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Wednesday November 30 Economists raise forecasts after stellar GDP report CNN But some worry about a more aggressive Fed Gold falls $4, but logs 6% monthly gain CBSM Chicago-area business measure slips from strong October CBSM Economy Expands at 4.3% Pace in Quarter, Faster Than Forecast BL BEA Stocks Set to Open Lower on Yahoo Downgrade AP Oil Prices Hit Lowest Level in 5 Months AP Why the Dollar Is Rising . . . Again AEI (Makin) Rockwell ~ Saville The US Dollar and Prosperity: Accidents Waiting to Happen McGill PDF When yield curve talks, Wall St economists listen Reuters Investors may be jumping gun AP (Beck) Fed Exit strategy? Kellner Gold Falls From 22-Year High in Asia BL Hedge funds set for next gold bet Business Times Gold vs. stocks Hulbert Silver, Gold Charade Fekete Gold's New Luster Puzzles Traders WP Japanese Investors Boost Gold Despite Weaker Yen DJ Gold To Consolidate, Head Sharply Higher - Tokyo Analyst DJ Inflation Lags Gold Price by 14 Months Financial Sense Forecasting The Silver Price AIR Mortgage applications decrease last week MBA Housing boom shows signs of finally waning CS Monitor $430 a Square Foot, for Air? Only in New York Real Estate NYT “Nothing shocks me anymore. This market is absolutely crazy” As Prices Cool in California Markets, Defaults Rise BW RealtyTrac survey U.S. raises mortgage limit to $417,000 Reuters Investors regain faith in stock market FT They also appear to be seriously deluded about the success of their own investments Most corporate fraud found by luck: study Reuters GM, Ford Sales Probably Fell Again as Toyota Won Share It Takes Many Arrows To Kill An Elephant Forbes Ghosts That Still Haunt GM WP Giving GM Another Try Schaeffers GM program gives laid-off nearly full pay Boston Globe S&P Says It Could Further Downgrade Ford AP Ford chief tells workers to support restructuring or leave BL Ford may sell historic Jaguar plant Reuters U.S. auto suppliers face a bleak 2006--S&P Reuters Delphi workers' 401(k)s take hit Det FP Value Line on the hot seat CBSM KKR, Blackstone to Acquire TDC for $15.3 Billion, Biggest Buyout Since RJR BL Time Warner dissidents hire Lazard Reuters Trump to soon have his own vodka - and a cocktail BL Samsung's Fuller Disclosure Business Week Barrick rebuffs Newmont Globe & Mail Bausch & Lomb further delays filing of Form 10-Q CBSM Hurricane Katrina to cost Lloyd's 1.9 billion pounds AFP Glitch inflates Medicare drug costs USAT Japan's Nikkei Rises Above 15,000 for First Time in Five Years BL The Bank of Japan discomfited Economist Households spend 1.3% more but pay falls fourth month Japan Times Deflation Looms as China's Economy Cools Off BL China to see huge steel surplus: report AP China will produce a surplus of steel next year equivalent to Japan's entire annual output... Awakening Giants, Feet of Clay Berkeley PDF A Brief Assessment of the Rise of China and India The foundations for an Asian oil and gas grid Asia Times China's ICBC freezes talks with Arab investors over stake sale AFP Dollar devaluation cause of oil spike The Peninsula Chile's Central Bank to Keep Raising Rate to Stem Inflation, Gregorio Says BL Canadians face bitter vote CS Monitor State pension age 'to rise to 68' BBC Crippling budget crisis looms at UN as US forces reform issue AFP Premier threatens Ma with libel suit Taipei Times British Airways to Cut About 600 Jobs AP
