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Monday October 31 Dell cuts third-quarter sales forecast CBSM Halloween deals push market to highest level since 2000 CBSM Here Comes the Indian Consumer Roach M&A wave gives early stock futures lift CBSM Personal Spending Rises 0.5%; Incomes Rise 1.7% BL BEA Daily Action, Noise, and Ben Bernanke Hussman The trap Bernanke can't escape MSN (Fleck) Opinion: Reality Check on the Fed Newsweek Bond Firms Say Bernanke Will Be a Fed Inflation Hawk BL Deflation: the hidden dragon DiMartino What the New Fed Chief Means to You WSJ What should we expect from Bernanke? Brookesnews Bernanke's first challenge is to become boring Ben King Fed up with Greenspan... Scorsman Greenspan Gives Ben Bernanke Some Pointers Baum No irrational exuberance as Greenspan departs Guardian Expect Fed to raise rates again Tuesday USAT Katrina didn't do it Independent Some industries struggle to recover USAT But with a fall in house prices, America could be blown off course State Of Fear Forbes 10-year Treasury yield holds stocks' fate CBSM Real Estate Prices Soaring in Las Vegas AP Holiday Jitters NYP Hedge Funds May Be Stung by Losses in October NYT Refcos, Enrons Can Be Spotted by Vigilant Investors BL Memo to Tyco: I Won't Back Down Morgenson Telefonica to buy U.K.'s O2 for $31.5B CBSM Novartis raises offer for Chiron CBSM Telefonica to pay $31.6B for O2 mobile Reuters Chrysler on bathrooms: Take your time CNN Terror Road Show Byron Old friends collide in online software showdown AP 1990s fund stars: Where are they now? Denver Post Barrick Gold bids $9.2 billion for Placer Dome Reuters GG Harry Schultz on stocks, gold and the flu Brimelow Maund Gold shares: not for the faint hearted MoneyWeb Japan sees deflation years ending BBC Jittery investors shy away from bond risk FT Germany faces up to fiscal disaster with huge savings package AFP Robinson: Ill be back after Rentokil flop Times Online Venezuela's Chavez Plans to Take Additional $5 Billion in Reserves in 2006 BL Indian call centres under fire TheAge Report says practices in call centres similar to 19th century prisons Incoming OSC chief would jail offenders G&M In central Asia, US bid to be a 'friendly' base CS Monitor
Gold May Rise as Demand Outpaces Mining Output, Survey Shows BL
Weekend Edition (Oct 29-Oct 30) The Bernanke Era Mauldin The Bernanke Challenge Roach The Two Bens Financial Sense The Week Ahead: Gentle Ben? CIBC A Bubble Perpetuator Noland Poor Bernanke Bonner The More Things Change, The More They Stay The Same Kasriel Tug-of-war begins on Bernanke's political voice WP To Fill His Shoes, Mr. Bernanke, Learn to Dance WP The New Fed Business Week Is the Fed really all that powerful? Seattle PI Why Greenspan successor Bernanke will preside over a diminished central bank Bernanke's Models, and Their Limits NYT Inflation fears fueled by high bond yields SF Gate Want to Walk on Eggs? Try the Bond Market NYT Scared of shadows FT U.S. Consumers: Time For A Pause BCA Research A Second Home in Bulgaria? NYT An end to the meteoric rise of Long Island home prices Newsday The End of Pensions NYT The Shock of the Great Crash American Heritage Refco lawyer fires salvo in accounts battle FT Wal-Mart October sales top forecasts Reuters Wal-Mart efforts draw skepticism AP Sad Song: Delta to eliminate discount unit AP Berkshire Hathaway wins IRS tax case Reuters Abigail Johnson sells part of stake Boston Globe China Says Its Trade Surplus May Almost Triple to $90B This Year BL China may swap and buy oil assets with global majors Reuters European Bonds Worst Week Since Feb ~ ECB May Raise Rates BL Zucker in hostile $1.1-billion bid for HBC G&M Tesco's rule threatened as regulator admits it made errors Times Online US: EU Offer to Cut Farm Support Falls Short B Australia: "disappointing" AFP Saudi gold market posts 18pc growth in Q2 Khaleej Times Companies scramble to react to Iraq corruption allegations AFP Africa's cellphone explosion changing economy, society AP
A New Moment of Truth For a White House in Crisis WP The Case Against Scooter Libby NYT Scooter's influence G&M
Friday October 28 IMF warns about potential U.S. consumption slowdown Reuters Consumer sentiment falls in October: UMich CBSM Economic Growth Quickened to 3.8% Annual Rate in Third Quarter BL BEA U.S. 3Q employment costs rise 0.8% CBSM Fed Nominee Says He Will Avoid Fray Of Politics WP Helicopter Ben is no Paul Volcker Schiff Bernanke's a shoe-in, but... CNN Bernanke Inheriting a Mess Comstock Meet The New Boss, Same As The Old Boss? BCAR Ask the experts: After Greenspan FT Bernanke and the Bubble Krugman ($) Wall Street Flees from New Fed Chairman Bernanke Spoof OECD warns on deteriorating US deficits FT OECD Mortgage Defaults on the Rise LA Times White House Readies New Hurricane Request AP What the "Usual Suspects" Overlook EW The Long and the Short of It Saville The $354 billion pension problem CNN Bennett's Refco Scheme Exposed by Hunch: `It Hit Me' BL Refco's Ex-Chairman Bennett Seeks More Lenient Bail Conditions BL Refco: The Reckoning Business Week Perils lurk in the shadows of private finance. Will investors learn? Rogers Discussed Selling Funds' Stake to Refco TheStreet Austrian bank to sue over former Refco chief's loan Times Online Gartmore warning sparks hedge fund fears ThisisMoney The fear is that if a well-respected fund manager like Gartmore is struggling, others in the sector could be hurting badly. Hedge fund fraud much higher in U.S. CNN Big Rise in Profit Places Oil Giants on the Defensive NYT A global shortage of tools for the oil industry IHT (NYT) Senator orders probe into high energy prices Reuters "The Truth about Drug Companies" and "On the Take" AEI WorldCom Investors Get $651 Million CFO Martha's Sweet Side Deal TheStreet Analyst Takes Contrarian Google View WSJ You Know The Donald Now meet The Donny Slate Move to trade silver 'would spark shortage' Telegraph US presses China to revalue currency FT Snow told China's leaders that the US wants to see another revaluation of the renminbi before the visit to China by Bush next month. Japan's Factory Production Less Than Expected; Consumers Spend Less BL Japan's core consumer prices keep falling in September AFP Japan Moves toward Sustainable Recovery AEI (Makin) China Construction Bank makes flat HK debut China Daily Bank of England Unanimity on Rates Will Fracture Gilbert Hedge fund managers will fight tougher controls Times Online Eurotunnel investors told to face reality Times Online Run on lender costs $1.03b Standard Surprise! Venezuela targets another mining company Mineweb Zuma Trust in financial crisis - report IOL Foreign firms paid billions in oil-for-food bribes to Saddam: probe AFP After Wilma's punch, the pinch CS Monitor
Thursday October 27 Bulls Wonder if Best Days Are Behind Them TheStreet Microsoft Profit Rises 24 Percent; Sales Forecast Falls Short of Estimates BL Mortgage rates climb to highest level in 15 months AP New home sales cooling CBSM PDF Inventories hit record level in September Help-Wanted Advertising Index Edges Up One Point in September CB Durables Orders Drop More Than Forecast BL Census ~ JClaims fall Stock-Index Futures in U.S. Fall as Oil Climbs; Shares of Biogen, GM Drop BL Platinum metals surge on fund buying, gold climbs Reuters 25-1/2-year peak Takin It To The Blog PIMCO (Gross) The Wizard of Bubbleland Asia Times Part 3: How the US money market really works Dollar may slide on White House staff indictments Reuters Doubts Raised on Saudi Vow for More Oil NYT US equity funds lag in inflows FT ICI History reserves a sad place for next Fed boss Asia Times Bernanke: There's No Housing Bubble to Go Bust WP Tighter Oversight OK'd for Mortgage Giants AP The GSE Crisis Paul GM gets subpoenas from SEC Reuters GM: Rumor to file for Chapter 11 "absolutely untrue" CBSM Ford eyeing bathroom breaks CNN 'Strong and growing' interest in Refco units Reuters Refco's Maggio cooperating with prosecutors - FT Reuters Lack of hedge fund talent risks another Refco Accountancy Age Top hedge fund and trader face FSA inquiry Telegraph Hedge funds to devise even more strategies-experts Reuters Hedge fund protests over Delphi trading limits FT Renegade Traders NYP Watchdogs probe HP sauce takeover BBC Ameriprise fined $1.25M over sales of 529 college plans Reuters Indicted On Fraud, Vilar Saluted By NYC's Met Opera Forbes Scrushy Faces New Charges of Bribing State Officials NYT Christmas Toy