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: I’ll 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
China’s 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
Japan’s 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
It’s no easy task replacing a legend AP
He’s 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 Won’t Sustain US$500 Or Higher, ANZ’s 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 People’s 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