Tuesday November 30
$ Drops to New All-Time Low Vs. Euro Reuters  Crude Tops $50
NY gold falls from highs early but stays atop $450 Reuters
“I wouldn’t be surprised if half the Comex market switched over to the ETF” Wood
Wal-Mart to Cut Prices After Poor Sales Reuters
Wal-Mart's China inventory to hit US$18b this year China Daily
Yes Virginia, An Emerging Markets' Financial Crisis Is Possible In America Too P
All that glisters Economist
Is the rise in the price of gold merely the flipside of the dollar’s fall? Or does it point more broadly to a loss of faith in central bankers’ promises?
The China Factor and the US Dollar Mises
Dollar Drops to New All-Time Low Vs. Euro Reuters
China Aviation Oil Says It Lost $550 Million From Trading Oil Derivatives BL
U.S. Consumer Confidence Index Falls to Nine-Month Low of 90.5 From 92.9 BL
Chicago-area business expands again CBSM
Third-Quarter Gross Domestic Product Grew at a 3.9% Rate BL BEA
Oil Back at $50 on Outages, Winter Fears AP
Saudis to soothe oil fears with 37% production boost? Independent
Washington Fiddles While the Dollar Falls AEI  Dump Your Dollars NOW! OpEd
Why The Dollar Is Giving Way Business Week
Fanning The Flames Sage (Corrigan) PDF
The debate about whether we inflate or deflate from here is still alive and well
Breakout or Failure? Cross Currents
Consumers' Wallets Could Close in 2005 TheStreet
Dollars and Pants Rostenko Anyone for Armageddon? Hoye
Bush Social Security Plan Would Increase Deficit Berry
Social Security COLA increase looks Puny NTP (Crudele)
Bush taps CEO of Kellogg AP Gramm may be pick for new Treasury secretary
What's Next For The Most "Feared" Politician on Wall Street? FallSt (EW)
Feds Order Fannie to Forfeit Gains AP
The Director of Fannie's Follies Deserves to Go Bloomberg
Fannie Mae is Corporate Turkey of the Year CAGW
The Auto Deficit: Stuck In Neutral ~  Sorry Detroit. The Garage Is Full BWeek
GM, Ford See Weak Sales, Production Cuts Reuters
Plane repos ready to take flight Newsday
As flat-panel televisions pile up, prices may come down NYT
"The 2005 price drops in LCD will make the 2004 reductions look like a walk in the park”
Costly errors force Intel to shift its strategy NYT
Google Fans Keep Pointing Above $200 TheStreet
Merck moves to protect top officers R/A/B
MSO’s Surreal Life NYP (Byron)
Report:CalPERS President May Be Ousted AP
J.M. Smucker Closing California Plant AP
TriQuint to Eliminate 200 Jobs AP
Charges Filed Against Ex-Energy Traders AP
Report: Bank of N.Y. Seeks to Avert Charges AP
SEC Paper Presented at SIA Symposium Calls Counterfeiting 'Pervasive' CBSM
Hedge Funds Might Worry Where the Volatility Went Bloomberg
Gold: As The USD Declines Morgan Stanley PDF
Gold Going For $460, But Pullback Expected Dow Jones
Gold: Back To The Future Newmont  PDF
Brown's gold sale 'cost the UK £1.5bn' Telegprah
Shanghai Gold Exchange Aims To Attract Foreign Traders XIC
US gives euro a long rope Asia Times
The Dollar in the Dumps Fortune ($)
If the decline gets out of hand, it could spell disaster
Global economy to hit headwinds next year: OECD AFP
Japan's Production, Spending Fall; Unemployment Up ~  Yen Weakens
EU spells out trade threat from China Telegraph  EUROPA
China Tells Currency Speculators to Get Lost Pesek
Traders decrease yuan bets IHT (BL)
Asean signs historic deal with China Guardian
Flagging car sales turn up heat on Beijing FT
Euro Eclipse of Dollar Ruffles Bank Chief AP ECB To Raise?
Europe must not pass the buck in the dollar crisis Times Online
Graphic: How George W. Bushwacked the Dollar Times Online
Brazil Has Sufficient Reserves, Banker Meirelles Says Bloomberg
Ukraine crisis 'sparks bank rout' BBC
"A few more days and the financial system could fall apart like a house of cards”
Head of Ukrainian Central Bank Resigns AP
Investors scurry in fear of being snared by Rentokil 'trap' Times Online
A Fairwell to History CFO
As historical cost accounting gives way to fair value, Europe's CFOs are bracing for turbulent times

Monday November 29
Gold Prices Rise to 16-Year High on Speculation Dollar to Fall Bloomberg
Treasury 10-Year Note Falls on Speculation Central Banks to Lower Holdings BL
Snow reportedly won't keep post CBSM
Dollar claws back ground on intervention concerns   AFX
Dollar Under Pressure In Heavy US Data Week Dow Jones
Dollar May Drop for 8th Week ~  Gold May Rise ~  Treasuries Bearish BL
Going Down New Yorker
Weak dollar, trade gap put U.S. at odds with foreign countries Fosters (Harding)
U.S. “Allies” Request Change For A Dollar NYP
World View: Dollar correction may not help deficit FT
Overvalued dollar could lead to a global recession JS Online
Watching Your Back As the Dollar Slides WSJ
Weak dollar leaves central banks in a bind Guardian
The only thing that really scares the forex market is when the world's big central banks act in concert
The problems are bigger than the dollar FT
The yuan and the US economy Brookesnew
When double bubbles collide China Daily
Watching Breadth Hussman
Help isn't enough for first-time homebuyers SBSun
Housing Warnings Do Little to Dampen Shares WP
There is great debate over whether there is a bubble in the housing market, but it's difficult to deny there's a bubble in home-building stocks
The Director of Fannie's Follies Deserves to Go BL
The message is spend, spend, spend -- and savings suffer Star Tribune
A generation weighed down by debt CS Monitor
Forum:Workers fall behind Washington Times
Markdowns, and Shoppers, Are Out Early This Season NYT
Analyst: Wal-Mart Shares May Face Steep Selling AP
Where Have All the Chief Financial Officers Gone? NYT
Stocks, Pay and Videotapes: The Sequel Morgenson
Hollinger shareholders fight Black G&M
Inmate: Martha Popular at Prison Mess Hall AP
Can You ‘Bank’ on Your Bank? Arab News
Gold superbulls remain cautious CBSM
India: Wedding season skyrockets gold prices Fibre2
Financial World Focuses on Next Fed Chief AP
India, China and other countries start dumping US$ and buy Euro ID
Central banks lose appetite for $US NY Times
China's Wen: dollar measures needed CBSM
Premier implies U.S. has mismanaged its currency -report
China Spotloght Business Week
Yuan Forwards Fall After Wen Says China Won't Bow to Pressure BL
“Rampant speculative activities on the yuan'' will make the introduction of any measures “impossible””
"Hot money" bet on RMB revaluation remains big threats People’s Daily
Report: China Banks to Get Dollar Dealings AP
Nobel laureate opposes fluctuating yuan People’s Daily
China: Gold frenzy set to hit again Shanghai Daily news
China emgerging as world's bus manufacturing center   People’s Daily
Japan's Economic Recovery May Be Ended by Currency's Advance BL
Hong Kong 'Silicon Valley' struggling Mecury News
South Korean Industrial Output Unexpectedly Falls as Local Demand Slumps BL
What Asian Leaders Refuse to Discuss in Laos Bloomberg
Poland May Sell Zloty to Stem Currency's Advance, Hausner Says BL
U.K. October Mortgage Approvals Fall to Lowest in Four Years BL
Will Brown sacrifice prudence to win votes? Independent (King)
Business insists it will not dig Brown out of black hole Guardian
Australian Dollar May Fall on Current-AccountDeficit Concern BL
Accidents Happen, Yukos CFO Warns Moscow Times
Hardie charges 'in seven months' Australian
Autonomy call leaves Ukraine 'on brink of disaster' Telegraph

Weekend Edition (Nov 27-28)
Wal-Mart Nov Sales Missed Its Forecast as Retailer Curbed Promotions BL
Fed's Poole Says Inflationary Effect of Dollar's Decline ‘Isn't Enormous' BL
Greenback slide a 'time bomb' The Age
Too Much! Pimco (Gross)
The weak dollar – causes and consequences
An Open Letter to the U.S. Dollar PBear (Noland)
HUI Leverage to Gold Zeal
Option Advisor Commentary: Consensus Vs. Contrarian Schaeffers
Sarbit's fund still 85% in cash - Still Bearish on the U.S. Financial Post
Five years after it launched, his fund is still 85% in cash
Housing experts say cash in now ModBee
After prices in state jump 123% in 5 years, they fear bubble is about to burst
Where Material Weaknesses Really Matter CFO
Martha Backers Dump Big Stake NYP
Audit: Halliburton Lost Track of Property
WTO Imposes Penalties on U.S. Exports AP
HK speculators fuel gambling stock frenzy FT
"The China Price" Business Week
China At Crossroads Chapman
U.S. dollar whipsaws on worries over China IHT
Gold bars welcomed by Chinese consumers China Daily
Monthly FX Outlook CIBC
Weak dollar is a dream scenario for speculators Guardian
Supply shortages eat profits Asahi
Three major Canadian brokerages face fines G&M
City anger as Labour sneaks in pension gift for judges Times Online

Dollar Falls for Seventh Week; Foreigners May Reduce Holdings Bloomberg

Friday November 26
Euro Rises Above $1.33 As Dollar Slides   AP
Dollar Gains; China's Yu Denies Knowledge of Action on Reserves BL
China trims proportion of US Treasurys but no absolute cut - policy adviser AFX
China cuts US Treasury holdings to 180B USD as dollar slides - report AFX
U.S. Notes Fall on Report China Reduced Its Treasury Holdings BL
Dollar Heads for Longest Losing Streak Versus Yen in Nine Years Bloomberg
Time for More Currency Flexibility AEI (Makin)  A Debtor's Blessing McCulley
Dollar's Dip Shows Greenspan in Denial TheStreet
The Fed chairman has made a speech that will go down as the one of most flagrant pieces of self-serving tripe in financial history.
Foreigners keep U.S. dollar propped up Seattle PI
When will they have had enough?
No longer top dollar? CNN (BV)
Sooner or later, the world's governments will have to come together as they did at the time of the 1985 Plaza Accord to manage the dollar devaluation.
The Century So Far -- Getting Real G. Turner
Derivatives `Madmen' Prove Warren Buffett Wrong Bloomberg
Chipmakers predict 2005 demand drop FT
Economists expect modest growth in holiday sales AP
Fading fad puts a hole in earnings NYT
The FDA: From bad to awful Economist
Solid Gold Reasons to Own Gold North
Gold shoots up The Hindu
Gold is on a tear, but where are investors? USAT
The new kings of capitalism Economist
Oil giant in Russia is closer to collapse, execs Flee IHT (NYT)
Bank's chief economist worries dollar may fall by another 15% Inde
Time Asia Pulled the Plug on U.S. Treasuries Bloomberg
Crisis towers over the dollar Asia Times
April 2002: US dollar hegemony has got to go Asia Times
China risks 'hard landing' USAT
China eyes foreign software curbs FT
China commences massive auction of bad loans to clean up bank IHT (BL)
China in talks to buy Calgary oil giant Globe & Mail
Euro's rise may force ECB move to rescue recovery FT
The C$ and the Impending Dutch Disease CIBC PDF
“Canada's economy is about to be put through a test, the likes of which it has never seen.”
Rate hike uncertainty grows as loonie breaks 85 cents US CBC
PM Warns on Australia Dollar Strength AP
US Dollar Plummets to Below 1,060 Won Korea Herald
Japanese Core Consumer Prices Fell 0.1% in October Bloomberg
Venezuela Says OPEC Shouldn't Let Oil Prices Drop Bloomberg
Economic success has made Britons smug. That's dangerous Economist
Figures deal heavy blow to Brown's pre-election strategy Times Online
Housing market 'to fall by 20pc' Telegraph
Japan Plans to Sell 513 Bln Yen Nippon Telegraph Stake in 2005 Bloomberg
Tomkins blames dollar for gloom Birmingham Post
Exporters to lose as dollar hits record low Irish Examiner
WTO close to action against U.S. IHT
How secure is Saudi oil? CNN