Tuesday November 29 Supply-Demand Mix Shifting in the Housing Market Merrill PDF Treasuries Drop as Data Points to Strong Economy, Further Fed Rate Boosts BL Consumer Confidence Surges to 98.9, Biggest Gain Since 03 BL CBoard New Home Sales Jump 13% to Record 1.424 Million Annual Rate BL PDF Gold, platinum retreat from multi-decade peaks Reuters Gold Climbs to $500, the Highest in 22 Years BL Gold above $500: It's about time Brimelow Gold Analysts Say the Real Rally Is Just Beginning Resource Investor Gold: The Sky Is Falling Ing Gold's glorious ascent Mining Mx Gold Price Back To 1970 Bullion Desk Demand for jewellery puts platinum at a 25-year high Telegraph Durable goods orders surge in Oct. CBSM Census The Case of the Missing Petro-Dollars Roach More of the Same at the Federal Reserve Paul Change in Fed Statement Is Coming (Either Way) Baum Greenspan’s Gift Getting a Feel For Another End of Year Rally Crudele Too much holiday cheer? Hulbert Holiday sales growth flat Arizona Republic A survey by retail analyst Britt Beemer showed that 73 percent of shoppers were done by noon, the highest percentage in the past six years. U.S. chain store sales rise in latest week-Redbook Reuters Can the Jews Save Christmas? Slate Guns, Butter and Retired Boomers: How Do We Pay for It All? WSJ Business trips will get more pricey in 2006 USAT Sellers put their homes on the 'range' USAT A Trendy Mortgage Falls From Favor WSJ Demand for Option ARMs, Which Helped Fuel Boom, Wanes Housing sector could become a rough neighborhood usat If winter is bitter, brace for a natural-gas crunch CS Monitor Bridgewater's Dalio Lures Pension Funds With 13.3 Percent Gains BL Hedge fund industry appears to be cooling off BL Globalization isn't what's killing GM Jubak Exec: Delta Unprepared for Pilots' Strike AP Bankruptcy Judge Lectures Delta CFO CFO Perhaps the airline shouldn't have spent $2.4 Billion to repurchase its shares, the judge suggests. Merrill getting anxious about Google shares CBSM Citizens Financial to cut 'a few hundred jobs' Boston Globe Refco Sues Over ‘Stolen’ Customers NYP Black's judge 'a fistful of dynamite' Globe & Mail SEC Investigates Bankruptcy Committees Over Hedge-Fund Fraud BL Ahold Settles Class Action for $1.1 Billion CFO Supreme court will hear eBay appeal Reuters Federated Settles With SEC, Spitzer WP Congressman Admits Taking Bribes, Resigns WP David vs. Goliath -- bet on the underdog! Farrell OECD Tells Fed to Keep Raising Rates; ECB, Japan Should Wait BL U.S. Criticized Over China Currency Report AP Snow’s Statement Treas China central bank reiterates no timetable for yuan convertibility AFP Yuan Hits New High Againt the Dollar AP China Trader Liu May Be Scapegoat for Weak Controls BL China: From GDP to NDP Xie Dubai Government's DP World Agrees to Purchase P&O for $5.7 B BL No More Cheap Gas, Russia Tells Neighbors Moscow Times US calls 'timber' in longstanding trade dispute with Canada CS Monitor Canada's government is thrown out BBC Argentina ousts economy minister Lavagna FT Reactions to change in Argentina's economy minister Reuters Dofasco deal sparks ire Financial Post A Madam Ho Ho surfaces in Portus investigation G&M Today's twentysomethings have never had it so bad Telegraph
Monday November 28 Gold climbs but stops short of $500 CBSM Platinum tops $1,000; copper at record above $2 a pound Treasuries climb as housing facade begins to crack Reuters Home Sales Fall More Than Forecast; Unsold Homes Reach 18-Year High BL An 11K kind of day? CNN This Week: Housing Market Faces Big Test WSJ "Whipsaw" written all over it Hussman Dollar Rally May Have Peaked For Year Dow Jones Close To Neutral FT US economy, manufacturing and monetary policy Jackson Fisher, Fed's `Weakest Member,' Speaks Mind, Shaking Markets BL Fed's power ever waning National Post Pension Officers Putting Billions Into Hedge Funds NYT Nation's spending out of line SF Chronicle Home is no longer a refuge for the economy DiMartino Living Large 60 Minutes The size of the average new house in this country has grown almost 50 percent in the last 30 years, while the average family has shrunk Homesellers predict holiday slowdown Baltimore Business Journal If you own 100 shares of GOOGLE... Russell Merck