Sales Expected To Be Bleak AHN Internet IPOs: Zombie dot-coms rise again MSN Exxon Mobil 3Q Profit Swells on Prices AP Is the SUA "Managing" the Silver Market? Resource Investor The Bursting Asset Bubbles - Wall Street, October 1929 Peace Journalism Japan's Retail Sales Unexpectedly Fall as Consumers Spend Less BL Asia/Pacific: Another Growth Scare Xie Chinas Quiet Revolution Hoover Digest Steel production to be cut to avoid price fall China Daily Construction Bank Shares Fail to Match Rival's in Hong Kong Trading Debut BL Could Asia's 'savings glut' melt away? Business Times Consumer credit crisis threatens Taipei Times Japans IC Makers Report Losses, Spending Cuts Information Week Germany must make every effort to bring down deficit: Bundesbank AFP New Zealand central bank hikes rates to 7 percent AFP RBNZ accused of overkill as rates rise again AFR Argentina Sells $632 Million of Bonds; State-Run Bank Buys Most of Them BL S&P: Russia's Banks Shrouded in Secrecy Moscow Times FSA to inspect "Big Four" accounting companies this fiscal year Asahi Single Currency Should be Asia's Long-Term Objective ADB Forget Oil -- India's Bigger Problem Is Water BL Saudi Arabia to join WTO Reuters Monthly FX Outlook CIBC PDF OSC probes Nelson share trading Globe & Mail Algoma Steel's biggest shareholder calls for new directors, cash distribution CP Banker shot dead after EU warning on gang crime Guardian Stock Exchange Halts Trade with DZI Securities Sofia Israel should be wiped off map, says Iran's president Guardian
Wednesday October 26 U.S.'s Snow-extend tax breaks to boost economy Reuters U.S. stocks to open a bit lower CBSM US mortgage applications slide last week MBA Treasuries Decline as Two-Year Yields Reach the Highest Since May 2001 BL The US dollar: Every which way but down Economist JP Morgan: Cash could beat stocks Reuters The new math of stock returns Dallas Morning News More financial experts are pointing to evidence that 10% a year isn't a reasonable assumption anymore Short Shortcomings Cross Currents The ambush waiting for Bernanke Roach Future Shock at the Fed NYT (Grant) Gold finds strength in Bernanke nomination FT Old dollar woes return with Bernanke? CBSM Chairman Ben Bernanke's inflation, deficit stance unclear Transparency Wins, Fed Leaks Lose, With Bernanke Baum Bernanke faces reputation as inflation 'dove' MSNBC Bernanke not the inflation dove many believe? Reuters Asia plays starring role in Bernanke's savings glut Reuters Rival urges Fed to raise rates to combat inflation TOnline Next Fed chief: smartest ever? CS Monitor King offers advice to his new US counterpart Times Online What's in Bernanke's Wallet? Blodget Years after striking out in a spelling bee... MCall The Core Inflation Lobby The Big Picture Is This Any Way to Pass a $3 Billion Bond Issue? BL Are these "boomy" times another dot-com bubble? Reuters Refco Regulator Calls on Bankrupt Broker to Find a Buyer Soon BL PIPE Probe Eyes Another Hedge Fund CFO GLG probe focuses on star trader CBSM S&P cuts New York Times long-term credit rating Reuters Delphi's demand: Take $9 an hour Det FP Wal-Mart memo: Unhealthy need not apply Reuters BP admits flaw caused flooding in flagship platform Times Online Ameritrade May Restate Results CFO SEC May Loosen Regs on Some Hedge Funds NYP Gold's solo flight sign of a 'true bull market' G&M Japan's Exports Rise 8.8% to Record BL Japan's Deficit Medicine Wouldn't Fly in U.S. Berry China: Deflation Fears? BCA Research China Construction Bank's IPO 43 times oversubscribed AFP Tokyo Hedge Funds Club tops 1,000 members Yomiuri Canada's Consumer Prices Rise by Most in 30 Months TheStreet People 'lack mortgage knowledge' BBC The million-dollar teardown Globe & Mail Venezuelan Government Spending Jumped 45% in August From Year Ago BL Philippine central bank says peso to continue rising FT Yukos shareholders sue Russia in US court AFP US to retain force in Iraq after Bush goes FT
Tuesday October 25 Amazon.com Net Declines 44%; Shares Fall on Sales, Profit Forecasts BL Natural gas prices soar Reuters Dubai goes for gold! AME Gold climbs over $7 to a one-week high CBSM Jim Rogers' Funds Sue Refco TheStreet Consumer Confidence Unexpectedly Falls AP Conference Board Existing Home Sales Unchanged at Second-Highest Pace on Record BL Futures drift lower after Monday surge CBSM A Crash Course for Central Bankers Bernanke Profile - 2 Bernanke - On the Road to Disaster? Merk The fashion faux pas that changed history? WP Bernanke steps into Greenspan's big shoes Economist Its no easy task replacing a legend AP Hes The Perfect Political Dupe For The Job Crudele Memo to Bernanke; There's No Ego in Fed Gilbert First on To-Do List: Tame Inflation NYT 3 big trends will haunt Bernanke Jubak Inflation not picking up: Bernanke Reuters WHouse Gamble Pays for a Princeton Professor NYT Pleased, but still bearish Hulbert “...compared with Mr. Greenspan at the time of his appointment, or indeed with Mr. Greenspan's predecessor, Paul A. Volcker, Mr. Bernanke is a novice in policy circles and untested as a crisis manager.” After Alan Greenspan Times Interview TO Tough Flying Conditions Roach The Short View: The bears may yet dance FT Deutsche, UBS, Merrill, Again Predict Dollar Decline BL Is the Fed an Inflation Fighter or Creator? Mises Size of Bankruptcy Bubble Surprises Banks NYT For more than eight years, big banks lobbied aggressively to make it harder for consumers to file for bankruptcy. Now that the new bankruptcy law has taken effect, was the investment worth it? The early data suggest that sometimes, you have to be careful what you wish for. One Man Made the Market Go Up, Down & Sideways? EW October So Far Shows No Crash, But Not Much Fun Dorfman Slippery Devil, That Real Estate 'Bubble' NYT Mortgage Fraud is Up NYP The boom that wasn't EPI PDF The economy has little to show for $860 billion in tax cuts Consumers could face price spikes at pump AP Gas prices keep braking, AAA says CNN Oil unlikely to go below US$50: banker Taipei Times Refco Auction Heats Up... BL Flowers Drops Refco Bid TheStreet Spotlight on Grant Thornton in Refco Bankruptcy Accounting Web Banks face danger in Delphi FT DuPont Reports Loss, Cuts Forecast for Fourth Quarter BL BP Texas Instruments profit up, revenue view disappoints Reuters BearingPoint's ''Clerical'' Problem CFO Cendant shares slip on plan to split AP Car sales plummet after discounts NWA Ford turns to workers for answers Savvis CEO on leave amid strip club flap Reuters The Hedge Fund Report: Who's Minding the Store? TheStreet Investors keep faith in hedge funds FT Venture capitalists invest more; some fear Net focus USAT Who will take care of an older population? USAT Why are we taking so many pills? CS Monitor Gold Rises on Speculation Price Decline May Draw Fund Buying BL Gold Wont Sustain US$500 Or Higher, ANZs Ferguson AIR Chinese economy heading for collapse: former Clinton advisor AFP China tech trio headed for Nasdaq IPOs China Daily Oil stocks weigh against the Bernanke bounce Times Online Euro Rises Versus Dollar After German Business Confidence Soars BL Europe sees rising economic tide in sales of big yachts IHT (NYT) Indian Central Bank Raises Key Rate to Curb Inflation BL BOJ set to shift focus to interest rates in spring Asahi Yahoo in China: Rising tide of anger IHT (NYT) 2 Years On, Yukos Faces Final Curtain Moscow Times Moscow chokes, drivers fume in mammoth traffic jams Reuters Landmark lawsuit against Deutsche Telekom goes into second round AFP Bird flu outbreak may cost Asia US$100 billion: ADB Peoples Daily
