Friday September 30
Gold falls $4, posts 6% quarterly gain CBSM
Gold Approaching Resistance Decision Point
No Hint Of A Fed Pause BCA Research
GM Ends Employee Discount Program AP
Watch Out For the Soft Trend In Consumer Spending NT PDF
The Consumer a Bit Dispirited TheStreet
Spending Drops Most Since 02; Incomes Decline BL BEA Futures Drop
Crude holds above $66 on output fears CBSM
Consumers may be next market storm Globe & Mail
Households: The strength and the weakness of the US? BNP  PDF
The recession of 2006 is coming Mish
Clash looming over credit derivatives backlog FT
Credit Derivatives Soaring in Popularity CFO ISDA
Airlines and the epidemic of risk MSN (Jubak)
Take a look at how broke airlines buy expensive airplanes, and you learn a little about derivatives and the risk that is endangering global markets.
Santomero: The Fed Needs to Keep Raising Rates Economists View
The Shell Game Captain Hook
Fund Business Produces Billionaires by the Dozen Currier
Sell Crude Oil BCA Research
Ah, the great fuel shock of 2011: It seems like oil times AZCentral
Senators See Need for U.S. Gas Reserve WP
Where to find $200 billion to pay for Katrina CS Monitor
A little 'pork' here, a little there, and pretty soon we're ... not even close
Storms make tangled mess of power grid USAT
Bush Faces Wall Street Pressure on Global Warming BL
Freddie Mac Chief warns of 'bubble' Boston Globe
Home prices to fall, hurt economy, he says
Housing Affordability Lowest In Fourteen Years NT PDF Realtor
Not quite a town house, not quite a condo NY Newsday
Google May Be Bad for You; Battelle Explains Why BL
Google's Page Files to Sell Shares, Pushing Sales to $1 Billion BL
What happened at Bayou CNN
Empty promises in hedge fund fraud USAT
Judge Leans Toward Buffett in Case Against IRS Smart Pros
New Accounting Questions for Fannie Mae CFO  Death Spiral Talk Schaeffers
Financial Accounting Standards Board Launches Investor Task Force FASB
AIG sues Greenberg firm CBSM
Ex-Freddie Mac Chief Loses Lease WP
SEC Eyes Delphi Stock Trading CFO
Slowing BlackBerry demand causes stock sell-off for Research in Motion BL
Newmont, Placer, Goldcorp Say New Rule Will Hurt Venezuela Prospects BL
Dubai emerging as global hub for precious metals Khaleej Times
The Alchemist RFC  PDF
It's Mealtime in Washington, and Your Congressman Is Buying BL
Tokyo touches 4-year high; Asia mixed CBSM
Fukui joins chorus of hints on change in BOJ policy Japan Times
Japan's core consumer prices keep falling in August AFP
India's Economic Growth Accelerates to 8.1%, Fastest Pace in a Year BL
Gov't sets up stock protection reserve China Daily
Steepest Increase In FDIs To Southeast Asia Since Financial Crisis Bernama
Chindia, where the world's workshop meets its office Guardian
By 2050, China and India will make up half of the global economy
Oil becomes Brown's handy scapegoat Times Online
European Inflation Accelerates to Most Since May 2004 BL
The fall and rise of the Footsie ThisisMoney
A new stock exchange for the Middle East opens for business Economist
Oil sands worth $1.4-trillion, study finds G&M
Lukoil Offers $2 Billion to Buy Kazakh Energy Producer Nelson Resources BL
Japan, China meet on disputed gas fields AFP
US giant (GM) accuses Japan of trickery AFP
Some Russian analysts see danger of 1998 crisis repeat-paper RIAN
Rothmans downplays impact of Court ruling against cigarette makers CP
Millions could die from bird flu pandemic, UN says Reuters
Officials Fear Chaos if Iraqis Vote Down the Constitution NYT

No-bid contract raises questions USAT Computers hang up SBA loans

Thursday September 29
Rates on 30-Year Mortgages Increase AP Freddie
Help-Wanted Advertising Index Declines Four Points Conference Board
Winter heating bills to head higher CBSM
Gold tops $475 for first time in a week CBSM
HCA says SEC issues formal order of investigation Reuters
U.S. Q2 GDP unrevised at 3.3% growth CBSM BEA
Jobless Claims Related to Katrina Climb   AP
The Wizard of Bubbleland Asia Times Greenspan Bugos
Part II ~ The repo time bomb
Forecasters thinking recession could be coming Knight Ridder
Income Down From 1999, Tax Data Show NYT
Gas blamed for record late credit card payments Reuters  ABA
Storms revive energy debate CS Monitor
Energy Trade: Long Gasoline / Short Crude BCA Research
