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Monday February 28
New Home Sales Fall to Lowest Level in a Year BL PDF File
U.S. Growth to Accelerate This Quarter, NABE Survey Shows BL NABE
Stocks poised for modest early gains CBSM
Why Yield Inversion Foretells Recession? Safe Haven
If there's no inflation, why do we fight it? MSN (Fleck)
U.S. Treasury Bond Investors Become Most Bullish Since 2003 BL
As Interest rates rise, it’s time to pay the piper NYP
A penny earned is a penny spent CS Monitor
Credit used to be only for durable items - homes and cars. Now credit supports American lifestyles...
Risk and high-yield junk bonds Delaware Online
Back in October 2002, high-yield bonds yielded 7.7% points more than comparable Treasury securities.  The difference has fallen to 2.48% points.
Fed Finds Overseas That Even Steady Home Prices May Hurt Growth BL
Higher home prices discourage buyers Arizona Republic
Bad news for homeowners trying to sell: It's likely only going to get tougher.
Entire US Real Estate Market Falling - Should you buy or should you rent? Axis
Gold drops on profit-taking, soft oil prices Reuters
Gold May Approach 25-Year High as Investors Seek Better Returns BL
Who wants to be a bullion-aire? SMH
West's gold vanishing in China once again IHT (NYT)
Oil Falls as Iran, Russia Reach Agreement, Concern Over Saudi Attack Eases B
Copper May Fall This Week as Indonesia Plant Blockade Is Lifted BL
Baring upbeat on commodities Reuters
Wall Street's Fixed-Income Profit Engine Shows Signs of Slowing BL
DJ Orthopedics to buy Aircast for $290 million Reuters
S.Korea's KT&G rejects Icahn group takeover bid Reuters
SEC probes 'hatchet job' claims FT
SEC Stone-Cops Byron
Hedge fund's money is AWOL: Report CNN
Enron's former accounting officer set to testify AP
Report says Ken Lay is going broke CNN
Cash and Controversy Attract Rich Cervone TheStreet
Cooling ad spending could create headaches at Google TheStreet
Blame the Fund Manager, or the Face in the Mirror? NYT
Microsoft mystery device is like iPod, and then some Seattle PI
Lawsuit claims Micron fixed memory prices Register
Halliburton said to get disputed Iraq costs Reuters
Asia: Stocks testing highs of '80s IHT (BL)
US yuan push can only backfire: Chinese researcher Reuters
The Dark Side of China’s Rise Foreign Policy
CBRC: China still faces bad-loan China Daily
Japan's Debt Straitjacket Is Out of Style Pesek
Koizumi Denies Japan Has Beaten Deflation AP
Public pension liability's record rise Times Online
High priests at the ECB need not fear straying from monetarism King
Venezuela Prepared to Stop U.S. Exports AP
Arab investors largely avoid U.S. IHT (NYT)
So where will Saudi hot money go next: gold or cash deposits? AME
America can't afford to alienate its Arab friends Independent
Speed up sell off process or face market crash Khaleej Times
What's Wrong with Keynesian Economics? Scoop
Vodafone Reduces Forecast, Writes Down Value of German Unit by $49B BL
Suez, Gaz de France to Merge, Creating the World's Second-Largest Utility BL
National Grid to Buy KeySpan for $7.3 Billion, Doubling Its U.S. Customers BL
'Underperforming' C&W to cut 1,000 jobs after warning of 'further hell' Telegraph
Debt collector delivers late response TheAge

Weekend Edition (Feb 25-26)
The Week Ahead: Lies Damn Lies and Balance of Payments Statistics CIBC
Reassessing Hard Landing Risks Merrill  PDF
Shadowing Reality Weeden PDF
Economist Keeps Tabs On Government’s “Creative”
Hot-house data to dominate headlines CBSM
Consolidation and lay-offs hit mortgage industry Reuters
Probabilities of Recession Mauldin
Too Big to Burst Schiff
Just the Facts Noland
U.S. Earnings Expectations: More Downgrades Ahead? BCA Research
Bernanke, Like Greenspan, Won't Get in Way of Asset Price Rises BL
Bernanke rejects former views AP
Why Do Stocks Pay So Much More Than Bonds? NYT
Surprise! Bankruptcy filers really are broke Boston Globe
Get with the program Russell
Neutral HUI Technicals Zeal
Freeport Protesters Leave World's Biggest Gold Mine BL
Cotton farmers sue Monsanto, others, for crop loss Reuters
Is the Federal Reserve Preparing for Iran? Beware the Ides of March Safe Haven
Iceland fallout spreads to emerging currencies FT
Foreign financial giants to enter Beijing   Xinhua
US delegation to issue fresh warning to China on trade AFP
Fund managers warn of infrastructure bubble Australian
First-time buyers beware Guardian
Lenders inflate the buy-to-let balloon
What the credit card adverts missed out Times Online
Nikkei employee grilled in insider trading case Yomiuri
Iraq government warns of "endless civil war" Reuters

Friday February 24
Judge doesn't stop BlackBerry -- yet CBSM
Gold futures rise as much as $10 CBSM
Nasdaq 100 Fundamentals Suggest Stock Market Bubble Still Exists Goldberg
Durable Orders Drop 10.2% on Aircraft; Ex-Transportation Gains BL Census
Official reports blast at Saudi refinery AP Crude surge pulls stock futures down
Public's Rush to Buy Stocks Not a Good Sign Comstock
Saving Backlash Roach
Global credit ocean dries up Telegraph
The cash machine that sustained a world boom is about to close, and it's going to get ugly
U.S. to Pay Big Employers Billions Not to End Their Retiree Health Plans NYT
Bush gets breathing room in ports disputeA Ship Already Sailed NYT
More homes for sale as speculators withdraw, Toll Bros. says Philly Inquirer
Increasingly, the Home Is Paying for Retirement NYT
Rocking the House to Sell Condos NYT  (Free R)
Gold rebounds above $550 on oil, dollar Reuters
The Hedge Book Mitsui PDF
Glamis Gold to acquire Western Silver for $1B CBSM
Oil Climbs After Attack at Saudi Arabian Oil Complex, Violence in Nigeria BL
Fuel: The Catalyst Saxena
Natural Gas: A Forecast "Stood on Its Head" EW
Tweaks to gasoline complicate futures CBSM
About my subpoena CBSM
Commentary: When the SEC comes after reporters' notes
Nestle sees less drag from commodity prices this year CBSM
Icahn, Lichtenstein Make Hostile Bid Valuing Korea's KT&G at $10 Billion BL
Citadel Bond Draws Big Hedge Fund Bid TheStreet
Fannie Mae fraud blamed on culture FT
When familiarity fails to find fraud Norris
Berkshire Neglect of Analysts May End Amid Concern Over Successor BL
H&R Block gets its taxes wrong CBSM
SEC investigating insider trading of NBTY shares Reuters
The Guidant Battle -- a Classic Case of Bid 'Em Up BL
Lenovo To Begin Selling $349 PCs Under Its Own Brand Name Outside China B
Stock grants taking place of options Arizona Republic
Japan: Picking itself up Economist  Japan's consumers are spending again Age
Yen Climbs on Prospect Bank of Japan Will Shift Policy in March BL
Chinese Yuan Hits High Against U.S. Dollar AP
China, India Might Buy Rockefeller Center Next Pesek
China mulls oil sands bid: report Globe & Mail
Twin set of data cast gloom on Britain's economy Times Online Graphic
Germany ‘cannot save its way out of deficit’ FT
Brazil Plans to Buy Back All $6.6 Billion of Its Brady Bond Debt by April BL
Brazil's Economy Grows Slower-Than-Expected 1.4 Percent in Fourth Quarter BL
EU decision on shoe tax is biased, China says BL
Debt trap TheAge
Profitable Lloyds sounds credit warning Thisismoney
Shell told to pay Nigeria $1.5bn BBC
Business daily punishes officials over suspected insider trading Asahi
Philippines declares state of emergency FT
Recessionary effects of a bird flu epidemic TheAge
Iraq Implements Curfew to Stem Violence AP

