|
Wednesday March 31 Fed: Greenspan 'Fine', Dollar Steadies Reuters "The dollar is selling off across the board on fears that Greenspan may no longer be at the helm" Factory Orders Rise 0.3 Pct. in February Reuters Census Midwest Business Growth Surprisingly Slow Reuters Accounting Body Says Expense Options Reuters Dollar skids to four-year yen low CBSM Crude futures slip as OPEC sets cut CBSM Market Facing Substantial Risk Comstock Tech stocks THEN, Financial Stocks NOW? Elliott Wave Gasoline Rises to 18-Year High on BP Refinery Fire BL HChron The blast follows a March 25 alert from the Federal Bureau of Investigation that refineries in Texas may be attacked by terrorists High oil prices might not stop production cutback AP Oil Shortage? Business Week Gas prices rise, so do political squabbles USAT Gasoline: Chart of the Day 'Scary' parallels with Japan CBSM What significance would these parallels have for the S&P? They would imply that the S&P should "sell off 20 to 25 percent in the next month or so, to below 1,000." Gold, silver push higher Reuters Gold de-linking from dollar Gold-Eagle You Can’t Eat Gold! North Something Wicked This Way Comes, Part II Bonner Russell: Gold Notes Russell Gaming The Fed PBear The Fed is backed into a corner by multiple bubbles of its own creation. Out of Options Slate Why some cowardly companies still won't count stock options as expenses. Airlines brace for tough year AP Analysts’ loss estimates grow from $500 million to $2.2 Billion Study: File downloads don't affect sales of CDs BG PDF File Radio Flyer to move production of wagons to China AP "We're still a Chicago company. We're still a Chicago brand” Snow reignites fight over job outsourcing AP "It's one aspect of trade and there can't be any doubt about the fact that trade makes ... America strong." Are you willing to pay higher prices to save jobs? HChronicle Mexico loses out to Chinese exports TheStar The awakening Asian giant’s cheap labour is causing headaches for economies the world over France's Alcatel May Sell Handset Business In China DJ GM's China bonanza Det Free Press In 2003, GM and its Chinese partners made $2267 per car sold in China. In North America, GM made about $145 per vehicle. Johnson Controls moving 885 jobs to Mexico UPI U.S. stock funds take in $26.2 bln in Feb. Reuters ICI Mutual Fund Liquidity Trends BofA PDF Merrill, Blodget win in case blaming losses on research AP/DJ Agencies put out warning on Metaldyne FT Amid 'Apprentice' success, Trump's casinos in trouble financially AP Three Companies Delay 10-K Filings CFO MFS to pay $50m penalty Boston Globe Limericks and haiku help Robert McTeer reach out Reuters Now we've made the discovery That it's a jobless recovery. It wins the silver, but not the gold. Robert Rubin shuns VP talk Reuters Casino Pulls Ad Aimed at Those in Debt Reuters "So, the holidays have passed, and those credit card bills just keep piling up? Well, Isleta Casino Resort comes to your rescue." Nikkei up 47% for the year CBSM Biggest one-year climb in more than 30 years. Yen Soars on Speculation Report to Show Japan Has Pared Sales Bloom Chinese residents buy more foreign currency People’s Daily Europe warns China to ease curbs on coke exports FT China began capping coal export quotas this year to preserve supplies for its booming steel and power industries. Global shipping backlogs hit Chile's exporters Reuters Many of the world's cargo ships are stuck in bottlenecks in busy Asian ports Freight-Car Congestion Is Worrying Union Pacific NYT (R) Asian traffic has taken an unexpected upturn in the last few months The Great Aussie house market -- splash or crash? Reuters Mayflower crisis threatens pensions Times Online Casinos a safer bet than stock market Today Online Credit Suisse red-faced over accounting ‘error’ Swissinfo Music Giant EMI Axes Artists, 1,500 Jobs Reuters Standard Life to cut 1,000 jobs BBC US complicit in its own decline Asia Times For American brands, the world turns ugly MSN As U.S. politics erode global good will toward U.S. products, the world's most recognized companies could suffer most. This Isn’t America NYT (R) (Krugman
