Thursday September 30
Gold futures rise to five-month high CBSM
Nigeria concerns push oil to $50 Reuters
Putting the World to Rights Again Morgan Stanley (Roach)
Rato says willing to look at revaluing IMF gold Reuters
Help-Wanted Index is Unchanged CB
Chicago business grows at faster clip cbsm
Consumer Spending Unchanged; Personal Incomes Up 0.4% Bloomberg  BEA
Jobless claims jump by 18,000 CNN
30-year mortgage rates edge higher CNN
Are Corporate Bonds Contradicting Treasuries? Bloomberg
Schaeffer on Charts: How Low Can it Go? Schaeffers
Decline in corporate borrowing helps keep interest rates low EPI
Does THIS Make You Want to Buy Stocks? Elliott Wave
The Dark Side of Alan Greenspan TexasH   Mr. Bailout Mises
Goldman sees metals boom going on CBSM
Mining executives disagree on state of gold market Reuters
Gold Still "Ultimate Insurance" Gold-Eagle
Gold rush as mainland banks jump retail queue Standard
Without waiting for Beijing's approval, several banks have begun retailing gold bars to investors eager to seek  alternatives to China's relatively low interest rate returns and battered stock markets.
Heating Costs for Natural Gas to Jump AP
Clearing Out Fannie's 'Phantoms' CS Monitor A Fannie smacking Pitt TR
The Fannie Mae mess is one for the books TheStreet
Fannie Mae Bonds May Fall on Report of Criminal Investigation Bloomberg
SEC Review of Lender's Accounting Continues WP
IBM to take $320m charge FT
GM aims for further cost cuts across company FT
Merck Withdraws Arthritis Drug Vioxx AP
Belo to Cut 250 Jobs, Mostly in Dallas AP
Is Pension Insurance the Next S&L Crisis? CATO
The hazards of some home-equity loans MSN
Some home owners struggle as real estate market booms Chicago Tribune
All in the Family CFO
FIN 46 made companies admit paternity of special purpose entities. But it also resulted in some surprise adoptions...
Stock funds finish Q3 in the red CBSM
The fabulous fifth CBSM (Brimelow)
Going Down With the Dollar CEPR   PDF
The Cost to Developing Countries of a Declining Dollar
Foreign debt rises due to policy changes China Daily
Some say yuan peg may yield to politics ITH (BL)
IMF delivers triple whammy to Chancellor's forecasts Times Online
Warning of big fall in house prices Guardian
Consumer confidence dives as interest rate rises bite Guardian
Bank of England Sets Pace on World Interest Rates Bloomberg
French banks accused of overcharging IHT (BL)
Canadian economy falls short Globe & Mail

Wednesday September 29
U.S. stocks turn higher on surprise in crude supplies CBSM
Weekly Petroleum Status Report EIA
U.S. Economy Grew at 3.3% Rate in the Second Quarter Bloomberg  BEA
Haute Con Job Pimco (Gross)
U.S. Notes Decline on View Yields Don't Reflect Growth Outlook Bloomberg
Dollar Falls; Fed's Hoenig Says Lower Currency Helps Trade Gap Bloomberg
Crude Trades Near Record on Concern Supplies May Fall BL
Is there life after $50 a barrel? How oil prices affect economy S
"This is a Saudi misstep; Aramco [the Saudi national oil company] said earlier that the additional production wouldn't be on line until the end of the year"
High oil prices could throw global economy into recession ABC
High oil prices may economy, won't cause recession: “experts�
“Every 10 dollars in (crude oil prices) drains as much as 0.5 percent from GDP growth and every penny at the pumps siphons more than one billion dollars from household cash flow."
Bubble in crude? CNN
Motorists Could Face $2/gal Gasoline Soon Reuters
Three steps and a stumble CSBM (Kellner)
Three increases in the federal funds rate and three straight drops in the index of leading economic indicators spell trouble for both the stock market and for the U.S. economy.