Thursday February 23
Debt, lower wages clip net worth growth CNN  NORC
Most mortgages take small dip after four up weeks CBSM
Jobless claims drop 20,000 to 278,000 CBSM
Emerging market currencies slide on contagion fear FT
Lure of carry trades fades as investors turn cautious Reuters
Ferguson resigns as Fed vice chairman CBSM
Ferguson's Exit May Ease Bernanke's Path to Fed Inflation Goal BL
U.S. Notes May Rise on Speculation Yields to Lure Investors at Auction BL
Bush, Congress Make a Farce of the Debt Ceiling Berry
S&P: Pension Costs Put Squeeze on States Bond Buyer
Economic Psycho Babble Bugos
Noland: Justifications & Questions Willie
A Swift-Kick Reminder to SPEND!! EW
Finally, two bulls! Brimelow What risk? Blue skies in blue chips BL
New-housing market will test builders' shares WSJ
Payback is rich: Leave your kids a big fat mortgage Crudele
Property values go up, so may your taxes Wichita Eagle
America's Largest Homebuilder Buckingham (Al Frank)
Developers throw in extras to seal condo deals Boston Globe
Earnings premium for skilled workers down sharply in recent years EPI
Students suffocate under tens of thousands in loans USAT
To combat hunger, more in US turn to soup kitchens CS Monitor
Attorneys say new bankruptcy law ineffective CNN
Ninety-seven percent of consumers seeking to file for bankruptcy so far this year cannot afford to pay back their debts...
Gold seeks to establish trend Reuters  Gold pulls back after sharp gain
Up and Down, Hot and Cold Wharton
Experts Dissect the Real Estate and Energy Industries
What the Price of Gold Might be Telling Us Global Research
Gather up your Gold, your Guns & Get Gas Mogambo
The Silver Versus Gold Debate Saville
Gold sales hit record as India piles up the jewellery Times Online
China produces 224 tonnes of gold in 2005 NK
Commodities trump stocks as long-term bet Reuters
Refining Stocks Have Rebound Room BCA Research
Iron Ore Prices May Rise 20% on Chinese Demand, Citigroup Says BL
Chile's Copper Production to Expand 26 Percent by 2012, Cochilco Says BL
Claiming Stock Manipulation, Biovail Sues Hedge Fund NYT
Hedge Fund Report: Another Way to Play Verizon TheStreet
Fannie Mae Report Reveals No Additional Mistakes in Accounting BL
Fannie to air dirty laundry Reuters
Toll Brothers earnings rise 49 pct, orders drop Reuters
BofA Restates Due to Hedge Accounting CFO
Yahoo! CEO Sets Sale TheStreet
Toyota, GM Partnership Nears End AP
Lay Unknowingly Predicted Own Enron Exit AP
Judge gives early nod to $6.7B Enron settlement Reuters
Civil suit by shareholders holds three banks accountable for hiding company's financial misdeeds
Hooked up to the Greed Detector CBSM
AIG's Sullivan Faces Post-Spitzer Test: Match Greenberg Profits BL
Secrets your company doesn't want you to know CNN
Day of reckoning beckons for addictive BlackBerry AFP
HealthSouth settles class-action case for $445 mln Reuters
Accountants Settle Charges Over Xerox Earnings and KPMG WP
Mutual Fund Tax Bills Rise Sharply: How You Can Avoid Them Morningstar
Confident investors cling to their mistakes SacBee
Trump, Stewart in prime-time battle CNN
“You made this firing up just as you made up your sell order of ImClone”
The Asian Effects of a U.S. Downturn Business Week
Japan Gingerly Exits Deflation Makin
BOJ's Fukui Gives Positive Signals on Policy Shift BL
Dollar loses 1 yen on Fukui Kyodo  Japan's Bonds Drop BL Monthly FX CIBC
Japan posts biggest trade deficit for 23 years, first in five AFP
U.S. investment firm Scion Funds takes 5.52% stake in Livedoor Kyodo
Merger season for China city banks Standard
Natural gas shortage may force plant closure China Daily
German Ifo Business Confidence Index Rises to Highest Since October 1991 BL
Swedish central bank hikes leading rate by 0.25 points AFP
Dubai Rules Out Selling New York, U.S. Port Terminals to Stem Opposition BL
Dubai backlash 'will deter foreign investors' FT
Fear of property boom kept interest rate on hold Guardian
Is the Bank of England right to be so bullish? Independent
Beware the storm clouds on the horizon
Thai PM's son violated disclosure laws: SEC AFP
State of Emergency Declared in Ecuadoran Province amid Protest Xinhua
Avian Flu: What to Expect and How Companies Can Prepare for It Wharton
Destruction of holiest Shia shrine brings Iraq to the brink of civil war Inde
Attack deepens Iraq's divide CS Monitor
War in the Information Age Rumsfeld

Wednesday February 22
Gold demand falls in Q4 on high prices, volatility Reuters  PDF File
Consumer Prices Rise Most in 4 Months; Core in Line With Forecast BL BLS
Fed's Minutes Reinforce Traders' Bets for Two More Rate Increases by June BL
Two ways of looking at interest rates paint different pictures Kellner
Ben Bernanke takes the stage: Encore! CBSM
The Dollar: Less Foreign Capital Than Meets The Eye Business Week
1 in 5 US Dollars to Be Spent on Health Care: Study Reuters  CMS
U.S. Housing Slowdown Continues BCA Research
For Minorities, Signs of Trouble in Foreclosures NYT
Home-Builder Shares Face Test WSJ
40-year loan has no money down SacBee
Homes hit the market in record numbers Sun-Sentinel
Tucson's housing sizzle now fizzling AZStar
Silicon Valley's 'Buyers Are Leaving' Market Realty Times
Two for the Money LA Times
Hundreds wrote checks after hearing get-rich-from-real-estate pitches by Mile High Capital.  Now there's little to show for the millions they invested.
Homeowners allege fraud in Dominion suit BFirst
Women arrested in alleged mortgage fraud scheme Atlanta BC
Goldman sees gold at $575 Guardian Butler
World's Largest Gold Mine Halts Production Guardian
Cramer's 'Mad Money' Recap: Mining for Profit TheStreet
streetTRACKS(R) Gold Trust Surpasses $6 Billion in Assets BW
The Psychology of the Canadian Petro-dollar Financial Sense
Shanghai Copper Rises to 1-Week High on Metals Demand Outlook BL
How The IPO Market Got Its Buzz Back Business Week
GM, Ford Pay for Ignoring Beverly Hills, Scarsdale BL
OfficeMax Has $43.1 Million Loss on Restructuring and Store-Closing Costs BL
Taser's 4Q Earnings Plunge 98 Percent AP
US Airways loses $261 mil AR
Time Warner Bondholders Fret That Icahn Is Just Getting Started BL
Pirate Capital sues GenCorp, starts proxy fight Sac BJ
Witness: Skilling ordered earnings changes AP
Merrill to Settle 23 Research Suits CFO
More to sue hedge fund RockyMN
Norshield funds may never be found Globe & Mail
US Judge: Google infringed copyright by posting thumbnail porn photos AFP
Microsoft blunder leaks information about Vista Reuters
20 most admired companies Fortune
China's January Inflation Accelerated to 1.9 Percent on Higher Food Costs BL
Central bank says yuan to remain stable in 2006 People’s Daily
Chinese yuan to surge vs. dollar before April: report Yonhap
China: Tales from the Middle Kingdom Xie
Foreigners, individuals shun TSE Asahi
Japan's Boom May Explode Yen-Carry Trade Pesek
French Business Confidence Rose to Highest in More Than a Year in Feb BL
Water bills to rise by more than twice the rate of inflation Guardian
Protecting the Euro Zone's Bubble Business Week
Growing hedges Times Online
Proof that the hedge fund bubble is about to burst? A company is running free seminars on “How To Start A Hedge Fund”...
Shatalov Warns on Inflation Moscow Times
Saudi Stock Index Crosses 20,000 Mark Arab News
Livedoor's representative director Kumagai to be arrested Kyodo
OFT drops telecoms inquiry despite vow to get tough Times Online
Barclaycard sets aside Ł1bn for bad debts Guardian
NatWest bankers lose extradition appeal Guardian
Air cargo shaken by price-fixing probe Asia Times
Protests hit Ecuador oil exports BBC
Pressure on Iran as hopes fade of deal with Russia Reuters

Tuesday February 21
Heinz may face pressure for shakeup CBSM Heinz calls busy after report
Billionaire activist investor seeking big stake, report says
Leading Economic Indicators Rise in Jan. AP Conference Board
US Treasuries stay lower after Fed minutes Reuters  Minutes
Senate's Frist Says U.S. Ports Sale to Dubai Should Be Delayed for Review BL
Moody's Further Cuts GM's Debt Rating APNatural gas adds nearly 8% at close
Hong Kong aims to build gold warehouse for China Reuters
The Silver Fund Battle Continues AIR  Peak Silver?
Oil Jumps in New York as Nigerian Rebels Threaten More Attacks Bloomberg
Open Macro Roach
Stocks don't always rise after Fed stops raising rates Hulbert
Getting to the truth on spending DiMartino
Up, Up, and Away Stelzer
Bending the Yield Curve to Fit Current Fashion Baum
Shades Of The South Sea Bubble Hook
War costs irk Congress CS Monitor
US threatens to cut Iraq aid over Tehran links Times Online
Who's spending big now? The 'party of small government' USAT
Bush: U.S. on Verge of Energy Breakthrough AP
"This single tax subsidy [on SUVs] dwarfs anything being done for hybrid batteries"
States Curbing Right to Seize Private Homes NYT
Oversize homes wear out welcome USAT
Home builder reducing prices by $60,000 Herald Tribune
Could history repeat itself in Valley's '06 housing market? Dnews
Feud over real estate rights heats up CBSM
Home Depot's Earnings Increase 23%, the Biggest Gain in Two Years BL
Wal-Mart Net Rises 13%; Annual Forecast Is Below Analyst Estimates BL
Google has no license for China service: newspaper Reuters
Hedge Funds Find Returns in Making Small Loans NYT
Growth of fund of hedge fund assets slows-survey Reuters
M&A spurs US bond borrowing to $100bn FT
Toyota's 'Simple Slim' Cuts Costs of Engines in Half, Hurting GM and Ford BL
RadioShack Chief Resigns After Admitting to Lies on His Resume BL
As GM withers, so do towns that once depended on auto industry IHT (NYT)
GM finds rough road in Russia, too IHT
Novo Nordisk Gets SEC Subpoena TheStreet
McDonald's faces lawsuits after french fry revelations AP
Strident U.S. Rhetoric Regarding Chinese Renminbi Wachovia PDF
China c.bank says yuan mid-point at 8.0485/dlr Reuters
Chinese Stocks May Have Ended Bear Market Amid Overseas Demand BL
Japan's Govt Must Respect BOJ's Position, Yosano Says BL
Asia/Pacific: The Hot and Cold End Xie
BoE chief urges radical shake-up of IMF FT
China Orders Firms to Reject Further Iron Ore Price Hikes Asia Pulse
'Trade with US at your own risk' Telegraph
If house price rises were made of straw, would spending fall through the floor? In
Kinder Morgan expects to get 'fair share' of oilsands pipeline opportunities CP
Billionaire Itoyama Will Sell 4 Percent Japan Air Stake Unless CEO Resigns BL
Heros Files for Bankruptcy Amid Probe AP
Starving the watchdog is no way to prevent corporate crime Australian
Horie used his shares as collateral Asahi
China Aviation Ex-Finance Chief Sentenced to Two Years in Prison BL
Deteriorating ties between the US and Venezuela FT

