• Bill Gross: From Feast to Fast - July 2009 Outlook
  by GreenLight Advisor
  3 Jul 2009 at 9:41am
  Bill Gross, the “Bond King” is going to great lengths to get us to understand that the world is in a state of reversion to what he and El-Erian, hi...
  Listen
  
• Make Sure You Get This One Right
  by Prieur du Plessis, Investment Postcards from Cape Town
  3 Jul 2009 at 8:47am
  This post is a guest contribution by Niels Jensen*, chief executive partner of London-based Absolute Return Partners. As investors we are faced wit...
  
• Barron’s Confidence Index - Sentiment for Equities Improves
  by Prieur du Plessis, Investment Postcards from Cape Town
  3 Jul 2009 at 8:42am
  As often stated in my weekly “Words from the Wise” reviews, a confidence indicator worth monitoring is the Barron’s Confidence Index. This Index is...
  
• Rosenberg: “Oh sure, the recession is over”
  by GreenLight Advisor
  3 Jul 2009 at 12:35am
  David Rosenberg, Chief Economist at Gluskin Sheff discusses today’s ‘detonating’ jobs figure. We got a good laugh from the sarcasm that leads this ...
  
• Monthly performance round-up: Road to recovery (June 30, 2009)
  by Prieur du Plessis, Investment Postcards from Cape Town
  2 Jul 2009 at 10:11am
  The performance of a number of global stock markets is given in the table below in local currency terms for different measurement terms ended June ...
  
• David Rosenberg: Mother of Jobless Recoveries Lies Ahead
  by GreenLight Advisor
  1 Jul 2009 at 9:17am
  David Rosenberg appeared on Fast Money yesterday at the end of the day to discuss the economy, employment data, and the stock market outlook. Here ...
  
• Stock market performance during economic cycles
  by Prieur du Plessis, Investment Postcards from Cape Town
  1 Jul 2009 at 8:48am
  An interesting analysis on the performance of the S&P 500 Index during various phases of the economic cycle was highlighted in a recent report by C...
  
• Why the Economy Will Remain Weak
  by Prieur du Plessis, Investment Postcards from Cape Town
  1 Jul 2009 at 8:40am
  The paragraphs below are excerpts from the well-respected Comstock’s weekly market commentary, arguing that the stock market rally has probably exh...
  
• Barry Ritholtz: Fix What’s Broken
  by Prieur du Plessis, Investment Postcards from Cape Town
  1 Jul 2009 at 8:37am
  An excellent interview by Kate Welling with Barry Ritholtz, author of the must-read “Bailout Nation, How Greed and Easy Money Corrupted Wall Street...
  
• Hendry: Fears of inflation could trigger bigger downturn
  by GreenLight Advisor
  30 Jun 2009 at 6:17pm
  We have followed Hugh Hendry, the outspoken and bold CIO of Eclectica Asset Management, and one of the few profitable absolute return hedgies durin...
  

FP Trading Desk

• Play it safe, advises Canaccord strategist
  by David Pett
  3 Jul 2009 at 2:15pm
  

  Although he is still optimistic that North American markets will rally higher over the next twelve months, Canaccord Adams portfolio strategist Nick Majendie...

  
  
• Teck surprises with equity issue and sale
  by Jonathan Ratner
  3 Jul 2009 at 1:39pm
  

  Teck Resources Ltd.’s announcement that it has issued 101.3 million Class B subordinate voting shares at $17.21 each for $1.74-billion from sovereign wealth ...

  
  
• Manulife investors overreact
  by David Pett
  3 Jul 2009 at 12:13pm
  

  Manulife Financial Corp. was one of the biggest gainers on markets over the past three months, but thanks to a late June slump, the life insurance giant stil...

  
  
• TSX leaders and laggards for Q2
  by Jonathan Ratner
  3 Jul 2009 at 10:14am
  

  The S&P/TSX composite index rose just 0.1% in June, fininishing the second quarter at 10,374.  While a weak performance from the resource segment of the mark...