Tuesday March 30 Consumer Confidence Index Falls to 88.3 From 88.5 Bloomberg Conference B Good jobs news will be a painful moment of truth Times Online Russell On The Markets & Gold Gold-Eagle I just don't get a feeling that this is going to be a pleasant bear market. And the pain hasn't even started yet. Offshoring -- Myth and Reality Morgan Stanley (Roach) White House May See Greenspan as Liability For Election NYP (Crudele) What would Buffett do in a crash? CBSM Pension Funds Taking More Risk CFO $3 a Gallon? Summer U.S. gas shortage feared G& M Tight inventories could spur soaring prices, 1970s-era lineups at the pump Gas prices set 6th straight mark CNN/Money High gas prices sting US chain store sales-report Reuters Saudi Arabia says production cuts already being implemented AFP Cutting Output to Prevent `Collapse,' Saudi Says Bloomberg Fear of lurking inflation raises rate questions USA Today Higher materials prices hit builders USAT March (Budget) Madness Paul Tweaking Social Security Won't Fix Problems NCPA Into Thin Air Fast Company The IT industry in the United States has gone from being a very high-level, well-paying industry to being very low-paying sweatshop labor, and that's an inexorable trend." Business' cuts big, painful Det Free Press The CEOs' Gravy Train May Be Drying Up Business Week London bankers overtake Wall Street on pay-survey Reuters SEC, NYSE to Announce $241 Million Settlement With Specialists Bloomberg SEC looks into exec benefits at Tyson AP Tyco trial hangs on word of 79-year-old woman juror Guardian Chutzpah on Steroids: Need A Hint Elliott Wave Judge pooh-poohs lawsuit over Disney licensing fees USAT Is Barrick a sitting duck? G&M (Ingram) Barrick says Newmont bid talk "wild" speculation Reuters Gold stocks regain status as refuge Australian (WSJ) Soaring increase in high-tech exports from China erodes U.S. employment EPI Japan's February Industrial Production Falls 3.7% Bloomberg Bubble, bubble could spell some toil and trouble Herald Fastest growth in mortgage lending in a decade Times Online Ex-Vivendi boss wants to be investigated AAP
The Day The Fed Stood Still Financial Sense
Monday March 29 Be braced for a bust as bubbles look set to burst FT Mr Greenspan's monetary tribulations mark an achievement no one else in the history of capitalism has accomplished. It is also one investors will never forget once this credit-driven, universal bubble bursts and it will fill entire chapters of financial history books with economic and financial horror stories. Greenspan's diminishing aura CS Monitor Controversial statements and a tough job climate prompt a public-approval dip for long-revered Fed chief. How Healthy Are The Banks? Mises Yet another way the government hides inflation MSN (Fleck) GDP Growth: Are The Numbers Too Rosy? Business Week Forget faulty jobs data. An overstated GDP may help explain the economic reality gap How we live our days is how we live our lives Hussman US frantic to reverse Opec cut Times Online Is OPEC poised for a surprise move? CBSM Oil cartel reportedly considering delay in output cuts Gas prices hit new record high with no end in sight AP Refiners riding high on gas prices CBSM Where to Turn When Inflation Roars Again? NYT (R) Rubin warns US not to use dollar as trade policy tool AFP Wages, Inflation and a Reserve Bank Fallacy Brookesnews The Week Ahead: Why Jobs Forecasts Go Awry CIBC PDF The Coming Great American Home-Equity Bust Financial Sense Housing Boom: ‘History's First Global Property Bust' Coming? EIR Accounting board to issue new stock-options mandate AP Keeping outsourcing in perspective Bartlett Finding lessons of outsourcing in 4 historical tales AP She's trying to stop outsourcing at its sources Philly Buyers 'flip' over hot condo market PalmBeach Post “It's better than the stock market. Flipping properties in South Florida is the way to make money." Black Cloud Dogs Pharmaceutical IPOs Reuters Barrick Gold May Receive Bid From Rival Newmont, Telegraph Says Bloomberg Freddie Mac: Sounds of Silence NYT (R) (Morgenson) Shell plans to deflect blame over reserves FT It will claim instead that it was the victim of ambiguous US regulations. Deloitte auditor had early Parmalat concerns-WSJ Reuters Dynegy Sentence a Warning for Crooks Reuters Dell two-timing Intel? A misunderstanding, it says CNet Doc Haseltine, Red Ink Superstar NY Post Is Trump Headed for a Fall? NYT (R) Bond trade near to all-time highs FT Don't shoot me, I'm only the economist FT Japan ends its £150bn currency intervention Times Online Japan says will continue currency intervention Reuters Yen Gains to 6-Week High on Report Japan to End Currency Sales BL Nikkei Hits 22-Month High, Yen Climbs Reuters China: Crude oil imports set to rise 10pc Standard China Moves Toward Another West: Central Asia NYT (R) Chinese policies push some U.S. tech companies out USAT Banks exploit China's new rules on derivatives FT ECB's chance to make the party go with a bang Independent (King) Mortgage growth fuels talk of rate rise Guardian