Virus mutating to infect humans at rate never seen before TO
Bird flu likely to burst out again and again: study Reuters
Indian shares up after bird flu blip Daily Times
India Slaughters Chickens ~ Egypt orders cull ~ EU Ministers Discus
Bird flu confirmed in Kuala Lumpur, chickens culled DPA

Monday February 20 ~  US Markets closed for President's Day
This Week: All Eyes on Consumer Price Index WSJ
Dollar Set to Gain as Bernanke Signals Higher Interest Rates, Survney Says BL
Frenzy & Churn! Cross Currents
One 'bold bull' cautious for now Brimelow
Expert views on global economic threats Post.ie
Debt and denial Krugman
What if the Cassandras are right? Guardian
A trillion here, a trillion there Scripps  US $25 mln from debt ceiling-Treasury
Bernanke is no inflation fighter MSN (Fleck)
GDP’s gross misconceptions about the Australian and US economies Jackson
Long Bonds Carry Risk WSJ
Short-Term Overbought Swenlin
A Bubble With a Fuse TheTrumpet
Real estate market flooded with sellers Naples Daily News
Financing to build condos withers Palm Beach Post
43% of first-time home buyers put no money down USAT
What's your boss's house worth? Zillow can tell you USAT
Nigeria attacks raise oil prices BBC
Gold extends gains on firm oil, drop in dollar Reuters
Gold May Rise for 2nd Week on Inflation Concern, Survey Shows BL
Face-off: Has the commodity cycle peaked? India Times
Hard winter for the oil sector Jubak
Gas prices fall faster for stations than drivers AP
Watch Out for Painful Pension Math WSJ
Fannie, Freddie Keep Up Lobbying WP
IPO’s Poison Kiss Byron
Martha: A year out of jail, she's still crafting her comeback Newsweek
Trump to Stewart: 'Take Responsibility' AP
Asian Stocks Erase 2006 Gains BL
US faces limited options in China trade fight AFP
China faces uphill task on job creation China Daily
Europe Buries Head in an Ashtray as Crises Loom BL
Euro May Gain on Speculation ECB's Trichet to Signal Higher Interest Rates BL
Spain has more reason to quit the euro than Italy FT
Workers 'turning to second jobs' BBC
One in four workers in the UK has a second job to help pay off debts...
Australia: Bankruptcies warning Sunday Mail  Mortgage time bombs
Have Hope to Sell? Mumbai Is Buying BL
Average home 'now costs Ł200,000' Thisismoney
Firms may use pay rise to get round pension compulsion Times Online
Livedoor investigators look abroad Times Online
Waitress's tip on a new wage-price relationship King
Berezovsky Sells All Russia Assets Moscow Times
Reports: China, Iran near huge oil field deal AP
Hugo Chavez to Condi Rice: 'Don't mess with me, girl' AFP

Weekend Edition (Feb 18-19)
The Conundrum of Risk Mauldin
Bernanke Fallacy Merk
Bernanke & Co. - Put Your High Beams On! Kasriel
Bernanke and Yield Curve Analysis Noland
A dangerous empire of US debt Standard
Seasonally Mal-Adjusted Roach
The Economy Just Keeps on Truckin' Chapman
Trade deficit pressures our economy DiMartino
A Look At The Markets Robeco PDF
Should we go around the bend over the shape of the yield curve? St. LD
Real Silver Highs Zeal
The man and the bubble (Shiller) FT
Inequality widens as real value of minimum wage falls EPI
Asset-Backed Issuance Tops $1 Trillion Bond Markets
Homeownership rate falls WSJ
Time Warner and Icahn Reach a Settlement NYT
Wondering if the Oracle has lost his touch NYP
Daytona 500 stock curse still running strong CNN
In Japan, Day-Trading Like It's 1999 NYT
Asia: Behind the Curve Xie
Livedoor scandal still hammering start-ups Asahi
Balancing stock market risk after the splits fiasco Telegraph
Retirement age 'will rise to 85' BBC
Nigerian militants kidnap oil workers, hit exports Reuters
Nigeria Militants Report Taking 9 Foreign Hostages BL

Friday February 17
Gold gets safe-haven boost CBSM
Merrill to Pay $164 Million to Settle Suits Over Internet Company Research BL
KeySpan Confirms It's in Talks on Purchase AP
Consumer confidence posts surprise February drop Reuters
U.S. Producer Prices Rise; Core Rate Increases 0.4%, Most in a Year BL BLS
The End of Dollar Hegemony Paul
Much ado about Bernanke Schiff
Exposing Bernanke’s Lies During the Testimonies Fiendbear
Big Ben and the Blowhards NRO
Bernanke Breaks With Greenspan, Sympathizes With China Critics BL
China's `Arms Race' Puts Pimco's Gross to Shame Pesek
China calls for talks over trade conflict China Daily
U.S. Consumption: Will It Ever Slow? BCA Research
The Transition is Smooth--The Problems Remain Comstock
Extremely Weak Dollar Efficiency Cross Currents
Bush Administration's War Spending Nears Half Trillion Dollars ABC
Bush's Tax and Budget Policies Fail to Promote Economic Growth EPI  PDF
Dishonesty in Everyday Life and its Policy Implications Boston Fed
Farewell, Condo Cash-Outs NYT
Real estate speculators are putting dozens of condo units on the market at the same time... 
A warning for condo speculators  Chicago Sun Times
Coming Home to Roost Barron’s
America's most dangerous 'housing bubble' Providence Journal
Home sales falter, hinting at slowdown SF Chronicle
Bay area home sales dip again Inside Bay Area
How To Ride A Housing Bubble Business Week
Gold struggles to sustain gains, Tokyo rebounds Reuters
The Great Debate Continues: Silver vs. Gold North
Gold: Phase II is Here Texas Hedge
Implats expects global platinum shortages Business Report
Manager keen on hard assets despite commodity downturn Globe & Mail
Big rally for oil CNN  Oil Crunch 2006 (Links)
OPEC, Crack Spreads and Oil Prices Wachovia Time of Sands CIBC PDFs
Gasoline falls below $2 in some spots USAT
Satisfying China's demand for energy BBC
Britons face Ł3bn jump in gas bills Guardian
For Net stocks, wild rides aren't over yet CS Monitor
Banks Plan to Settle Default Swaps in Cash, Avoiding `Squeeze' BL
Los Angeles Displaces Boston as Mutual-Fund Hub Currier
RadioShack Profit Falls 62%; Company to Close as Many as 700 Stores BL
Companies With Poor Governance Lag S&P 500 SmartPros
RadioShack CEO admits 'misstatements' Star Telegram
Witness: Skilling Directed Me to Mislead AP
Nike says it's filing suit against Adidas Reuters
Twilight of the Blogs Slate
Japan And China: Two Trade Deficit Culprits Forbes
Japan Economy Grows Five Times Faster Than U.S. BL
Argentina's Economy Expanded 9.1% in 2005, Fastest Pace in 13 Years BL
Russia regulator urges reform to stop stocks bubble Reuters
High-risk lending hits home buyers SMH
Nightmare on High St   Telegraph
High street stores have suffered their worst start to the year since records were first kept in 1945...Less than 24 hours before the figures were issued, Mervyn King, the governor of the Bank of England, forecast a steady if unspectacular year for retailers.
Housing market not on brink of renewed boom Reuters
Weaker housing market hits B&Q sales Guardian
Gilts sale highlights pressure on rates FT
Big Trouble In Big China AIR (From BCA)
In China's Frontier, a Fortune Is Made Washington Post
State eyes selling prime property Japan Times
EU threatens energy giants with inquiry Times Online
Aussie bourse a world-beater Australian

