailout WP GM's $15 Bln Technology Unit Escapes Wagoner's Cost Cutting BL What If GM Did Go Bankrupt... Business Week Ford to Consider Closing Up to Four Plants to Stem North American Losses BL Platinum Rally May End as GM, Carmakers Switch to Palladium BL Bonuses Top $10 Million as Hedge Funds Bid for Energy Traders BL Banks and brokerages generated $8 billion in commodities- related revenue last year, up from less than $1 billion 10 years ago... Record Mergers in 2006 Seen by Morgan Stanley, Lehman Brothers BL The Big Bo-Nanza Byron Growing opposition frowns on Wal-Mart USAT Wachovia’s Rat NYP Christmas goodies for Greenspan Guardian Yen Drops to 32-Month Low as Japan Officials Signal They Aren't Concerned BL Japan Bonds Fall; Spending Suggests Growth, Shift in BOJ Policy BL Britain to present last gasp budget offer to EU partners AFP And, lo, Gordon came upon the stable and found a cyclical revenue shortfall King CBI downgrades UK growth forecast BBC Bollard tipped to lift rates to cool economy NZHerald A 'Great Pipeline Race' in Canada WP China: Key Aluminum makers to cut production by 10% Forbes China's Pollution Should Be Reflected in GDP Pesek Metals prices roar to new highs G&M
Weekend Edition (Dec 3-4) Group of Seven Officials Put Pressure on China to Make Yuan More Flexible BL G’Span Covers Legacy NYP Empire of Debt Mauldin The Fallacy of Consumption Schiff Bill and Paul’s Wild Analytical Adventure Noland Gold: Ductile, Beautiful, and Mute Grant Gold fever breaks out again SF Chron The Bell Tolls for Gold US$600! Bugos A Time in History Garrett Greenspan bows out with warning on trade imbalances Independent Cheapest homes in the costliest ZIP codes Forbes Google stock: Bargain or bubble? AP Icahn plans hostile bid for Fairmont Globe & Mail Lear ordered to ship parts Det News NYSE Glitch Co$ts Brokers NYP The New York Stock Exchange tried to sweep a "major snafu" under the rug in its electronic trade reporting system. Investors May Let Emotions Drive Decisions AP Major cable companies raising rates AP The amazing shrinking yen FT China arranges US$618m bailout of company China Daily Melbourne house prices at a high The Age The Week Ahead: The Canadian Loonie - No Avian Flu Here CIBC First REIT draws huge demand Taipei Times MPs retire on 'gold-plated' pensions Telegraph Unusually Harsh Sentence for Yukos Manager Moscow Times Mazda Discourages Employees From Driving Yahoo
"What I think you are seeing right now is investors who are disregarding (the U.S. data) and putting their assets in gold" Reuters
Friday December 2 Gold prices end above $503, up $11 on week CBSM W. House adviser says program reform needed Reuters Remarks by Chairman Alan Greenspan on Budget Policy FED Economy Adds 215,000 Jobs, Unemployment Rate Steady BL BLS Secrets PIMCO (Gross) Why 1994-1995 is not Relevant Today Comstock Money Abuse is Alarming Dundee PDF A few of us, not many, wonder how long this party can last The Bulletproof Greenback? TheStreet Gold hits 23-yr high ABC Gold to Correct Soon? Texas H Sales booming despite the gold price in increase CCTV Gold-Price Adjusted, We’re Still In A Recession Northern Trust Copper And Gold Forecasts (Significantly) Up At UBS AIR 'Tis the season to buy some bling CNN Gold and copper prices storm on Evening Standard Drained at the Pump, Shoppers Cut Back NYT US plans guidance on non-traditional mortgages Reuters Home prices rise but pace slows CNN Fat Merger Payouts For CEOs Business Week Top execs at companies being acquired are reaping windfalls. Whose interest is being served? Calpine considering filing for bankruptcy AP Another Hedge Fund Discloses PIPEs Probe TheStreet Hedge Fund Settles Trading Allegations WP Clicks, bricks and bargains Economist The internet was supposed to batter traditional retailers. Instead they are coming to dominate it Wal-Mart is labelled 'bad for US' BBC GM Plant Closings May Face Pension-Law Obstacle, Adding to Woes