Thursday November 25
Gold Hits 16-Year High as Dollar Falls Vs. Euro NYT
Dollar Drops to a Record; UBS, JPMorgan and Merrill Lynch Lower Estimates BL
Thanksgiving and Marginal Utility North
Thanksgiving Is Incentive Success Tale Baum
Stores Court Shoppers on Thanksgiving Day AP
Private Ownership, Collective Thanksgiving Elliott Wave
Spitzer's Mission Leads to a Know-Nothing Market BL
You Can Thank Tyco For This Year’s Low-Key Holiday Party NYP
E-Trade Players Shocked By Vanishing Money NYP
Hedge funds and dollar sellers lead gold rush Times Online
Ruble Hits 4-Year High Versus Dollar Moscow Times
German November Business Confidence Falls to 14-Month Low BL
UK profits shrink as dollar tumbles Times Online
Barclays statement worries market Times Online
Steel shortage forces Nissan delays CBSM
Prosecutors Summon Yukos CFO Misamore Moscow Times
Where is that gold dinar? Wanniski

Wednesday November 24
Durables Orders in U.S. Unexpectedly Drop for 2nd Time in 3 Months ~ Census
U.S. Jobless Claims Decline by 12,000 to 323,000, Lowest Since September
Euro Climbs to Record. . .   BL  Russia fears FT
Forecasts of a yuan shift pick up pace IHT (BL)
More Chinese investors are dumping their U.S. dollars G&M (WSJ)
"Everyone is converting their dollars to Chinese yuan"
The dollar’s demise Economist  Moneyization Part Three Schmidt
Is the dollar’s role as the world’s reserve currency drawing to a close?
Dollar drops: Good news and bad Asia Times
The Gold Bull Market Is Spreading BCA Research Lex: Gold FT
US$/Gold Update Gillespie  US$ Unlikely to Rise Saville
Still Unresolved – Part II Butler   Will the funds again fold?
Merrill: Gold has further to go Citywire Gold Needs Breather TSC
Gulf retail gold sales rise 28% in 3Q GN Gold sales boom in UAE
Fed Will Increase Benchmark Rate Next Month, Bond Firms Say BL CBOT
Snow believes in a strong dollar. He also believes in Santa Claus Slate
U.S. plays dangerous monetary game Money Talks
Hedging a crash in 2005  Farrell
Bush's bear market still growling  Brimelow
Bond Market Entering Two Month Crash Warning Gold-Eagle
Short View - Philip Coggan FT
In late 1998, emerging market debtors had to pay almost 17 percentage points over Treasuries; now the spread is below 4 percentage points.
Another View of How It Happened FSU
Demography, Deficits and the Ownership Society CSFB PDF
Home equity hike CNN  FDIC Report
The amount of outstanding debt for home equity lines of credit, or HELOCs, was nearly $460 billion at the end of the third quarter, a 46 percent increase from the same time in 2003.
Mortgage Applications Fell Last Week Reuters  MBA
Are U.S. financial markets losing their edge? MSNBC
Google gets $215 price target CBSM
To support the price target for Google Noto said that he expects Google's profit to grow at a compounded annual rate of 25 percent between 2006 and 2009.
Cingular to Cut 7,000 Jobs Amid AT&T Wireless Deal Bloomberg
HP to Take $200M Hit for Staff Reductions AP
NYSE Posts First Loss in 3-Years NYP  NYSE
Times Co. says losses go beyond newspaper Seattle Times
ICAP Says Profit Falls on Dollar Decline, Market Drop   BL
Battle for Gold Fields heats up G&M
The Notorious A.I.G. Schaeffers
Stewart says she's 'safe, fit, healthy' AP
NYSE Investigates Former LaBranche Director and 3 Bear Wagner Traders BL
SEC, NASD Investigating Broker Gifts to Fund Execs Bloomberg
Time Warner near deal on AOL accounting WP
Bond Insurer Is Latest Probe Target CFO
If MBIA is hurt by the investigation, the availability of bond insurance could suffer. That could hike the cost of capital for companies that can't get the coverage.
Firms Cram for Passing Grade on Sarbanes TheStreet
Consumer Products: The Squeeze Is On Business Week  HNZ Misses
Swallowing record cheese prices IHT (BL)
"We've never seen this kind volatility before in the cheese market"
Postage may go up 10% - report CBSM
Stanford Business School Study: Make Day Traders Act Rationally Rather Than Regulate Hedge Funds BW
Bush Economic Adviser Friedman to Resign, Aide Says Bloomberg
OPEC will stick with dollar, president says SMH
Cell phone batteries explode, causing recalls AP
Yen soars to 102 yen; traders await intervention Asahi
The Next Great China Gold Rush -- Dodgy Debt Bloomberg
China fixed-asset investment too fast, might need another rate hike AFP
Base metal demand expected to grow by 10% to 15% People’s Daily
China warns US "cautiously" handle case on textile imports quota People’s Daily
China's supersized mall CS Monitor
Air China to raise up to $1.1bn in IPO FT Asia ignites global IPO boom CBSM
Wal-Mart approves unions in China BBC
Fitch Joins Calls For Malaysia To Unpeg Ringgit Dow Jones
South Korea steps up verbal intervention to prevent won's rise AFP
N.Z. Dollar Near Eight-Year High as Business Confidence Gains Bloomberg
Brazil's Lula Seeks Weaker Currency to Help Exports, Economy Bloomberg
Argentina's debt train runs late FT
Italian Consumer Confidence Unexpectedly Declined in November Bloomberg
Swiss Employers call for rise in retirement age Swiss Info
Watchdog bares teeth at unfair banks Guardian
Predators Circle as Yukos Tanks Moscow Times
Ahold drifts further as one-off charges take toll FT
Dollar threatens Stelco: DBRS G&M
Tactic could double cost of U.S. goods G&M
Popping the real estate bubble Korea Herald
Ukraine poll crisis deepens CNN

Tuesday November 23
Bears loose on Wall St.? CNN
U.S. Dollar Hits New Low Against Euro AP
Euro Trades Near Record; Russia May Increase European Reserves BL
Yen Halts Rally on Concern Bank of Japan Will Sell Its Currency Bloomberg
State Street's Snyder Recommends Investors Purchase Euro, Yen Bloomberg
The Dollar is In Trouble Bernstein  The Dollar Deluge Newsweek
Q&A: Why the $’s in decline BBC  Kaufman Says Don’t Bet Against $ NYP
Economic `Armageddon' predicted Boston Herald
A stunned source who was at one meeting said, ``it struck me how extreme he was - much more, it seemed to me, than in public.''
Factory Sector – Take Note of Decelerating Trend Northern Trust PDF
Supply-Side Challenge to Credit Market Complacency Wachovia PDF
Overseas Flight From Wall Street NYT
Are foreign investors souring on Wall Street? The data say yes
Borrowers Find System Open to Conflicts, Manipulation WP
Many of those interviewed declined to criticize the credit raters publicly, saying they did not want to anger those who hold so much sway over their financial fortunes...
What Is It? Rostenko
An Interesting Level (OEX - 559) Schaeffers
Longer-Dated Treasuries in Demand Reuters
The spread between two- and 10-year yields shrank to 123 basis points, breaking a big chart barrier at 125 basis points and marking the tightest gap since the emergency rate cuts of September 2001
Easy loans could end up hurting home values UPS (Burns)
People with no down payments, poor work records, uncertain incomes and significant other debt can now go to a mortgage broker to be embraced, not rejected.
Blue Gold Puplava
Worldwide PC sales growth to peak in 2004 - study Reuters
CSFB downgrades Intel to underperform from outperform CBSM
Gas prices hit new Thanksgiving high Reuters
Luxury home sales hit full stride CNN
Report: Time Warner Near Deal With SEC R
Hershey to acquire macadamia nut giant Mauna Loa TheStreet
Sony’s Credit ratings lowered by S&P for the first time in a decade FT
Quattrone, Facing Prison, Barred From Securities Industry for Life by NASD BL
Leeson forgotten as the Baring name goes to US Guardian
JPMorgan, Banks Back Lenders Luring Poor With 780 Percent Rates BL
Ohio Attorney General Sues Fannie Mae CFO
McDonald's CEO Resigns to Fight Cancer AP
Cash flow suggests Sears bust-up Crain
FAO Schwarz Emerges From Bankruptcy AP
American Airlines to Delay Jet Deliveries AP
1,300 Workers Strike at Bankrupt Ormet AP
Barbie makeover goes beyond looks as Mattel hopes to reverse sales slide AP
Nude Site Sues Google NYP
Why The Flurry Of Buybacks? Business Week
Study Reports That the Real Costs of Mutual Funds Are Hidden From View AP
Why Gold? New Yorker “Holds limited appeal as investment” USAT
Good time to add a little glitter to your portfolio FT
Gold Could Hit 17-Year High In 2005 - ANZ Bank Dow Jones
Corporate Tax Shelters in a Global Economy AEI  PDF
Asia Should Sell Treasuries Now MS (Xie)
China tells US to put its house in order FT Setser on US/China
Senior central bank official: “China's custom is that we never blame others for our own problem. For the past 26 years, we never put pressure or problems on to the world. The US has the reverse attitude, whenever they have a problem, they blame others.”
China freezes, Asia catches cold ATimes China rules out 'hard landing' BBC
Chinese maw devouring Japan's supplies Asahi
Fuel oil imports rise to hit record high People’s Daily
China, the world's second-largest oil consumer, has managed to set a new full-year record for fuel oil imports in just 10 months
Is China Behind The Strong Euro? BCA Research
Asian Stock Focus: China's Volatile Mkt Aids Hedge Funds Dow Jones
Asia trade pumps up N.Y. port NYT
Dollar's fall feeds rumors of another Plaza Accord Yomiuri
Italy's Berlusconi says euro strangling economy Reuters
Germany risks breaching stability pact rules again in 2005: Bundesbank AFP
IMF cuts 2005 forecast for world growth Xin
The dangers of doing nothing about rates The Age
Australia has become a debt junkie. Our day of reckoning will come
India's Bonds Drop as U.S. Warns of Terror Attacks in Country BL
Bank hits at global accounting firms over derivatives ~  PDF Times Online
Africa conflicts 'scare investors' BBC
Pension-Fund Fiasco: Programs cost fund 1 trillion yen Asahi
Volare Group Declares Insolvency AP Prosecutors Order Raid ANSA
EasyJet warns of closures as Volare fails Times Online