Earnings Forecasts: Gathering Clouds CFO
An analyst predicts a "tsunami" of downward revisions in cyclical stocks.
Bluster and Debt Fill the Sails of the USS Macroeconomy PBear
Correction?  What Correction? Cross Currents
In the Face of Bad News, the Stock Market... Did What? Elliott Wave
Rate Drop Boosts Bond Issuance CFO
Health costs rising faster than incomes, study says USAT
The Truth About Jobs CNN
U.S. airlines bracing for turbulent season IHT (NYT)
Fannie Mae Whistleblower to Testify Reuters
Fannie Mae Restatement May Be on Tap CFO  S&P Keeps Watch CBSM
Home Loans May Get Scarce NYP
Coke chief warns turnround will take 2 years FT
SEC accuses former NextCard execs of fraud AP
Cardinal to Delay Filing Annual Report CFO
Hockey Team's Accounting Questioned CFO
Starbucks to boost coffee prices in U.S. AP
Computer Associates to Cut 800 Jobs AP
BofA adopts VoIP to cut costs FT
Women Learned To Syffer Sleazy Side of Wall Street NYP (Crudele)
George Soros Bankrolls Voter Hunt in Swing States Bloomberg
Hedge fund bets boost foreign exchange turnover Times Online
C-Bank Survey of Foreign Exchange and Derivatives Activity in April 2004 BIS
Bailouts or Bail-ins? Responding to Financial Crises in Emerging Economies I
This is the most intelligent and comprehensive analysis yet of how the international community should respond to financial crises. . .
The IMF Con Paul
Call to cut greenback in Beijing coffers DJ FX Trading Asia Times
End to deflation may be near Yomiuri
Paris warns oil price could hit French growth AFP
Middle Eastern markets boom on the back of oil price surge FT
Shell closes Nigerian oil pump station Business Report  Oct 1: “All Out War�
China eyeing investment in Alberta oil sands Globe & Mail
On top down under Economist
Dotcom dream ends for Thorn EMI research venture Guardian
Corrupt brokerage exec gets 11 years Japan Times
Asia Power -- China Joins Japan at G-7 Table Bloomberg
China finds itself in the odd position of being an underdog, but one with lots of leverage.
US to press China on currency fluctuation at G7 meeting: Snow AFP

Tuesday September 28
Moody's Puts Fannie on Watch TheStreet
Motorola to cut 1,000 jobs Reuters
Delta Air to Cut Pay 10 Percent for Most Workers Bloomberg
Consumer Confidence Falls for Second Consecutive Month in September CB
U.S. chain store sales mixed in latest week Reuters
NY crude tops $50 in late trade CBSM The threat of $50
Oil workers threatened in Nigeria BBC
OPEC head says no plans to meet CBSM
Cartel can't do anything to curb crude prices -report
Saudi Arabia to Up Production Capacity AP
Diesel fuel prices follow oil uphill USAT
Unchartered Energy Sea Simmons  PDF
The US as a Net Debtor: Sustainability of US External Imbalances NYU  PDF
Collision Course Morgan Stanley (Roach)
Crisis looms due to weak dollar China Daily
Hedge Fund Manager Opinion - The Housing Bubble HedgeCo
Is This House Worth $1.2 Million? Fortune
Schaeffer on Charts: Why Worry? Schaeffers
Large "Divergence," Large Move to Come? Elliott Wave
Pensions grounded? Boston Globe
Fuzzy Numbers Business Week
Despite the reforms, corporate profits can be as distorted and confusing as ever. Here's how the game is played
The Top 5 Turnaround Busts Business Week
Airbus CEO Accuses Boeing of 'Untruths' AP
The SEC's Proposal for Regulating Hedge Funds AEI
Recent fiscal policy in selected industrial countries BIS
New mortgages fall as housing market stumbles Times Online
Australia at the forefront of housing bubble WSWS
Sky-high real estate may be making resurgence in Hong Kong AP
The management's hand in China's stock market CE
Deutsche Bank under investigation BBC
The Dow Closes Below 10,000 TheStreet

Monday September 27
Crude Oil Jumps to Record $49.47 on Threat to Nigerian Supply Bloomberg
Opec 'is losing power to control oil prices' Gulf News
Sales of New Homes Rebound, But Underlying Trend Is Soft NT PDF
Watch out for the hurricane named Fannie MSN (Fleck)
Buy and Hold? Cross Currents
Valuations and Risk-Adjusted Returns Hussman
Investors Try to Gauge Consumer Jitters AP
Risks faced by the global economy Business Line
Look Both Ways: A Bearish Fed? CFO
Treasury bond yields puzzle investors FT
Signals mixed on US interest rates CS Monitor
Banks Start Courting Savers Again Wall Street Journal
Pricey home, dicey mortgage CS Monitor
“People act like we're going to run out of homes - if they don't buy now they'll be left out forever...�
Valley housing market cools slightly Desert Sun
Even at 0%, 6-year car loan could be bad idea USAT
It's a shock to the consumer: 'Wait, I've been making payments three years, and now you're telling me I still owe more than the vehicle's worth'?