Port of New Orleans operating at 20 percent capacity AFP
White House moves to prevent run on petrol supplies FT
Gulf families' recovery at risk EPI
Insurance industry will make us pay for storms HChron
On Fiscal Policy, Congress Is in a Dream World AEI
Credit where credit is due Economist
When markets don’t price risk properly, weak governments—and their taxpayers—are in even bigger trouble
Things are worse than you think. Much worse Magambo
California housing at 'tipping point' R  Pop Goes the Bubble WP
Three Things to Know About the Housing Bubble Time
Real Estate and the Money Supply PBear
Cut-Rate Homes for Middle Class Are Catching On NYT
Prices Sky-High In Hamptons NYP
Sour bond-market climate sinks funds CBSM
Prepare for the Crash Fool
What is the most elementary truth about the stock market? EW
401(k) Balances Swell, Despite Bear Market Smart Money
'Stealth' pensions hide huge CEO payout MSN
Fannie Mae shares drop nearly 11% CBSM
Fannie Mae Investigation May Extend to January, Rudman Says BL
Ford to Cut Half of Its Suppliers to Reduce Costs and Improve Technology BL
Ford Earned A Tax Break Crudele
Flyi to Lay Off 600 Workers, Cut Flights WP
CSFB, Goldman Sachs Must Defend IPO Antitrust Suit, Appeals Court Rules BL
Bayou Boys to face Arraignment NYP
Bayou's Samuel Israel and Dan Marino to Plead Guilty to Fraud, Person Says B
Guidant may face criminal probe Reuters
Regulators Clueless on Big Four Failure CFO
eBid counters eBay price rises Register
E-Trade to Buy JPMorgan's BrownCo for $1.6B AP
Newmont's Lassonde stays with $525/oz gold target Reuters
Gold To Touch $500 This Yr, Chase $600 In '06 Dow Jones
Why Invest In Gold (And Where) AIR
5 Reasons to Stay Long in Gold Stocks Financial Sense
Copper Reaches Record $1.75 a Pound on Signals Demand May Rise BL
China audit finds rampant government corruption Reuters
China to overtake Japan by 2020 Asia Times
Shanghai starting to lose some of its shine FT
Guangdong in crisis Standard
Brazil's Furlan to Ask China to Limit Its Shoe, Textile and Toy `Invasion' BL
Budget deficits heighten sense of crisis in EU FT
UK Growth Stalls ~ Analysts predict cut in interest rate Guardian
Yet more blood on the high street Times Online
Mortgage fees 'costly for borrowers' Guardian
German Unemployment Jumped Amid Statistical Change BL
Want Condo on Moon? Get a Malaysian Contractor BL
Dublin Site Draws Record Bid, Sparking Bubble Concern BL
S&P claims Asian banks received $500bn in state aid since 1997 crisis FT
Taiwan’s cash-card write-offs hit record high FT
European hedge growth is slowing FT
Fraud inquiry focuses on role of Merlin in Paradigm acquisition Times Online
Huge protests over fuel rise Advertiser

Wednesday September 28
Natural gas taps all-time high near $15 CBSM
White House´s Bernanke: no big risk of recession AFX
Paper quantifies foreign impact on yields CBSM PDF File
Overseas interest fueling U.S. mortgage, housing markets
Durable Orders Rise More Than Forecast BL Census
Rita causes record damage to oil rigs FT
RBA warning of 'meltdown' Australian RBA
Tipping Point, pt II CornerStone
Oil reserves are double previous estimates, says Saudi Independent
Richard Russell on Oil ~  Grandich on Gold 321
Supply of Unsold New Homes Should Cause Concern NT
MBA's Mortgage Applications Index Fell 6.6% Last Week BL
Peak for Housing Said to Be Near LA Times
Million-dollar homes are now a dime a dozen AP
Rising home prices jack up cost of living Bakersfield
VW and DaimlerChrysler plan job cuts FT
GM Faces `50-50' Chance of Auto Workers' Strike, Union Head Says BL
Dealers Notice SUV Demand Dropping Off WP
Kodak: Digital Profit to Fall Below View AP
Amtrak to increase fares nationwide AP
Senate proposal for airline pension relief 'irresponsible' FT
Frist's Real HCA Scandal Slate
Fraud Charges for Five Former Executives CFO
Number of millionaires hits record CNN
Mining magnate Brett Kebble shot dead in Johannesburg Business Day
A Review Of The Chinese Silver Market GFMS PDF
Copper peak ‘due to hedge funds’ FT
Prospects dim for US-China textiles deal: officials AFP
Property market is not in doldrums China Daily
Despite an average fall in prices of 20 to 30% over the past few months, the Shanghai property market is far from being in a slump...