to Eliminate 7,000 Jobs, Close Five Factories in Restructuring Plan BL What's In Buffett's Shopping Bag Business Week General Misery Byron Engine-shutoff device gets drivers to pay loans on time Boston Globe Gimme an Rx! Cheerleaders Pep Up Drug Sales NYT Gold shy of $500 in Asia as Japan buys, PGM rises Reuters Brown's gold sale losses pile up as bullion price surges Scotsman Metals a solid investment amid inflation Times Union Pipeline Shortages, Demand Boost LNG Prices, Help BP BL This debate is about politics, not economics King Japan's Retail Sales Fall, Suggesting Pace of Expansion Will Slow BL Japan firms raise capital spending at fastest pace for 15 years AFP Foreigners buy into Japan’s recovery FT It's Time for A Turnaround Blodget Foreign buying of Japanese stocks has reached a record level as global investors buy into the country’s economic recovery Citigroup Venture Agrees to Purchase Bad Loans in China Worth $4.5 Billion BL Trichet's Stance on ECB Rates Is Yes, No, Maybe BL House prices hold steady after 16 months of falls Guardian China apologizes to Russia over benzene spill AFX Paul McCartney attacks China over fur BBC Swiss ban GM Crops Swiss Info US Farmers Use Pesticide Despite Treaty AP White House lays foundation for US troop withdrawal AFP Ex-U.S. attorney general to join Saddam defense CNN
Gold May Rise for Fourth Straight Week, Reach $500, Survey Says BL Euro Likely to Decline as ECB Signals Limit to Rate Increases BL
Weekend Edition (Nov 26-27) Weekend Sales Jump 22% to $27.8 Billion, NRF Says BL U.S. Retail Sales Down 0.9% on Black Friday, Close to '04 Record BL Retail spending on credit cards rose 12 percent to $1.38 billion Our Brave New World, Part Two Mauldin It's His Economy Now—and Yours Fortune It's time to get over our collective Greenspan-era dream. How Powerful Is The Federal Reserve? AP Realtors' bullish housing outlook questioned AP A Quickie on “Money” Noland Waiting for the sky to fall: Asia and gold at $500 kwr $500 Gold and Interest Rates Schiff Catching You Up (Gold Bugs, Turning Japanese, and Intel Options) Schaeffers Newmont Says Gold May Exceed $1,000 on Asian Demand BL Market Action Still Suspect Comstock Trading Natural-Gas Stocks Zeal Beware bears coming out of hibernation CNN Report: Big job cuts coming at Merck CNN Wal-Mart Says Its November U.S. Sales Rise 4.3 Percent, Led by Groceries BL GM: Wag’n a Dog NYP GM expects to sell more vehicles abroad than in US: report AFP Morgan Stanley, BNP Secret Codes Give Edge in Treasury Trades BL UK growth set to be weakest since 1992 FT Past Canadian Elections and Asset Markets CIBC PDF Slovakia Ties Currency to Euro AP Piling more into pensions just as the hole gets deeper The Business Online FSA tells loan giant to suspend operation Asahi Experts sceptical over rare stamps investment fund Times Online Brazil Congress Has `Clear' Proof of Bribe Scheme BL
Friday November 25 Investor quandary: buy gold or gold mining stocks Reuters Pause before $500 Black Friday Unleashed CNN Black Friday loses luster as shopping days spread Arizona R Retailers Use Giveaways and Gimmicks on Black Friday BL Sears is cutting gold and silver jewelry prices by 70 percent from 6 a.m. to 11 a.m. Retailers are nervous Promotions create frenzy ahead of Black Friday CBSM The worse the rich feel, the more they seem to spend NYP The USD: What A Difference A Year Makes BCAR Monthly FX Outlook CIBC The U.S. dollar buying frenzy may be in its final stages A Roadmap to Financial Ruin! Faber The benign metaphysics of Ms. Baum Blog Rate views support dollar, gold hits 18-yr high Reuters Closer To $500 FT M3 mutterers refuse to give thanks Brimelow The stock market reaches for multi-year highs - but so does gold. Is that a warning sign? Precious metal's elusive value Cassels Gold Rises in London as Jewelers in