The Democrats, social security and the equity premium puzzle Brookesnews
43% exhaust benefits before finding work JS Online
Nanotech and the pitfalls of specialty funds MSN
Beware of investing in the hot new thing. Remember the Internet fund craze?
Commerce One: Poster child for dot-com collapses ComputerWorld
Fannie Mae Directors Agree to Correct Accounting Treatments Bloomberg
Analysts' magic valuation formula is a hoax MSN
If the hedge won't grow it gets the chop Guardian
Martha Plays Flipper NY Post
Exposing Execs' "Stealth" Compensation Business Week
Thousands allege firm ran a scam Miami Herald
Hurricane Jeanne May Cost Insurers Up to $14 Billion, Rivaling Charley BL
Gas Prices Jump As Ivan Disrupts Supply AP
Gold May Rise on Concern Oil Will Spur Inflation, Survey Says Bloomberg
Edgy Gold Investors Looking for Comfort Reuters
Japan's Nikkei Set for Longest Losing Streak Since Dec. 2002 Bloomberg
German Business Confidence Falls, Suggesting Slowdown Bloomberg
Wittgenstein has the answer to house prices Independent
Myths of the Asian economic crisis still dominate Brookesnews
As Japan recovers, rates may thwart debt plans B  Zero interest rates Asahi
Mexico Raises Interest Rates for 6th Time This Year Bloomberg
Commodities ride China's coattails NYT
China goes global to feed its resource appetite Globe & Mail
China issues more than 700 million bank cards People’s Daily
Putin Says State Firms Can Buy Yukos Assets Moscow Times
Financial regulator doubles total fines Times Online
Lawsuits hit non-US companies FT

Weekend Edition (Sept 25-26)
Jeanne leaves Floridians powerless CNN
Wall Street awaits oil impact on quarterly earnings AP
Soaring Oil Prices Undermine Market WP
Needed: three 1-billion-barrel oil banks HChron
Is The World Facing a 3rd Oil Shock? IEA  PDF
Natural Gas Price Likely To Increase NYP
Oil prices put shares over a $50 barrel Daily Telegraph
Reading Fannie Mae's Scary Cookbook NYT (Morgenson) (R)
Fannie Mae Scandal is Democrats’ Enron   NYP
The New Silicon Valley: A Dog-Eat-Dog World NY Times (R)
Running Money Mauldin
The Trial and Tribulations of Risk Intermediation Folly PBear (Noland)
Amazing SPX Complacency Zeal
The Aden Forecast (on Gold) Howe
The Disastrous History of Money : Part 5 - Credit Tustain
Does anyone want U.S. exports? Norris
Tax Breaks Don't Boost Investment: Study CFO
How -- and When -- to Be A Contrarian Elliott Wave
US regulator says Fannie Mae resisted probe-report Reuters
Why Are Rating Companies Surprised by Bad News? Bloomberg
US protests Jakarta’s action on Newmont FTGG
Google Conforms to Chinese Censorship Reuters
Wal-Mart Holds Sales View for September Reuters
Silicon Valley jobs recovery to take until 2010 Reuters
Hedge Funds Ponder New Ways to Make Money Reuters
Oil prices dash airlines' hopes for profitability Globe &Mail

Friday September 24
Crude Oil Rises to Record Close of $48.88 as Ivan Cuts Supplies Bloomberg
Freddie Mac Cuts 2003 Profit Reuters  FM
Orders to U.S. Factories for Big-Ticket Goods Drop in August AP Census
Searching for Growth Morgan Stanley (Roach)
Technical Indicators Breaking Down Comstock
Schaeffer on Charts: It's All Relative Schaeffers
Had it [the Dow] been trading at its normal relationship to the SPX over the past 20 years, the DJIA would currently be sitting below 9000. Do you suppose this would have put a damper on the "bull market is back" talk?