Thursday February 16
Dell Profit Climbs 52 Percent on Record Shipments of PCs During Holidays BL
Gold recoups much of latest pullback CBSM
30-year mortgage rate hits 2006 high CNN
Homebuilders' selling point: Optimism DiMartino
NYSE-Grasso Trial to Start Oct. 30, Overlap With Spitzer Bid for Governor BL
Bernanke Predicts Economic Rebound, Presses China on Yuan BL
Treasurys flat following Bernanke CBSM
U.S. Philadelphia Area Manufacturing Accelerates BL PFed
Jan. Housing Starts Rise 15% to 2.276 Mln, Most Since 1973 BL
U.S. jobless claims rise to 297,000 CBSM
U.S. Jan. import price index up 1.3% CBSM
Paul Questions Bernanke on M3, Inflation Paul The Chairman Speaks WSJ
Bernanke, Following Greenspan on Rates, Refuses Budget Role BL
Bernanke boost? Newsletters cautious Brimelow
Smooth road for Fed chair so far, uncertainties ahead CS Monitor
A Little Advice for the new Fed Chief Crudele
New Fed Chief Meets Same Old Congress Baum
Hunt for Yield Blind US to Risk AEI
Financial spreads seen staying tight Reuters  Debt steady after Bernanke
Causes & Implications of Low Interest Rates and Yield Curve Conundrum Pimco
Forget The Yield Curve: The Crack Spread Is Negative! Wachovia PDF
Employment in Current Expansion Remains at the Bottom of the Class NT PDF
Shelter Glut Could Prove to Be Bubble's Demise TheStreet
Builders sling deals as market cools off Orlando Sentinel
H-P profit up on PC, printer sales CBSM AMAT Beats
Washington Mutual Cutting Jobs TheStreet
DaimlerChrysler Says Profit This Year to Be Hurt by Interest Rates, Oil BL
Ford Analyst Sees Market Share Dropping AP
Enron witness: 'This is BS' CNN
Newmont settles civil Indonesian pollution case in 30 mln dlr deal AFP
Tech execs get grilled over China business Fortune
Medtronic Continued Selling Defibrillators Two Years After Finding Defects BL
Japan May Have to Cut Spending, Yosano Says BL Stark Financial Choice FT
China has no need to adjust exchange rate People’s Daily
China Needs to Get Rich Before It Gets Too Old BL
More Mu Musings BCA Research
Singapore Raises Its 2006 Economic Growth Forecast to as Much as 6% BL
Mexico Fourth-Quarter GDP Growth Slowed More Than Expected to 2.7% BL
We can handle a slide: Treasury Australian
Top Bank official calls for action on gilts FT
Willem Buiter wrote last month that government’s reticence in issuing long-dated index-linked gilts when yields had fallen to 0.38 per cent “is the equivalent of going on a tiger hunt armed with nothing but a smile and a pea-shooter”
German govt drops Buba gold sale plan - sources AFX
Russia Sells 30-Year Ruble Bond 8 Years After Default BL
Japanese researchers detect patterns of stock fluctuations Kyodo
Directors in cartels safe from jail for at least 2 years Times Online
Japan Air chief rejects calls he resign AP
Answers to the questions swirling around Livedoor Japan Times
Bird flu 'could take 142m lives' CNN
Worst case economic cost is $4.4 trillion
Yale Dumping Oil Investments Tied to Sudan AP
Cheney, "A Beer or Two" and a Gun Nation Timeline of Cheney's mishap NYT

Wednesday February 15
Crude Falls Below $59 a Barrel After U.S. Reports Surge in Inventories BL
Bernanke Tells Congress Fed May Need to Raise Rates BL Testimony
Treasuries Are Little Changed as Bernanke Testimony Matches Predictions BL
U.S. capital flows fall in December CBSM TIC
Industrial Production Dips in January AP FED
Factory activity steady in New York CBSM NY Fed
Bernanke May Resist What's Popular in Congress BL
Bernanke to show his hawkish side Reuters
3 questions Bernanke should answer CSBM
Is this thing on? Bernanke steps to the mike
It will take some time for Bernanke to crawl out from under the shadow of his larger-than-life predecessor.
The Wizard of Bubbleland Asia Times
PART 4: The global money and currency markets
China May Be Branded a Manipulator as Treasury Assesses Markets BL
China defends trade record as US ups ante with new task force AFP
The Strength of the Dollar Sennholz
The Most Misleading Words Saville
Analysts put dents in hyper-bullish forecasts Pioneer Press
By late 2009, Dent sees the Nasdaq peaking at about 13,000, roughly six times its current level.
Both good and bad news Hulbert
Caution grips fund managers AFR
Kentucky Ruling Targets How States Tax Muni Bonds BL
Americans Underpay Taxes by $345 Bln, IRS Says BL
Toxic Loans Threaten Home Values Realty Times
Hot Niche in the Rental Market: Housing for the Elderly NYT
SD new-house prices took sharpest month-to-month dive ever recorded UT
240 Days of Housing Inventory Stats in Sacramento Blog
U.S. mortgage applications decrease last week MBA
Pop Goes the Bubble Fool
A One-House, $400 Million Bubble Goes Pop NYT
All that Glitters is Gold... and Silver, Platinum, Copper, etc. Aden
Gold mobile phone China Daily
Oil Prices Inch Up Ahead of New Fuel Data  AP
OPEC lowers '06 outlook on oil demand  Reuters
Why oil will hit $100 a barrel BBC
Cost of E85 fuel is higher than gasoline USAT
Investors Are Tilting Toward Windmills NYT
Outlook for North American Business Finances RBC  PDF
"Not since the Golden Era of the 1950s and early 1960s have companies experienced such cash surpluses"
Merrill to Swap Fund Management Unit for 49.8 Percent Stake in BlackRock BL
GM Management Gets Lion's Share of Blame, Not UAW BL
Withdrawals dog Putnam in '05 Boston Globe
A hedge fund's ups and downs Miami Herald
Barton Biggs Talks Hedge Fund Mythology TheStreet  Hedgehogging
Microsoft hopes giveaway attracts new search users WP
Warren Buffett pulls back -- a little Reuters
Ex-Skilling Ally Testifies in Enron Trial AP
NASD is sued over failing grades NYP
SEC case hinges on flipping Knight trader NYP
Nikkei sinks below 16,000 line again in thin trading Kyodo
Meet the Man Who Is Bringing Asia Together Pesek
China's appetite for African oil grows Fortune
Unemployment jumps as factories suffer Times Online
Are Emerging Market Equities At A Riot Point? BCA Research
T. Rowe Buys Iraqi Bonds as Rally in Emerging Market Debt Slows BL
London Leads Hong Kong, Tokyo as Costliest Place to Do Business BL
London house prices leap by up to 6% Times Online
Tough times for Sydney spell trouble for Australia Reuters
Mittal profits plunge after 'challenging' year Times Online
Credit Suisse Net Income Increases 15%, Missing Analysts' Estimates BL
Air cartel probe expands to Asia BBC
Watchdog defends probe of Livedoor Asahi
Russia-Iran nuclear talks back on FT

Tuesday February 14
Oil falls under $60 on ample supplies CBSM
Stocks rally; Dow shoots past 11,000 CBSM
Gold pulls out of steep decline CBSM SUA Letter To SEC PDF
Bush Toughens Stance on China Trade AP Battle over Bush-Backed Tax Cuts
The Ever-Growing Federal Budget Paul Creative Accounting to the Rescue?
The bond yield conundrum – taking stock one year on Commerzbank  PDF
Retail Sales Jump 2.3% in Biggest Increase Since May 04 BL Census
Treasuries Drop as Retail Sales Rise Twice as Fast as Consensus Forecast BL
US on track to hit debt ceiling mid-Feb--official Reuters
Bernanke needs to set course to avoid inflation's iceberg Times
Provided he doesn’t do anything silly, like decide to go hunting with Dick Cheney, Ben Bernanke will slip from the shadows to the global marketplace this week when he gives his inaugural speech as the World’s Most Powerful Man.
Bernanke Sets Record Straight Before Big Debut Baum
Bernanke's Congressional Debut Won't Rock Markets Berry
Bernanke's Fed Will Stress `Solid' Analysis Over Personality BL
Dollar sits tight before Bernanke testimony Reuters
2006 Federal Reserve Token BnotB Gif
Fed Rate Increases? Money-Fund Investors Love 'Em Currier
Twenty Thousand Leagues Under an Ocean of Debt FSU
Oil? America's addicted to everything! Farrell
Continued Caution May Stymie Hopes For Cap Spending Boom IBD
Businesses will wait to spend DiMartino
Indian Steel and Egyptian Cell Phones Slate
Do these products sound scary or great? Your answer says a lot about you.
Be Wary of Bonds' Popularity Sloan  Bond, Treasury Bond Daily Standard
From fruit to IT, deflation is the issue FT A new inflation kicker Reuters
Growth's perilous seduction Financial Post
Clouds Over Condos: Are Stormy Times Ahead? Real Estate Journal
Softer home market nets freebies for buyers USAT
Home Supply Outpacing Demand, Skyline Report Says Morning News
Home Prices Do Fall NNKBubble
Greenback is still golden CBSM
NY Precious Metals Pre-Open:Gold $3 Higher; Silver Up 12c Dow Jones
Is this the last great buying opportunity for gold? AME
Tokyo Liquidation Deepens Gold Correction Dow Jones
Why gold stocks should go higher Jubak  Gold's big run is almost over
U.S. Royalty Plan to Give Windfall to Oil Companies NYT
The federal government is on the verge of one of the biggest giveaways of oil and gas in American history...
Google cursed by too much cash? Hulbert  GOOG: In The Drink Telegraph
Google investors search for stability FT
KB Home Latest to Warn TheStreet  KBH Insider Sales Mish
Car dealers face troubled future, squeezed profit SPTimes
Moody's cuts Boston Scientific ratings Reuters
Vulture Funds Get Little to Pick as Too Many Buyers Chase Yield BL
For investors in distressed debt, the party is over.
Why hedge funds remain risky CBSM
Hedge concern calls it quits as strategy falters Triangle BJ
Schroders' Clarke Sells One-Third of His Fund BL
Coca-Cola Says Warren Buffett to Leave Board of Directors After 17 Years BL
Enron's defense could be brilliant... or crazy CNN
Lay Reveals Losses Before Enron Implosion AP
Harry's at Hanover Square, Beloved Wall Street Saloon, Returns BL
Money really doesn't buy happiness, study finds AFP
Yen Strengthens After Report Signals Japan Investors Bringing Money Home BL
Foreigners buy up record 14 trillion yen in stock Japan Times
Bank of Japan's Mizuno warns of risk of asset bubble - report AFX
Midterm JGB yields to fare worst as BOJ move looms Reuters
Chinese tiger runs towards the trap Telergraph
Yuan hits new high against US dollar China Daily
German Economy Fails to Grow as Consumers Spend Less BL
Hedge Funds Bring Capital, Anxiety to India BL
Rich at heart Macleans
They're young, they're hip, and they're living the good life -- on $35,000 a year. Meet the Debt Generation.
Christmas sales worse than expected NZ Herald
Gambling outpaces retail growth AAP
Confusion over house price rise Thisismoney
Ministers will fight demands for pensions compensation Times Online
Charge against founder is 'tip of the iceberg' IHT Kumagai tied to book-cooking
TSE seen poised to delist Livedoor Yomiuri
The dotcom firm that fell to earth and then miraculously rose again Guardian
U.S. and Israelis Are Said to Talk of Hamas Ouster NYT
Iran Postpones Talks With Russia and Resumes Uranium Enrichment NYT
Poll: Americans nervous about Iran CNN