Hot auction may fuel rise in property valuations Standard
Europe's Money Printing Press Gains Speed Prudent Investor
Brazil Debt Prevents Credit Rating Upgrade AP
Indian markets among world's most volatile India Times
Life in the land where filling up an SUV costs $3 CS Monitor
Dubai's new stock market opens for trading Gulf News
Uranium sector: another stockmarket bubble? ABC
Hedge-fund borrowing could spark off next splits-style debacle Scotsman
Sanyo to report record 1.7-billion-dollar loss: report AFP
Gazprom to Buy Sibneft Stake for $13.01B AP
On eve of Parmalat trial, little has changed IHT
China expected to boost world coffee consumption Xinhua

Hurricanes Give Lobbyists Hope WP
Quick Deal Leads to $236 Million in Berths WP

Tuesday September 27
Greenspan Cautions on Risk of Rising Rates AP Speech
Gold futures fall as much as $8 CBSM
Consumer Confidence Plummets in September AP Conferece  Board
New Home Sales Fall Sharply in August AP Census
U.S. Consumer Confidence Probably Plunged in Wake of Katrina BL
Dollar Gains; Fed's Hoenig Signals More Rate Increases BL Gold Declines
Ripe for a Reversal Business Week
Hurricane Reality hits Washington Sanders
Hurricane Victims Face Tighter Limits on Bankruptcy NYT
Oil Shockwave Energy Commission PDF
Oil bubble to burst? CNN  Fitch warns of sharp global decline FT
Gas Rises on Concern Some Refineries May Be Shut for Weeks BL
Rita Generates New Energy In The Oil Pits & At The Pump NBR
President Calls for Less Driving to Conserve Gas NYT
Real oil shock? Import of low-interest petrodollars HChron
Cheap money flow fuels our appetite for more debt
Consumers or lenders: Who will blink first? Star Tribune
Where Should We Put The Greenspan Put? Bernstein
U.S. Housing Watch: Rising Default Risks BCA Research
Concerns Raised as Home Sales, Prices Rise Again WPost
Overseas Slowdown In Housing Shows Impact On Consumption IBD
Open-house signs pop up in Valley Arizona Republic
Condos face a cooldown Boston Herald
Foreclosures up 15% Rocky Mountain
The Big Real Estate Riddle -- Is Now a Good Time? Currier
Will Katrina burst the housing bubble? MSNBC
Remodeling on the rise WT
Advisors' Optimism Falls for First Time in 4-Months Rydex
“The publicly traded housing stocks are in the same parabolic curve chart pattern as the Nasdaq in the late 1990s, the Nikkei in the 1980s and the Dow in the 1920s”
Companies cite storm for earnings damage USAT
California Trader Wins Shorting Contest With LFG Dorfman
GM, Canadian Union Seek Accord Before Today's Strike Deadline BL
Fitch Ratings Cuts GM Further Into Junk AP
Overgrown Hedges Byron
Hedge fund manager to pay $350,000 antitrust fine AP
London firm 'was link in US banking fraud case' Telegraph
Delphi Shares Fall on Possible Bankruptcy AP
Retail groups sue Visa, MasterCard Reuters
Finite-Related Subpoena for Fairfax CFO
Frist Denies Wrongdoing in Stock Sale AP
Buffett Testifies in Trial Over IRS Suit AP
Small Fries Know Accounting Tricks, Too Forbes
ThermoView files for Chapter 11 bankruptcy protection Business First
Stock Brawl: OverstockPresident And Firm's Naysayers Trade Punches WSJ
Taser: SEC Makes Probe Formal, to Review Possible Stock Manipulation BL