Monday October 24 Bernanke Chosen to Succeed Greenspan BL Ts, $ Fall, Stocks Advance After Announcement BL Greenspan Statement FED Bernanke is no 'maestro' CBSM Text of Bernanke and Bush remarks CBSM WH My first priority will be to maintain continuity with the policies established during the Greenspan years. Wilma roars across Florida CNN Crude Falls as Wilma Misses Platforms BL Average Gas Prices Drop 25 Cents Investors Respond to Fear, not Risk Hussman Market's confusing, but the big trend is down MSN (Fleck) Hawks circling as US prepares for adjustment TOnline At long last it has come, the day of reckoning for the American economy World economy's eggs all in US consumers' basket King Greenspan Visits Scene of Fed's China Crime Pesek US economy and the China trade deficit Jackson If You Don't Eat or Drive, Inflation's No Problem NYT Yield-Starved Investors Get a Break WSJ Congress torn on pensions bill Washington Times Mortgage bankers to talk changing industry AP Addicted consumers are the problem, not the real estate bubble InvestmentN (R) Stapled' Loans Create Potential Conflicts of Interest for M&A Advisers BL Refco equity holder plans new $7.5bn fund FT The firm is expected to insist that even with a loss on the Refco investment, the current $6.1bn fund will still generate returns in excess of 30 per cent... Refco Mystery: How Could Such a Huge Debt Stay Hidden? Investors shrugged off warning in Refco's prospectus AP A Glossy Image for Refco, at Least in the Ads NYT Refco's Troubles Snare Moscow Hedge Fund MTimes Dubai could join bidding for Refco BL Kimberly-Clark 3rd-Qtr Profit Falls 26 Percent on Higher Costs BL Airlines Brace for Headwinds TheStreet Oil firms 'printing money' AP Success of research settlement limited CBSM Chief Executive At BearingPoint Explains Errors WP Lancer Lobby Loot Tale Byron Letters Show Frist Notified Of Stocks in 'Blind' Trusts WP Fat Cat Is Back NYP Wall Street is expected to award over $17 billion in bonuses this year. I Am Not Now, and Have Never Been, a PPT Member Baum Trump: What's He Really Worth? NYT Book: TrumpNation Surge in demand for gold jewellery during India's festive season CNA Behind Gold's Glitter: Torn Lands and Pointed Questions NYT A months-long examination provides a rare look inside an insular industry with a troubled environmental legacy and an uncertain future. China uncovers 240 bank corruption cases in first half: report AFP Property bubble limited to some cities: official China Daily Mortgage rules relaxed CCTV Profit warnings at a four-year high Scotsman ECB Should Worry About `Stag,' Not `Flation' BL Saudi Oil Income to Reach $163B, Highest in 2 Decades, Bank Says BL Japanese investors embrace more hedge fund risk FT A textiles boom gives jobs to India's poor CS Monitor Meetings address pensions crisis BBC Pitfalls ahead in new Sebi proposal Financial Express The American debate on misuse of automated trading systems is very relevant to our system Taiwan banks blacklist 50,000 for cash-card defaults AFP Go back to the 1980s, and the last big run-up in real estate Canoe Money MPs' anger at GE credit ploy ThisIsMoney Top Bank Executive in Fraud Probe Moscow Times Poor Nations Are Littered With Old PC's, Report Says NYT
Dollar May Advance ~ Gold May End 2-Week Slide ~ Yen May Fall BL Treasuries Poised for Worst Year Since 1999 as Fed Raises Rates BL
Weekend Edition (Oct 22-23) Profit Forecasts Overshadowing Earnings AP Inflation and Fed Policy Mauldin The Fed: No Way Out? Kasriel A Rather Volatile Mix Noland Trading the Oil Bull 3 Zeal 'Core' sales: Discounters holding up DiMartino The king of real estate's cashing out Fortune There's too much money chasing too few good deals, with too much debt and too few brains Unending Housing Boom Tosses Aside Rate Increases and the Old Rules NYT Housing bubble may lose some wind CNN Tiptoeing around the question of a bubble in real estate NYT Hedgies May Find Coal In Their Stockings This Year NYP J.C. Flowers May Withdraw Refco Offer Unless It Gets Approval by Nov. 11 BL Reinventing the Mill NYT Wal-Mart Says October Sales Are Rising Within Its Forecast, Led by Food BL Sun May Finally Be Setting on AT&T WP Corporate bond markets could be an early indicator for trouble at a company AP Suspected Illegal Workers Found at Halliburton Job Site WP CEO sued over $241,000 bill at topless club AP City trader sues Commerzbank for 8.5m in bonuses Times Online Oilman Indicted Over Kickbacks to Saddam Hussein's Regime NYT The debt pandemic NewStatemen The clock ticks on economic collapse Telegraph Flu doomsday scenario for world economy Reuters China will shut down borders if struck by bird flu Observer Alpha Sets Record As 22nd Atlantic Storm AP
U.S. Treasuries Post Weekly Gain as High Yields Lure Investors BL
Friday October 21 Wrong on the China Slowdown Roach Stocks mixed; Caterpillar hits the Dow CBSM U.S. Stock-Index Futures Gain BL Oil slides below $60 ~ Gold Higher Secular Bear Market Continues Comstock Figures Lie and Liars Figure Schiff New home construction falls sharply Detroit BN More Baby Boomers Putting Money Into Second Homes TheDay Academics Discover `Flipping' in Muni Bond Market BL PDF File Second Bidder Emerges for Refco BL Jim Rogers' Funds Jammed Up TheStreet The Rogers fund is one of hundreds of customers whose accounts essentially have been frozen List of Refco's top 15 unsecured creditors Reuters Refco Cops Eye Second Fund TheStreet People say there are indications that Liberty Corner Capital wasn't the only hedge fund Bennett deployed in his plot Refco's Scandal Is That It Follows Many Scandals BL IB Group Bids to Acquire Refco's Regulated Futures Units BL Wood River's Founder: A Rich Novice? Business Week Death by red ink Economist Rare good news from Detroit is unlikely to persist Automakers say discounts can't last AP Ford to Announce 'Significant' Layoffs AP Investors shaken as Pfizer unveils profits collapse Times Online Why changes at GM won't be widespread impact CBSM Why Microsoft, Google and Yahoo! are fighting over AOL Economist Computer Associates to Restate CFO JP Morgan on T-Zero Bandwagon Securities News What's a Sarbox? Say Many Shareholders CFO When Oil and Gas Prices Soar, So Do Hopes for 'Resource Plays' WSJ Copper forges fresh historic record AFP U.K. Economic Growth Slows to 0.4 Percent BL Consumer Demand Keeps China's Factories Humming, and Hiring NYT Morrisons still unable to explain £305m forecast shortfall BBC Philip Green pays himself record £1.2bn Guardian Founder of Yukos sent to Siberia Reuters Moving into a bear market iAfrica Zimbabwe frees trade in currency Africast US planning invasion, says Chavez BBC
Thursday October 20 Google Throws a Haymaker TheStreet Dow Closes Down 133 on Economic Concerns AP Gold ends at 5-week low, tallies 3-day loss of over 13 usd AFX Liberty Corner says not target of probe Reuters Fannie, Freddie reform bill vote next week -- House leader CBSM Philly Fed Bounces Back TheStreet PFedBernanke Leading Economic Indicators Index Falls 0.7% in September BL CB 30-year rates hit 15-month high at 6.1% CNN Elliott Wave's Prechter sounds the alarm Brimelow Bob Prechter sees crash in cards by Halloween Gold set to mark three-session loss CBSM Oil slides below $62 after U.S. stockpiles rise Reuters Job Losses From Hurricanes Up to 478,000 AP Dollar Climbs on View Investors Will Buy U.S. Notes for Yields BL $ May Fall A hole in the middle Economist Most financial assets have become “priced for perfection” during an extraordinarily benign period for credit. Late-breaking news: imperfection is at the gates The Ballooning Credit Derivatives Market: Easing Risk or Making It Worse? WH U.S. Consumers: Time For A Pause BCA Research Greenspan Isn't Signaling Rate-Increase Pause Berry Think Again: Alan Greenspan Foreign Policy (Roach) Has the worlds most revered central banker unwittingly set up the global economy for disaster? A Crony For Chairman? American Prospect Markets worry loyalty to guide Bush in Fed choice LTC Be careful, Mr. Greenspan TownHall At least Mickey tried to stop the brooms Mogambo Fed Poker Der Invest Informant Commodities Corner Schaeffers Russell On Gold Oil guru says crude could hit $190 this winter Reuters Soaring Oil Prices Will Make The World Rounder CIBC PDF Gas crunch for small businesses CBSM Personal Bankruptcy Filings Hit Record AP Is Affordable Housing Becoming an Oxymoron? NYT Explaining The Coming Housing Meltdown High Frequency PDF U.S. home prices at risk of dropping JSOnline Investors Flipping Over Second Homes KR Jumping in with both feet Arizona Republic Airing out the housing picture RockyMN Fed Snoop Preceded Refco Loss By Weeks Crudele What's the lesson in LTCM, Refco and the Fed's mystery meeting? Refco court documents reveal huge discrepancy Times Online Insiders Collected $1 Billion Before Refco Collapse NYT Refco lawyers push to speed up sale Reuters Fire Sale Imminent Undaunted by Refco's Mess BW Flowers tells why his investor group is "keen" on the broker. A Guide to the Hedge-Fund Maze Business Week Hedge-fund scandals are piling up faster than autumn leaves on suburban lawns. Hedge Funds: Invest at Your Own Risk NYT Hedge fund comments by Yale's Swensen draw ire Reuters Hedge Funds Get Tangled In Bad-Business Cycle WP Hedges: The New Corporate ATMs Business Week As commercial banks back away from making