The Great Inflation Financial Sense
Part 1 The Nature of Money
Bonds Looking for Love in All the Wrong Places Bloomberg (Baum)
Inflation - From Fear to Complacency MS (Berner)
Tired bull approaches a birthday Norris
Five horsemen of the apocalypse Mineweb
The $300 billion bonanza Economist
What might oil producers do with all that extra cash?
Presentation: Running Out of Gas CIBC PDF
Does the Fed Control Interest Rates? Elliott Wave
President’s Team Finds a Way To Spend More AP
The fourth tax cut bill in as many years
Inventory to Drive 2005 Downturn Electronic News  IC Insights
Philips Lowers Chip Sales Forecast on Waning Demand Bloomberg
General Motors Fears Health Costs Might Swamp It Bloomberg
Cadbury Says Annual Results to Be at Low End of Range Bloomberg
Regulators May Oust Fannie Management  AP  Kicked in the Fannie  CBSM
Critics say mortgage giants grew too big and too fast  WP
Insurers hit by storm costs  CBSM
$ Converium Seeks Lifeline From Buffett $  Wall Street Journal ($)  CHR
US Airways to seek 'interim relief' order  WT
SBC fails to find buyers for $1bn rural phone lines  FT
Morningstar Says SEC Is Investigating Incorrect Data for Fund  Bloomberg
GE settles with SEC over disclosure of Welch perks IHT (BL)
SEC Mulls New Charges against AIG  CFO
Proposed Bailout of Trump Casinos Shelved  AP
Wall Street Dip Trouble For NY NYP
Once valued at $20 billion, dot-com darling poised to go out of business AP
Forbes List Has Most Billionaires Ever AP Forbes
Program Trading Averaged 59.8% of NYSE Volume during Sep. 13-17 NYSE
Book Except: The Death of Demand Inform IT  Amazon
Is Market Demand the Lifeblood of Capitalism?
The ambition of many generations that pushed for more has unwittingly killed demand. The lifeblood of capitalism is dead, the victim of hundreds of years of progress. A century ago expectations were low and sacrifice was high. Now...
Who hurts if China breaks? CNN
Most analysts think the economy will land softly. It had better -- an awful lot is riding on it.