Wal-Mart reportedly wants Tommy Hilfiger AP
Beware the fall ~ The gold gambit: Long term or short? G&M
Spot Gold May See First Gold Agreement Sales Dow Jones
Lassonde raises flag on CB gold shortfall MiningMX
WGC's Lassonde says Asia key to strong gold demand Reuters
Gold Is Following Its Traditions! Harding
Gold Presentation World Gold Council PDF
Shanghai Copper Rises to Record on Demand From Chinese Consumers BL
Falling coffee stocks hide bitter surprise for consumers AFP
Sydney, Seoul indexes hit records CBSM
Banks agree to offer yuan forwards to retail investors Standard
Tanigaki says China should adopt a more flexible yuan regime AFX
Asia oil subsidies bring windfall to smugglers IHT
The Great Chinese Bank Sale FEER
UBS Announces Investment in Bank of China AP
Govt's consolidated assets hit 840 tril. yen in FY03 Yomiuri
Japan Auto Production Falls in August AP
Manufacturing activity drops in September ABC
Lone Star May Raise $445 Million in the First IPO of Japanese Golf Courses BL
Market shrugs off caution, Sensex crosses 8,500 India Times  3,000 to 8,500
Companies suppressing vote results are named Times Online
Merlin admits Serious Fraud Office inquiry Times Online
Income trust seeks creditor protection Globe & Mail
British Airways slams U.S. bankruptcy laws FT
Eddington says U.S. turning 'itself into the land of the free ride'
Japan plans for attack from China TT
U.S. Weapons, Foreign Flavor NYT

Questions raised over Hurricane Katrina deals FT
More than 80 percent of FEMA contracts had limited competition
Five firms get bulk of dumping subsidies Washington Times

Monday September 26
Greenspan says home-price gains offer a cushion Reuters  Speech
Thomson Market Week PDF
Crude higher after seven-week low CBSM
Home Resales Surge to 2nd-Highest Level on Record BL Realtor
Mortgage Rates Hit Highest Level in 5 Weeks PPG
Moskow: Fed still has room to tighten CBSM
Bush: Gov't May Tap Petroleum Reserve AP
SEC Chairman Withdraws From Frist Probe AP
Crude Oil, Gasoline Fall as Most U.S. Refineries Escape Hurricane Damage BL
Greenspan: storm impact on oil has peaked Reuters
Rosy Glasses Need Repair This Season WSJ
The Moon is in the Sky Hussman
The stock market: All risk and no reward MSN (Fleck)
Globalization of the Political Economy Roach
Post-Rita Risk Reassessment Berner
Dr Doom expects trouble between US and China Business Day
US deficit control gets 'lost' in translation Times Online
The Fed refused to comment on Breton’s reports of its Chairman’s views Deficit disaster looms SF Chron
He's no Warren Buffett Toronto Star (Free R)
As an experiment in government according to business priniciples, the Bush administration is pretty much bankrupt
Costs rising on Bush's plans CS Monitor
How are we going to pay for all of this? CS Monitor
Those Clinton Years Are Looking Better Every Day Baum
China fuels internet bubble re-inflation Scotsman
More people live beyond their means DiMartino (R)
With economic risks bearing down on the country, it's important to understand how much of a financial cushion U.S. households have to soften the impact. In one word, the cushion is nonexistent.