corporate loans, a new breed of lender is stepping in The sharks of risk-infested waters FT Arbitex Fund Bleeding Assets TheStreet Publishers Sue Google To Stop Scanning WP GM's suicide pact with the United Auto Workers Slate Big creditors left off key Delphi committee FT Pfizer's Earnings Plunge 52% BL Coca-Cola profit rises 37% CBSM Ford Posts Loss of $284 Million on Lower SUV Sales, Its First Since 2003 BL Wall Street bonus party coming soon CBSM AOL laying off more than 700 employees AP AOL: In Search of a New Strategy Wharton CBOT Stock Races Higher, Up 49% In 1st-Day Trading IBM Martha Stewart `Short Sellers' Win as Shares Drop on Ratings BL Evergreen unit faces NASD inquiry CBSM Pension Trouble Brewing in the Iron City CFO Monetary Policy and the House Price Boom across U.S. States Fed PDF Who Opposes Simpler, Lower Taxes? Paul Rights to Buffett bio sell for over $7 million AP China's Economic Growth Slows to 9.4% Pace in the First 9 Months BL China aims to double its per capita GDP by 2010 Xinhua China banks poised to go on sale China Daily China property bubble only in certain cities, not nationwide - NBS AFX China: Continued Strong Growth Powered by Investment MS FTSE feels chill as shares slide TO European markets rebound CBSM It's the month for crashes, yet the market's bout of nerves may be justified Inde Credit-card companies woo few Germans CS Monitor Credit card firms resist calls to cut late fees Guardian Brazil's Central Bank Lowers Benchmark Interest Rate to Bolster Expansion BL Nortel's new CEO sued by Motorola Globe & Mail Popolare Italiana says downscaling hedge fund exposure AFX FedEx chief attacks European red tape FT Rumsfeld warns China over military expansion Guardian Cheney 'cabal' hijacked foreign policy FT
Wednesday October 19 S&P 500 Has Biggest Gain in Six Months BL EBAY - ALL - AMGN - EK - MO Wagoner: GM Not Considering Bankruptcy AP Moderate growth continues, Fed says CBSM Beige Book New home construction hits seven-month high AP PDF File Kohn: Federal Reserve should not pause AFX Gold Falls in Asia on Concern Speculators May Sell Holdings BL Program Trades Dominate NYSE 18 Years After Crash BL Institutional investors shun US equities Times Online Instituational investors are more sceptical about the prospects for American equities now than during the depths of the Enron and WorldCom scandals. Is the Bull Market Winding Down? Kiplingers Why the Rich Get Richer Yahoo Why Savers Are Losers This Is Price Stability? Check Back in 20 Years Baum How Good is the Economy at Creating Good Jobs? CEPR PDF Calif home sales show signs of easing in pricier markets AP Risky Mortgages May Harm Borrowers, Banks AP Home-building stocks aching USAT Holiday Shopping Before the First Heating Bill NYT GM goes off cruise control CS Monitor The Big, Bad Asian Wolf Is Coming Forbes GM's Gas Gimmick Fool In the next two years, the number of new Asian cars and trucks headed to the U.S. market overshadows the Japanese invasion of the U.S. luxury car business in the 1990s. Kerkorian pledges GM stock against B of A financing CBSM Nervous Exxon Mobil bulls give up CBSM The Hedge Fund Report: Delphi Pain Still Lingers TheStree Refco's Demise Stirs Memories of Previous Meltdowns BL How a Big Investor Fell Into the Refco Deal NYT Grant Thornton facing huge claims over Refco collapse Independent Refco Ex-CFO Received $46M Severance CFO Refco prompts review of rules FT Google to face off with Europeans over books NYT Revolt At Saks NYP Unisys Posts Loss, Plans to Cut Work Force AP Businessman Accused Of Being Fugitive For 30 Years CBS4 CEOs benefit as charities boom Oregonian Gold holds little glitter for price wary Indians Reuters Europe's Stoxx 600 Has Biggest Decline Since July Bombings BL Rate Hike Fears Slow Most Asia Markets AP BoJ calls the end of deflation FT Consumers pay dearly for rise in the price of petrol Times Online China would face consequences from capital market opening - CB AFX Some currency investors debate bird flu mutation Reuters Business confidence suffers in Australia BL Speculators bubble bursts: 100 property dealers shut down Daily Times
Tuesday October 18 Intel's Net Income Rises to $2B; Shares Decline on Sales Forecast BL YHOO Refco Owes Jim Rogers Fund $362 Million TheStreet NY gold settles slightly lower on book squaring Reuters Fed must control inflation: officials Reuters Near-term risk remains to the downside CBSM September Producer Prices Rise 1.9%; Core Prices Rise 0.3% BL BLS Futures turn mixed after spike in PPI CBSM Oil Falls as New Track Shows Wilma May Veer Away From Gulf BL US Residents Shun Foreign Bonds while Foreigners Rush into US Corporates FN Waiting for the lights to go out Times Online US stocks: The visible hand of Uncle Sam Asia Times O Sage! O Confidence Man! Forbes (Grant ~ R) As he departs the Fed, the much-lauded Greenspan leaves behind a lousy legacy: a crazy housing market, overextended consumers and a burst stock bubble. Just who will fill Greenspan's big Fed shoes? G&M Wanted: Fed Chief With Foreign Flair BW Bracing for a new maestro CNN Ben Bernanke Inflation Fighter Mish The New Inflation Roach Inflation, Inflation Expectations and the Dollar Saville Risks for the Bond Market Berner October no bear killer Hulbert US Equity Market Approaching Highest Risk in 9 years PRWeb Time to Stay on the Sidelines BW US global influence is waning Wall Street Journal Remember when the last big bubble burst? North Jersey Media Boom or Bust? US slowdown may 'feel like recession' Herald Sun The Bush recession News Tribune 1 of every $5 in Sept. 11 direct loans in default AP IBM Profit Speaks Softly TheStreet Refco Files for Bankruptcy, Sells Unit to Flowers BL What About the Rest of Refco? Business Week Selling the futures brokerage is a solution for only half of the tainted firm's business. The other half is where things could get messy 21st-Century Bank Run Slate Watching a $4 billion company fall apart in a week Crisis-hit US futures broker moves closer to breakup G Refco fallout could pinch IPOs WSJ General Motors May Get $15 Billion in Sale of GMAC Unit Stake BL S&P Pressures General Motors to Jettison GMAC Gilbert Rick Wagoner Is Running Out Of Excuses Forbes Chrysler: We want cuts from UAW, too Reuters Top officers of Delphi agree to big salary cuts NYT Barbie blues for toy-maker Mattel BBC Merrill Lynch Net Income Rises 49 Percent to Record on Gains From Trading BL Intel May Say Profit Growth Slowed on Shortfall of PC Chips BL Junk Default Rate Rises in Third Quarter CFO NASD reported probing Merrill Lynch CBSM HUD Review: Fannie Mae Offices Misused AP Pfizer accused of illegal ploys in European market Guardian The Hedge Fund and the Coffee Shop BW Lee could face suits over role in scandal-plagued Refco's IPO BG FDA Asks Bristol, Merck for Safety Data AP Google to Report Pro-Forma Results CFO KPMG Found Using a Tax Shelter It Sold CFO Slow Going for Principles-based Accounting CFO A mutual fund tale from Oz Farrell Everything ICI has been telling investors for 65 years is exposed as a dream that ICI wants America's 95 million investors to believe, China Builds Its Dreams, and Some Fear a Bubble NYT Sterling tumbles after hawk's early exit shifts balance Telegraph Bank of Canada Raises Key Rate to 3%, Says More Moves Needed BL