Monday February 13
Gold futures close at a five-week low CBSM Commodity-stock warning BL
WTO Rules U.S. Failed to Remove Tax Break for Exporters; EU to Retaliate B
Syria switches to euro amid confrontation with US Reuters
Economists see first-half rebound -Fed survey Reuters  PFed
Trade Deficits and Asset Bubbles Roach  Berner ~ Xie
U.S. Stock-Index Futures Fall BL Uncertainty Likely to Continue AP
The Information is in the Divergences Hussman
Bernanke Will Resist Calls for Fed Pause in Congressional Debut BL
Dollar May Extend Rally for 6th Week, Longest Gain Since 2000 BL
Barclays, Morgan Stanley, 2005 Dollar Optimists, Now See Currency Falling BL
Mood on Wall Street turns bearish, top analysts say Orlando Sentinel
Think the Deficit Is Bad Now? Just Wait. WSJ
Trade gap aside, a lot still 'made in USA'   CS Monitor
Notes from a housing bubble's bust MSN (Fleck)
Once-torrid housing market cools Palm Beach
Tokyo Gold Fall by Daily Limit in Morning Jiji Gold dims as demand wanes B
Investors pin hopes on sustained China gold rush FT
Sanguine Schultz sees $2,000 gold Brimelow
Maund on Gold and Silver G-E
Now is (not) the time to buy gold Shepherd
Gold May Rebound on Renewed Demand From Investors, Survey Shows BL
Markets sink as funds cut positions Reuters
Oil Rises From 6-Week Low as Storm Dumps Snow in U.S. Northeast BL
Cancel That Apocalypse -- The Oil Crisis Is Over BL
Google shares may fall another 50 pct-Barron's Reuters
GE Pushes LBO Loans as Light Bulb Profit Dims BL
Huge oil profits skew earnings picture USAT
Chrysler Offers Dealers Cash to Take Cars AP
Home Depot may take stake in Chinese firm: report Reuters
Merrill may buy $8B stake in BlackRock Reuters
Pension plans turn to hedge funds CS Monitor
US Congress set to grill Internet companies over China clampdown AFP
Fannie Interim CFO Earned Nearly $9 Million CFO
Dalmia Nabbed Byron
Decades don't douse Milton Friedman's fire SF Chronicle
US group implants electronic tags in workers FT
Baseball crashed when stock market did The Citizen
Japan's disgraced Internet guru Horie to be charged BL
Why the Bank of Japan Should Just Shut Up Pesek
China Trade Surplus Narrows Less Than Forecast BL
China is set to overtake America as biggest economy within 30 years King
Overpriced and over here: Housing affordability Online Opinion
Australian houses are now the most overpriced houses in the world
Castles left in the air as fantasy prices fall Scotsman
‘Microsoft Millionaires’ property firm collapses  Post.ie
Japan's disgraced Internet guru Horie to be charged AFP
Main lenders won't provide fresh financing to Japan's Livedoor - report AFX
Fake goods explosion may reach $2,000bn Times Online

Weekend Edition (Feb 11-12)
The Week Ahead: Tough Talk CIBC PDF
Bank and Ben prepare contradictory messages Inde
Bernanke jitters to overshadow stocks CBSM
New chairman may hint at more rate hikes next week
Spotlight shines on Ben Bernanke FT
Greed by Four Lengths Mauldin
The Return of the Long Bond Schiff
Unwinding the US trade deficit is the policy challenge of our time... Inde
Blow-off Analysis Noland
Wider Deficits, Deeper Inversion TheStreet
Gold ETF Impact Zeal
Dr. Jekyll and Mr. Government LR
Avoiding Hedge Fund Fraud TheStreet
Real Estate Update Harding
Do Not Be Fooled by U.S. Housing Numbers in January Global Insight
US car component makers to shut plants FT
Executive Loses Case on Trading NYT
New Front: Protecting America's Investors NYT
Global Bonds: Consolidation or Trend Reversal? BCA Research
Could China's red-hot economy collapse? Asahi
Bears make big bets in Japan rate derivatives Reuters
Energy prices 'threaten growth' BBC
G8 Moscow talks focus on energy BBC
Japan's SESC Files Criminal Complaints Against Horie BL
Livedoor exec's e-mail reveals nerves over deal Yomiuri
Will Alan be offering key advice? Observer
US prepares military blitz against Iran's nuclear sites Telegraph

Friday February 10
Yield curve inverts after strong auction CBSM Gold closes sharply lower
Anything over US$633 is PURE Honey! Bugos
Trade Gap Widens, Ending Year With Record $726B Deficit BL Census
The Knack for When and the Gift for How Pimco (McCulley)
Summary of 2005 results and  forecasts for 2006 Chicago Fed  PDF
Rebalancing Made in Japan? Roach
Making Sense Of The U.S. Wage Picture BCA Research
A Market in Transition Business Week
Bad vibes from America BRW
Long bond welcomed back by financial markets AFP
About 65% of the bids came from indirect bidders, which include central banks as well as pension funds 
Don't buy into the 30-year bond hype DiMartino
U.S. companies may sell more 30-year debt Reuters
Goldman Says Dollar Has Reached `Peak' BL
Life after Fed proves tricky for Greenspan FT
Bush's Nomination of Warsh to Fed Draws Criticism BL
Greenspan quickly shows he's not the retiring type IHT (BL)
Poor Ben Bernanke Bonner
The Role of Central Banks in Banking Crises Global Politician
Inverted yield curve threatens US mortgage bonds Reuters
Real estate analysts sees 'moderating' prices NC Times
Federal directive targets risky mortgage practices WT
Gold drops nearly 2 percent as funds sell Reuters  Why Gold Won't Fold
Metals recover, bruised not beaten by sell-off Reuters
Brokers differ on gold outlook Globe & Mail
Metal Matters ScotiaMocatta  PDF  Hedge Book 4Q 2005 Mitsui
Citigroup unpacks metal truths Money Web
Silver fundamentals very bullish CBSM
China and Gold Saville  Reply To Gary North on Silver Watson
Pasta-maker will miss another filing deadline KC Business Journal
Oracle to Cut 2,000 Jobs; Guidance Is In Line TheStreet
MBIA's shares weaken on earnings CBSM
GM Unit May Retain Junk Rating, CreditSights Says BL
Automakers fast-track ethanol use USAT
Department Stores as a Technically Key Sector Financial Sense
Hedge Funds' Huge January TheStreet
Hedge fund numbers may confuse instead of clarify Reuters
Fund Investors Hear Some Noisy Echoes of the '90s BL
Oil Giants Fell Behind on Fees NYT
Tesco takes plunge into tough US market Guardian
Chicago Merc to Trade Snowfall Futures AP
Asia/Pacific: Liquidity Rotation Xie
The cooling property bubble may have triggered liquidity rotating from property into commodity and emerging markets...
Yen Jumps as Japan Machinery Orders Grow 4-Times Faster Than Forecast BL
Japan's Jan. Producer Prices Rise Fastest in 16 Years BL
Banker calls on BoJ to raise rates FT
Japan still in mild deflation-govt spokesman Abe Reuters
Japanese Consumers, Splurging on $436 Jeans, Spend BL
Bears make big bets in Japan rate derivatives Reuters
US senators launch bill to repeal China's trading status AFP
UK plunges into the red on annual crude trade Times Online
ECB sees tentative signs of overvaluation in euro zone housing market AFX
First-time buyer activity 'at 25-year low' Guardian
ÂŁ1,000 to arrange a mortgage Thisismoney
Germany: Waiting for a Wunder Economist
French Economic Growth Slowed in Fourth Quarter BL
10,000 Reasons India Is a Good Investor Bet Pesek
The Indian property challenge Business Standard
Chile's Central Bank Raises Benchmark Lending Rate to Highest Since 2002 BL
Brazil Buying Back International Bonds, Levy Says BL
Canada’s Wild West is Experiencing an Oil Boom Independent
The isolationist temptation Economist
A growing number of Americans would like fewer entanglements with foreigners
Selling Un-Free Trade Agreements CEPR (Baker)
EU directive opens door for shorting FT
Steel price in China to drop this year Xinhua
Russia: Utilities Rates to Worsen Inflation Moscow Times
Angry shareholders take Australia's Telstra to court AFP
Volkswagen will cut up to 20,000 jobs AP