  
  
• IAMGOLD chairman sells shares – Insiders
  by Jonathan Ratner
  3 Jul 2009 at 8:51am
  

  Scott Saxberg, CEO of Crescent Point Energy Trust, sold 50,000 company shares between June 25 and June 26, 2009, bringing these holdings to 351,831 shares. T...

  
  
• Beware of forecasters
  by Jonathan Ratner
  3 Jul 2009 at 8:10am
  

  Whether or not ‘Green Shoots’ are in fact appearing with the U.S. recession entering its 20th month, the press continues to report on the economy more and mo...

  
  
• Contract adds upside to Savanna Energy
  by David Pett
  2 Jul 2009 at 2:24pm
  

  A new drilling contract in Mexico will add a little more upside to shares in Savanna Energy Services Corp., says Blackmont Capital analyst Roy Ma. 

  Earlier th...

  
  

Citywire - Global Commentary

• Signs of Life: Markets stall but do our eight key recovery measures?
  26 Jun 2009 at 9:29am
  The recent rally has stuttered to a halt, but is this reflected across Citywire's eight key measurements of economic recovery.
  
• Firmin Didot ups the stakes in Talents fund
  26 Jun 2009 at 7:02am
  The innovative AXA Talents fund of Charles Firmin Didot has suffered some poor performance in recent years, but is this highly individual manager on track fo...
  
• Absolute returns: focus on forex works for SGAM
  25 Jun 2009 at 2:30am
  One of the standout performers in the absolute returns sector has generated a positive three-year return, and achieved a positive Sharpe ratio, without corre...
  
• Will recovery kill the desire for change?
  24 Jun 2009 at 4:01am
  Fund group bosses are working out how to restore their business to health. But will the industry's eagerness to reform itself just melt away as soon as marke...
  
• Analysis: Is John Bennett the right man to take over from Roger Guy?
  19 Jun 2009 at 7:39am
  Yesterday Citywire broke the news that Gartmore European fund manager Roger Guy is to hand over his long-only retail funds to newly hired GAM manager John Be...
  
• Comment: Kassin - culture clash or failure of the star system?
  16 Jun 2009 at 7:58am
  What does Raphael Kassin's departure from Credit Suisse say about star fund manager culture - and what will Kassin do next?
  
• Our eight key graphs show the green shoots are taking hold
  5 Jun 2009 at 5:30am
  The eight signs of life we focus on to track the recovery have improved rapidly in recent weeks.
  

WSJ.com - DealJournal

WSJ.com: Deal Journal
2 Jul 2009 at 5:15pm
An up-to-the-minute take on deals and deal makers.

• 3 Reasons the FDIC’s Bank-Buying Rules Are Getting the Big Chill
  by Michael Corkery
  2 Jul 2009 at 4:50pm
  The early take on the FDIC's proposed guidelines for buyi...
  
• 
  Wall Street Pay by the numbers: Goldman vs. Morgan Stanley
  by Stephen Grocer
  2 Jul 2009 at 4:00pm
  Wall Street is bouncing back thanks to growth in such old...
  
• 
  The Halftime Report: a By-the-Numbers Look at M&A in 2009
  by Stephen Grocer
  2 Jul 2009 at 1:30pm
  The second quarter brought record revenue to Wall Street....
  
• 
  The FDIC’s Negative Feedback Loop
  by Michael Corkery
  2 Jul 2009 at 12:50pm
  Today's meeting of the FDIC's board was to be a prime exa...
  
• 
  Morgan Stanley’s M&A Team: An Oasis of Strength
  by Michael Corkery
  2 Jul 2009 at 11:10am
  Morgan Stanley’s second-quarter earnings may disappoint, ...
  

Hulbert Financial Digest

Hulbert Financial Files
Get the latest analysis from Mark Hulbert, the editor of the Hulbert Financial Digest. Think you know what’s happening on Wall Street? Think again. Hear insights that often challenge conventional wisdom.