Monday October 17 Greenspan: Energy Prices to Drag Economy AP Speech GM, UAW Reach Deal to Cut Health Costs AP Gold prices end with gain of nearly $5 CBSM Krispy Kreme unit files Chapter 11 CBSM Factory activity weakens in New York CBSM Some geezers grinning, at least briefly Brimelow Oil Rises as Tropical Depression May Strengthen, Disrupt U.S. Gulf Output BL Return on Equity Hussman Profits, Now Good, Prompt Nail-Biting WSJ Market bears: Lack of karma spells crash USAT Housing market on edge DiMartino Real estate's October report card Inman Housing Prices May Get Doused by U.S. Tax Revision BL Consumer Spending May Slump in a ‘Cold, Dark and Expensive' Winter BL “We are hitting the consumer with headwinds that we have not witnessed on record” My choice for the next Fed chairman MSN (Fleck) US economy, trade deficit and monetary policy Brookesnews Investing in the World of Dr. Mabuse Corrigan Refco Says It's Close to Selling Futures Brokerage to J.C. Flowers Group BL Refco's Painful Lesson for Investors Business Week Is Refco the next Enron? AP Austrian bank BAWAG says exposed to Refco Reuters GM Reaches Agreement With Union to Lower Health-Care Costs, Posts Loss BL Citigroup Profit Rises to Record $7.14 Billion on Gain From Insurance Sale BL Miers' firm busted 3 times for aiding investment cheats Worldnetdaily Soros injects US$25m into Hainan Airlines China Daily Surfs Up For HFA Byron Hard times and hard luck for Levitz Newsday Gold firms in Europe, tracks dollar and oil Reuters Gold rush on world's largest market amid inflation worries AFP Citigroup Expects Gold, Platinum To Shine In 2006 Dow Jones So whats all the fuss about gold? Commerzbank Gold, Glitz & Glamour SH RBC Worries About Barricks Ability To Manage Its Hedge Book As Gold Continues To Rise Minesite A look at Wall Street's history, unvarnished Boston Globe Amazon Personal Debts and US Capitalism Monthly Review Why the yuan won't dwarf the dollar CS Monitor Snow seeks Chinese economic reform CBSM Revving up the China threat Asia Times Wake up and smell the green tea LA Times Japan 2-Year Notes Drop, Pushing Yields to Highest in Two Years BL Japan's Stock Rally May Resume as Inflation Foreseen BL With markets slippery, the fool who rushes in is likely to take a tumble Guardian Bank of England Heads for Showdown With Brown BL French anger at Mandelson Times Online Mystic Gordon sees only half the picture Independent Argentine Oil Workers Strike for a Second Day BL Gulf states brace for real estate storm CS Monitor Beware stock market danger zones MoneyWeb New housing starts drastically fall in Thailand AFP Is a clear picture of corporate health being obscured by new accounting rules? FT Journey Over for Yukos Prisoners Moscow Times Banker linked to crisis is killed in Russia IHT Portus funds spent on gems, court told Globe & Mail Bird Flu -- Real Risk, or Y2K-Like Hysteria? Pesek Constitution Headed For Approval CBSM
Dollar May Drop in Asia on Concern Storm to Hurt Gulf Coast Oil Production BL
Weekend Edition (Oct 15-16) October Scares Investors More This Year AP Quarterly Review and Outlook Hoisington PDF More Trials and Tribulations of Wall Street Finance Noland Danger Ahead! Chapman Smoothing Out Inflation Mauldin The inflation freight train Asia Times Global Gold Highs Zeal Gold versus the Stock Market Schiff Fed official: Greenspan legacy fragile CBSM The Mortgage Maker vs. the World NYT Delphi, GM, & Rogue Events Willie Delphi may be driving for a taxpayer bailout DetNews GM and Uncle Sam: Two Peas in a Financially Troubled Pod NYP GM turnaround may be stalled by Delphi bankruptcy AFP Rally Days are a Normal Part of Multi-Week Stock Market Crashes McHugh Refco was a train wreck just waiting to happen Times Online Refco's woes worry markets CBSM Goldman holds fire sale in bid to save Refco Times Online Debtors Throng to Bankruptcy as Clock Ticks NYT Seem like you're earning less? You aren't alone Boston Globe A Rush to Beat Bankruptcy Deadline WP Ex-Merrill Trader Gets 42 Months for Stealing $43 Mln BL SUA trying to block silver ETF FMNN (Reuters) Surging Oil Prices May Spur Inflation, G-20 Says, as Rate Rises Pondered BL US presses for dramatic financial overhaul in China AFP Foreign direct investment drops in China BL Trichet Says 2006 Inflation May Exceed 2% Ceiling BL The Week Ahead: Swallowing the Mouse CIBC BOC dismisses 8 for financial fraud China Daily Iraq votes again FT
Friday October 14 CFTC Commissioner Says Broker Offered `Help' on Refco BL Gold lower, off nearly $6 for week CBSM Consumers Race to File Bankruptcy Petitions AP Survey: October U.S. Auto Sales Plummet AP Consumer sentiment sinks in Oct., UMich says CBSM Refco Sells Off Stock and Bond Holdings AP Refco Is Shutting Biggest Unit; SEC Suspends Withdrawals BL Problems at futures broker Refco weigh on commodities CBSM Industrial Output Falls 1.3 Percent, Most in 23 Years, After Storms BL FED U.S. inflation at 25-year high CBSM BLS ~ Ts Rise Retail Sales Rise 0.2%; Excluding Autos Increase 1.1% BL Census Market Risk to the Bears Comstock Market Is Oversold and Dangerous Decision Point Octobers are bad, but this is ridiculous Globe & Mail America's ague Economist Why America's markets are ailing while others are hale Should you start buying? Here's what history says... TM When an oversold market is unable to bounce, it could really be in trouble. Deja vu 1994 Roach Why that cheap home loan may signal trouble ahead CS Monitor Where A Slump Would Hurt Most Business Week Americans, Quick to Cite Yuan for Trade Gap, May Share Blame BL The Inevitable Peaking of World Oil Production Atlantic Council PDF A natural gas crisis Washington Times It's Only Fear That's Inflating AIR Losing That Wealthy Feeling WP Hand-to-Mouth Financing WP Some banks are making new loans with little assurance they'll be repaid, even while wondering what will happen with prior loans. State Insurers Billing Many for a Risky Few WP Refco on the Brink TheStreet S&P says the embattled brokerage might face problems paying its debt Refco Collapse May Roil Rates NYP Refco sinks, futures industry braces Reuters Dollar Erases Gains - Traders Say Refco Forces Selling B Refco -- Wall Street's Public Offering From Hell BL Refco woes puts spotlight on "quick flips" Reuters World's hedge funds face crisis Guardian Disgraced Refco CEO confined to ritzy Park Ave Reuters CME says Refco meeting all obligations Reuters Hedge fund lessons FT Three small firms have recently collapsed amid allegations of skulduggery. A fourth has been implicated in the fraud charge brought against the chief executive of Refco Another Fishy Hedge Fund Business Week Bond tied to hedge funds launched FT A hard act to follow Economist Who could fill Alan Greenspan's shoes? Migration Warns Of An Escalation In U.S. Corporate Defaults BCA Research Delphis Chapter 11 filing could be a taste of what is to come for the corporate bond market. Pension Deficits Will Continue To Grow Fed Agency Says Accounting Web Lockheed Cuts Benefit Plans, Costs CFO Mesaba Files for Bankruptcy Protection AP Delta subsidiary Comair cuts 650 more jobs AP M&A is hot even though stocks are not Reuters Hilton Hotels Makes Offer for Hilton Group Unit BL Fresenius to Buy Helios Tchenguiz Group to Buy Somerfield for 1.08 Bln Pounds BL Stock-research Lawsuits Not Paying Off CFO Anti-American Sentiment May Hurt US Firms AP Gold Loves Trouble Texas Hedge U.S. May Struggle to Win Support to Pressure China to Revalue Yuan BL U.S.-China textile talks break down WT Snow Urges Consumerism on China Trip NYT CCB in pledge to cover bad loans Standard China: No Longer Deflationary for the World? Xie London bankers see return to good times IHT Marshals Say Yukos Still Owes $7Bln Moscow Times MOF examining China Steel chair's bonus, Hsieh says Taipei Times Ballard loses CEO and a dash of hope G&M Samsung to pay $300m fine in D-Ram case FT Portugal fines five major drug companies for price fixing AFP Inflation fears prompt rate hike in Botswana Business Day Sensex goes into a spin, slides 164 India Times Investors See Bird-Flu Impact WSJ AP For Injured U.S. Troops, 'Financial Friendly Fire' WP
Thursday October 13 Refco Says Unit's Cash Isn't Sufficient, Halts Withdrawals, Hires Advisers BL Refco bonds plummet as liquidity concerns mount Reuters Shares Halted Mortgage rates on the rise, may deflate housing bubble AP Stock futures, oil flat ahead of closely watched U.S. fuel inventory report CNN Sept. Rise in U.S. Import Prices Is Largest in 15-Years CBSM BLS Ts Fall Trade Gap Widens to $59B BL Census Jobless claims fall Fed's Bies warns on risky bank lending practices Reuters The Yield Curve as a Leading Indicator NY Fed Interest Rates: Still a Way to Go BW Mortgages: Bracing for 6% CNN U.S. Investment Income Close to `Tipping Point' Berry The Sub-10,000 Dow: Like Wartching a Train Wreck Crudele Back To The Future? Boom-Bust Alert A Bull Slows Down His Charge Business Week Battipaglia says investors "need to be defensive" Inflation surge: Here to stay? CS Monitor Cutback in R&D spending raises red flag USAT And speaking of dimwits... Mogambo Are We Now Going Into the Real Bear Market? Gordon Hedge Funds May Be Worth Less Than You Think BL Ex-Broker Paying $200,000 to Settle Case AP Filings soar before bankruptcy law takes effect Knight Ridder Nearly 103,000 Americans filed for bankruptcy in the week that ended Friday Bankruptcy filings pouring into court Dayton Daily Study says US consumers use credit for basic costs Reuters Bootle: Housing Bubble Threatens Global Economic Growth BL Prospering on Periphery of the Real Estate Boom NYT Resale home prices peaking Arizona Republic Freddie Tours Asia to Promote New Type of Mortgage Bonds BL Freddie courting investors in Asia to raise money for mortgages. Refco Loses Clients, Trading-Account Cash After Chief Executive's Arrest BL HCA Warns 3Q Profit Will Miss Estimates AP Comcast, Google Said in Talks Over AOL AP Gold's Looking Good Aden Big boys fighting over the gold market? Brimelow Gold will rise: analyst G&M Does Gold Forecast Bond Yield? Cumberland PDF Gold demand zooms 42% Financial Express Merrill Fund Sees No End To Commodities Boom DJ Buffett book said to spark bid war CNN Emerging market bonds fall sharply FT Japan's Bonds Drop as Fukui Says Interest Rates Will Rise BL Yen Declines After Report Shows Current Account Narrowed BL China should keep renminbi peg: Noble prize winner China Post China is targeting hi-tech jobs, EU warns Guardian US-China textile talks fail - US negotiator China Daily Nafta Frays as Canada, Mexico Accuse U.S. of Flouting Rules BL Europe's 600-Stock Benchmark Heads for Worst Start to a Quarter Since 87 BL BBC plans 1bn bond issue Times Online Merlin faces SFO criminal inquiry Times Online Mexico City's Water Supply for 9 Million People Threatened by Faulty Pipes BL