Thursday February 9
Treasuries Surge After $14 Billion Sale of 30-Year Bonds, First Since 2001 BL
Gold futures climb as much as $9 CBSM
The Virtuous Circle Schaeffers Hi-Ho Silver!
Gov't Announces $1.6B Settlement With AIG AP
A bonding agent for stocks CNN
Jobless claims average of new claims lowest in nearly 6 years CBSM
The US Economy and Markets may be heading for a Bernanke 'Trap' PBear
Mogambo Guru -  Hoye -  Russell
Monetary and Fiscal Fallacies Feed Unsustainable Outcomes Forex FX
`Greatest Central Banker Ever' Comes Down a Peg Baum
“If there is a silver lining in all of this, it's that the more he opens his mouth, the sooner he will be discredited.”
Lehman Picks Up $250K Greenspan Dinner Check NYP
’Generation Debt' is going deep into the red MSNBC
Big deficit looms behind revival of 30-yr bond Reuters
Report ranks risks facing global markets Globe & Mail
Terrorism and oil woes top list of biggest financial worries
Home inventories rise sharply in many major markets WSJ
Lawyer seeks to re-create MLS system ContraCosta
Papers allege realty fraud Pioneer Press
Gold regains some ofits lustre after big slide FT
Correction Underway, But When Will it End? Grandich
Bank of America to begin trading metals in summer Reuters
Merrill Lynch raises long-term gold price view Reuters
Don’t Lose Your Faith In Resources, GSJBW Says AIR
JP Morgan Switches To Underweight Resources AIR
China Plans CNY500 Mln-CNY1 Bln Gold Invest Fund This Yr Dow Jones
Copper Rises for a Second Straight Day in London on Fund Buying BL
Ethanol, Boon to Farms, Won't Cure Oil Addiction Berry
Benefits Go the Way of Pensions NYT
ABB discloses possible bribery to U.S. IHT
GSK facing $12bn tax bill in US as row widens Times Online
AIG Set to Announce $1.6 Bln Settlement, People Say BL
Carl Icahn's Take on Time Warner and Corporate America Wharton
If Buffett says he's okay, perhaps we oughta hire him BL
Who Watches Accounting's Watchdog? Business Week
Stock Sales Ripped NYP
Bank of Japan keeps rate policy unchanged AP
South Korean Central Bank Raises Benchmark Rate to 4% BL
Bank leaves rates on hold again BBC
Global Bond Yields Are Headed Lower BCA Research
If China's Government Spends, So Will People BL
Japan's Real Estate Bubble NBR
New Zealand Sheds Jobs for First Time in Three Years BL
Factory output at worst for a decade   Telegraph
U.K. December Trade Gap Widens to 6.1 Billion Pounds BL
For fast-growing India, a period of adjustment Reuters
'Made in China' labels don't tell whole story IHT
Collectibles: Chinese scale models cheaper -- and it shows PPG

Wednesday February 8
Fed: Loan demand slackens across board Reuters  FED - Announcement
Mortgage demand cools since October CBSM
Greenspan speech affects dollar, rate futures Reuters
Comex Gold, Silver Bouncing On 'Reloading Dow Jones
The Bell Tolls For Toll Bros. Kasriel
Consumer borrowing rising more slowly than at any time since 1992 BBC  FED
It’s Different This Time Northern Turst PDF
Correction Time is Here! Faber
The Budget Crisis: Is It All Déjà Vu? Brookings
Remedial Math for the President AEI
Who will feel budget's impact? CS Monitor
American dream putting homeowners in deep debt Washington Times
Foreclosures Rise / More Defaults Expected Mish
More builders entice home buyers with upgrades, TVs USAT
Upscale homes become harder to sell, some are taking big financial hits PP
Housing bubble watch Reuters
Even in paradise, the housing market is cooling off SF Chronicle
Terror threat responsible for high gold price - Greenspan Times Online
The 79-year-old is believed to have earned $120,000 (ÂŁ69,000) from his one-hour speaking engagement.
Buy Silver or Gold? North
Gold: Biggest one-day decline in 13 years Reuters
“Biggest down day for the April contract on record” CBSM
Dubai gold imports rose to 522 tons in 2005 - UAE WAM
Base metals savaged as funds sell commodities Reuters
Will Iran dispute push oil to $130? CNN
Saudi official says soaring oil prices can't last AP
Commodities bull market has long way to go: expert Business Times
Cisco Shares Rise as Chambers Surprises With Optimistic Forecast BL
Parsons under fire as Icahn launches Time machine FT
Freddie Mac's Bitsberger Says Asia Funding Important BL
Investors in the region have bought up to 60% of Freddie Mac's recent sales.
First Enron, Then WorldCom; Now Japan's Livedoor Pesek
Hedge fund firms face more growth and scrutiny Reuters
The Hedge Fund Report: Another One for the Masses TheStreet
CFTC chair warns hedge funds over more regulations Reuters
Investors look ahead to credit market correction Reuters
AT&T Cutting Consumer Jobs ~ Liz Claiborne to Cut 500
Dell tools up with Google ~ IBM kicks Power6 to 6GHz Register
McDonald's reveals high trans fats levels in fries FT
Oil Companies, SEC Differ on Metrics CFO
Ego Unleashed, or Everyman of the Market? NYT
The bull market in James J. Cramer has no end in sight?
Dissatisfied Customer Drives Through Dealership, Sets It On Fire AHN
Asian Stocks Have Biggest Drop in 10 Months BL
Japan's loan balance marks 1st rise since 2001 Kyodo
Japan's Bonds May Fall on Concern BOJ to Signal Shift in Policy BL
China faces risk of house oversupply People’s Daily
House price growth in 2005 slows to weakest for decade Times Online
House price boom traps young buyers Norwich Evening News
Europe's Iron Curtain Reappears in Economic Split BL
Canada Stocks Lop Off Over 200 Points Dow Jones
Our great task: weathering a Chinese storm Asutralian
Straitened industries prepare for a lean year Sydney Morning Herald
BP: ÂŁ11bn profit falls short of City expectations Guardian
Bluescope Steel shares plunge on profit warning AFP
Washington to cancel Afghanistan debt of 108 million dollars AFP

Tuesday February 7
Gold Tumbles by Most Since 2004 BL Oil under $64 CBSM
Sweden Aims to End Oil Dependency by 2020 AP
Exxon: America will always rely on foreign oil Reuters
Stocks Decline As Commodity Prices Drop AP
“What you're seeing right now is gold, silver, oil, aluminum, copper -- anything you can drop on your foot and it hurts, is retreating”
Home Sales in 2006 to be Slower but Sustainable NAR
Toll Faces Growing Pains TheStreet  Homebuilders' Stocks Fall
Building Materials profit disappoints, shares fall Reuters
Homebuilder quotes and news Yahoo
Fear of the Fed Resurfaces TheStreet
Futures down as Toll Brothers warns CBSM Wall St.'s tech worries CNN
Psychology of a Falling Dollar Merk
Rising economic star warns of risks ahead Chicago Tribune
Grantham chairman plans for extended bear market G&M (from Barron’s)
Dodge warns of global imbalances Globe & Mail
Bank of Canada governor strengthens message: problems could lead to ‘periods of outright recession'
Ben Bernanke: An unworldly professor Telegraph
Chasing Returns Schaeffers Bellwethers Nix Hope of a Bull Market TheStreet
If the chase for returns comes to a halt then all the various liquidity plays will come tumbling down together. 
Small Caps Are a "Sell" To
Profits Or Household Spending - Which Has Bigger Effect On Capex? Kasriel
Debt Markets Demystified Financial Sense
Politics & Budgets: Louder & Uglier EW Bush budget a tough row CS Monitor
Bush's "ownership society" goes bust Slate
Bush Administration policies and the deficit EPI
Behind The Jobs Letdown Crudele
If home prices fall, rents may fuel inflation DiMartino
Desperate house sellers turning to religion StarTribune
Default notices are on the rise Sac Bee  Jobs slipping as home sales slow
Miners hedging to lock in record prices - Barclays Reuters
Still Going Heavy on the Metal FT Advisor
Gold Bugs Eye $600, $850 and Far Beyond TheStreet
Gold will outperform market: Marc Faber Business Standard
Toll Home Orders Decline for First Time in Three Years; Sales Forecast Cut BL
General Motors cuts dividend by 50%; lowers exec pay CBSM
No Happy Ending for GM in Tale of Two Automakers Gilbert
Kerkorian makes GM board move FT
Coca-Cola Net Falls 28% on Tax Costs, Slump in European Soda Sales BL
Era of easy oil is over, Chevron says Denver Post
Hedge fund managers fear arbitrary SEC probes Reuters
Steelmaker Sued to Protect Pensions CFO
Waste Management Exec Found Guilty CFO
Former Enron exec sobs on witness stand Reuters
Japan's Warlords Meddling in the Nikkei-225, Yen, and JGB markets SH
BOJ May Maintain Policy as It Gathers Proof Deflation Is Beaten BL
Land of the rising sums Guardian
Chinese currency hits post-revaluation high AP
Negative equity rise `no threat to banks’? Standard
Bangalore Squeezes India's Low-Skill Hinterland BL
Australia: Gloom grows over economy AAP  Slump hits home SMH
German Industrial Output Declined for Second Month in December FT
Survey fuels fears of UK consumer slowdown FT
Canada: The Mortgage Market - The Long And Short Of It   CIBC  PDF
Brazil's Congress to Pass Bill Aimed at Weakening Currency, Lawmaker Says BL
Buyouts bring huge riches for firms' chief executives Times Online
Sensex breaks through 10,000 mark again FT