China to discuss currency policy with G7 nations Xinhau
China clamps down on rogue steel mills FT
Dead firms walking Economist
Japan's unproductive service industries are holding back its improving economy from achieving even better performance
EU looking into Greek debt figures IHT
German banks see rift with EU IHT
Property shares rocked by double profits warning Telegprah
Internet brokers come bearing gifts Asahi
China's new wealth clashes with party-boss influence CS Monitor
China's tripling gold demand WND
Europe's central banks ready to offload gold R/Bvom
Last tranche of  gold sales Swiss

More rate hikes in the pipeline: FOMC CBSM August FOMC Minutes

Thursday September 23
30-year mortgage rate at a five-month low AP
Oil Prices Climb Despite Gov't Statement AP
Gold climbs back to a three-week high CBSM Kitco
Leading Index Falls Again for the 3rd Consecutive Month Conference Board
Jobless Claims Rose by 14K to 350K Last Week on Hurricanes Bloomberg
Oil dips on U.S. reserve requests Reuters
Don’t Worry, Here’s Why I am Sure Stocks Will Rebound NYP (Crudele)
The Fearful Economy CATO
The Recovery AEI (Makin)
Three Years On
The Dollar Cycle Reaches Dornbusch's Stage 2 DeLong
'Little hope on Wall Street' Times Online
“To say that Wall Street is in the doldrums is the understatement of the year.�
Three Financials Behaving Badly Fool
Zombie investors haunt America Farrell
The Bond Market Is Headed for a Rude Awakening Bloomberg
History Shows That Rallies Often Flag In Their Third Years Business Week
Monetary Policy In The Holiday Season Since 1980 NT PDF
Republicans Push Ahead to Extend Tax Cuts AP
Annual unemployment insurance exhaustion rate at highest level in 60Y EPI
Latest Corporate Bankruptcy Strategy a Death Knell for Pensions? Wharton
New blow to airline sector FT Airlines.org
The performance of the struggling US airline industry in August was far worse than analysts had expected
There's buzz about Oprah's big car giveaway, but not about Pontiac G6 Det FP
GM was split on Oprah deal; some tried to stop costly car giveaway Crains
GM Three-Day Deal Offers Six-Year 0% Financing Forbes
IBC: Who Was and Was Not "Surprised"... and Why Elliott Wave
SEC to Investigate Lender Fannie Mae Forbes
Blanchard Files Class Action Suit Against Barrick, JPM GATA SaveGold
Merrill executive denies sex bias Reuters
Former Computer Associates CEO Indicted TheStreet
NYSE Announces a $19M Agreement with M.Stanley NYSE Short Interest Up
Rumsfeld Sold Stakes in Pentagon Contractors Reuters
Tech execs fly in to lobby Senate on accounting change SF Chronicle
Rule Could Force Early Asset Booking CFO
IMF: Hedge Funds Can Do More To ‘De-Mystify' Industry Compliance IMF
The poor man's gold, silver expected to shine Globe & Mail
China overtakes United States as top destination for foreign investment AFP
Germans accelerate stock withdrawals Reuters/B  Japanese return to stocks
Has Britain’s Bubble Burst? Mirror
Household credit a risk: RBA TheAustralian
IMF: World Housing Prices May Fall as Interest Rates Rise BL IMF Report
Land price rises seen propping economy Asahi
The average residential land price in Tokyo's eight central wards as of July 1 rose 0.3 percent from a year earlier, posting the first rise in 17 years
Plan to sell mortgage backed securities Standard
It's the first time that Hong Kong retail investors have the chance to invest in Hong Kong dollar denominated MBS
Oil's not well for Shell directors Times Online
New Charges Filed Against Berezovsky Moscow Times
Iran defiant on nuclear work AFP  Report: NK readying missile test AP
As Inflation Bubbles Up, Stocks Fall TheStreet

Wednesday September 22
Stocks Take a Pounding - Treasurys rally after breaching 4% - Oil Tops $48
Twisting the Yield Curve Without Even Trying Bloomberg
Big Tobacco Disputes Conspiracy Claim AP
Troubled Yukos cuts production Reuters
Oil climbs CBSM DOE Supply Situation ~ Text
PFC Energy’s Global Crude Oil and Natural Gas Liquids Supply ForecastPDFLink From ODAC (Thanks L.K.)