India, Europe Stock Up BL First Gold, Now Silver AIR Banks’ attitude ‘key to gold’s fortunes’ Business Day Can oil production satisfy rising demand? USAT High-end real estate market still sizzling USAT Some regret adjustable rates AP San Diego housing market finally cools off AP Mass. Housing Boom Ends as Mortgage Expenses Increase BL Surreal Estate on the San Andreas Fault North States' Coffers Swelling Again After Struggles NYT MergerTalk: Is there a 'buyout bubble'? Reuters Boring May Be Beautiful When Money's on the Line Currier Google ignites hiring frenzy WSJ One top-notch engineer is worth "300 times or more than the average" Puts Swell on Semis Schaeffers GM bank for idled workers targeted Det FP Toyota Quickens Quest to Unseat GM AP Refco's European assets to be sold to Marathon BL No charges against Greenberg: WSJ Reuters Taser gets delisting notice from Nasdaq Reuters SEC searching for scam suspect Rocky MN Fast-food giant lifts the lid on its culture FT Former auditor isn't done with Enron USAT Executive Pay: Too many turkeys Economist GAO Criticizes SEC Internal Controls CFO Japan's Consumer Prices Stop Falling, Suggesting Deflation Near End BL Dollar Rises Against Yen After Tanigaki Says Deflation `Persists' BL RMB made 11-year new high against the dollar China News Yen vs. Yuan, Redux Xie China's Copper Crisis Tells a Bigger Story Pesek New China Stumbles Into Old-Fashioned Trade Scandal WP China Crude Demand Seen +6.65% Next Year Dow Jones Canada Offers C$1.5 Bln in Aid to Forestry Companies BL World's largest property trust makes strong Hong Kong debut AFP Citigroup May Pay $800 Million to Boost Pudong Stake, People Familiar Say BL How the pensions won again Globe & Mail Market Mania Sun Basel bank chief urges more hedge fund transparency Reuters Bank of Italy investigated by EU BBC Compass Group probed by Britain's fraud office AFP Huge Xmas Debt Hangover Sky Shortage pushes up olive oil prices Jordan Times China blames oil firm for chemical spill IHT Japan to demand repayments from North Korea for scrapped KEDO project Asahi Odds are Tokyo will be stuck with the tab US in move that may bar foreign researchers FT
Thursday November 24 Funds Buy Copper on Speculation China to Cover Bets BL Gold edges higher in thin Asia trade Reuters Indians avoid jewellery shops, investors sell bars Reuters Speaking of slowdowns... Marco Island Ship's log, Stardate 652, mark 42 Mogambo Storm Watch -- Part 4: Helicopter Commander Financial Sense Bernankeism: Fraud or Menace? Blumen Haves and Have Nots Crudele A Little-Known Piece of History EW Millions Face a Deadline for Choosing a New Medicare Plan NYT How we can screw OPEC Gross Broker accused of insider trading Reuters Man Will Sell Refco's European Assets to Marathon Because of Overlap BL Shopping 'hell' breaks loose, linked to Xbox USAT China likely to raise export tariffs on refined copper People’s Daily China's copper auctions fall short, floor price seen too high - traders AFX Bernanke for Asia? Mundell Seems to Think So BL German Business Confidence Falls More Than Forecast BL ECB President Defends Possible Rate Hike AP FTSE feels anger of Fidelity over pay Times Online Will China's military rise shift the global balance of power? CS Monitor
Wednesday November 23 Treasuries Drop as U.S. Government Auctions $20 Billion of Two-Year Notes BL U.S. Stocks Gain for a 6th Day on Consumer Confidence, Fed BL GM, Ford U.S. sales seen down again Reuters Initial jobless claims rise to 335,000 CBS US home loan applications fall MBA Could hedge funds hurt the U.S.? CNN The skies may be clouding over for US borrowing The Age Dollar rides wave of investment as world chases its American Dream TOnline Fed May Change Language to Prepare ‘Clean Slate' for Bernanke BL Fed Doesn't Have Much Power to Fix Trade Deficit Berry M3 Discontinued