Venezuela's Chavez Threatens U.S. on Oil AP
Iran, Defying Atomic Agency, Says It Will Resume Nuclear Work NYT
Use of force against Iran is on agenda, warns bullish Rumsfeld Scotsman

Monday February 6
Treasuries slip ahead of U.S. borrowing bonanza Reuters  2-yr above 30-yr
Japan investors happy to buy U.S. bonds - for now Reuters
A Real Washington Scandal Paul
Remarks by Chairman Ben S. Bernanke FED
Bush proposes $2.77 trillion budget CBSM
Dow deflator WSJ
A record for the Dow Average seems close until you adjust for inflation
Flying Wallendas Hussman
Treasury Market Shows Inflation Concern Rising at Fastest Pace Since 2004 BL
Rate increases may run into summer USAT
Does the trade deficit threaten the US economy? Brookesnews
Boomers: Living Hand to Mouth -- and Barely Getting By Yahoo
The End Game Saville
Sobering thoughts on global bash Financial Post
It could be that in the next U.S. slowdown, we will find out just how important the U.S. economy still is and just how much of a miracle the Chinese economy actually is.
The Battleground of Globalization Roach
Budget Machinations US News
All those budget-obsessed bond traders from the go-go '90s now seem disinterested when they should be in a panic.
Caveats, footnotes and disasters   Palm Beach Post
Let's see: Annual deficit, $337 billion. Average annual spending cut, $8 billion. Yeah, that ought to do it.
Major deficit-reduction deal this year has hurdles USAT
Bonds: U.S. long bond is back - with low yield IHT (BL)
Bush's Low-Cost Borrowing `Comes Home to Roost' as Rates Rise
Bush to make rare presidential visit to the Fed's HQ AP
Gold Prices May Rally From 25-Year High on Iran, Survey Says BL
Gold: About Central Banks, And Liquidity AIR
As good as gold Globeinvestor
China Gold Association to set up first domestic gold investment fund Interfax
Silver ETF Could Spur Demand Dow Jones
Commodities ETF breaks new ground IBD
Crude Oil Climbs as Iran Defies United Nations to Pursue Nuclear Research BL
Citigroup ups oil price forecasts through 2009 CBSM
Tracking all that oil money SF Chronicle
Shipping prices predicted to slide by 10% Times Online
50 years ago, container ships altered the world SF Chronicle
DaimlerChrysler, Norilsk Nickel sign contract on palladium supplies Itar-Tass
All that glitters is not gold in Delhi CNN-IBN
GM May Cut Dividend for First Time in 13 Years; Kerkorian Demands Savings BL
Google has peaked, but the rally may go on MSN (Fleck)
Is something wrong with GE? Brimelow
Morgan Is Overtaken by Goldman in Asset Management Revenue BL
Murdoch to launch CNBC rival by year end Reuters
TrumpNation and the Art of Offending the Donald Lewis
Icahn: Rerun to miss NYP
So Long Footnoted Liabilities CFO
Pensions and other retiree benefits are graduating to the balance sheet
A bid to tie Enron duo to deceit CS Monitor
New breed of investor buys, sells paintings instead of stocks, bonds BL
Sensex breaches the historic 10,000-mark Rediff The journey: 1,000 to 10,000!
Not all CBs understand that conventional wisdom on inflation is redundant King
Europe Is a House Divided Newsweek
The Oracle speaks: 'Gordon… you've messed up' Telegraph
An ailing U.S. could make Canada sick Reuters
Occasional Report #56: The Time of Sands CIBC PDF
U.S. eyeing Alberta oilsands National Post
Chinese workers may be solution to oilsands labour shortage E Sun
Nigeria of the North EMagazine
Oil Sands Frenzy Threatens Alberta Environment
The Oil Sands Story Oil Sands
Retail not far off recession Courier-Mail
The big chill now afflicting Australia's retailers is part of the longest downturn in the sector since the recession of the early 1990s.
Final-salary pension rules 'risk cash crisis at one on five firms' Independent
Anger over '25% gas price hike' The Mail
Fiscal devolution alone will not save Scottish economy The Herald
House repossession actions hit record levels in Q4 ABC.uk
Dubai property prices 'set to decline' Gulf News
Lack of debt hides financial trouble SMH
Companies scramble to exploit 'hybrid' finance FT ($)

Weekend Edition (Feb 4-5)
Correction Phase Beginning Swenlin
Ignore the Ups and Downs at Your Peril NYT
Being Street Smart Harding
Ahead of the Yield Curve Mauldin
The Essence of the Greenspan Era Noland Beware the Alchemists Mises
Gold & Silver: 25 and 18 Year Highs, and more... Aden
A bullion-dollar bank account Business 2.0 Good as Gold Luskin
The Disappearing Savings? Chapman
Oil one of many U.S. addictions CBSM
Economists see record trade deficits in '05 and beyond
Massive oil profits may not last Fortune
Have Commodities Become the New Tech Stocks? NYT
Resources boom hinges on China and US Herald Sun
U.S. Moves to Seize Bankrupt Steel Maker's Pension Plan NYT
Carl’s Backup NYP
Auto crash PTribune
Moody's reviewing Dow Jones ratings for possible downgrade CBSM
Krispy Kreme Unit Files for Bankruptcy AP
Corporate accounting is getting exciting Arizona Republic
Home buyers in a squeeze AR
Market shifts in home buyers' favor Bankrate
The Love Song of the U.S. Home Owner SH
Pentagon sees China as greatest potential rival FT
Chinese shares left out in cold Times Online
Dubai property prices 'set for decline' Reuters
Thai premier's $1.85bn headache Asia Times
Private partnerships under scrutiny Asahi
WPP Italy chairman is dragged into probe Telegraph
Massive options bet prompts Rolls-Royce surge Independent
70% of firms want stricter regulations following Livedoor scandal Yomiuri
Botton line on bad news bears Herald Sun
Mexico to sell debt on U.S. market The Herald
Venezuela's Chavez Threatens to Shut Citgo Refineries, Jail U.S. Diplomats BL
Chavez says Bush worse than Hitler Reuters
Syrians Torch Embassies Over Caricatures AP
Iraq war is costing $100,000 per minute LA Times
IAEA to report Iran to Security Council CBSM Referral stokes Iranian defiance