Rational choosing of a new Fed chief CS Monitor
Why monetary fallacies destabilise economies Brookesnews
Gasoline prices tumble, but what's next? CNN
Oil surge has avoided inflation but it's not all good news for Western workers King
Flippers should fear IRS audit Dow Jones
Wall Street Bonuses May Rise More Than 10% After Record Profits BL
Amazon Hums Slowdown Jingle TheStreet
Downbeat Reports Chill Techs Forbes
What's Bigger Than Cisco, Coke, Or McDonald's BW
Cerberus: a vast hedge fund that's snapping up companies -- lots of them
Workers' obesity is adding to employers' health costs AZCentral
Bankruptcy May Be a Smart Move Before Law Changes BL
As gold price stays high, ideas about why are all over the map Oregonian
Beaty: Silver bulls' faith may be well rewarded Mineweb
Gold miners to weigh prices, challenges in Denver Reuters
Nikkei hits new four-year high after long weekend FT
Currency-controlling China not yet qualified to join ranks of G-7 JTimes
Official: floating band of yuan will not change Xinhua
China to Name HSBC, Citigroup as Yuan Market Makers, People Say BL
Japan Manufacturers Turned Optimistic This Quarter, Ministry Survey Shows BL
India's GDP Grew 7.1 Percent in April-June Quarter BL
More gloom expected from retailers' updates Independent
Weber, Liikanen Say ECB Is Prepared to Increase Interest Rates If Needed BL
World's poorest see freedom from billions of dollars in crippling debt AFP
Battles of Rome & Berlin leave mark on ministers' and bankers' deliberations FT
Go slow when investing in stocks from India AP
Rating agencies see froth, perils in emerging mkts Reuters
Venezuela creating state iron producer AP
In the final analysis, analysts are wrong Times Online
The study found that not only were analysts turning positive and negative at the wrong times, but that this trend had intensified over the past three years.
Changing income trust rules could crack retirees' nest eggs Globe & Mail
Porsche Shares Drop on Plan to Buy 20% of Volkswagen BL

Weekend Edition (Sept 24-25)
Refineries damaged, full impact unclear CNN
Even in the best case scenario, it will take "10 to 14 days" days to return refineries to full operations.
Updated Rita damage forecast: Up to $6 billion AP
Hurricane Rita May Cost Allstate, Insurers Up to $18 Billion, Modeler Says BL
LA governor asks for $32 billion for repairs Reuters
Breton: Greenspan worried about deficit Reuters
US Treasury official-Hedge fund rules need review Reuters
Fed’s Reality Check NYP
The Singularity Is Near Mauldin
Q2 2005 “Flow of Funds” Noland Latest Flow-of-Funds Data Gillespie
$500 gold -- get used to it again CBSM
Gold Bull Stage Two Zeal
Gold Widely Expected To Resist Major Shakeout Dow Jones
Treasuries Head for Biggest Quarterly Loss in More Than a Year BL
How the Fed lost the inflation fight Jubak
Will Household Net Worth Take A Hit If Home Prices Decelerate? NT PDF
Don’t bet home equity chasing a higher return MSN
Slight improvement in U.S. current account deficit masks declining net payments on investments EPI
Change in Law Spurs Bankruptcy Filings AP
Goodyear to close plants, seeks one billion dollars in savings AFP
Hard Time Ahead for Kozlowski, Swartz and Company BL
Prosecutors, SEC Probe Frist Stock Sale AP
McDonough to Leave PCAOB CFO
Pessimists find solace betting on bear funds USAT
China told to shift its reserves to energy companies G&M
China's Leader, Ex-Rival at Side, Solidifies Power NYT
ECB chief denies bank's credibility at risk from Italy dispute AFP
Euro Falls Against Dollar on China's Yuan Change, German Election Results BL
The Week Ahead: Is the TSX a Scary Place? CIBC PDF
Telecoms bubble is back, France Telecom CEO warns Reuters
Mexico Reduces Interest Rate a Second Time to Spur Economy BL
Argentina May Negotiate With Holdout Bondholders BL
Capitalism's Achilles Heel Asia Times Book

Friday September 23
Water Pours Into New Orleans' Ninth Ward AP
Oil dips as Rita shifts path Reuters
Gasoline Falls as Rita Weakens, May Miss Texas Refineries BL
Houston Refining Industry at a Standstill AP Oil Feels Rita's Pinch BW
Oil industry braces for another blow CS Monitor
Lloyd's fears Rita may bring $60bn stress test to life Guardian
Hurricanes are packing more punch CS Monitor
Hard choices for Gulf homeowners CNN
Can Disasters Be Good for Growth? AEI (Makin)
Market Based on Earnings & the Valuation of Earnings Comstock
New Highs and New Lows Signal Caution Decision Point
A nasty whiff of inflation Economist
The real worry with rising inflation expectations is less that they herald a surge in inflation than that they will limit the ability of the Fed or other central banks to cut interest rates if growth stumbles.