Monday November 22
Forecasters See Slower Growth in 2005 and Improved Prospects for Inflation PF
What Happens if the Dollar Does Not Fall? Morgan Stanley (Roach)
Greenspan Hits the Trifecta: Dollar's Decline Inevitable CEPR
Oil Prices Edge Toward $50 a Barrel AP
Talk, but no G-20 action on weaker dollar R/B/AP
Dollar's weakness is a concern for us all Independent (King)
The avalanche is coming TimesO US risks a downhill dollar disaster Guardian
It happened before; it might happen again. The dollar could pitch the world into financial catastrophe
Worldwide effects of sinking dollar CS Monitor
The end of Bretton Woods II is near CBSM (J. Brimelow)
Commentary: The problem is China, not the dollar
ECB's Trichet May Fail to Stem Euro's `Brutal' Appreciation Bloomberg
The U.S. rejected German efforts to insert a sentence criticizing “volatile'' currency moves, said two German governing officials, who declined to be identified
Canaries in the Coalmine Hussman
U.S. Notes May Drop as Greenspan Says Overseas Demand Will Wane BL
Heads up for pension heartache MSN (Fleck)
If stocks fall, you’ll discover how much these plans are underfunded.
Broader impact from airline pension woes feared Benefit News
Financial Terrorism Against Seniors Financial Sense
Health benefits are fading quickly for retirees Chicago Tribune
Energy: A Global Overview Simmons  PDF
Is Your Home in a Bubble? WSJ
Soaring Interest Compounds Credit Card Pain for Millions NYT
A Stock Party, Then a Retail Hangover Morgenson
Why Harvard Is Bad for Wall Street Slate
Wall St. bonuses set to jump Reuters
-- Behind plastic smiles, New Yorkers gnash their teeth Independent
Taser Execs Selling Heavily on the News Reuters
Trump's casino operations file for bankruptcy Reuters
Amtrak in hole with $1.3B loss Reuters
Transportation analyst calls on Congress to step in to avoid system failure.
Google Muscles Into Microsoft's Turf AP
Krispy Kreme Profit Plunges on Closings   Reuters
Hedge fund returns could be misleading USAT
No So Fast, Eddie NYP (Byron)
Nuff Said Russell
Investors Divided on Desirability of Gold AP
Where Is the ETF’s Gold? Turk
“...these disclosures mean that there is no certainty that the gold supposedly owned by GLD really exists.”
Experts predict further rise in gold prices TheTelegraph
Trading pits are home to risky business SF Chronicle
Tokyo Stocks Finish Sharply Lower AP
China readies to pull the peg Asia Times
Back to 1997? Yes, and Don't Panic Bloomberg
Japan's Taxpayers May Pay Extra 2.5 Trillion Yen, Takenaka Says Bloomberg
Worldwide textiles shake-up to outsource even sweatshops Washington Post
Yugansk Goes on the Block for $8.6 Bln Moscow Times
Pensioners 'banking on property' BBC
MG Rover to slash directors' pension payments by 90% Times Online
Golden parachutes add to pension waste Asahi
Stelco's bankruptcy restructuring looks more like an auction 10 months later CP
China to host G20 meeting next year People’s Daily
Nations Agree on Iraqi Debt Write-Off AP
Iraq Sets Election Despite Fresh Violence AP

Weekend Edition (Nov 20-21)
U.S. Pledges to Cut Deficit as G-20 Sees Growth Risks Bloomberg
Dollar Forecast Is Most Bearish in 18 Months, Survey BL Gold May Rise
The Week Ahead: A Tug of War CIBC PDF
G20 Expresses Concern at Currency Swings ~ Slumping $ to Dominate G20 AP
Things That Go Bump in My Worry Closet Mauldin
Greenspan Watch PBear (Noland)
Tough Decisions Ahead For The Fed NT PDF (Kasriel)
SSU Fall Lesson #11: The Fed Wanniski
Raising the Debt Limit: A Disgrace Paul
Bush Says He's Committed to `Strong Dollar,' Cutting U.S. Budget Deficit BL
Real Commodities Bull Zeal
"Market Monitor"- Mark Leibovit of Vrtrader.com NBR
Experts Fear Price Pressures Could Worsen AP
Its Over Van Eden
Can Mere Words Can Move a Trillion-Dollar Market? Elliott Wave
A Golden Opportunity Shcaeffers
Gold: Slingshot advance? 321
Oracle: 61 Pct PeopleSoft Stock Tendered Reuters
Toy Makers Face an Unmerry Noel NYP
High Debt Ceiling, But Little Room NYP
House OKs big spending bill CBSM
Tension rises as China scours the globe for energy Telegraph
Fury as Putin declares Yukos auction Times Online
Russia seizure gives investors the jitters TO
The great house price boom turns into busted flush Guardian
Argentina to Miss Deadline on Debt Offer, Bank Says Bloomberg
Iraq to Be Relieved of 80 Percent of Debt AP

Systemic Risk Concerns: NYF vs. IMF. Is the Fund behind the Curve? NR Blog
Hedge Funds and Their Implications for the Financial System NY Fed

Friday November 19
Gold futures log weekly gain of 2% CBSM Oil Surges ~ Stocks Drop BL
Oil Prices Jump Above $48 Per Barrel AP
U.S. stocks tumble on dollar slide, spike in oil prices CBSM
Goldman Says Chip Equipment Industry To See More Declines DJ
NY gold bolts to new 16-1/4-yr high as dollar hit Reuters
Dollar Falls to Four-Year Low Versus Yen on Greenspan Comments BL
Greenspan concerned with dollar Reuters  Speech
Although we have examples of the efficacy of flexibility in selected markets and evidence that, among developed countries, current account deficits, even large ones, have been defused without significant consequences, we cannot become complacent. History is not an infallible guide to the future.
Dollar Declines on Speculation G-20 Won't Act to Slow Slide BL
Germany's Clement Says Dollar Merits Joint Attention Bloomberg
Weak US dollar also has disadvantages for US: Eichel AFP
Dollar's Respite Looks Only Temporary TheStreet
Is it John Snow's currency and everyone else's problem? Setser
Why the World Needs a Weaker Dollar   Morgan Stanley (Roach)
Just How Precious Will Gold Get? Business Week
BoF says agreed to sell some gold over next 5 years Reuters
Japan investors seek gold after quake, typhoons Reuters
Easy credit: forgetting the fear Norris
Structural Imbalances Still the Problem Comstock
Fed May Be Close to Neutral Rate, Former Official McTeer Says Bloomberg
The Birth of John Williams' Behind the Government's Numbers Gillespie
How reliable are the major monthly economic statistics? Banc One PDF
Fourth Annual Turkey Awards Maxfunds
Banks fend off US claims on hedge funds FT
But several bankers admitted privately that some of their peers were "low-balling" to gain lucrative trading income and gain market share.
Pension safety net’s ‘$78bn hole’ FT
House begins debate on debt limit CBSM OKs $800 billion debt limit hike
Days of spiking home prices might have reached ceiling Houston Chronicle
Californians fear high prices may drive young people away SF Chronicle
The Most "Feared" Politician on Wall Street? Elliott Wave
MBIA Receives Document Subpoenas Regarding `Non-Traditional Products' BW
Do the right thing, Mr. Buffett MSN
Four Insurers Charged in Kickback Scheme AP
Marsh & McLennan: 5 Top Execs Leave Board Reuters
Eisner told King one thing, board another USAT Eisner admits to fudging... FT
Officials probe Enron stock sale AP Enron Cancels Its Stock Guardian
Citigroup Banked for Arafat as He Paid Fighters Bloomberg
Sirius Names Karmazin CEO, Shares Jump Reuters
Qwest CEO plans to cut more jobs with attrition RockyMN
Nike co-founder steps down as CEO FT
Amazon’s Bezos sells 450,000 shrs for $18.2 mln Reuters  AMZN Rated “Sell”
Smith Barney cautious on Holiday '04; cuts 4 retailers CBSM
Use Linux and you will be sued, Ballmer tells governments Register
Analysts see tall hill ahead for Kmart DetFP
IPO Market Heats Up TheStreet
Fears over five more big-selling medicines in US Guardian
Second possible 'mad cow' case found CBSM Paranoid or rational? Hulbert
A bull market for bears? (BBW) CBSM
China, Asia Currency Policies Unnerve Europe Bloomberg
China's growing thirst for oil seen driving its foreign policy LA Times
China faces coal deficit Standard
China eyes new turf: S. America CS Monitor
Dollar falls to 103.75 yen on remark by Snow Japan Times
Seven Frequently-Asked Questions on ECB Intervention Morgan Stanley
Russia Announces Decision To Increase Euro Reserve Holdings Daily FX
Putin Shakes The Pertro-Dollar Regime Financial Sense
Yukos Exec Arrested, Lawyer Wanted Moscow TImes
December date for Yukos sell-off BBC
Commentary: Oil: What's Russia Really Sitting On? Business Week
Fitch: Russia Investment Grade St.Petersburg Times  May Pay IMF Debt Early
Shopping slowdown raises Christmas fears Guardian
Brown facing £10bn hole in public finances Guardian
'80% of final pay schemes at risk ~  Royal Mail's £2.5bn pension gap G
Most German groups rue US listings FT
Malaysia may drop US peg, adopt float system in June TheStandard
Indian banks get new power over defaulters Bloomberg
EU 'loses' food trademark verdict BBC
A Bit of Wall St. on the Tigris NYT
The stock exchange owes its status to rules and regulations issued by the American-led coalition provisional authority that preceded the current interim government.