New Forecast: Oil Supply-Demand Tipping Point Within A Decade
Peaking of World Oil Production (June 14) SAIC PDF
Oil: It’s Supply And Demand, Stupid! PBear
Fannie Mae Says Regulator Finds Accounting Missteps Bloomberg  FNM
“The matters detailed in this report are serious and raise doubts concerning the validity of previously reported financial results�
The Economy: Does it Have Traction or is it in Traction? Comstock
Inscrutable Greenspan MoneyWeb
Fed Now Focuses on How Fast, How Far for Rates Berry
Dollar Trades Near 1-Month Low Versus Euro After Fed Statement Bloomberg
Money funds may finally hit 1% CBSM
The bond markets speak Economist
Bonds and 'flation Saville
Dow Theory doldrums? CBSM (Brimelow)
Richard Russell growls about divergence and non-confirmations.
Prediction: The future of the USA stock market UCLA (Sornette)
Gold Being Thwarted Schaeffers Aden Sisters
San Diego's Sea of Fiscal Woes Business Week
The city's pension fund is more than $1 billion short, its bond rating has been downgraded -- and none of the remedies is pretty
San Diego Report Depicts Public Pension Meltdown Bloomberg
Help me make it through the Notch View From Silicon Valley
Strong Wall Street earnings mask a deeper malaise IHT (NYT)
Morgan Misses CBSM  Bear Stearns Q3 net falls
Wendy's Cuts 2004 Profit Outlook Reuters  FedEx in Line ~ Cisco Cut
Twinkies, Wonder Bread Maker Reportedly Files for Bankruptcy Protection AP
General Motors to cut 3,000 European jobs - report Reuters
Disney Board Wants An Eisner Successor By June NYP
Caterpillar's Big Trucks Roll as Brazil Fills China Metal Needs Bloomberg
Komatsu has so many orders that the usual delivery time of three to four months for a mining truck now stands at nine to 11 months
Credibility is to Journalism as Money Is to the Stock Market Elliott Wave
Push to Block Stock Options Rule Renewed AP
Morningstar rating plan sparks controversy FT
Brokers versus advisers SF Chronicle
What's the difference between a broker and an investment adviser?  That's the question at the heart of a rule the Securities and Exchange Commission proposed almost five years ago but has never acted upon, even though it affects legions of investors.
Rose admits to 'dismal' M&S sales Guardian
Russia: Some worry economic boom can't be sustained CNBC
Top Executive of Yukos Enterprise Gunned Down in South Russia Mosnews
Yukos called to honour oil commitments People’s Daily
Citibank in Japan: Crime and punishment Asia Times
Jeanne blamed for 700 deaths in Haiti CNN

Tuesday September 21
FOMC Statement FED  25 bp rate hike
Lucent Cutting Retiree Benefits Again Reuters
Aug. Housing Starts Rise 0.6% to 2 Million Pace Bloomberg  Census
General Mills Misses Reuters  Goldman ~ Lehman
Marts Give Bronx Cheer to Fed Chief Greenspan NYP
When will the Fed catch its breath? CNN
Death, taxes...and a quarter-point Fed rate hike
Reassessing the outlook for US yields RBC  PDF
So what are the lessons for today? Well, for the 19th century UK, substitute the present-day US, and for Germany, China. (p7)
Greenspan, bond market file for divorce CBSM
Greenspan gambling on economic growth Newsday
pro and anti-Greenspan pundits do agree on one thing - a big chunk of the 78-year-old chairman's 17-year Fed legacy is riding on his latest bet.
After He Steps Down, Who Will Step Up? WP
Low credit card rates getting rare USA Today
‘Comrade' Faber Says China Will Save the Dollar BL Faber Speaks
“We'll choose the perfect timing when geopolitical tensions are such that they're very conducive to have an economic crisis in the U.S.  We'll also suffer, but far less than the Western world.�
I.M.F. Chief Sees Potential Hazard in U.S. Fiscal Policies NY Times
“We believe such a large imbalance is a risk not only for the United States economy, but for the world economy�
Occasional Report: Should You Act on US Current Account Fears? CIBC PDF
Weimar and Wall Street Mises
Closer To The Cliff Rostenko
Lack Of Parallel To 1970 Decade Gold-Eagle
Welcome to the bankruptcy economy MSN (Jubak)
Politics & the Market: A "Clear-Cut" Link? Elliott Wave
Developers Consider Rules to Keep Speculators Out of Housing Market News10
There are fears that the practice is artificially accelerating the upward spiral for home prices in Sacramento
Analysts: 2005 could be a winner USAT
Apparently tired of explaining why the market has stalled this year, Wall Street gurus have started sending reports to clients listing reasons why stocks are likely to spike higher in 2005.