Wednesday October 12 Heating bills, oil expected to rise CNN Short-Term Energy Outlook EIA Ex-Refco CEO charged with fraud CBSM Krispy Kreme: 'No comment' about share drop CBSM Chip bears COMEX gold knocked from 18-yr high on fund selling Reuters Europe gold at highest since early 1988 as funds buy Reuters Rise in price of gold bad news for dollar LA Times Global markets could swiftly punish cenbanks--Kohn Reuters Mortgage applications fall Reuters Slowdown in Capital Spending Seen Merrill Did Someone Say "Bubble"? Barrons While the housing bubble grabs the headlines, a similar top may be building in commercial real estate, where price escalation has led to frenzied turnover. Signs emerge of US house slowdown Australian The wages of flipping houses News Herald Corporate Bonds: Are Investors Getting Paid for the Risk? Pimco Greenspan will prove the hardest act to follow for Bush's chosen one Independent Here's What the Pattern Looks Like EW Sell signal from Fabian's system Hulbert Rotten to the core Kellner Core inflation remains low: Bernanke It's time we stopped paying attention to the so-called core rate of inflation. Katrina Bond Bailout No Sure Thing, Snow Reminds Us BL Toy sellers face a challenging season AP Natural gas provider backs out of residential contracts USAT Delta warns of pension default USAT Which side are you on? Economist Delphi's bankruptcy highlights the danger of ballooning legacy costs Hedge fund buys 9% Delphi stake CNN Exposure to Delphi could cost CDOs FT Delphi sees significant salaried employee cuts Reuters Labor Gears Up for Pivotal Battle WP GM's CEO feels the heat as troubles mount Reuters Questions Over Deals at Refco Dating to '98 Norris Refco.com Refco chief 'used hedge fund to mask debt' FT SEC launches informal probe Black eye for burgeoning futures industry FT NAV denies Wood River hedge fund audit claims Reuters Dow Jones to shrink 'Wall St. Journal,' cut some data AP Free rides for CEOs -- on the company jet MSN Conrad Black's U.S. lawyers ponder options after seizure of US$9 million CP Inflation in Japan? Okay, Stop Laughing Pesek China: Growing fast -- but a long way to go PBS Will China's investments pay off or won't they? What to Do About China and the Yuan NYT China to fend off pressure for yuan reform at G20 meeting - analysts AFX China's economy continues to boom AP Bank cannot avert downturn, warns King Times Online Chile Raises Benchmark Lending Rate to Three-Year High of 4.25 Percent BL Emerging Markets Watch - It's All About Misalignments Pimco ECB document piles pressure on Bank of Italy governor FT RBC warns against taxing trusts G&M Weak price outlook and profit dismay LG.Philips investors IHT U.S. accuses North Korea of $100 bill counterfeiting WT Iraq oil output falls behind pre-war levels USAT US apologises for Hungary Holocaust gold train robbery FT
Tuesday October 11 Apple Income Soars, Revenue Falls Short AP FOMC: Pause would be misleading CBSM Minutes Lipper predicts flat fourth quarter, more bond volatility CBSM NYSE Suspends Trading in Bankrupt Delphi AP Crude Rises on Fuel Supply Concerns BL IEA says demand resilient Reuters Much better now, thanks Peebles Stagflation scenario as we peer into the fog Black Swan PDF Is this finally the top? CBSM Housing, crude suffer from similar patterns Housing boom raises fraud concerns AP Consumers feeling bite of soaring cost of living Dallas Morning News Pulling on a piece of string! AME It Ain't Over 'Til Analysts Say It's Over (Which is Almost Never) Schaeffers Feldstein May Have Top Credentials, Biggest Liabilities for Fed BL Dividends and the sins of omission Hulbert Disturbing number of companies eliminated dividends in September. Pension Bill Now in Doubt CFO Airline CEOs Know Something You Don't Newsweek Report: R&D may not deliver rewards CNN Delphi Punishes Hedge Funds TheStreet GM, Delphi, and Tomorrow's News Today EW Delphi CEO offers warning, remedy Reuters Delphis Miller Asks GM For Guarantees Forbes For Big Three, All the Signs Are Warnings NYT The Masters Of Disaster Forbes Has Google Peaked? Slate Internal review sends Refco shares tumbling G&M D.R. Horton home sales rise 33 pct Reuters Alcoa CEO faces higher costs, higher expectations from investors AP Inco Agrees to Buy Canadian Mining Company Falconbridge for $10.9 Billion BL Deal of the century? G&M A senior RBC executive paid $2 for $10-million mansion of former Nortel CEO GE Agrees to Dredge Hudson River CFO 8 Brokerages Fined For Fund Kickbacks NYP The great mutual fund battle of 2006 is rapidly gaining momentum Farrell Nymex feels an unwelcome pinch FT Gold Near a 17-Year High BL Platinum aims at 25-1/2-year peak Gold at Historical Highs With Room to Run Schaeffers Why Gold Is on the Go Fortune Fortis Metals Monthly ~ October 2005 PDF Japan August Machinery Orders Surge 8.2% on Spending BL The 'complex minuet' of relations with China NYT Read the Tea Leaves: China Will Be Top Exporter NYT Snow prods China towards currency reform AFP Construction Bank to launch world's biggest IPO Xinhua Property derivatives market nears 1bn Times Online Police investigate broker's fraud claims Telegraph Yukos Convicts Sent to New Prison Cells Moscow Times
Monday October 10 Delphi plunges CBSM Dana to restate, postpones earns release ~ Quotes Dana Corp. to Restate Some Earnings AP Northrop Cuts Companies have not been in such shape since the Depression BL $88 billion in debt may become junk Debt: consumers juggle big burden CNN Is a Dollar Crisis Looming? Merk Thomson Market Week PDF US growth outlook cut, inflation boosted Reuters Storm clouds gather over world markets Observer Fuel demand falls, but high energy prices still threaten economy AP Wednesday's Breakdowns Hussman Why the Fed has no other alternative but to print money! Faber It's time to take seriously a US-led global recession China Daily How the boom of 2006 ended CBSM Waking up to the housing market's ills MSN (Fleck) Hot Housing Market Crosses the Border LATimes In housing we trust? Worldnetdaily US economy, market bubbles and Adventures in Paradise Brookesnews Gas prices up 10 cents in 2 wks - survey Reuters Oil Analysts, Wrong All Year, Anticipate Price Rebound as Demand Recovers BL World's view of U.S. slipping in wake of Katrina, Iraq Hulbert State weighs a costly pension fix Star Tribune Lawyers see bankruptcy explosion Union Tribune Delphi CEO sees major job cuts: WSJ Reuters Pondering Delphi Roach General Motors downgraded on increased risk of bankruptcy CBSM Microsoft grapples with age AP SEC opens inquiry into Man's $175m hedge fund losses Guardian Lehman: Burned by a Hedge Fund? Business Week HSBC returns to China in search of future growth Times Online End The Martha-Thon NYP Black and White and Read by Fewer LA Times Consumers seen taking cover from DVD format war AFP Gold hits new multi-year high in European trade Reuters The Gold Parachute New Yorker (Cramer) Gold Signals the End of the Commodities Bull Run? BL Bull Era For Commodities Far From Over AIR Gold shines as retail investment tool Business Line Lousy Inflation Hedge Still Valuable For Asia AIR Shanghai Copper Jumps to a Record After Holiday as Chinese Demand Rises BL Israeli, American Win Nobel for Economics AP Japanese Stocks Seen Beating Rest of Asia for First Year in Six BL Singapore's Economy Expands at an Annual 3.2% Pace in 3Q05 BL French Industrial Production Rises, Suggesting Economic Pickup BL Results Sought in China Currency Reform AP KOSPI Dreams Xie Oil spike may not trigger higher inflation King Venezuela's Chavez Offers to Negotiate Before Seizing Largest Estates BL Oil cos wont be allowed to sell cross-holdings at one shot India Times Bank of Italy chief to face prosecutors Mon-source Reuters Woes mount for South Korea's Samsung AFP The dawn of derivatives Bangkok Post State pension fund sues Tsutsumi Japan Times Report: Khodorkovsky Heads to Prison AP