Thursday November 18
Strong debut for first gold ETF CBSM
U.S. Leading Index Decreases for a Fifth Consecutive Month Conference Board
Longest decline since 1995
U.S. Initial Jobless Claims Fell Last Week to 334,000 Bloomberg
Senate OKs $800B Debt Limit Hike Reuters  Debt to the Penny
Pre-Open:Gold Dn $2, Silver Dn 2.5c; Dlr Up AFX
Sources: Gold ETF expected to launch Today AFX
What gives with gold -- long term? Brimelow
How will Recently Conflicting Trends be Resolved??? Faber
Bush plays host to bank chiefs as dollar slides FT
Bush played host to the heads of several top US banks at a private meeting in the White House this week...
The Dollar's Dark Days Schaeffers
Dollar on point of melt-down Moneyweb
Dollar's slide sure to sting AP The Dangerous Dollar WP
Careful -- Dollar Cure May Be Worse Than Bloom (Baum)
The U.S. Has Never Had a `Strong Dollar' Policy Bloom (Berry)
Dollar's Fall Worries Japanese Officials Reuters
"Every time Snow opens his mouth, even if he says he favors a strong dollar, all that happens is dollar-selling"
Tanigaki: Japan to act against "strange" FX moves Reuters
South Korean Won Surges; Lee Says Government Has No Target Rate Bloom
The Strong Euro: Be careful what you wish for Times Online
EU officials urge halt in $'s fall IHT  Snow’s Speech (text) T
Bonds unbeatable; $US unsalvageable AFR
$A surges ~ Loonie Soars ~ Ruble ~ Yen ~ New Euro Low
Fed's Gramlich urges return to balanced US budgets Reuters
Basic Facts on Social Security and Proposed Benefit Cuts/Privatization CEPR
Prediction: The future of the USA stock market Sornette
NY Fed chief sees hedge fund risks FT
Some Wall Street banks are relaxing the financial controls they impose on their hedge fund clients in an attempt to gain business...
Remco hedge fund charged with fraud AFX
Merger Mania Weiss
If you want to finance a takeover today, all you need to do is issue a couple zillion new shares of stock. Sure, it will dilute the value of existing shares, but you can rationalize the dilution by making "synergy," "cost savings," and "accretive to earnings" promises...
Conviction as "Broad and Deep" as He's Seen in 30 Years... Elliott Wave
Inflation surge: Is it here to stay? CS Monitor
Google sees Q4 rev growth slowdown CBSM
Applied Materials Offers Disappointing Guidance Schaeffers
Does Sarbanes-Oxley Hurt Shareholders and Hide Poor Management? Wharton
Enron's Ken Lay blasts investigators CBSM
NASD Panel Takes Aim at Soft Dollars TheStreet
2 Fund Managers to Pay $80 Million Settlements NYT
American Airlines Takes Pillows From Jets AP
Hedge fund returns under pressure-U.S. endowments Reuters
Bill Gates drowning in spam Reuters
Harvard and McKinsey Debate China-India Growth Bloomberg
Premium bubbles ringing alarm bells China Daily
Increased demand for steel ratchets up coal prices Globe & Mail
Copper Rises to 5-Week High as Dollar Falls, More Houses Built Bloomberg
Cuba and China to sign deals to boost nickel production on the island AFP
Epic financial crisis threatening to engulf both the US and EU Observer
German Producer Price Inflation Climbs to 3.3%, Three-Year High Bloomberg
EU warns of sanctions on US trade BBC
South Korea ready to act in case of speculative attack on won: official AFP
EU to set Greece 2006 deadline for fixing public deficit: government EUB
Slowly but surely housing market is losing pace Scotsman
Employers' issue pensions warning BBC
Police Raid Offices of Yukos, Yugansk Moscow Times
Report: $733M Tax Bill Looms for Sibneft Reuters
Dixons warns of slowdown ahead of Christmas period Independent

Wednesday November 17
Gold past $445 on sharp $ drop CBSM Commercial Short Squeeze Underway?
Heating-oil futures end at 2-week high, Crude Up CBSM
Authorities Raid Head Office of Yukos Oil AP
Consumer Prices: Biggest Jump Since May Reuters  BLS
Housing starts rise to 2.03 million CBSM Mortgage Applications Rise MBA
Industrial Production up 0.7 Percent in October FED
America’s Gold ETF Set for Minumum 7-tonne Launch Wood
Europe gold hits new 16-yr peak as dollar sags Reuters
U.S.'s Snow Laughs Off Dollar's Drop to Record Bloomberg
Dollar Falls ~ Finance Ministers May Fail to Stem Its Slide BL
Snow Reiterates ‘Strong Dollar’. . . BL
Snow: Market Will Find Value for Dollar AP
Has the US dollar slide only just begun? Business Times
Media reports focus on study which suggests a drastic fall of up to 40% ahead
Repost: The Unsustainable U.S. Current Account Position Revisited PDF
Far-reaching impact of US$ slide Business Times
Consider that foreign private investors would have to increase their accumulation of US stocks and bonds by six times this year from what they spent last year should the foreign central banks curb their dollar-buying, according to a recent report issued by the Federal Reserve Bank of New York
China Raises Benchmark U.S. Dollar Deposit Rate Bloomberg
U.S. Senate plans Thursday debt limit vote Reuters
Moskow: More Fed hikes loom Reuters  PPI Could Worry Fed NT PDF
Lawrence Summers Comes Clean On The US Current Account Auerback
Commentary: Housing is heading for a fall Kellner
Will deficits cause mortgage rates to rise? Bankrate
Yogi Berra on Dent vs. Prechter Farrell
Searching for an explanation Economist
Once again, investors are rushing to buy internet stocks. Will they never learn?
A Crimp on Holiday Cheer? Business Week  Retailers Offer Positive Outlook
An S&P survey finds that high energy prices and tough competition are dampening retailers' expectations for the year's peak selling season
Time to Tackle the Pension Crisis Business Week
With its $23 billion shortfall double any previous deficit, the government's Pension Benefit Guaranty Corp. needs fixing -- fast
Insider Trading on Capitol Hill? Fool
Where are George Soros and the other macro hedge funds? Sester
Bonds - End Wider; GM Bonds Take Hit Reuters
Fannie Mae auditor won't sign off on earnings AP
Kmart, Sears set $11 billion merger CBSM
Exelon to pump $2 bln into pension plans in 2005
Spitzer calls for wider inquiry Times Online
Hewlett-Packard 4th-Quarter Profit Soars AP
S&P Takes Ax to Merck TheStreet
GM to Close Md. Assembly Plant in 2005 AP
Lionel chugs into bankruptcy Reuters
Ex-Nortel manager says he blew whistle Globe & Mail
“All they had to do to get revenue was make the equipment and stick it into the warehouse. We had tremendous inventory in the warehouse and on trailers because whether the customer was ready or not, Nortel was going to build it.”
Two Men Plead Guilty in Insurance Probe AP
Florida subpoenas 11 insurance companies CBSM
CalPERS wants to curb soaring executive pay Sac Bee
Costs for Investors of Trading on the NYSE and NASDAQ: PRI  PDF
A Floor-Based, Specialist Auction Market, versus an Open Access, Computer-Based Network
Last gasp of U.S. hegemony Japan Times
Global economy to slow sharply next year, says the World Bank Bloomberg
What Lucy and Charlie Brown Say About Japan Bloomberg
Soaring defaults hit car loans The Standard
An official with the loan department of one of the Big Four state-owned banks in Beijing said banks have reined in car loans to try to cut their risk.
China: The Car Story Morgan Stanley (Xie)
China Demand To Shape Platinum, Palladium Markets Dow Jones
Economic growth may slow in India IHT
Gross: Boost Your Northern Exposure Globe & Mail
Alstom `Not Yet Saved' as Kron Plans More Asset Sales Bloomberg
Uprising has only begun, say insurgents WP

Net Foreign Purchases of U.S. Securities Increase Bloom  Treasury Text

Tuesday November 16
Gold futures climb back to 1988 levels CBSM
Producer Prices Jump 1.7%, Biggest Increase Since January 1990 BL BLS
Euro Falls Versus Dollar After European Ministers Oppose Stronger Currency BL
For a Few Dollars More AEI (Makin)
Is the dollar doomed? CBSM
Dollar's Decline Is 2004's Defining Market Move Bloomberg
The Dollar Is Down, but Should Anyone Care? NYT
For Mr. Rogoff and several other economists, the question is not whether the dollar declines - but how fast and how far the fall turns out to be
Forty Years On CSFB PDF
The coming collapse of China’s four-year-old investment boom is likely to prevent any real inflationary revival in 2005, and perhaps well beyond.
Advice from a bear: panic Boston Globe
Energy Markets Remain Compelling for Investors SH
Banks Continue to Report Easing of Credit Standards Northern Trust PDF FED
Real estate bonanza returns to New York Times Online
In dim U.S. market, contrarians look hard IHT
Should non-American investors be invested in the United States at all?
Precariously Balanced Bull Rostenko
Hedge Funds Received Half of $46.6 Billion in New Inflows Through Advisers BL
Merger mania Monday CNN
Airlines hit pension agency Reuters  PBGC
Wal-Mart Profit Rises 13 Percent; Sales Have Smallest Gain in Six Quarters BL
Fannie Delays Quarterly Filing TheStreet  Fannie
Gartner trims 2004 PC forecast on weak demand Reuters
Delta Hedging Its Bets on Debt Swaps TheStreet
Flying High with Delta Air Lines Schaeffers
GM's 0% Financing Hints at Weak Buicks and Saturns Bloomberg
GM now sees $10/shr earns goal more difficult- report CBSM (WSJ)
S&P says 4 insurers distorted financials - report CBSM
Disney’s Eisner admits to ‘peculiar' methods FT
Former Prosecutor Says Feds Focus on Big Game Hunts NYP
Guilty plea by Boeing ex-official AP/BL
Brokers Sued Over Margin Dividend Rules TheStreet
American Express Sues Visa, MasterCard Reuters
Gold miners clash over spy claim Guardian
CDO rating methodology: Some thoughts on model risk and its implications BIS
Dark clouds gather above our golden pillars of growth Times Online
Housing crash fear drives down prices Independent
Surveyors say October was worst month since 1992 - Transactions at nine-year low as buyers suffer nerves
Japan Becomes More Pessimistic About Economy for First Time in 17 Months B
Asia-Pacific: The Casino Morgan Stanley (Xie)
Brazil Puts Stamp of “Market” on China Asia Times
China's foreign investment soars in 10 months People’s Daily
Foreign currency savings shrink China Daily
Surge in diamond sales a sign of the times China Daily
Automakers give nod to 2nd hike in steel prices Asahi
Tanker rates continue to rise with no end in sight Gulf News
World's tanker fleet is 'close to 100 percent utilization' HC (Bloom)
Swiss attack City’s ‘cloak of secrecy’ Times Online
Warning of accounting chaos Guardian
Ernst & Young, warned yesterday of the potentially catastrophic results of new accounting rules being introduced from January
Investors threaten legal action Guardian
Clerk accepts bogus $200 bill with Bush pix, gives change AP
Ohio Man Attempts to Set a New Record for Largest Collection of Pennies PRN
Beavers Weave Stolen Cash Into Dam News12

