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Foreign Stock Funds End Streak Of Outflows, Domestic Stock Funds Still See Outflows

October 21, 2010

The Wall Street Journal – (Non-U.S.) Stock Funds End Outflow Streak Long-term stock mutual funds saw net inflows, or buying, for the first time since early May-and they have emerging markets to thank. Overall, stock funds added $8 billion for the week ended Oct. 13, after reporting outflows for 23 consecutive weeks, totaling nearly $92… Continue reading Foreign Stock Funds End Streak Of Outflows, Domestic Stock Funds Still See Outflows

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Currency Wars

October 21, 2010

The Wall Street Journal – Weaker Dollar Is No Elixir for Economy The U.S. government’s recipe for stronger global economic growth has three ingredients. Big trade-surplus countries, notably China, should export less and rely more on their own consumers’ spending. Big trade-deficit countries, notably the U.S., should export more and rely less on their consumers.… Continue reading Currency Wars

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Newsclips

Speculative Interest In Silver

October 21, 2010

The Financial Times – Speculators polish up the price of silver “Almost anything is better than paper money … any fool can run a printing press.” These are not the words of a modern-day gold bug, but attributed to Nelson Bunker Hunt, the billionaire oil baron who went long on silver in the 1970s. So… Continue reading Speculative Interest In Silver

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Buffett’s Investment In Goldman

October 21, 2010

The Wall Street Journal – Goldman Eyes Its Buffett Tab Goldman Sachs Group Inc. is considering paying back a $5 billion investment from Warren Buffett’s Berkshire Hathaway Inc. that bolstered the securities firm during the worst of the financial crisis, according to people familiar with the situation. Goldman announced Berkshire’s cash investment in September 2008,… Continue reading Buffett’s Investment In Goldman

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Newsclips

Cartoons

October 21, 2010

Charts of the Week

Untitled

October 20, 2010

Charts of the Week Topics Covered This Week Include: Are You Ready For QE2? The Fed, And Only The Fed, Worries About Deflation Is Inflation Too Low? Federal Funds Futures And Speculation Employment, Investment And The Cost Of Capital Rising Inflation Does Not Lead To Employment Gains The Yen/Yuan Cross: Still Bullish For U.S. Financial… Continue reading Untitled

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Newsclips

The Foreclosure Mess

October 20, 2010

The New York Times – Fed Wants Banks to Buy Back Some Bad Mortgages To the long list of those picking fights with banks over bad mortgages, add the Federal Reserve. Two years after the Fed bought billions of dollars in mortgage securities as part of the financial bailout, its New York arm is questioning… Continue reading The Foreclosure Mess

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Currency Wars

October 20, 2010

China Daily – Zhang Monan: US-waged war of currencies The world’s largest debtor is using dollar dominance and debts to suck the wealth from emerging economies In a drummed-up currency war, in which China is viewed as the main target, the United States once again revealed its desire to promote the redistribution of global wealth… Continue reading Currency Wars

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Newsclips

What Will Happen To The Markets After The November Elections?

October 20, 2010

<Click on chart for larger image> CNNMoney.com – Paul R. La Monica: Will the markets tank in November? What’s even more worrisome though is that some experts think stocks could be due for an even bigger drop in early November. That’s because investors may be overwhelmingly banking on the likelihood that Republicans will win control… Continue reading What Will Happen To The Markets After The November Elections?

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Underwater Homes

October 20, 2010

The Big Picture (Blog)- Barry Ritholtz: Do Underwater Homeowners Have Zero Cost Option on Home Prices? Do underwater homeowners have a zero cost option on future movement of home prices? That seems to be the conclusion of the SF Fed, who note that for the upside-down borrower, there is merit in staying put. “Given the… Continue reading Underwater Homes

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Newsclips

TARP

October 20, 2010

Bloomberg.com – Wall Street Bailout Returns 8.2% Profit Beating Treasury Bonds The U.S. government’s bailout of financial firms through the Troubled Asset Relief Program provided taxpayers with higher returns than they could have made buying 30-year Treasury bonds — enough money to fund the Securities and Exchange Commission for the next two decades. The government… Continue reading TARP

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Commercial Real Estate

October 20, 2010

<Click on chart for larger image> Calculated Risk (Blog) – Moody’s: Commercial Real Prices fall to 2002 Levels Moody’s reported today that the Moody’s/REAL All Property Type Aggregate Index declined 3.3% in August. This is a repeat sales measure of commercial real estate prices. Commercial real estate prices (as measured by this index) fell over… Continue reading Commercial Real Estate