Dollar May Decline ~ Euro May Gain ~ Gold May Extend Gains
Weekend Edition (Oct 8-9) The Week Ahead: Inflation on the brain CNN Transition Curse Roach Aah, Brave New World Mauldin Wall Street Wakes Up Schiff Sphere Analysis Noland The Dreaded Secret Russell Stocks Face the Rare Danger of a Declining Decade Currier Going Mondo Condo Washington Post Hub foreclosures go `through roof' Boston Herald Will the Housing Bubble Fizzle or Pop? Mish Have Recessions Absolutely, Positively Become Less Painful? NYT Bush Fed chief pick may come as early as November Reuters Delphi files for bankruptcy Reuters Delphi execs get severance boost DetFP GM braces for fallout from Delphi G&M Wal-Mart's Giant Sucking Sound Business Week Wal-Mart Says U.S. October Sales Rising Within Forecast, Led by the West BL Bush close to naming Greenspan successor Reuters Feds Seize Loot From Black Apt. Sale NYP G7: Gold as a Reserve Currency for Asian Central Banks? Morgan Stanley China retail sales up 14.2 percent year on year during Golden Week AFP Asian tigers 'closing the gap on UK's competitive advantage' Times Online The Week Ahead: Real Estate Soft Landing Will Not Be Gentle CIBC PDF Earthquake Kills 2,000 Across South Asia AP
Friday October 7 U.S. Economy Loses 35K, Fewer Than Forecast BL BLS ~ Ts Fall ~ $ Gains A High-Risk Market Comstock Is October a crash zone? Business Day Pop Goes the Real Estate Bubble The Nation Oil and Risk Appetite CSFB PDF Oil: It's U.S. Vs. China Forbes Natural Gas's Danger Signs WP Higher Costs Threaten Economic Growth, U.S. Manufacturing Staying warm to cost up to 90% more USAT U.S.: Inflation Jitters BCA Research U.S. Consumers Apprehensive About Economy AP Let the Price Wars Begin NYT Spending Overdose AEI Rising rates mean bonds aren't in a happy place now USAT Squeezing Americans Dry Benson Money, Debt, Hyper-inflation and Deflation Lee Catching You Up Schaeffers Why aren't advisers more worried? Hulbert Time for a trim Economist Hedge funds are headed for a lot more transparency, and not before time General Motors Downshifts Toward Default Drive Gilbert What's good for GM? Toyota cash Asahi Krispy Kreme Has Sticky Fingers, Shop Owners Claim NYP Gutfreund: Skirting Trouble NYP Companies busy with hurricane orders CS Monitor Storm-damaged cars coming to market AP Yahoo rips rival Google Globe & Mail Lockheed To Cut Employee Benefits WP Three Charged for American Tissue Audit CFO Prudential opts for $470/oz gold during 4Q Mineweb Gold grabs investors' attention AP India's 2005 gold consumption to rise 33 pc Reuters GFMS Precious Metals Market Briefing - October 2005 PDF From accelerator to brake Economist The Chinese economy has driven a boom in commodity markets. It may be turning into a drag China predicts trade surplus to triple to 100 billion dollars this year AFP Washington pressures Beijing for further currency moves China Daily China's airlines face growing pains AFP BOJ seen seeking right time to act normal, start guiding rates Japan Times ECB chief warns of property price threat to eurozone inflation AFP Hong Kong Stock Exchange censures CNOOC for selective disclosures AFP Brazil fights oil prices with alcohol CS Monitor Venezuela shutters local US businesses FT Can we trust the pension promises? FT White House denies Bush God claim BBC
Thursday October 6 Fed's Fisher Says `Inflation Virus' Must Be Stopped BL Mortgage rates hit six-month high CBSM Crude Slumps to 2-Month Low as U.S. Refinery Shutdowns Reduce Demand BL How Can Stock Prices Rise When Cash is So Low? Cross-Currents A Flood of Bad News Crudele On Wall and Main, Worries About Oil NYT Cooling economy forecast Arizona Republic Don't Look Now ... Here comes inflation Slate Era of cheap fuel is over for US, says energy chief FT Energy Fuels Fears of Broader Inflation LA Times Oil costs are hitting a range of businesses. As some pass increases to customers, economists worry that prices will spiral upward. What Causes Inflation? Not Those Pushy Costs Baum FedEx to Raise Shipping Rates Reuters Raging US deficit threatens to bring painful adjustment FT Asian Reserves and the Dollar: Is Gradual Adjustment Possible? GlobalE (R) The Next Alan Greenspan NYT Hedge funds confounded by U.S. bond prices Reuters Supply Hits High In Condo Craze WP Companies blame their losses on hurricanes MSNBC Why Is Microsoft Afraid of Google? Wharton Japan aims to boost state use of free Linux software AFP A New Worry for Insurers WP US to review textile petitions on China China Daily High street woes could hit private equity backers Times Online Euro Gains as Schroeder, Merkel Move Toward Coalition Accord BL Chvez moves reserves out of US Treasuries FT Uninsured Idiosyncratic Production Risk with Borrowing Constraints BofC PDF Can Parmalat stir reform in Italy? CBSM Parmalat relists; rivals watchful Yukos Raids Herald a New Case Moscow Times US fund officials face investigation in South Korea AFP
Wednesday October 5 S&P 500 Erases 05 Gain on Concern Growth Is Slowing More Than Expected BL Gold ends flat; traders gauge inflation CBSM Economy Gets Another Inflation Warning AP ISM - Lowest Reading Since 2003 Energy Futures Slide on Inventory Data AP EIA Corporate layoffs steady in Sept. CBSM Motorola Cutting 1,900 Jobs Globally AP Crude edges up ahead of supply data CBSM US faces up to energy cut-backs BBC Energyhog.org Low interest not always best AP Pounding drum on inflation CBSM Three Fed presidents warn that pressure on prices is becoming problematic Numbers And Worries, By Stephen Roach AIR Are High Energy Prices Leaking Through To U.S. Core Inflation? BCA Research Watch out for the Hindenburg Omen Hulbert McHugh Searching For Dividend Opportunities Schaeffers Bankruptcy Filings Soar In Advance of New Law WP Last week's 68,287 filings surpassed the record set the week before by 24% Unhappy Moment Looms When Boomers Look for Income Currier The Power of Myth & the Stock Market EW Treasure Valley Housing Boom Takes Toll on Rentals KBCI Fraud booms with mortgage market USAT Rising bank fees hit consumers USAT You Should Be Afraid of the Boom in Muni Bond Sales BL Delphi could file for bankruptcy-NYT Reuters GM, Ford SUV woes are concern to analysts DetFP Automakers Shifting to New Incentives AP S&P says it's considering Ford, GM downgrades AP GM Sells Entire Stake in Fuji Heavy to Toyota, Market BL La-Z-Boy warns results to miss estimates Reuters Fuel cell companies mark first-ever drop in revenues: report AFP Sarbox Payback Slow in Coming CFO U.S. News & World Report Lays Off 9 Workers NYT Bill aims to buck up airline pensions USAT Commercial Aviation GOA PDF Bankruptcy and Pension Problems Are Symptoms of Structural Issues Prudential shutters tech research group AP Prudential Equity Group has shuttered its technical research group, laying off Wall Street veteran Ralph Acampora, who has been with the firm for 15 years. Gold Falls in London on Speculation Funds Will Sell Holdings BL Gold rides on uncertainty in global markets Business Times Gold is glittering again as an investment MCall Monetary Elephants in the Living Room Hultberg Diverse Effects of Expensive Oil Xie IMF Rebuffs U.S. Treasury on China -- Bravo! Pesek China Construction Bank Plans $7.68 Bln Share Sale BL European Service Industries Grew in Sep at Fastest Pace in 14 Months BL Corporate profits at five-year high in UK FT Mexico Will Keep Lowering Interest Rates as Inflation Slows, Ortiz Says BL Is Russia Blowing Its Oil Bonanza? Business Week Brazilians, Leery of Varig Collapse, `Burn' Through Frequent Flier Miles BL IMF reveals scale of Zimbabwe's crisis Mail & Guardian Parmalat rises from near death Herald Sun