Monday November 15
Conrad Black, Hollinger, Radler Sued for Fraud by SEC Bloomberg
Goodbye, Dollar—and Empire Pat Buchanan
Dollar Hits 7-Month Low Vs Yen Reuters  Gold Matches 16-Year High
Gold US$ Dance on Again Chapman
Administration Calm Despite Dollar's Woes AP
Rubin, Rogoff Say Dollar Threatened by Mounting Deficits B
One-way traffic for $US a familiar story AFR  $A near US77c
Bond Market Should Fear $43 Trillion Retirement Tab B
Budgetary smoke this week mirrors a larger problem CSM
Budget deficit will haunt our economy JS Online
Snow tours EU - US seeks to blunt deficit criticism AFP
Snow says markets should determine value of dollar AFP
Ignoring Equilibrium Hussman
The Armageddon Foil Morgan Stanley (Roach)
A new kind of risk, and it's your fault MSN (Fleck)
As Technology Stocks Climb, It Starts to Feel Like the 90's All Over Again NYT
Fresh off yacht, entrepreneur gets second shot Boston Globe
Will Fed Keep Inflation Low When Greenspan Exits? Berry
Fed doesn't say so, but big mortgages might become troublesome Det FP
A Bond Strategy Once Thought Foolish Now Looks Smart NY Times
Savers Aren't Seeing Gains WSJ
The Oxymoron of Social Security WepCPA
In 1950 the worker-to-beneficiary ratio was 16-1. Today it is 3.3-to-1.
Teamsters Find Pensions at Risk NYT
Tax Rules Give Temporary Oil Price Relief Reuters Below $47
So just what is the oil price outlook now? AME
Oil price dip no reprieve for homeowners AP
Fannie Mae Faces Deadline on 3Q Results AP
GM Predicts Rising Heath-Care Costs CFO
Dow Jones to buy MarketWatch for $520M CBSM
Merck feared 'unfavorable message' from Vioxx study NYT
US insurer in threat to split capital payments Times Online
Sometimes It Takes a Sherlock NYT (Morgenson)
Litigation by shareholders 'almost doubles' FT
Sarbanes Oxley rule kicks in today CBSM
Ron-ning on Empty NYP
Anatomy of a puzzling financial collapse Journal News
Adding up the expense of options Journal News
IThe 225 companies in the Dow Jones Technology index would have suffered a median 45 percent reduction in earnings per share last year...
Value in contrary analyst ratings: Pessimism paid off, study says DJ
Retirement accounts protected by bankruptcy laws? Not always. CS Monitor
The Next Warren Buffett? Business Week
How to get filthy rich TSun Book: The Warren Buffett Way, 2nd Edition Amazon
Gold dehedging gathers steam BS GFMS
Tiny Antennas to Keep Tabs on U.S. Drugs NYT
PART 3: Futures imperfect for China Asia Times
China's Retail Sales Rise 14.2 Percent to a Record BL
A new cultural revolution as China sees art boom Independent
Japan looks nervously at plunging greenback but hesitates at intervention AFP
Fiddling While Budgets Bulge Business Week
Europe's leaders are using accounting tricks to fix deficits. That won't cut it
Bad news gets worse for gloomy retailers Times Online
Indian banks are solvent, but are they healthy? BL
The murky mysteries of the economic cycle Inde (King)
Brazil Central Bank Takes Over Banco Santos Citing Financial Condition BL
“The probability another bank will face the same problems as Banco Santos is small”
Germans Seen Selling Debt Back to Moscow Moscow Times
Firms no longer command top dollar on IPO market Asahi
It's a moonstruck market - hear the bulls roar The Age
Entitlement bubble about to burst Business Day
BA flies into trade war with America Evening Standard
European carriers, led by British Airways, claim that US ailrines are slashing fares for transatlantic flights while being subsidised by the US government to the tune of billions of dollars.
The new Chinese counterfeit game IHT
Trader ‘got $9m payoff’ Times Online

“...our own central bank is now buying more U.S. Treasuries than all other central banks combined.”  LL (David Webb)

Weekend Edition (Nov 13-14)
Dollar May Drop ~  Gold May Rally ~  Treasuries May Decline Bloomberg
Fed's Gramlich Says U.S. Must Cut Deficit to Boost Savings Bloomberg
German Official Criticizes U.S. Deficit AP
Dollar Falls for a Seventh Week; Treasury Seen Tolerating Slide BL
Feds Calm Despite Possible Dollar Crisis AP
Dollar's Decline Is Reverberating LA Times
Sometimes They Do Ring A Bell Mauldin
US Dollar Bear Notoriety Zeal
Monetary Disorder PBear (Noland)
Bubbles in Real Estate Sennholz
Editorial: Housing blues Sac Bee
Forecasters See No Repeat of 80s Oil Bust Reuters
Wal-Mart Still Sees Nov. Sales Up 2-4 Pct Reuters
Office Depot Plans to cut another 800 jobs AP
Grace Files Plan of Reorganization in Chapter 11 Case AP
Beware When The Google Sea Parts NY Post
On Thursday Google insiders will be able to start selling their stock on the open market...
Treasuries Fall for 3rd Week BL
Scudder Looks for Gems Amid the Gold WP
Weak data cast a pall over hopes of global recovery Times Online
Europe's sinking feeling on rising euro NYT
Now is the moment for the bulls to pull in their horns TO Irrational Exuberance
A step too far for new buyers Times Online
Credit gains momentum in Southeast Asia NYT
White House rejects Congress petition to bring China before WTO People’s Daily
Chinese take the 'gangsta' out of rap LA Times
U.S. military says troops 'occupy' Fallujah AP
Beyond Embattled City, Rebels Operate Freely LA Times

FOMC Minutes (Sept 21) FED
“...the Committee discussed the significance of wide external deficits and various adjustments that might occur in the process of their return to more sustainable levels.�

Friday November 12
Gold at 16-year high, up $4 on week CBSM
Cashing in on the gold rush CNN
It's been difficult for the average investor to get pure exposure to the precious metal, but that will change next week.
U.S. consumer sentiment rises in Nov. CBSM
Business inventories up 0.1% in September CBSM Census
Spitzer Files Suit Against Calif. Company AP
U.S. October Retail Sales Rise 0.2%; Ex-Autos Increase 0.9% BL Census
Dollar eases lower as market mulls ECB intervention talk AFP
Yen Climbs: Japanese Newspaper Says U.S. to Let $ Slide
Chinese whispers send Asian currencies higher FT
Fukui Says Asian Common Currency Possible in 50 Years B
A Clear Mandate (But Will The Foreign Creditors Go Along) PB (Auerback)
Is there anything new Under the Sun on Wall Street?  (Probably Not) FS
Comparative stock market valuations between those of 1929 and the present
What a Difference a Decade Makes Schaeffers
The Bush bounce Economist
The sound of breaking retirement promises Norris
Raising Red Flags About Productivity Business Week
Some Fed policymakers are asking how long the efficiency miracle can last
Pessimists will have to wait, as housing boom rolls on CS Monitor
Housing Bubble, like every bubble, won't pop on schedule Always On
Global housing boom CNN
Interest Rates & Accommodations Elliott Wave
Agilent Guides Sharply Lower TS Dell Q3 profit rises 25 percent CBSM
Delta Airlines rises on deal with pilots CBSM
GM prepares for healthcare cost inflation FT
Growing pains of the Cisco kid Economist
Wal-Mart's next victims Forbes
Jeers and Cheers for Sears Slate
Martha Stewart names new CEO CNN
The paranoia of Rupert Murdoch Economist
How Two Women Helped Unravel A Lending Empire WSJ
Amex Execs Could Face SEC Charges TheStreet
Deloitte Faces $2 Billion Claim Over Audits of Reinsurance Firm WSJ
US envoy pressured Halliburton to hire Kuwaiti fuel firm Boston Globe
Risks and Benefits: Braking the Brokers CFO
Three Companies Probed On Bribe Charges CFO
As Corporate Fines Grow, SEC Debates How Much Good They Do WSJ
The deficit and the dollar Economist ($)
Paul Volcker recently said that he thought there was a 75% chance of a currency crisis in the United States within five years.
First U.S. gold ETF launch looks imminent CBSM
Russia to run out of placer gold soon -- minister Mining Weekly
Crash landing coming for China Asia Times
China's economic miracle in danger Korea Herald
China seen allowing more yuan flexibility “in the near future� BL
China official: forex hedging needed CBSM
Derivatives needed before yuan revalued-report
RMB edges towards reform China Daily
'China key to solving global imbalances' Business Day
Surprise rate cut by banks Standard
China's Consumer Prices Rise 4.3 Percent, the Smallest Gain in Six Months BL
Japan's Economy Grew at 0.3% Pace in Quarter, Slower Than Expected BL
Industry in Japan is starting to spend less Bloomberg
French Economy Expands at Slowest Pace in Five Quarters BL
Faltering German economy raises fear of stagnation Times Online
Chancellor forced to face up to property downturn Times Online
Brown plots tax cuts to lure share buyers back to market Times Online
Social security fund eyes overseas markets People’s Daily
Latin America quick to dance to China's tune FT
Brazil's China-Led Soybean Boom Ends, Hurting Economic Growth BL
Energy: Meeting soaring demand BBC
Bombardier cut to junk CP
Electronics Makers: Once bitten, twice prone to sue Asahi
Commerzbank recalls sacked trading desk Times Online
Crisis deepens at Jarvis after biggest shareholder sells out Independent
BMW executive: 'The unacceptable face of capitalism' Independent
Russian drinkers get a reprieve NYT
The proposed law would have banned drinking in schools, day care centers, hospitals, and most all public places...The measure was wildly unpopular among local brewing companies