Casey What's Happened to M3? Chapman JWSGS Pace of U.S. home sales still slowing WSJ Is the technology bubble back? Globe & Mail (Ingram) Value investing's future? CBSM Moody's may cut Ford ratings deeper Reuters Ford's Chief Makes Case for Federal Help WP Congressional staffers say that Republican lawmakers are philosophically divided about whether the industry should be propped up or allowed to sink. GM restructuring won't stop cash bleed - Fitch Reuters GM's Toughest Sale Yet: A Turnaround Dow Jones Delphi Chief Fights Battle of Detroit NYT Spitzer: “When I read it my blood began to boil again" Fortune This Citigroup memo admitted internal "pressures" kept analysts from providing honest research. NASD fines State Street unit $1.4m for bond trades Boston G Black With Fear NYP Feds Seek to Dismiss Andersen Indictment AP Warner to pay $5m to settle Spitzer payola case AP Grand jury indicts three in currency, land frauds Denver Post Refco tries to stop Swiss broker diluting stake Reuters Microsoft's Red-Ink Game Business Week Bidding for Xbox 360s reaches thousands on eBay AP Forget day trading - the best way to make a buck this holiday season may be to flip your Xbox 360 Google Is Really About Money, Money and More Money Gilbert Book PBGC Bails Out Two Pension Funds CFO Two Companies Restate Gold's Global Gleam Forbes Gold within striking distance of $500 an ounce AFX New Dubai bourse stakes claim as gold futures hub MWeekly President Putin Supports Gold Plans Moscow Times Gold sales surge 26 per cent to hit Dh1.4b in Q3 Khaleej Times Newmont may woo Placer Dome BL Placer Dome Urges Shareholders to Reject $9.1 Billion Barrick Takeover Bid BL Oil investors facing hedge fund talent crunch Reuters Refinery bottleneck to ease CS Monitor Worse than Watergate? Mother Jones America is facing the mother of all Constitutional crises -- and the media remains silent. The end of constructive ambiguity, Mr Trichet? Economist Bond markets barely reacted to the European Central Bank’s recent signal on sovereign debt ratings. Odd, that U.K. Property Crash Is Canceled? Don't Bet on It BL Home is where the disaster is Times Online Consumers set to spend less across Europe FT CBI paints gloomy picture for UK manufacturers FT Running Up Debt With Little Care Leicestershire In 1974 the UK owed Ł38 million on credit cards. Today, that figure is Ł56 billion. Property investors seek high returns in Asia-Pacific FT BOE Voted Unanimously to Leave Rates Unchanged, Minutes Show BL China: Towards a Deflationary Landing Xie China finance ministry enters copper fray - traders Reuters Shanghai Copper Drops as China May Reschedule Some Deliveries BL China's SRB fails to sell entire 20,000 tons of copper at auction - trader AFX "We are in a commodity economy” LA Times China's economic boom has led to a revival of the 2-millennium-old tradition of "golden canaries” China to build new accounting standards system China News New Zealand business confidence dives to 17-year low AFP Mexico's Ortiz Says Push to Weaken Currencies Failing BL China's Baosteel to cut prices by at least 10 pct - report AFX Condo industry on edge over fake data Yomiuri Dubai Plans World's Largest Airport Arab News
Tuesday November 22 Fed Expressed Concern Over Rate Increases at Nov. 1 Meeting BL Minutes Deteriorating Global Liquidity Outside The Box Globalization: The New World Spiegel Special “We should expect upheavals” The Economy: "Doesn't Get Better Than This"? EW An inverted yield curve's all but inevitable Kellner Foreign money: Will it continue? AP If investors sour, a financial crisis could be in store Gold futures near $500 an ounce CBSM Gold Surges to Highest Since 1987 as Funds Buy as Hedge Against Inflation BL Speculators Set To Take Gold To New Heights Dow Jones Thereâ€s Gold in Them Hills!! Grandich PDF Silver