A Make-or-Break Week for Semiconductors Shaeffers
Silicon Storage Cuts 3Q Earnings Outlook AP
Regulators Find Evidence of Earnings Manipulation at Fannie Mae AP
Fannie Mae's Board Briefed on Troubles WP
Financier was grim reaper: Market-timing crime profited after 9/11 BHerald
The Pressing Need for Corporate Pension Reform AEI
Battle Heats Up Over Stock-Option Rules AP
Hardly Ready for Sarbanes-Oxley Business Week
International Accounting Standards AEI
The Committee urges the SEC, and if necessary the U.S. Congress, to address this issue now before a financial reporting war breaks out between the United States and the European Union.
Precious Metals Consensus Comparables Aegis
BOJ to end scheme for buying shares from banks Reuters
Asia powers global growth, but the risks are many IHT (Bloomberg)
China: A Major Correction Ahead Morgan Stanley (Xie)
Mortgage lending falls to two-year low Times Online
An empty pot of pension gold Times Online
China's foreign trade to reach 1 trillion US dollars in 2004 People’s Daily
China import wave jams ports, rail Globe & Mail
Some companies are even starting to reassess their decision to buy cheap merchandise from China, looking for alternative supply sources because of the clogged routes...
Ouch: Households savings drop for 4th year in a row Asahi (Japan)
Bankruptcies rise to record level Swiss Info
Hardie probe slams executives ABC
Time to Call a Boom a Bubble, And Wonder What Will Pop It All Africa
Al Qaeda seen planning for 'spectacular' attack UPI

Treasury pressing China to float yuan UPI

Monday September 20
Builder Confidence Down, But Not Out In September NAHB
Don't confuse a stock with a business CBSM
When I worked at TheStreet.com, Jim Cramer and I had a running disagreement: He said stocks don't lie. I said they did. This came to a head...
HP Buys Back $1.3B, Announces Plan to Buy Back $3B More Reuters
Colgate-Palmolive warns ~ PMC-Sierra warns ~ NYT Warns ~ Oil Above $46
Wall St. Worried About Fed’s Rate-Hike Religion NYP Berry
Low interest rates begin to fade away Det FP
Inside the Fed's Head TheStreet
Analysts' opinions on rates varied, altering USAT
Economic Risks are Increasing Hussman
This four-indicator combination has appeared immediately preceding or very shortly following the start of past U.S. recessions. False signals are rare
Under tech’s hood, things don’t look so good MSN (Fleck)
The chip industry says the soft patch is just a one-quarter event. But if 'absolutely everyone' is saying the same thing, odds are the problems are deeper than that.
Why 2004 is unlikely to become another 1994 Independent (King)
There can be no soft landing Guardian
The bullishness of that [IMF[ assessment virtually guarantees that something is about to go wrong soon...
Is the huge U.S. deficit sustainable after all? IHT (NYT)
"The counterweight is that the United States and its main trading partners have a vested interest in the status quo."
When Politics Matter Morgan Stanley (Roach  Richard Berner
The Bush economic boom is going to teach us another lesson Brookesnews
Presidents Don't Pull All the Strings WSJ
A Reality Check on the Global `747 Economy' Bloomberg
The Booming Economy? Chapman
As Income Gap Widens, Uncertainty Spreads WP
Stock market crashes and free markets Brookesnews
Veteran letter editors remain cautious CBSM
Samsung sees chip growth halving