Thursday November 11
Oil price falls as crude supply strengthens FT
Nortel again delays financial results ~ Intel names Otellini to CEO post CBSM
Mortgage Rates Up on Economic Signs AP
Analysis: When Fed Says Jump, Investors Ask 'How High?' Reuters
Fed Tightening Negative At Any Level Comstock Nicely Taylored?
December Fed Rate Increase Still Depends on Data Berry
Fed Has Made A Mess of Rates Crudele
Greenspan, Fed Governors Warn on Government Spending BL
US Treasury-"No authority" to sell four-week bills Reuters
Greenspan: He’s Kidding -- Right? New American
Is the dollar's day done? Brimelow
Dollar Anxiety WSJ
If devaluation were the path to prosperity, Argentina would rule the world.
Should we be worried by a dipping dollar? Guardian
Global Currencies Out of Balance Financial Sense
The U.S. Current Account Deficit and the Global Economy Summers  PDF
Down at the dog pound Economist
Why are so many investors prepared to lend to lowly rated companies at dangerously thin rates of interest?
The Endgame for U.S Corporate Bonds BCA Research
Stocks: Breakout? Rostenko Gold: Breakout? GB In Short, We Are crewed
Unemployment rate masks high share of long-term unemployed EPI
Nightmare before Christmas AP POLB ~ POLA
What could go wrong this Yuletide? Slate
Hedge Funds, Employee Pensions, and Blackjack EW
Moody's, S&P Derivatives Ratings Leave Sour Taste Bloomberg
To make the new specials on the menu palatable, banks pay Moody's Investors Service and Standard & Poor's for the financial equivalent of a Michelin star. You wouldn't trust a restaurant that paid for its Zagat Survey rating; you should treat these CDO ratings with similar distaste.
Coca-Cola Scales Back Long-Term Targets AP
Delphi delays 3Q 10-Q filing CBSM Nymex Holdings Delays Filing WSJ
SEC inquires into German practices at Bristol-Myers Times Online
Friedman Billings Emerges in Feds' PIPEs Investigation TheStreet
Coach Will End Chief Frankfort's Options Reloads Bloomberg
Stewart bills her company for $3.7m of defence costs Guardian
Shareholder Firm Targets El Paso CFO CFO
SunTrust Banks Fires Three Employees AP
4 ex-Microsoft workers charged Seattle PI
Several NYSE Specialists Quit WSJ (Free)
TXU Corp. Withdraws Private Debt Offering PRN
Accounting's Beautiful Losers Business Week
Sarbanes-Oxley is turning out to be a boon for bean counters.
Spitzer Pact Cut Analyst Bias: Study CFO
Gold Supply Under Pressure - Merrill Fund Mgr Dow Jones
New fund set to launch as gold hits a new high FT
Scudder Gold Fund Expects Gains From Bush's Deficit Spending Bloomberg
Sky-high gold dents India demand BBC
Rush for gold despite steep rise in prices Khaleej Times
Book Review: The Real American Fizz Asia Times
Book: The Real Thing: Truth and  Power at the Coca-Cola Company Amazon
Starch sales signal end of low-carb fad WT A Carb Is a Carb Is a Carb Slate
Japan's September Machinery Orders Decline 1.9% Bloomberg
Yen Trades Near 2-Week Low; Japan May Slice Economic Assessment BL
Maturing CBs may hit Tokyo shares CBSM
$15.87 billion to mature by the end of 2005 - report
South Korean Central Bank Unexpectedly Cuts Benchmark Rate to 3.25% BL
Banks' US dollar sales lead to slippery slope Standard
Speculation was rife in the currency markets last week that China was selling US dollars to help achieve a realignment...Wong said some Asian central banks sold US dollars and bought gold....
“A co-ordinated intervention is being talked about again. . . ” FT
Europe raises G7 threat as Fed bolsters dollar Times Online
Speculative Funds Going to China Worry Officials About Yuan's Peg WSJ
German Economy Grows at Slowest Pace in More Than a Year BL
UK house prices: end of the rally in sight DB-Research  PDF
Where's the bottom? Times Online BoE: House prices may fall Guardian
Beware, as you drive home this evening, a new and perilous obstacle which was first identified in America, has been confirmed as breaking out over here
Hot Property: Real estate trading's the new cash cow India Times
People are no longer buying property to stay in them. Many are buying purely from the investment point of view.
China: From boom to bloom Guardian
Viewpoint: 'This will be China's century' BBC
Canadian Financing Quarterly: Weighing Fiscal Imbalances   CIBC  PDF
The Perils of a Rising Loonie AEI
Digital camera sales fail forecasts Asahi
Yukos' Sibneft Shares Frozen Again Moscow Times
China punishes illegal forex traders People’s Daily Crackdown Applauded
Banks face £700m hit over card fees Times Online
Trader Jailed for Duping Clients to Fund Lavish Life Scotsman
Palestinian leader Arafat dies at 75 CNN  Obituary: Yasser Arafat BBC

Trade Deficit Falls, But Big Gap Persists WP
Sachs: "We do not think this report signals any significant turning point”
September trade: dueling headlines Setser’s Blog

Wednesday November 10
Is This the Start of Something Big? CSFB PDF
As Chou En Lai remarked to Henry Kissinger when asked whether he thought the French Revolution had been a good thing, Its too soon to tell.
FOMC Statement FED
The Committee believes that, even after this action, the stance of monetary policy remains accommodative...
Crude up as stockpile increase disappoints FT
Democrats seek debate over debt limit CBSM
Deals Are Hot and Heavy but the Talk Is of a Bubble NYT
"People keep saying this is a new paradigm.  As soon as you hear those words, you grab your wallet and get out of the room as fast as possible. A building can only produce as much net rent as its market will allow...”
U.S. Trade Deficit Narrows to $51.6 B as Exports Rise BL  Census
Dollar Falls to Record Low Against Euro After Report on U.S. Trade Deficit BL
Jobless claims rise 2,000 CBSM
Fed Is Certain To Raise Rates, Marginal Changes To Statement Likely NT PDF
Fed to give dollar scant relief as deficits deepen Reuters
Must the Dollar "Inevitably Decline"? Elliott Wave
Bush Policy: Talk a Strong Dollar But Let It Slide WSJ (Free) Losing Currency
Thoughts on Interest Rates Saville
Meltdown Conference Board PDF
Deficit spending and entitlements will bankrupt the country, says Pete Peterson. Is anyone listening?
Book: Running on Empty Amazon
The Global Economy Has Too Much Liquidity - Is it Back to the Late 1990s? CB
Confidence dips after election (ABC) CNN
Running out of Steam? Schaeffers
These two groups could be primed for a pullback off their recent highs.
Companies Sue Union Retirees To Cut Promised Health Benefits WSJ
CalPERS to vote on adding $1 bln to hedge funds Reuters
Merck loses AAA debt rating FT
EDS seeks extension from SEC on 3rd-qtr report Reuters
GM delays filing report over accounting change Reuters
GM Offers Locked Rates on Next Two Cars AP
Detroit needs to get in sync with world of fuel-efficiency Detnews
Dell Plans 3rd U.S. Plant, to Hire 1,500 Reuters
Microsoft to Launch Challenge to Google, Yahoo WSJ
State board agrees to help bail out bankrupt ATA AP
Enron Jurors Offer Assessment of Scheme AP
FASB Plans to Clarify Rules for Booking New Tax Break WSJ
SEC Probing Reports of Pension Conflicts CFO
Possibility that money managers orchestrated kickback schemes to secure pension-fund businessRegulators Probe Fund Trades at Bank of NY
From Broker's Defection, Struggle of Loyalties NYT
Gold traders are in for a rough ride CBSM
Gold Sector Review: Beardsley Ruml’s Road to Ruin Tocqueville
Gold price soars on expectations of higher demand from India Independent
Dubai-India to set up gold exchange Gulf News
Wal-Marts in Germany Redefine The Term 'Checkout Aisle' WSJ
Welcome to Wal-Mart Stores Inc.'s latest meat market
Unlucky in riches Bankrate
China's Factory Production Grew at Slowest Pace in 3 Months in Oct BL
'Economy watchers' index off again Japan Times
Mexico's October Inflation Jumps to 19-Month High Bloomberg
Russia’s Oil Exports Reach Maximum, Decline to Start in 2 Years -- Official MN
Australian Dollar Gains on View Central Bank Happy With Rally BL
South Korean Won Falls as Central Bank Says It Is Poised to Act BL
Colombia, Venezuela Consider Pipeline for China Sales Bloomberg
Bankless lending in China sends out a global tremor NYT
U.S. Cuts Tariffs on Imports Of China's Bedroom Furniture WSJ
Chinese furniture facing high duties in US Xinhuanet
How should China and US get along with each other in the next 4 years? PD
Lloyds TSB to transfer 1,000 jobs to India Guardian
Cuba to experiment trading in yen, European and Latin American currencies AFP
Canada: Household Credit Analysis CIBC PDF
Ashcroft, Evans quit in Cabinet shakeup CNN

Tuesday November 9
Cisco fiscal Q1 income up 28.5% CBSM
Sales rise 17%, just missing estimates; shares fall
Wholesale inventories up 0.5% in Sept. CBSM
U.S. Notes May Fall on Forecasts for Fed Rate Increase Tomorrow BL
Fistful of Dollars Schaeffers $US has more room to fall DJ
America’s privilege, the world’s worry Economist
Weak dollar less of a boost USAT
Rubin: Dollar decline could accelerate AP
Now the big currency question: The buck stops where? Reuters
Record euro prompts calls for U.S. action AP
Gold Price Action: What Comes Next Safe Haven
Plunging dollar could be the big risk facing Bush TO Pile of Problems Sloan
Privatizing Social Secuity Doesn’t Make A Lick of Sense NYP  (Crudele)
America's Unsustainable Boom Mises
The Perfect Option, Part 2 Puplava
An Absence of Moderates Hussman
Mixed Data Leaning Toward A Slowing Economy NT PDF
Drag on High-Tech Recovery: Companies Do More With Less WSJ (Free Today)
Bad Times: The Impact of Changes in Work Schedules on Productivity CEPR
Sold Short! An Interview With Manuel Asensio TM
"The Bull's Perfect Week"....? Elliott Wave
Insider activity jumps in early November CBSM Insider TearSheets FC
How Good Was 3rd Quarter? Not as Rosy as You Thought WSJ
Commentary: Americans are taking on greater burdens CBSM (Kellner)
Second Internet IPO boom is more modest across the board CP
Infineon Predicts Slowdown as Quarterly Profit Drops Bloomberg
Marsh Ousts 2 Executives in Wake of Probe AP
Malkiel Says Hedge Fund Index Returns Inflated Bloomberg
Why I'm closing my hedge fund CBSM
Commentary: A trillion reasons to exit the business
US carmakers set to launch new incentives FT
Merck Says SEC, Justice Department Open Vioxx Probes BL
Traders unsure when Merck pain will end Reuters
Drugmaker Pfizer Under Pressure on Bextra Reuters
Marsh will slash 3,000 jobs CNN
Ex-Lucent executives get SEC Wells notices FT
SEC Steps Up Probe of Brokerage Conflicts in Nasdaq Bloomberg
“If the brokerage industry would actually quit pretending that they have the client's interests at heart, maybe they wouldn't get into trouble.”
Wachovia Settles Stock-Purchase Charges CFO
Halliburton Can't Shake Questions TheStreet
H&R Block Unit Faces Fraud Charge Over Bond Sales WSJ  HRB Statement
Bear Stearns Faces Alabama Jury WSJ
CSFB man denies insider bets Guardian
Spitzer gets restitution from eight eBay sellers AP
Gore to invest in issues close to his heart FT
No retirement after S.C.’s biggest bankruptcy AP
“You’ll never lose a dime with Carolina Investors.”
Oops, $40 changes Financial Times' tune on gold Wood
Placer in $500 mln stock sale, Barrick sells debt Reuters
Merrill Lynch to launch new gold fund AAP
Company Again Touting Weird Soda Flavors AP
World of luxury goods expanding with $10K bag Newsday  The $20,000 Suitcase
Can Asia Dump Bretton Woods II as Dollar Falls? Bloomberg
Europe urges U.S. to slash its budget deficit Globe & Mail
ECB chief tries to curb euro surge TO Moth Eaten $ ~ Loonie cracks 84 cents
Two dollars to the pound 'by the end of next year' Telegraph
Rethinking the China Slowdown Morgan Stanley (Roach)
China: Turning Point for Property? MS (Xie)
Scrutinizing China's Every Move Business Week
China's Next Export Could Be Inflation As Its Own Costs Rise WSJ
Stable monetary, yuan policy to remain China D  2nd interest rate rise possible
RMB partly convertible under capital account: official People’s Daily
Banks face up to growing forex reserves China Daily
Iron Ore, Coal Shipping Costs Reach 8-Month High BL
Dollar replaced by 'monopoly money' in Cuba AFP
IPO rush in Japan prompts concern Bloomberg
House price slowdown is spreading Times Online
Economist predicts 20% slump in housing market The Herald
Moody's May Cut Philippine Ratings on Budget Deficit BL
U.S. Bank Locks Out Russians Moscow Times
Jarvis crisis deepens as delays hit loans plan TO
Asia DRAM Report:Cheaper PC Parts, Better Christmas Buys DJ
Iraq chaos could spark worldwide recession, says Short Independent