Weekend Edition (Mar 27-28) Digging The Hole Deeper: Senate Plan Substantially Increases Deficits CBPP Who Do You Believe? PBear China Syndromes Frontline (Mauldin) The CRB and Long Rates Zeal Hyperinflation : Creating Repulsive Money SH Running Out of Gas NYP In recent weeks, an estimated $10 billion has been siphoned out of consumers' pockets to pay for fuel hikes As Gas Prices Rise, So Do Thefts at Pump WP Microsoft's Gates says Web stocks in "mini-bubble" Reuters Cash From Chaos as Gold Shines TheStreet Demand for homes is red hot Sacbee “In 26 years in the real estate business, I've never been in a market this hot” Bidding Wars Return to N.Y. Real Estate Reuters Spitzer probes RBC overpayments FT $6 Billion Loan Deal by Freddie Mac Examined by U.S. NYT (R) SEC investigating new El Paso estimate Bloom MCI cutting 4,000 jobs, partly blames 'do not call' list AP S&P Warns Verizon on Credit Rating WP Nanotechnology expert predicts death of chip foundries itBusiness.ca Listen hard: can you hear those bubbles bursting? Guardian These echoes are short-lived rebounds in prices after major market collapses, and are driven by what is termed "conservatism bias", or an unwillingness in investors to give up their previous beliefs. China: Behind the mask Economist (Mar 18) Hailed as the business opportunity of the century, China is bound to disappoint. China to consume 270 million tons of crude oil in 2004 Xinhua Scottish cashmere faces a Chinese challenge IHT (NYT) China's current share of the overall world textile trade is 19%, but some calculations suggest that it could increase to 50 percent to 75 percent. Deflation maintained grip on Tokyo in fiscal '03 Japan Times Argentina curbs gas exports to avert energy crisis FT Parmalat plans 20-nation cutback AP Taiwan Opposition Protest Swells, China Fumes Reuters Mainland issues warning to Taiwan after violent protest breaks out People’s Daily
Only Buyers, No Sellers (Feb 29) Cross-currents
Friday March 26 S&P 500 Index Falls a 3rd Week Bloomberg 10-Year Treasury Note Has its Biggest Drop in Two Months Bloomberg Most U.S. companies plan more outsourcing-survey Reuters Consumer Sentiment Up a Bit in March Reuters February Personal Spending Rises 0.2%; Incomes Gain 0.4% Bloomberg BEA Asia's Recovery Void Morgan Stanley (Roach) Why Legendary Investors Are Drowning in Cash Morningstar Fears of financial bubble AM Is there a risk the world economy could be destabilised by a dangerous new bubble forming in global financial markets? Fed Continues on 'Patient' Path WP “A principal challenge facing the Fed in coming years will be to return monetary policy from its current, stimulative stance to a more neutral posture” Kohn An Oversold Bounce Comstock The bears are tough customers CBSM IRS says investors fleeced, not robbed JSO (NYT) Gas price record for 4th straight day Reuters The ripple effect of prices at the pump CS Monitor Higher gas prices could put a drag on the recovery. Rising oil prices and a weak dollar could shatter the global economy Guardian Bonds and Deflation Saville House Passes Deficit-Laden Budget Capital Hill Blue Metals hitting stride in bull run Business Times Is The Fed Playing Election-Year Politics? CEPR (KnightR) The $3 trillion question (that's an estimate of housing wealth that could disappear): will it happen before the election? U.S. Real Estate Overview Scotia PDF One Word For Metro Washington Real Estate: Insane RTimes Things have gotten out of control when folks are camping out to buy a home. REITs' rise sets off alarms AJC Coping with the incredible shrinking retirement MSN (Jubak) Medicare's Deepening Crisis: The High Price of Fiscal Irresponsibility The Medicare Muddle NYT (R) (Krugman) High-paying software jobs being moved abroad EPI 1.1 million will deplete state unemployment