versus Gold Saville Maund on Gold ~ Maund on Silver Fed Printing Press Fueling Gold $500 WSW Dubai Commodities Exchange opens Rediff Bernanke: Go, Get the Helicopters! Merk Whatâ€s The Fed Up To? Crudele Bernanke Might Make Fed-Watching a Different Game BL An overfed Fed? Baker Moskow says Fed rate moves could go beyond neutral Reuters The Housing Boom is Dead. Long Live the Housing Boom! Sprott PDF Economy goes forward but leaves many behind USAT National Retail Federation Raises Holiday Sales Forecast to 6% BL U.S. Core Inflation Seen Higher Next Year, NABE Survey Shows BL Greed season: Wall Street bonus time Farrell They win, you lose -- so why aren't you mad as hell? Google shares seen surpassing $500 mark AP GM cutbacks portend tougher road ahead CS Monitor Mix of Shock and Resignation on G.M. Shop Floors Set to Close NYT Automakerâ€s plan to cut workforce deals blow to state Det FP Ford poised to follow with cuts Globe & Mail Overhaul could be tougher than rival's Berkshire Hathaway reveals stakes Reuters A Hedge Fund for Anyone With $10,000 NYT Nymex Gets Saddled With Bankrupt Refcoâ€s Baggage NYP Refco investor suits target IPO banks CBSM In Rarity, Spitzer Drops Case NYT The Accounting Cycle Smart Pros Investors and Financial Analysts: Shouldn't They Be Liable Too? Georgia-Pacific CEO to Receive $130M CFO Ex-HealthSouth Finance Exec Found Guilty CFO Black faces up to 40 years' jail Guardian J. Lo's Credit Woes Foo LME Says China Copper Short Report Rumor, Speculation BL China questions copper trader Times Online No major stakes in banks for foreigners China Daily French Consumer Spending Unexpectedly Falls, Signaling Slowdown BL Investments Illegally Offered By Global Fx Trust Scoop Chavez Pushes Petro-Diplomacy WP High Oil Profit Leads to Venezuela's Plan to Subsidize Heating in United States Flat Note from the Pied Piper of Globalization Dissent Review of Friedman The “bulldozer” sends tremors through Israeli politics Economist
Monday November 21 Gold extends rally; copper dips CBSM U.S. Leading Economic Index Rebounds After the Hurricanes Conference Board Hardly a Flat World Roach Xie GM to Cut 30,000 Jobs, Close Plants BL  Toyota on track to top GM sales Wall Street: Giving thanks for even minimal returns AP Diminishing Participation and Garbage Stocks Hussman What 'Yield Curve' Is Saying: Hunker Down WSJ The riddle of the greenback Mail & Guardian The real outrage: pensions, not petrol MSN (Fleck) Who Will Pay for Retirement Benefits SF Chronicle Concern over under-funding of private defined-benefit pensions is at a boiling point. US on course for record run of profits Times Online Home builders turn to incentives Washington Times What's Behind the Boom WSJ The Housing Bubble ABC7 Real-Estate Speculators, Pulling Back, Help Fed Remove `Froth' B “The mom-and-pop investors are unloading their properties” Nearly 2% of adults in California hold a license to sell property NYP Sellers†Slump Is A Harsh Reality In Tri-State NYP “Sales are drying up at the top. And now homes on the lower end [of the price scale] are sitting for weeks and months. Homebuilder ETFs launch into softening market IBD Oil's 2-Month Fall Leaves Traders With Worthless Bets BL Gold May Rise to $500 for First Time Since 1987 BL Gold prices look set for a spiral Business Standard Hedge funds selling energy stocks, buying gold. Banks, traders ride gold price boom India Times Hot gold prices helps industry turnaround Australian South Africa, Russia To Increase Gold Holdings AIR DGCX opens tomorrow AME DMCC Costliest Part of Gulf Rebuilding Yet to Come WP Bank That Lent to Ex-Refco Exec Names CEO AP Big Mac faces hedge fund attack Crainâ€s Enron defense has work cut out for it USAT Grubman Grab NYP Where Is Wal-Mart's Fancy Stuff? Try Online NYT
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