Monday November 8
Euro Backs Off Brutal Rally Against Dollar AP
Microsoft estimates anti-trust exposure at $950M CBSM
The Importance of “Q”s Cross Currents
How to Lose Money Cornerstoni
Resolving the conflicting investment trends AME (Faber)
Dollar Trades Near All-Time Low Versus Euro on Deficit Concern BL
Oil Down as Supply Fears Ease, Funds Exit Reuters
Dollar expected to fall amid China's rumoured selling FT
Dollar May Drop to Record Low BL Gold May Top 15-Year High
Bush's challenge: Manage the dollar NYT
Gold quietly reaches critical level CBSM
U.S. Notes Decline on Concern Fed to Lift Rate Amid Debt Sales Bloomberg
The Treasury will auction $22 billion in three-year notes today, $15 billion in five-year debt tomorrow, and $14 billion in 10-year securities on Nov. 10.
Note to GOP: Be careful, your wish came true MSN (Fleck)
The Upcoming Twin Financial Train Wrecks of the U.S. Roubini Blog (Nov 5)
The chances of a disorderly hard landing of the dollar and hard landing for U.S. interest rates are only increasing...
Back in the real world ... Observer
... George Bush faces economic meltdown.
Bread, Circuses, Tax Cuts, and Debt Mises
Why Alan Greenspan could not stop the 2000 recession Brookesnews
There comes a point that no matter how big the injection the recession comes anyway.
Cheap home loans today, trouble tomorrow MSN
Boom in subprime loans has downside NYT
Consumer Confidence Index Falls AP
Machine Tool Orders Surged in September as Factories Invest in Equipment BL
Hedging Accelerates as Investors Try to Protect Recent Stock Gains WSJ
Wall Street faces another inquiry NYT
The SEC is investigating about a dozen brokerage firms for possibly failing to secure the best available price for stocks they were trading for their customers
Special charges cast 3rd-quarter shadow USAT
Shoppers rush to pyramid Wal-Mart BBC
"People need the well-being of their families more than culture”
Airline Financing Encounters Turbulence CFO
It's Cleanup Time at Citi NYT
SEC close to backing new gold ETF FT
Gold's set to scale peak of $500/ounce Economic Times
Shhh...Gold is in a bull market Mineweb
Silver's done its heavy lifting Maund
IMF warns of Chinese hard landing TO
China: A Looming Crisis Or A False Alarm? Joe-Duarte
China and Asia should brace themselves for US trade friction AFP
Central Bankers May Say Oil Damping Growth, Discuss $ Drop BL
Japan May Not Halt Dollar's Drop Versus Yen, Ex-MOF Deputy Says BL
China to Keep to Stable Yuan Policy R  "Gradual and safe" approach PD
Briefs: Japan monitoring dollar's drop IHT  $A up half a cent AAP
Five economic factors point to future deterioration of dollar Japan Times
Korea Braces for W1,000-per-Dollar Era Korea Times
Cuba bids adios to U.S. dollar CBC
As of midnight Sunday, the U.S. dollar becomes "currency non-gratas" in Cuba.
China: output may beat demand Courier-Mail
“Product prices, scale of production and the level of investments are in a bubble stage. There may even be an oversupply situation developing."
Scrapping Over Paper Profits LA Times
City districts in Japan challenge scavengers for used newsprint as China's demand for packaging transforms trash into treasure.
Plunge in Steel Imports Witnessed China Daily (Oct 29)
Speedy rise of China's top chip Financial Express
Citigroup Agrees to Buy Stake in Silver Grant to Tap China Bad-Loan Market BL
European October Retail Sales Decline for a Third Month, Hurt by Job Cuts BL
Cheap loan party to end with Diwali Rediff
Spending slump makes retailers jittery Guardian
British firms increasingly outsourcing jobs abroad: survey AFP CBI warns IN
Mitsubishi Motors H1 net loss widens, cuts forecasts CBSM
Honda Expanding Production in China AP
China plans investor protection fund Xinhua
High stakes of taking Fallujah CS Monitor
Average fine for dealing with terrorist nations plunged after Sept. 11 AP

Internet Boom Is Under Way, Says Morgan Stanley's Meeker WSJ

Weekend Edition (Nov 6-7)
Suspension Of Disbelief Captain Hook
Inflation Fear Likely to Boost Key Rate AP
The Coming Week: Curb Your Enthusiasm TheStreet  Whither the Fed? CIBC
China Says It Will Pursue a `More Flexible' Currency BL
Yuan forwards hit high on Beijing hint Standard
The Next Bush Recession Mauldin
Second-Term Realities PBear (Noland)
Currency Crisis Ignites Gold TexasH
Double deficits and the faith-based dollar CBSM
Trading the HUI/Gold Ratio Zeal
Gold market harking back to 1970s FT
Energy Report on 10-Year Petroleum Trends IHS (Thanks LK)
Treasuries and the Dollar Index: A "Pattern" of "Surprises"? Elliott Wave
Stock Market Spoilers Could Show Up Soon Reuters
Do bulls run when incumbents win? Norris
Forbes: Sweeping changes ahead NCP
“If the price of gold hits $500, the country should be prepared for real problems.”
Microsoft Mirage G-E (Bloom)
PC makers look for holiday gains CBSM
The Christmas shopping season is less than three weeks away. Analysts are starting to lower their expectation for year-end PC sales to consumers.
SBC to Cut 10,000 Jobs by End of 2005 AP
Buffett's Berkshire Has Smallest Profit in More Than Two Years Bloomberg
Tommy, EDS Lead Quarterly Filing Delays CFO
Accountant’s statement at issue State
Milken, KinderCare reunited CNN
A Storm is Coming Rockwell
Asia's Great Oil Hunt Business Week
China needs energy more than ever. Its quest to secure enough oil and gas to keep its economy humming will change the world
PART 2: Tequila  trap beckons China Asia Times
China Rocks The Geopolitical Boat Asia Times
Beijing's $100 billion deal with Tehran
Key economic gauge stays below boom-or-bust line Japan Times
Sharp rise of the euro stirs worry in Europe IHT
Household debt leads to record bankruptcies Guardian
Coup de grace that could lead to 80s rerun Guardian
U.S. deficit worries Goodale Globe & Mail
CBI blasts Bush 'protectionism' Times Online
Australia's House of Debt MI
$A on eight-week streak as greenback goes Bush SMH
Iraq declares state of emergency CNN
President Signals No Major Shift In Foreign Policy WP

Friday November 5
What a Week: Dollar Gets Bushwhacked TheStreet
S&P 500 Rises for a Ninth Day, Its Longest Streak Since 1997 BL
Dollar Falls to Record Low Against Euro BL Gold at 16-year Highs Reuters
Fed: Consumers Borrowed Freely in Sept. AP Fed
Oct Payrolls Rise 335K BL BLS ~  T’s Tumble ~ Dollar Rallies ~ Gold Down
Dollar Near Record Low Vs Euro AP
Gold soars, dollar dips and oil slides in post-election turmoil Guardian
Against the dollar, the euro reached $1.2896, with dealers anticipating it breaking through the $1.30 level over the coming days...
Dollar back on course: downward NYT
According to most economists, it is likely to stay on a downward trajectory over the next four years.
Post-Election Euphoria Comstock
A contrarian take on the rally Hulbert
There is less firepower left on the sidelines to propel this rally much further.
Grantham, Gross Gloomy Over Troubles and Bubbles BL
Resilience Is Not Forever Forbes
The Perfect Option Puplava
Be Careful for What You Wish 321
Why Democrats Should Be Thankful Slate
At least they don't have to clean up the Bush fiscal catastrophe.
Bush Wins! Happy Days Ahead? Chapman
Back to reality: Problems with economy are stubborn HCrhon
Borrowing binge to pose big challenge NYT
What now for U.S. tax policy? Norris
Our Elected Insider Traders Mises
Home Equity Doubles Down... Again Elliott Wave
$80 Oil, Here We Come!!! Powers
Are we running out of oil (again)? Shiller (From Oct)
T. Boone Pickens On Oil And Gas Forbes (Video)
Recovered tech sector faces heavy pricing pressures Ottawa BJ CB of Canada
Call them the dot-com comeback kids USAT
How long before CNBC, like CNNfn, is fired? CFO
A Guided Tour of Disney's Horrors Newsweek
SBC to Lay Off 500 Workers Over 2 Years AP
Moody's cuts long-term GM debt CBSM U.S. Vehicle Incentives Fell 11%
ACE Ltd., Marsh & McLennan Dismiss Execs AP
United Aims to Replace Pension Plan AP
Lennar Warns on 4th-Quarter Home Closings Reuters
Merck Faces Huge Fallout Over Vioxx Suits AP Lawyers Organizing NYT
Merck Posts Scientific Critique In Response to Article in The Lancet BW
Tribune Sued by Shareholders E&P
BofA Pension Plan Targeted by Lawsuit CFO
Fremont Funds Settles Timing Allegations for $4.1 Million TheStreet
Outlook Grim at Conexant TheStreet
Ballard Power Systems widens Q3 loss, stock plunges CP
EDS faces junk rating FT
Junk bonds Economist ($)
In March, Warren Buffett dismissed the junk-bond market as weeds priced as flowers. Today, they are priced more like exotic orchids - or, dare one say it, Dutch tulip bulbs in the 17th century...
Man sues after Pulte price reductions LV Sun
FBI Agent Fed Stock Guru Risky Information NYP
McTeer to Leave Fed for College Post AP Statement
Go for the Gold Schaeffers
India's Push to Manufacturing Poses a Risk Bloomberg
Rates pegged as house prices drop Guardian
German September Industrial Production Unexpectedly Declines 1.2 Percent BL
German Bank fears F.A.Z.
Turning bad debt into cash F.A.Z.
Specialist banks and collections agencies have identified the overstretched German consumer as a source of potential profit.
Silver Grant sees gold in bad loans Standard
The US-based lender is just one of several foreign banks keen to grab a slice of China's bad-loan market.
Downbeat consumers hit by rising prices Swiss Info
France's President Chirac worried by fall of US dollar AFP
Yuan Expectations Surge Against Dollar AP
Merrill: ‘China may revalue yuan' HinduBL 
Canadian dollar peeks over 83 cents US: 'trajectory still upward' CP
Cuba gives another week to change U.S. dollars AP
Analysis: S.Korea currency strength brings headaches WPHerald
Police find more money laundering in Canada CP
The bubble may have burst, but not the bother Sydney Morning Herald
Arafat Critically Ill, Some Powers Handed to PM Reuters
Arafat not brain dead: advisers AFP