BL The death of a GM dream IHT (NYT) My plan to rescue General Motors Jubak Ford likely to close five plants: WSJ Reuters Timmy’s files for $600 mln IPO Reuters AIG chief, ex-CEO in China face-off? CNN Black denies fraud, freed on 20 million dollar bail AFP Merrill Unit Subpoenaed on Pensions NYT Pfizer Fires Exec in Whistleblower Suit AP Financial Guru Charged With Tax Fraud AP G-7 Central Bankers, Chiefs May Clash Over Higher Interest Rates BL Good Corporate News in China? Stop Laughing Pesek Shanghai Auto, China Car Stocks Fall as Share Sales Proliferate BL China to be world's largest OTC market Xinhua China to Sell Another 20,000 Tons of Copper Xinhua Copper Rises To Record Cult of equity begins the long march back to favour Independent But for many it is already too late Currency: Kiwi breaks new ground against euro NZPA CIBC cuts jobs Globe & Mail
Thursday December 1 GM, Ford, Chrysler Monthly Sales Decline in U.S.; Toyota's Jump 10 Percent BL Manufacturing sector grows at slower pace AP ISM U.S. retailers post mixed sales for Nov. AP Gold hits 18-year high above $500 CBSM Gold enters new 'phase' Brimelow October Personal Spending Rises 0.2%; Core Prices Up 0.1% BL BEA Initial Jobless Claims in the U.S. Declined 17,000 to 320,000 Last Week BL Gold ticks up to $497 on funds I-Net The Times They Are (About To Be) A Changin' Contrary Investor Labor’s New Math Crudele Tomorrow morning the public will be treated to the next batch of senseless employment numbers. Major central banks move to mop up excess cash Reuters Adams: G-7 Needs Help Curbing Global Economic Risks BL Questioning the equity cult MoneyWeb More Spent Than Earned... So What? EW The World Is Tilted Newsweek America's Debt Time Bomb AlterNet The popular idea that America is one step smarter and more sophisticated than its rivals is a dangerous myth, and a threat to the global economy The US needs more debate about reducing its deficit CS Monitor Merrill Lynch Says Dollar Will Fall, Trims Forecasts for Decline Next Year BL The Dollar Repatriation Conjob Willie Housing Overvaluation Wachovia PDF Housing Price Risk In Home Equity Transactions December Option Advisor Commentary Schaeffers Hedge Funds Buy Life Insurance Policies to Ply New Profit Path BL AIG's Robert Discolo Talks Hedge Fund Talent TheStreet Pension funds play catch-up with high rise of real estate Benefit News U.S. savings bonds seen making a comeback MSNBC Goodbye ROI DestinationCRM Buyout Groups Agree to Historic LBO CFO It’s beginning to look a lot like the 1980s. US carmakers at crossroads CS Monitor Yahoo's Strategy: Stay Out of Microsoft's Crosshairs? Wharton Google's open skies raise cries CS Monitor Wal-Mart's Sales Gain as Holiday Shoppers Buy Clothes, Plasma Televisions BL Hollinger executive a no-show Globe & Mail SEC charges against Scrushy dropped, for now Reuters Research In Motion Judge Says BlackBerry Accord Not Valid, Orders Hearing BL Samsung Pleads Guilty in Price-Fixing Case AP Doctor: Vioxx Was Factor in Man's Death AP The Greenspan Warnings BullionFund Review of 'Greenspan's Fraud' by Ravi Batra TownOnline Book Bernanke's Looming Emergencies Howe 1-In-4 Spend Less Than 1-Hour on Work When Working From Home PRN ECB Raises Rates for First Time Since 2000, Defying Politicians BL Japan's Nikkei 225 Closes at a Five-Year High BL Canadian savings rate inches higher, still negative Globe & Mail South Korean Consumer Prices Post Biggest Drop in 19 Years BL Australia: Deficit, foreign debt soar AAP China Wants Iron Ore Exporters to Ease Prices as Steel Demand Falls BL Chinese bosses to get western-style incentives Telegraph Pension fund investment in commodities to grow Reuters Paper company Domtar Inc. cutting 1,800 jobs, closing several mills CP U.S. Military Covertly Pays to Run Stories in Iraqi Press LA Times Venezuelan parties withdraw from election NYT US Denies Role s
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