benefits AP CBPP Report Number of Illinois schools in worst financial shape nearly doubles AP Schools in rural East Texas are in financial trouble KTRE Ex-Dynegy Exec Gets 24 Years for Fraud Reuters Government probes Lilly's marketing practices AP Regulators May Challenge Votes That Approved Grasso's Pay NYT Taiwan chip maker accuses rival of industrial espionage IHT (NYT) Banks' use of client cash probed FT Individual overpayments may be small, but new research shows they mount up to large sums. They are also sometimes used to inflate earnings. Goldman Sachs Energy Unit to Restate CFO Janus CEO out? Rocky MN US Airways seeks cuts, says discounter wants 'to kill us' USAT Fuel, Security Costs Darken Airlines' Outlook WP Major pension funds try to oust Safeway CEO AP PeopleSoft: Defiant vote on options expense SFGate McDonald's Embraces Credit, Debit Cards Reuters The Overleveraged Disneyland: Will Disney Take Losses in France? NYT (R) Wyeth to close Lancaster County manufacturing plant and lay off 440 Philly Texas refineries alerted to election-time threat Houston Chronicle New, Hard Numbers on Sarbanes Expenses CFO IASB turns to oil after Shell AccountancyAge US could bring more China trade cases Reuters China puts more social security fund in stock market Xinhua China plans to use 25% of its total social security fund for investment in stock market in 2004 -- up from 5.1% in 03. Bank chief at odds with Brown's view Guardian German Business Confidence Falls Bloomberg RBA warns of mortgage default risks ABC Don't Bank On It Tech Central Many banks in poor countries have turned out to be pyramid schemes in which most of their loans are bad (non-performing) and the banks are insolvent. Central Bank steps in to resolve board dispute Gulf News Italian workers to strike over pensions Reuters Argentina and Brazil Join Forces to Tame the IMF Bloomberg Zimbabwe starts to repay IMF AFP “The IMF staff expressed concern that inflation levels of above 600% were too high” Ex-LTCB execs to pay damages Japan Times
Wall Street facing a wall of worry CNBC Before the most recent report, more than 50 percent of professional investors identified themselves as bulls for 46 weeks in a row
Thursday March 25 NY Fed Warns of Potential Deficit Fallout Reuters Initial Jobless Claims Rose by 1,000 to 339,000 Last Week Bloomberg Fourth-Quarter Gross Domestic Product Grew at 4.1% Rate Bloomberg BEA U.S. Economy Recovering at Only Half Official Rate, Research Shows SBuss Unpredictable external events will collapse market in 2004 CBSM Gold $475, as Recovery Trade Unwinds Goldenbar Economic poll points to deficits, job woes USAT NABE Businesses Urged to Plan For Higher Interest Rates WP Fed Sees Good News in One Closely Watched Forecast Bloomberg (Berry) One Giant Global Labor Pool? Business Week The Jobless Recovery Is "Understandable" Business Week Investors cash in as companies send jobs abroad USA Today Gasoline Hits Record 3rd Day in Row Reuters Bush Concerned Best and worst gas mileage cars CNN/Money OPEC on horns of dilemma TStar Will Inflation Ever Be Acknowledged? PBear Oil (and gas) Depletion Links Washington: The state economy may be stalling again STimes ERFC (PDF) General-fund tax collections were 2.1 percent lower than expected between Feb. 11 and March 10 Silicon Valley job losses worse than first feared FT Silicon Valley rivals say ruling won't change Microsoft's tactics AP Microsoft rivals line up to sue after EU ruling Independent HP plans switch to Linux for new PCs FT Soaring steel prices have roiled the ranks of US auto suppliers AFP Report: GM will ship more jobs abroad to cut costs Det News Hospitals Could Pay Price to Mend Medicare TheStreet SEC calls for huge Putnam fines FT Putnam Managers Given Big Paychecks SEC: funds not using 'fair value' Reuters The Smarter Buffet Shows What'll Happen To Our Savings SH Commentary: Silver in early stages of a major bull run CBSM Schroeder endorses gold selling by Bundesbank AFP Syndicated loan banks squeezed FT Federal jury in Las Vegas indicts anti-tax pitchman Irwin Schiff AP 20 indicted in real estate case The Slate The Dirty Secrets Hidden in Corporate Annual Reports Slate Three Ways for the Bubble to Burst Morgan Stanley (Xie) Asset markets around the world are so frothy and have so much leverage built in that they are quite vulnerable to shocks that depress risk appetite. S&P lifts Japan outlook; Fukuda remains peeved Japan Times Yen hits intra-month high against dollar FT Asia trade boom boosts Japan Inc B Mixed Messages On Debt Finda How the figures are fiddled to hide the true state of the budget The Age Singapore Inc peels a veil in the dark Asia Times