Thursday November 4
Gold ends above $430 at 7-month high CBSM Oil futures drop under $50 CBSM
Productivity Rises at Slowest Pace in 2 Years BL BLS JClaims Drop
Euro Nears Record High - Trichet Doesn't Signal Concern Over Growth BL
Gold motors higher in Europe, focus on soft dollar Reuters
Rallies and Resistance Schaeffers
Tapping Your 401(k) with Plastic? Business Week
A controversial plan to create a kind of 401(k) credit card -- you would use it like ordinary plastic, but the money would come out of your 401(k) account in the form of a loan -- is gaining some momentum
Dow 40,000, Nasdaq 20,000 by 2009 CBSM
Which are you: A Harry Dent-optimist, or a Bob Prechter-pessimist?
A Different America Morgan Stanley (Roach)
The Dollar's Long-Term Direction: Down NYT
Close, but no cigar Economist  Bush: Chapter 2 CIBC PDF
Same president, same soaring deficits, same market worries?
Will Dubya fall into the trade gap? Times Online
Siren voices can be heard to suggest, as MIT’s economics professor Lester Thurow did in London last month, that it could devalue by as much as 35 or 40 per cent over time.
"The re-election of  Bush is a long-term dollar negative” Bl
Industry-by-Industry Look at the Implications of the Election NYT
List of Greenspan successors shrinks Dow Jones
It’s Time To Solve Out Energy Crisis Crudele
Halliburton Surges After Bush Re-Election Reuters
”Obviously, I am distressed” Soros
Merrill Lynch economist expects bond rally CBSM
Some advisers have bearish Bush outlook Brimelow
Consumption grows at the expense of saving EPI
Gold Rises After Bush Election as Investors Bet Dollar to Slide BL
Chip market predicted to slow FT
The prediction confirms fears the semiconductor cycle has peaked
Wal-Mart, Retailers Report Slowing Sales Growth for Fourth Straight Month BL
MCI Posts $3.4 Billion Loss on Charges AP
Qualcomm says 2005 ‘could get off to a slow start’ FT
EDS Delays Earnings Again TheStreet
More Job Cuts Seen at American Airlines   AP
No Holiday Cheer for the Airlines TheStreet
Disney was ‘stupid' to pay Ovitz $7.5m bonus FT
Five convicted in first Enron trial Times Online
1930s Market Saw Ups And Downs Following Great Crash IBD
Why So Few "Sell" Ratings? Fool
Dollar Near Lows as Economy in Focus AFP
China and India Are in a Race Too Close to Call Bloomberg
Loonie Touches 12 Year High Globe & Mail A$ Rises Bloom
Mexico Will Continue to Raise Interest Rates, Central Bank's Yacaman Says BL
Debt load weighs on Manila's standing Bloomberg
Yukos sets shareholder vote on bankruptcy NYT
Pension credit may be failing - minister Guardian
Banks probing Seibu group's assets Japan Times
Two held in fraud inquiry over £20bn defence order Times Online
Gambling on Macau stock the hottest game in town Standard
Two Nations Under God Friedman

Wednesday November 3
Kerry concedes election to Bush CBSM
$ Weakens Against Euro; Bush May Struggle With Deficits BL
T-Notes Decline as Bush Wins, Supply Looms BL
Gold recovers some overnight losses CBSM Crude
Bush's handling of economy a concern AAP
Post Mortem: Kerry Could Have Been Somebody Baum
GM October U.S. Auto Sales Fall 4.7% ~  Ford Sales Decline BL
Google shares briefly top $200 mark Reuters
Factory orders fall unexpectedly in Sept. CBSM Census ~  ISM Service
First back-to-back decline since Nov.-Dec. 2002
Fed Advisers Open Wallets for Bush, Republicans, Records Show Bloomberg
Wealth Illusion Kasriel
The Short (Interest) of It Schaeffers
In a Crisis, Markets More than Ever Mises
Why job market stays tough   CS Monitor
Mortgage Applications Rise Last Week Reuters
American Pie Bye PBear
AOL plans to cut 700 jobs next month AP
Disgraced Execs Laugh All the Way to Bank AP
S.E.C. Wants a Monitor to Examine A.I.G.'s Books NYT (Morgenson)
Auditor Pleads on Document Cover-up CFO
Citigroup hit with new lawsuit FT
Citigroup: Parmalat Claims ''Unfounded'' CFO
Paper Probe Grows NYP
Feds Nab My$tery Man NYP
Gold Funds Are Back TheStreet
Asia/Pacific: Back to Carry Trades Morgan Stanley (Xie)
IMF cuts its German forecast for growth Bloomberg
Paul Volcker, a Job May Await You in China Bloomberg
Double trouble for electronics makers Asahi
Housing bubble spells mortgage misery China Daily
Fears grow over bond sales for grey market TheStandard
Risk that unregulated system of municipal finance could spin out of control.
Crack down on illegal forex settlements China Daily
Wal-Mart plans up to 15 new stores in China Bloomberg
UK 'addicted' to paying on credit BBC
Yukos Plummets on Shock Tax Bill Moscow Times
Yukos Shareholders to Consider Bankruptcy AP
Iran Gold Trade Liberalized IM
China's Jewelry Industry Grows in Importance AP
End of quotas wears on U.S. textile industry NYT
'Made in Bangladesh' no longer? CS Monitor
One of the world's poorest nations faces deep uncertainty about life after Jan. 1, when textile trade quotas end.

Tuesday November 2
Can it really be this close, again? CS Monitor   Slate: 269 vs. 269
Look Both Ways: Indecision 2004? CFO
Investors prepare for cliffhanger vote in U.S. IHT  Markets tense BBC
'US victor must scale back economic promises’ AFP
The Election and the Dollar Standard $ Holds Bloomberg
Deficit Looms as an Election Issue CFO
Oil falls as speculators favor Kerry CNN
Big Pharma Worried Sick TheStreet
Hard Choices for Election Day and the Elected Baum
Costs of war, homeland defense spells trouble for U.S. economy Foreign Affairs
Demand for gold as D-day looms in America Advertiser
US election's golden aftermath Mineweb
Gold Bullion Securities Sees Significant Growth WGC  PDF
Investors begin historic trade of paper gold on JSE today BR
Bin Laden: Goal is to bankrupt U.S. CNN

“Many Americans expect to relive the 2000 presidential vote, with the election once again in limbo and the stock market crippled.”  CBSM
Investor's Edge Schaeffers
Presidential victor replaces Greenspan Reuters
-----------------------------------------------------------------------------------------------------------------
Pick Apart GDP & You’ll See Job Prospects Dim Crudele
Pumped-up oil prices will hurt us all Guardian
Is foreign debt a wolf at the door? Brimelow
The Bull Runs in Commodities (Rogers) Business Week
Households Run Record $342 Billion Deficit! NT (Kasriel) PDF
U.S. Faces Record Borrowing Requirement AP
"Consumerism" Didn't Come About by Accident NInvestor 
The Dark Side of Alan Greenspan TexasH
Bear markets: Wall Street's worst BBC
"Head & Shoulders," Then and Now? Elliott Wave
Where to Find A Good Yield Forbes (Grant)
National Semiconductor Warns on Buildup TheStreet
US home loans slowdown hits ABN profits FT
Sysco warns of inflation on foods FT
Auto Sales Should Dip After Big September AP
Freddie Mac Changing Bookkeeping TheStreet
SEC Probes DaimlerChrysler Bribe Charge CFO
Icahn questions King-Mylan deal Reuters
Gold miner rocked by pension fund raid Telegraph
Feds Say ‘Net Stock Promotoer Was Thief NYP
Survey: Mutual fund ownership rising again AP ICI
“People are not saving enough money. They are living in la-la land”
Who Owns the Key to India's $120 Billion Kitty? Bloomberg
Surge in British asbestos claims will cost billions Guardian
Credit card industry suffers as consumers shop around Guardian
Russia adds $10 billion to Yukos's bill NYT/BL
UBS 3rd-Quarter Profit Falls on Investment Banking BL

Monday November 1                    EWI -- 1 Week Free (Nov 3-10)
Dollar bounces as traders cut short positions FT
“Dollar short-positioning had risen to a near record...”
The Moment Of Truth For Productivity? Contrary Investor
Oil Plunges Below $50 Bloomberg
Purchasing Managers’ Index Signals Shift to Slower Economic Growth NT PDF
Manufacturing Index Falls, Incomes Lag Spending BL ISM
Consumers return in Sept.; spending up 0.6% Reuters  BEA
Crude Oil Futures Rise After Nigerian Unions Target Oil Exports BL
Crude Prices Vault Above $52 AP
Big Issues for 2004: No Way to Switch Off Energy Woes WSJ
Higher Oil Prices Soon To Squeeze Consumers WP
Oil Prices May Cause Economic Slowdown in U.S. Union T
The Day after Tomorrow Roach  Three Post-Election Challenges Berner
Law of Large Numbers Hussman
Lines Drawn In The Sand (S&P 500) Cross Currents
Another Sibling in the Flation Family Mises
Europe embraces a strong euro; that’s bad news MSN (Fleck)
Dollar Devaluation: The American Strategy To Win The Real World Series BMO
The dollar must be devalued by at least 25%
Using inflation spreads as a leading indicator of equity prices Banc One PDF
Finance: Homeowner Headaches Reuters
Health Care Squeeze WP
Fed May Take a Break After Its Next Increase BL (Berry)
Treasury Buyers Are More Bearish Before Jobs Report, Election BL
Dollar May Extend 21 Percent Decline Under Bush, Survey Shows BL
Gold May Rise for Second Week on Investor Demand, Survey Shows Bloomberg
Gold firm but edgy ahead of elections BD $430
Gold - Protection against the Real Estate Mania Kitco
Office Depot Plans to Cut 900 Jobs AP Lear plans to lay off up to 219 DetFP
GM plans to lay off 10,000 temporarily NYT
Delta Air Lines Obtains Commitment for $500 Million Financing Transaction PRN
Outlook Murky NY Metro
The Vioxx scandal is more than a headache  for the long-beloved drug giant. It could be the death of the company as we know it
Silence Still Golden NYP (Byron)
A George Soros myth lives on Brookesnews
How safe is your bank? CBSM
Your deposit account may be FDIC-insured for bank failures, but fraud is a different ball game
Improper trading: restitution for some Seattle Times
Fraud trial centers on cheap-stock trades and an FBI agent NYT
Fall art sales herald return to heady days NYT
Dollar bigger than Bush, Kerry MoneyWeb
For China, another rate decision looms BL
China: Interest rise aims at cooling property sector Eastday
China NBS head: more inflation ahead CBSM
China's reliance on imported oil grows Xinhuanet
When Asia Bests Latin America on Big Debts Bloomberg
Who will pay for our retirement coach tours? Independent (King)
European Manufacturing Index Falls to 10-Month Low BL
Credit cards 'to target high-risk groups' Times Online
The accountancy firm predicts that card companies will begin to aim their products at consumers on low incomes or social benefits and those with poor credit histories, in an attempt to maintain the high level of growth in card issuance
Economic fears make Germans save more FAZ
Report: Yukos Facing New $5.7Bln Tax Bill Moscow Times
China's oil company sues Yukos over failure to resume shipments AFP
Pru investors seek to vent frustration Times Online
China's Great Depression Gold-Eagle
US trouser limits 'extreme' trade protectionism People’s Daily
Ahead of US poll, China criticises 'Bush doctrine' Reuters
Ethnic clash erupts in central China NYT