• Hulbert: Corporations face huge pension headaches
  2 Jul 2009 at 3:53pm
  Retirees aren't the only ones facing pension problems. So...
  
• Mark Hulbert: Investment gurus love their beer
  26 Jun 2009 at 10:09am
  MarketWatch's Mark Hulbert says top investment gurus are ...
  
• Hulbert: Wall Street bears maybe on to something
  18 Jun 2009 at 4:07pm
  History suggests that when companies are rushing to sell ...
  
• Mark Hulbert: Stocks go from roller coaster to yawner
  12 Jun 2009 at 1:51pm
  Wall Street has gone from a white-knuckle ride to almost ...
  
• Mark Hulbert: Should investors sing 'Hail to the Chief?'
  4 Jun 2009 at 5:02pm
  Should Wall Street be singing "Hail to the Chief?" Mark H...
  

Barron's Stocks to Watch

Bill Gross, PIMCO Monthly Audio Updates

PIMCO Investment Outlook
PIMCO Chief Investment Officer Bill Gross shares his distinctive take on the global economy and financial markets.

• 07/09 - "Bon" or "Non" Appetit?
  2 Jul 2009 at 4:00pm
  
  
• 06/09 - Staying Rich in the New Normal
  3 Jun 2009 at 8:00pm
  
  
• 05/09 - 2 + 2 = 4
  8 May 2009 at 5:00pm
  
  
• 04/09 - The Future of Investing: Evolution or Revolution?
  31 Mar 2009 at 9:00pm
  
  
• 03/09 - Hairy Lips Sink Ships
  27 Feb 2009 at 6:00pm
  
  

Raymond James Professionally Speaking

• Cash for Clunkers - Useful for Some, Especially Auto Dealers
  The government's new Car Allowance Rebate System (CARS) s...
  
  
• Gasoline Prices May Stay Steady Through the Summer
  Americans who take to the highways for summer vacations m...
  
  
• Markets React Favorably to 'Less Bad' News
  While some degree of investor optimism is warranted - and...
  
  
• Three-Pronged Government Approach Designed to Turn Economy
  The Federal Reserve's attempts to improve the flow of cre...
  
  

Calculated Risk
4 Jul 2009 at 1:25am
Finance and Economics

• Failed Banks and Brokered Deposits
  by CalculatedRisk
  4 Jul 2009 at 1:02am
  This article provides a history of brokered deposits, and...
  
• Songs for the New Depression*
  by CalculatedRisk
  3 Jul 2009 at 9:00pm
  Loudon Wainwright III performs at Madison Square Park in ...
  
• 
  One Year Ago: Oil Prices Peaked at $145 per Barrel
  by CalculatedRisk
  3 Jul 2009 at 5:13pm
  Click on graph for larger image in new window.
  
  These are s...
  
• U.K.: Britons Pay Down Mortgage Debt in Q1
  by CalculatedRisk
  3 Jul 2009 at 1:38pm
  From the Telegraph: UK homeowners pay back a record £8.1b...
  
• 
  FDIC Bank Failures by Week
  by CalculatedRisk
  3 Jul 2009 at 10:39am
  By popular request ...
  
  The FDIC closed seven more banks ye...
  

ECONOMICS PODCAST

Bloomberg On the Economy
Economists, financial analysts and politicians discuss today's business news, the markets and global economies with Tom Keene.

• Author Kamensky Says Puritanism Is Victorian Invention
  3 Jul 2009 at 11:26am
  
  
• Thoma Says Fiscal Policy Needs 6 to 9 Months to Take Effect
  2 Jul 2009 at 4:35pm
  
  
• Iris Lav Sees U.S. States Fiscal Distress Extending to 2011
  1 Jul 2009 at 6:29pm
  
  
• Weinberg Says Price Pressures Over Next 3 Years to Remain Low
  30 Jun 2009 at 5:08pm
  
  
• Greenlaw Sees 10-Year Treasury Yield at 5.5% by End of 2010
  29 Jun 2009 at 4:16pm