Wednesday March 24 Durable Goods Orders Jump 2.5 Percent Reuters Census Refinancings up, even as rates rise Reuters MBAA EU Imposes Curbs on Microsoft Windows, Demands Data Bloomberg Bad remedy for Microsoft? CNN/Money Wall Street should worry about the impact of EU sanctions than the size of the antitrust fine. Ex-Treasury Chief: Debts Imperil Stature Reuters “It surely cannot be prudent for us as a country to rely on a kind of balance of financial terror to hold back reserve sales that would threaten our stability." Markets should worry about the surging oil price Economist Gas Pump Prices Hit All-Time High Reuters Record US petrol prices 'to rise further' FT "The market is going to make a run at 40 bucks, that I can guarantee you," said Mike Driscoll, energy trader at Bear Stearns. Believe It of Not!! Comstock The only rationale for this type of financial mania so soon after the bear market of 2000, 2001, and 2002 is that investors believe the only mistake they made in the late 1990s is not unloading near the top. The Widening Safety Net Mises As costs swell, a gloomier outlook for Medicare's future CS Monitor More retirees in the red, not the pink CS Monitor Medicare to go broke by 2019, trustees say WT America's love-hate affair with credit UPI ‘Alarming Abuses' In Credit Counseling WP Big Shots, Deals With the Devil, and "Ethics" Elliott Wave General Motors Earns Seven Times More From Finance Than Cars Bloomberg GM sues steel groups over price rises FT A great time to fly, unless you're a major airline CS Monitor US backlash fear after hefty EU fine on Microsoft Independent He’s Lan-Gone NYP Gold rally has bulls smiling again Financial P Why gold is shining again AME Id Monsters, Self-Deceptions, and $1,000 Gold - Part III A SH Each day I wake up more scared than the day before 321 The Surging Yen: Is Japan Making A Policy Mistake? BCA China to raise reserve ratio for less healthy banks Reuters Trichet Stokes Rate-Cut Talk Bloomberg Bank of England deputy governor hints at rate rise to curb spending Guardian Australian economy 'dangerously overheated' ABC The World Today Oil firms secretly finance crooked regimes Guardian The Philippines -- Going From Bad to Worse? Bloomberg Lifting the Shroud Krugman NYT (R)
Watch out for correction in productivity growth Norther Trust PDF
Tuesday March 23 Distribution shadows the bull NP (Barron’s) 'Fed model' valuation may distort view Financial Review (WSJ) Foreign government intervention keeps the value of the dollar artificially high EPI The Bear's Lair: Greed and governance UPI Super Bull Financial Sense (Puplava) Another sugar rush for the economy CNN/Money What economic recovery? Seattle PI Greenspan OK with home debt Bloomberg Is the Dow in Trouble? Schaeffers Mutual Fund Liquidity Trends BofA PDF Fund holders display momentum (not value) tendencies For Wall Street Chiefs, Big Paydays Continue NYT (R) IHT OPEC Wrangling Unnerves Market R Gasoline prices resume climb USAT Manufacturers Find They Can't Recover Raw Materials Cost WP Chrysler barters with suppliers over steel FT GM Bows to Steel Suppliers Dow Jones Microsoft is facing record fine IHT (NYT) Disney to Meet With Pensions TheStreet Putnam Panel Says Oversight Was Weak Reuters Competitors lining up to crash Google's party Reuters The Year of Mammoth Exit Financings? CFO Equity default swaps offer missing link FT BOJ buys Y1.93 trln shares from banks by March 20 Reuters Appetite for risky debt stirs in Japan Bloomberg Land prices continuing to fall for 13th Straight Year Asahi Japan's national pension has deficit UPI Blair warns U.S. against protectionism Reuters European IPOs take off this month Bloomberg No quick fix to the problems of boom and bust Times Online Shanghai real estate boom lures expats Asia Times A collapse just waiting to happen Courier-Mail Investors have plunged more than $10 billion into mortgage funds chasing higher returns...but another Estate Mortgage disaster could be just around the corner. U.S. Blamed for Yassin's Death in Purported Al-Qaeda Statement Bloom Treasuries May Gain; Israel to Continue Targeting Terrorists Bloom Dollar Near Lowest in Month; Yassin Killing May Spur Attacks Bloom Shock Market NYP