Tuesday October 4 Fed May Have to Raise Rates Further to Curb Inflation, Policy Makers Say BL Poole Calls 50BP More on Fed Rate by Year-End `Reasonable' BL Bush calls for more refineries CNN Drivers May Have Seen Highest Prices as Gas Use Drops BL Factory orders increase 2.5% in Aug. CBSM Census Crude Falls Amid a Slowdown in Demand, Release of Emergency Stockpiles BL Dollar Advances to a 16-Month High Against Yen as Yield Advantage Widens BL Deliberate Acts Of Kindness PIMCO (Gross) Consumer Rebalancing Roach Greenspan: The worst Fed chief ever MSN (Fleck) Slowing Is Seen in Housing Prices in Hot Markets NYT Bubble in Trouble NYP Home Builders' Stock Sales: Diversifying or Bailing Out? NYT If Housing Slumps, How Safe Are You? Business Week Banks propose plan for derivatives paperwork FT Treasury Rates Set to Rise as Foreigners Stop Buying Our Debt PRN The Dollars Problems Havent Gone Away Auerback Could the Nasdaq Be Cresting? Schaeffers Oil, gas output still hobbled by storms CBSM A month after Hurricane Katrina's devastation, 90% of vital production remains off line The October Surprise Slate It's your home heating bill, 70 percent higher than last year's. Winter heating bills to soar again Detnews Surcharges are stealth price increases Kellner Checking in on Oil Schaeffers Fed Wary of Inflation, Preparing Rate Increase Berry Fed has "more to do" on rates: Guynn Reuters Oil Moving toward $100 Even without Shocks? Taylor Bush Prepared to Tap Heating Oil Reserve AP Utilities file for natural-gas rate increases Crains Energy prices bear down on retailers Globe & Mail Data suggest higher costs are finally having an impact on consumer spending BP Says Hurricanes to Cut Profit by $700 Million BL Gas prices drive car renters to rethink their options USAT Stations Nixing Gasoline On Credit TBO Delayed, canceled flights on upswing USAT Gold Stocks versus Oil Stocks Saville Dubai Gold/Commodities Exchange set to become operational in Nov KTimes Frothy energy stocks raise ugly spectre of Nortel meltdown Globe & Mail Lexmark Says Third-Quarter Profit and Revenue Will Miss Its Forecasts BL GM & Ford's Employee Discount Hook Up Leaves Them Hanging NBR SEC Accuses Two Deloitte Auditors in Adelphia Fraud AP Judge Won't Release Ex-Tyco Execs on Bail AP DeLay indicted on new charge CBSM NYSE'S Plans Rapped NYP SEC Said to Struggle Ahead of Hedge-Fund Registration Xinhua Some Days You Cant Make A Buck, More or Less Crudele Ageing and pension system reform: implications for financial markets... BIS Book: The United States as a Debtor Nation (PDF Files) IIE Rita hot line answered in India WT Snow and Greenspan Will Head to Beijing AP China's energy: continuous struggle with shortage Xinhuanet World steel demand rise led by China China Daily WorldSteel Indonesia Raises Benchmark Rate to 29-Month High BL BoJs Haru sees possibility of lifting super-loose policy in early 2006 AFX Eastern Europe's Wave of Hot Money Won't Last BL Argentina to Borrow From Venezuela, Kirchner's Home Province to Pay Debt BL Trade deficit out of control - Jordan Jordan Times One-day strike begins in France BBC Insurers stunned by 'smash and grab' tax on reserves Times Online 3 charged in Kanebo book-cooking Asahi Sears Canada cuts 1,200 jobs Globe & Mail Ike Was Right About War Machine Rooney s Monday October 3 Hints of Inflation Sour Stocks WP The shocker was the companion "prices paid" index that tracks prices of parts and materials. It jumped from 62.5 to 78 -- its biggest monthly advance in 15 years. GM, Ford Sales Tumble in September AP Manufacturing Unexpectedly Quickens in ISM Survey BL ISM ~ Ts Drop Construction Spending Climbs to New High AP Thomson Market Week PDF Deciphering earnings warnings AP Crude Rises as Storm Heightens Gulf-Supply Concern BL High Oil Prices Met With Anger Worldwide WP Energy Reality: We Are In A Deep Hole Simmons PDF Watch Out for That '70s Show: Inflation WSJ The 2005 energy crunch feels a lot like the 1970s CS Monitor Sales of wood stoves, locking gas caps, and solar panels are all on the rise. Bicycle sales boom AFP Shipping Cost Up Inflation, Bottled Up by Fed, Threatens to Burst Its Container High Oil Prices Prompt New Look at Shale AP Coming in the mail: big energy bills CS Monitor Gas prices may last 6 months USAT Gas Crisis Cities F Energy Affecting Fertilizer/Crop Producers Global Insight Cleanup of oil spills may take months after hurricanes WST Seasonal Tendencies Hussman 2-Year Treasury Yields May Exceed 10-Year Yields as Fed Slows Inflation BL Debt-ridden rushing to file before deadline SF Gate Tougher laws on debt could prove costly SF Gate Consumers running on empty DiMartino (Free R) "The Seven Deadly Sins Confronting the Consumer." October brings 'world series' of investor worry CBSM For wary investors, back-to-back storms darken the gloom USAT Empty houses, falling prices: A boom dies MSN (Fleck) Regulators may be getting nervous over real estate bubble News-P No down payment? No sweat Sac Bee Risky loans take housing to extraordinary levels Reality Check On the Bubble Newsweek Greenspan, Term Ending, Returns to Randian Roots Baum The adoration of Fed chief Alan Greenspan The Hindu This is a year of fiscal folly Rediff Do Hedge Funds Calm Markets or Inflate Bubbles? BL Hedge Fund CDs Insured by FDIC Bedeviled by Details BL Anatomy Of A Hedge Fund Courant Hedge Funds Extend Trends. . . EW Man Group probes allegations over fund losses FT G.M. and a U.S. Agency See Pensions in Different Lights NYT Automakers brace for sales slowdown AP Regulators probe possibly new MBIA woes-report Reuters NRG Energy to Acquire Texas Genco for $5.8 Billion, Enter Market in Texas BL Icahn Turning Up The Heat Time Judge Rules Sarbox 304 Reserved for SEC CFO Commentary: Gold poised for $500 -- and beyond Aden Gold May Rise for Sixth Week as Investors Seek Inflation Hedge BL It's all very well beating the French, but it's the Chinese we really have to worry about King Asia's City Slickers Are Key to World Prices Pesek Watch pitfalls on way to fortunes in China Post Gazette Mr. China : A Memoir China boom is here for rest of decade: analysts SMH US delays ruling on new China textiles quotas AFP Japan's Business Confidence Gains Less Than Expected BL Europe 'faces disaster' if it spurns Turkey Telegraph House prices drop for 15th consecutive month Guardian Clients lose out as foreign exchange traders go bankrupt under new rules Asahi Chavez Says Land Seizures Won't Undermine Investment in Nation BL Corruption getting worse for Russian companies AP Italian foodmaker Parmalat to relist on stock exchange AFP Boots-UniChem to axe 2,000 jobs Independent Regulator calls for liquidation of Norbourg Globe Investor Man suspends broker linked to offshore losses Guardian If oil was the question, war wasn't the answer CS Monitor
This day in recent history October 3, 2004: Hidden debt poses long-term threat USAT October 3, 2003: Spending our way to disaster CNN October 3, 2002: Fear grips Japan's banks BBC Japan's market meddling via Fed 'not unusual' Kyodo
Weekend Edition (Oct 1-2) We're Awash In Liquidity (Aren't We?) Contrary Investor Solving an Old Age Problem Mauldin The Global Liquidity Glut Noland A bridge too close if the hedges begin to burn Australian The Danger in the Commodity Boom TheTrumpet Batonless Roach State of U.S. oil supply exposed by unforgiving Mother Nature CIBC PDF Profits after the deluge CBSM Gains in energy sector spell pain for other industries The Problem With Great Expectations NYT Economic Plunge Is in the Pipeline Ricks Picks War and Reconstruction Chapman The hidden risk of a housing slowdown MSNBC Global refinery shortage shifts power balance BBC American Airlines, Delta Cut Flights as Fuel Costs Surge After Hurricanes BL Sales slow for Detroit's Big Three Reuters Real Estate Investment Trusts Cooling Off AP Gold's Running but Is It Worth Chasing After? NYT Fannie Mae Storm Cloud Threatens Markets, Economy NYP Wal-Mart Says September U.S. Sales Rose About 3.8% BL Higher minimum payments on credit cards bring pain PPG Asia/Pacific: Coping with a Strong Dollar Xie China is simply too busy getting rich to worry about democracy Telegraph New China Show China's Concerns About Tech AP Hedging China with FTAs Asia Times Hong Kong Bull Rush Newsweek Police inquiry into suspicious bets at City Index Guardian The Week Ahead: Worth Watching But ... CIBC PDF Plastic bag makers squeezed by costs Asahi GE Buying 7% Stake in Chinese Bank Chinanews City firm faces 100m rogue trader action Guardian Iran might use oil in response to UN sanctions AFP
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