Friday February 3
Hot home markets to cool down...how will your home fare? CNN
Consumers turned blue in January Reuters
Nation's Service Sector Expands in Jan. AP ISM
Economy Adds 193,000 Jobs; Unemployment Rate Drops to a 4-year BL BLS
US overstates job levels, says study Standard CEPR Report
Treasuries Fall as U.S. Average Hourly Earnings Gain More Than Forecast BL
Futures Traders Increase Bets on Fed Raising Rate to 4.75 Percent in March BL
US Treasuries barely budge in pre-payrolls vigil Reuters
Passing Ships in the Night   Roach
IMF pushed as 'super cop' for currencies CBSM
The squeeze on American pocketbooks CS Monitor Graphic ~ Saving Rates
The Myth of the over-extended Consumer?   National City PDF
Too Much Gold in Goldilocks CSFB PDF
When a whole cluster of markets go into vertical mode at the same time, it’s better to let the pictures do the talking.
Welcome To The World Of Confusion Dundee PDF
Contesting the Accepted View of Bernanke Prechter
U.S Government debt out of control as Bernanke takes helm Decerates
Greenspan's Retirement Hoye Goodbye, Mr. Bubbles ~ Schiff
America for Sale CFO
Foreign firms are buying U.S. companies at the fastest clip in five years, creating concerns on Capitol Hill.
U.S. Health-Care Wounds Won't Heal With Tax Breaks BL
Housing's slide will have ripple effect DiMartino
Real Estate Tremors Forbes Mortgage Rates Leap
Gold Bulls See Further Sharp Gains On USD Weakness Dow Jones  $665
Gold rally not a bubble Reuters  Schmidt ~ Baltin
Like a gorilla with a gun, gold can go anywhere it wants
German government, Bundesbank at odds over gold sales AFP
Oil Prices Fall As Supply Fears Abate AP Oil Analysts Are Less Optimistic
"The $65-a-barrel mark is a very, very important level for support"
Feeding the Oil Addiction Washington Post
US must stop gas guzzling to beat Gulf oil addiction Reuters
For oil addicts, switch-grass gas and more CSM  ‘Bush didn't mean it literally’
Every president since Nixon has promised a new energy future
ASPO launches free weekly Peak Oil review ASPO Subscribe
Booming China helps commodity prices boom USAT
Copper Soars to More Than $5,000l BL Platinum hits record high
Sugar futures close at 1981 levels CBSM
Middle East hedge buyback talk boosts aluminium prices Reuters
“We hear a (Middle Eastern) producer was very short of options and futures (for the second half of 2006) and had to pay enormous margin calls.”
Rio Tinto Studies $9 Billion Mining Expansion in Iron, Coal and Diamonds BL
Enron jury hears tape of Skilling cursing investor Reuters
Why Is This Legal? EW
Why did regulators suggest a "crackdown" and then fail to crack down?
MetLife, Prudential expected to feel yield-curve pressure CBSM
Bank of America drops loan trading fees - LPC Reuters
Maytag Posts Wider Fourth-Quarter Loss AP
How long before Buffett is tripped up? CBSM
Hedge funds and private equity Economist
With more investors hunting on the same ground, returns might be trampled.
Futures contracts on Super Bowl seats NYT
China: What Next? Xie
China's oil consumption decreased in 2005 China Daily
ECB signals higher rate could come next month IHT (NYT)
Investments in Saudi property market soar to SR1 trillion Khaleej Times
Beijing new housing prices up 19.2% in 2005 China Daily
Australia: Huge rise in repossession SMH
Beware foreign property deals Thisismoney
Heavy sell-off as 5000 looms Australian
Michelin plant latest Ontario casualty Globe & Mail
We're not running out of oil says record-breaking Shell Telegraph
Livedoor stock keeps falling, hits 85 yen Japan Times
Hong Kong Disneyland Sells Out For 8 Straight Days L6   Lawmakers React
Angry Parents Toss Kids Over Sold-Out Disney Park Fences
World's biggest miner BHP drawn into Iraq oil-for-food inquiry AFP

Thursday February 2
Amazon.com 4Q Earnings Decline to $199M AP
Gold futures climb, end near $577 CBSM
U.S. planned layoffs top 100,000 G&M
Hancock Fabrics Posts Higher January Sales AP
NASD Steps Up Hedge Fund Sales Probe, Seeks Data on Individual Investors BL
Fourth-Qtr U.S. Productivity Fell at 0.6% Rate; Costs Rose 3.5% BL BLS
Jobless claims sink to 5-1/2 year low CBSM
Retailers: Strong January, slower February CNN
Curveball Pimco (Gross)
Chart: Average Trading Volume Cross Currents
Silencing factory whistles will muffle economy, report warns JSOnline NAM
“I find it difficult to believe that we can just shuffle paper back and forth and make everybody have a good wage”
Global competition 'a wake-up call' for US FT
Dollar Rises to Seven-Week High Against Yen Before Jobs Report BL
Japan: Growing Cautious On The Yen BCA Research
No one wants to burst Greenspan's bubble Financial Post
House passes, sends Bush $39B spending cuts Reuters
Commercial real estate loans scrutinized AP
U.S. December Pending Sales of Existing Homes Fell 3% BL
Foreclosures Hit 12-Year High in Massachusetts Boston Globe
Will Investors Seek Greener -- and Less Risky -- Pastures as Housing Market Cools? WPCarey
Remonetisation of gold: Start hoarding Cheuvreux  PDF
Japan investors pile up gold futures Reuters
Opec issues warning on Bush oil pledge FT
Copper hits new record high as funds pile in Reuters
Common Cents Crudele
If the price of zinc keeps Climbing, Franklin's motto will soon have to be changed to "a penny saved is a penny that should be melted down."
Base metal prices in 'uncharted territory' National Post
Base metals prices are moving up so fast that analysts can't keep up...
Company bankruptcies may surge from 8-year low Reuters
Hedge fund continues to put heat on Angelica St. Louis PD
Google: “Hopes and Dreams" in the STOCK MARKET? EW
GM to spend $15 billion on technology CBSM
A Day in the Barrick Schaeffers
Taco Bell parent becomes Kentucky Derby sponsor AP
Hyatt Waikiki owner files Chapter 11 Pacific Business News
Azabu Buildings said its debt resulted "from troubled real estate transactions in Japan related to the 'bubble' economy of the early 1990s."
Government fears Blackberry shutdown CNN
JPMorgan's Dimon, Yelling Less, Vows to Boost Profit 10 Percent BL
Are the Enron jurors morons? Slate  Enron boss 'tried to stifle critical voices’
Former San Diego pension officials plead not guilty Reuters
Former AIG, General Re executives indicted - WSJ AFX
Parmalat suit against Bank of America can proceed Reuters
SEC Proposes Executive-loan Disclosure CFO
Spitzer Still ‘Mad’ at Grasso NYP
Prince called Arabian Buffett Globe & Mail
The 100-Year-Old on Wall Street NPR
Kahn has been working on Wall Street since 1928
Super Bowl not so super for employers G&M  Online betting gets even bigger
Seeking first-class returns? Try stamps Reuters
Doggone troubles The Standard
Momentous challenges and grave dangers loom in the Year of the Dog
Rising Star AEI
What Does China's Economy Mean for U.S. Strategy?
South Korean Stock Boom Leaves Consumers Gloomy BL
Pension fund trustees must take care to evaluate true added value of swaps FT
Investors insist more long-dated gilts be issued FT
EU grants U.S. and Japan reprieve on accounting rules IHT
Higher debt 'harms returns' on Ł100m deals Times Online
Indonesia beset with inflation amid food price rises FT
Dubai outdoes itself as it hits new highs NYT
IMF Faces Deficit, Doubts on Role as Brazil, Argentina Pay Debt BL
696 yen last week, Livedoor plummets under 100 yen a share Japan Times
BCE to cut 4,000 jobs Globe & Mail
Muhammad cartoon row intensifies BBC
The Danish-Swedish dairy giant Arla Foods says its sales in the Middle East have plummeted to zero as a result of the row
Israel halts tax payments to PA BBC
Iran’s real crime? Daily Times  Nuke Tests In Iran? AP
If Iran starts its own euro-denominated oil bourse and it takes off, the US dollar — already an ailing currency due to huge deficits in the US economy — will be marginalised as the global currency.

Wednesday February 1
'Neff Said? Contrary Investor
Greenspan to Advise U.K.'s Brown on World Economy BL Bernanke Sworn In
30-Year Treasury Bonds Return Feb. 9 AP
Our Worst Nightmare....the Housing Bubble SH
Manufacturing Activity Grows at Slower Pace AP ISM
Ford's U.S. Sales Rise 2 Percent; DaimlerChrysler's Climbs 4.8 Percent BL
Construction Spending Sets Record in 2005 AP Census
Bond Market Bubble? AEI (Makin)
Wall Street is having a hard time letting Alan Greenspan go AP
Bernanke Inherits a Fed Leaning Toward Further Increases in Interest Rates BL
How Bernanke Could Outshine Greenspan NYT
Adieu Alan, Bonjour Ben, Welcome Transparency Baum
Greenspan Goes Out With Final Jab at Inflation Berry
Markets can expect more clarity CBSM
Hail to the Chiefs Smart Money
Myths of the Greenspan Era TheStreet
People still confuse a bull market with genius
Greenspan: Moneyman New Yorker The Greenspan I knew G&M
E-Economic Newsletter Mogambo
Lenders try to keep mortgage boom alive WSJ
"They have too much time on their hands and too many employees sitting around."
Hedge funds have a pile of cash to lend. Should you take it? CFO
2005 record year for corporate downgrades -Moody's Reuters
IRS `Concerned' About Bear Stearns, CDR Relationship BL
Municipal issuance volume fell nearly 21% in January Bond Buyer
Gold to hit $800: JPMorgan G&M
Silver: A Two-Decade High, & A Critical Juncture EW A Slam Dunk? Butler
Bush: Technology can relieve "addiction" to oil USAT Red ink reins in ambitions
Oil Falls After Iran Says Nuclear Dispute Won't Halt Exports BL
Lex: Google FT
Auction of GMAC enters final stages FT
CEOs for $1 a year -- plus millions more MSN
Lawyer: Enron Never Infested With Fraud AP
Wal-Mart chief faces jail for fiddling expenses Times Online
SEC says most hedge funds on track for Feb. 1 rule Reuters
SOX Fails to Stop Stock-Option Manipulation By Executives Smart Pros
School for Scandal CFO
A primer on some of the most notable financial scandals of the past 150 years.
Brain Scans of Traders Show Link Between Lust for Sex and Money BL
The Integration of Giants into the Global Economy AEI
Japan: No. of full-time employees in 2005 rises for 1st time in 8 years Kyodo
Italy Chooses Between Tweedledum and Tweedledee BL
Venezuelan banks enjoy treasuries windfall FT
Colombia May Sell Longer Term Bonds to Help Banks Set Mortgage Rates BL
Global Capex Still Has Decent Upside BCA Research
China's steel output hits 350 million tons in 2005 People’s Daily
China bank officials charged with stealing more than 485 million dollars AFP
Overspend trap for pensioners Thisismoney
Roman Corp. seeks creditor protection, shares plummet 93% CBC


 

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