Cut in R&D spending poses threat to world's oil supplies TO IEA
U.S. Housing: Cracks In The Foundation…An Update BCA Research
Alcoa Issues Profit Warning; Stock Falls AP New Century cuts
Linens 'n Things on the Block TheStreet
Beyond bling Economist
That there are hard times ahead cannot be in doubt...
Around the World on $48 (or So): How High Can Discount Airlines Fly? Wharton
Just When Airlines Thought Things Couldn't Get Worse NYT
Former HealthSouth CFO Gets 27 Months CFO
Frist Stock Sale Raises Questions on Timing WP
Did Spurned Analyst Spur Altera Probe? CFO
S.E.C. Looks at Company's Retaliation on Analysts NYT
As markets struggle, bear funds roar USAT
Merrill, Goldman Boost Hiring in Wall Street's `War for Talent' BL
Expensing Stock Options: The Rule Is Final -- Or Is It? Smart Pros
Program Trading Averaged 70.9% of NYSE Volume during Sept. 12-16 NYSE
Gates still the richest, but Google guys moving up USAT Forbes
Buffett's DQ Learns From Trump's 'Apprentice' Forbes
Gold coming into its own FT
Gold May Rise to $520 by 2007 BL
Speculators going for gold as alternative to currencies FT
Gold Goes Up, Stupid Comes to Town Wood
China Is Open for Business Merk
Will China’s growth eliminate inflation?
China tweaks yuan trading rules in new reform Reuters
China currency move seen cutting its demand for U.S. bonds CBSM
Central bank to gradually lessen forex role China Daily
US textile industry presses for China quotas in more areas AFP
'Clinton,' 'Lewinsky' Brand Condoms Sold in China LA Times
IMF warns against signs of growing protectionism Guardian
Worst trading conditions in 15 years, says John Lewis Independent
German Import Price Gains Match 4-Year High in August BL
UK manufacturers feel the squeeze as orders fall FT
Mafia Tightens Grip on Italian Economy Aided by Berlusconi Laws BL
Some Brazilian Pointers for the Philippines Pesek
Why financial bubbles are normal Rediff
Albertan oil flows reversed as windfall goes to its citizens Guardian
Stelco deal wobbles Globe & Mail
Kerkorian rumours drive Volkswagen shares to a three-year high Guardian
Court rejects Khodorkovsky appeal BBC
US warning on `cauldron of anxiety' The Standard
Bush's words on Iraq echo LBJ in 1967 AP
The failed mission to capture Iraqi oil Asia Times

Thursday September 22
Indicators point to slowdown ahead CNN  Conference Board
Interactive Map RigLogix
Massive traffic jams as Texans flee Rita CNN
People were pushing their cars and minivans to save gas -- and were moving just as fast as the vehicles that were driving
Hurricane Rita upgraded to category 5 IHT
Oil Jumps; Rita Disrupts Output, Imports in Gulf BL
Oil workers flee as Rita Advances BBC
Gas Supplies Threatened Anew as Refineries Brace
Rita may cripple economy AZ Central
Rita threatens stocks CNN
Rita could equal $5 gas CNN
Will the levees hold? CS Monitor
A Worst-Case Scenario Wanniski
Katrina erodes CEOs' economic confidence USAT
In Break With Tradition, Casinos May Get Tax Breaks, Too WP
AIG, Berkshire Estimate Katrina Losses CFO
Jobless Claims in U.S. Rise to Two-Year High on Filings After Hurricane BL
Greenspan and 'Bubble Mania' Marco Island