Monday March 22 U.S. Stocks Fall on Terror Concern Bloomberg Gaza Killing Spooks Global Markets Reuters Israeli Airstrike Kills Hamas Founder AP Hamas: Sharon has opened the gates of hell Haaretz Al-Qaida No. 2: We Have Briefcase Nukes Reuters Insurers fear rise in US terror risk FT A Gathering Storm Hussman Americans are wealthy again, and that may signal trouble JS Online Buying and Holding, the Cambridge Way NY Times (R) U.S. `Small-Cap' Stocks Seen Faltering, Based on Bonds' Signal Bloomberg Increases in “credit spreads'' during six-month periods since 1927 have coincided with losses of 0.5 percent for small companies' stocks on average. Low rates are the problem, not the cure MSN (Fleck) Cheap money is why the dollar is falling, precious metals are rising and homebuyers are in danger. The longer the Fed waits, the worse the damage. Greenspan Backs Homeowner Debt as Prices Rise and Savings Fall BL Consumers shouldn't use home values to supplement spending when their hourly wages are rising at the slowest pace on record and the savings rate is a third of the last decade's average. Alan Greenspan: Corrupted by Power or Schizophrenic Alchemist? Englund Alan’s Call to ARMs Could Put You in Great Financial Danger CNBC Creative mortgages fuel home sales WSJ Escrow shortcomings can surprise new homeowners Houston Chron Baby boomers rethinking retirement plans AP Inflation Has Bottomed Morgan Stanley (Berner) The tug of inflation CS Monitor Inflation or Deflation? Safe Haven Price inflation shows no sign of slowing Det Free Press OPEC May Delay April Oil Cuts, Qatar, Venezuela Say Bloomberg Why sky-high oil prices are no blip on the radar G&M Hubbert (2) By next winter, $40-a-barrel crude prices should be here to stay Statistics lie on the true cost of living Boston Globe Shell braced for investors anger Evening Standard Fannie and Freddie still charm investors FT “There's an inherent belief that everything's going to be fine” Silicon Valley hiring again, but new talent often overseas LA Times DIS: Crybaby Rides Again NYP Wal-Mart tops Fortune 500 list again AP Low-carb bubble about to burst? CNN/Money Soros presses anti-Bush effort Boston Globe Russell on The Dollar and Bonds Gold-Eagle Gold bugs or gold bulls? CBSM Some investors go for the gold IHT Silver shines brighter with price rise India Times External shocks: what has changed since the crisis in the mid-1990s BIS Taiwan stock market plunges almost 7% in reaction to disputed vote AP Security fears drop Europe to '04 lows CBSM Japanese monetary authorities must take the risk of making sense JT China takes trade heat amid U.S. election campaign Reuters Wall Street Goes Cold on China IPO Deals Reuters Investors push Asia to fund raising record FT UK still short of reaching economic nirvana Independent (King) Property surge forces buyers to wait Times Online Property is 'destroying the economy' Observer Bad loans hurt profit at 19 banks in Korea IHT (Bloomberg) South Korean jobs decline for 13 years UPI Cries of manipulation fill Spain's media IHT
Weekend Edition (March 20-21) Wall Street Rally Could Run Low on Fuel Reuters Saudi Arabia Worried by High Oil Prices Reuters Grizzly Thoughts Barron’s Dow Theorist Richard Russell sees bear tracks on the beach Concerns Raised Over Consultants to Pension Funds NYT (R) A small but growing part of the $2 trillion in state and local pension funds is being steered into high-risk investments by pension consultants and others who often have business dealings with the very money managers they recommend. Low rates fuel fears in U.S. Globe & Mail Low Interest Rates Threaten Best-Laid Money Plans Bloomberg Why the Balance Sheet Deserves Respect Morningstar A Con Man’s Fall NYP U.S. Seeks Airlines' Loan-Guarantee Data WP Litmus Test for Ethics: Options NYT (R) (Morgenson) A picture is worth a thousand words! 321 Peace in Our Time Frontline (Mauldin) Trading the BPI Reversals 2 Zeal Pondering the Two Great Market Stabilizers PBear (Noland) America Demands; China Supplies AIE (Makin) U.S.-China trade: Is the honeymoon over? UPI Can China cope in its trade fight wi |