Stuff for the weekend

Wilcke to Head Toxic Asset Scheme – Guardian

G20 Agrees on Far-Reaching Economic Plan – NYT

Fed Weighs Naming Borrowers – WSJ

Why Concentration in The Banking Industry Threatens Our Economy – naked capitalism

Did Bankers’ Pay Add to the Financial Crisis? – NYT

Banks: Troubled Asset Ratio – Calculated Risk

Barney Frank Talks Back – WaPo

On Kraft-Cadbury deal: Stitzer ‘Does Not Believe Kraft Deal Makes Sense’ (FT) / Kraft Ready to Offer £11bn for Cadbury (Guardian)

Friday reads

Morgan Stanley Beats Goldman in M&A Table – Reuters

Infusion of Another $100M is Seen for Twitter – NYT

Unilever to Buy Personal Care Business of Sara Lee – WSJ

IPO Market Snaps Back as Taste for Risk Returns – WSJ

Financial Groups Hit by Surge in Loan Losses – FT

World Leaders to Expand G20 Powers – FT

Bank Execs Find Higher Pay and Half The Taxes in HK – Clusterstock

Stop Demonising Bankers, Warns BBA Chief – Guardian

As Economy Improves, Bailouts Persist – Time

Abercrombie Face Lawsuit Over Muslim Headscarf – Time

Thursday reads

(Oops, slipped my mind again to publish this)

Some of today’s headlines:

• JAL Requests Government Rescue – FT
• Banks Face Curb on Fees – WSJ
• King Says Two British Banks Got Within Hours of of Collapse – Bloomberg
• Citigroup Said to Consider Shrinking Banking Branch Network – Bloomberg
• Existing Home Sales Dropped in August, Jobless Claims Lower Than Expected – WSJ
• King: Don’t Get Carried Away by Recovery Hopes – Guardian
• Government Spends Stimulus Money Faster Than Expected - NYT
• White House Pares Its Financial Reform Plan – NYT

Other reads for today:

• Crap of The Crop: Is The Biggest Move of Garbage Stocks This Year Justified? – Zero Hedge
• Who’s Buying Oil? – PragCap
• You Can’t Print Your Way to Prosperity – PragCap
• Volcker on Financial Reform – Calculated Risk
• Obama Caves to Pressure on Consumer Financial Protection – naked capitalism
• Banks’ Flashy Commodity Position – FT Alphaville

Wednesday reads

Some of today’s headlines:

• Congress Takes on Credit Ratings – WSJ
• Holiday Jobs Look Scarce as Pessimism Grips Retail – WSJ
• SEC Gets Tougher With Bank of America – WaPo
• China Makes Energy Efficiency Pledge – FT
• Geithner Urges Passage of Financial Reform – NYT
• Swiss Expect to Exit OECD’s ‘Grey List’ – Bloomberg
• House Plans to Move Aggressively on Financial Overhaul – WSJ
• Bullish Estimates Fail to Keep Up With S&P 500 Gain - Bloomberg

Other interesting stuff:

• Emphasis on Growth Is Called Misguided – NYT
• Why China Must do More to Rebalance Its Economy – FT
• Kiwi Surprise – FT Alphaville
• A Comment on Option ARMs – Calculated Risk
• Where and How to Analyze Treasury Auction Results – Vix and More

Tuesday reads

Some of today’s headlines:

• BofA to Pay for Merrill Backstop – Bloomberg
• Brown Says Biggest Impact of Stimulus Yet to Come – Bloomberg
• Facebook Sets Deal to Provide Ad Data to Nielsen - WSJ
• Asia Poised to Lead Global Recovery – FT
• Cadbury CEO Eases Talk About Bid From Kraft – WSJ

Other reads:

• Inspector General: FDIC Saw Risks at IndyMac in 2002 – Calculated Risk
• The Amazing Stuff of Roman Abramovich – Business Insider
• Boiling Oil Into Backwardation – FT Alphaville
• Liquidation of CDOs Aids Banks – FT

Monday reads

Some of today’s headlines:

• Krugman Says ‘End of World Postponed’ – Bloomberg
• Pound Hits Five-Month Euro Low – FT
• Thomson-Reuters Buying Breakingviews.com – Clusterstock
• Recession Results in Steep Fall in Emissions – FT
• Netflix Awards $1m Prize and Starts New Contest – NYT
• Dell to Buy Perot Systems – WSJ

Other interesting reads:

• Perceiving the Risk of Stock Pricing – NYT
• Insider Selling Soars 77% to New Highs – PragCap
• A Bear Market Lurks as Down Nears 10000 – WSJ
• Kneale: A Cautionary Tale for the Mainstream Media – The Reformed Broker
• Once Slave to Luxury, Japan Catches Thrift Bug – NYT
• Norway’s SWF: £259bn and Growing – Guardian
• Capital Spending and Consumer Spending – Calculated Risk
• North Korea: ‘Buy’ – FT Alphaville

Stuff for the weekend

It’s pretty short for today:

Will Amazon Become the Wal-Mart of the Web? – NYT

Kraft Takeover Could be Bitter for Cadbury – Guardian

Recovery Prompts Fear of Bubble – FT

Is Mayo Clinic a Model or a Mirage? Jury Is Still Out. – WaPo

Friday reads

Some of today’s headlines:

• SEC Seeks to Ban Computerized Flash Trading – NYT
• FDI Forecast to Fall – FT
• Japan’s Fujii Says Yen Should Reflect Fundamentals – Bloomberg
• FDIC Considers Borrowing from Treasury – WSJ
• Bankers Face Sweeping Curbs on Pay – WSJ
• Lloyds Told to Raise £25bn to Exit Toxic Asset Scheme – Guardian
• Swiss Bankers Back a Broad Withholding of Taxes – NYT

Other interesting stuff:

• Fed Clarifies QE Policy – Sort of - Zero Hedge
• A Case for Valuing Twitter – Deal Journal
• Wells Fargo’s Commercial Portfolio is a Ticking Time Bomb – Bank Implode (or get the gist from Clusterstock)
• Decoding the Natural Gas Rally – WSJ
• Did Ken Lewis Lie to Shareholders? – Time
• Regulation in Defense of Capitalism – Rick Bookstaber (ht to Abnormal Returns)
• No Need for an Orderly Queue to Exit – FT

Wednesday reads

Some headlines:

• UK Unemployment Hits 14-Year High – WSJ
• Lehman Blasts Barclays ‘Windfall’ – WSJ
• OECD Warns 25m Jobs Lost at Risk from Crisis – FT
• Barroso  Wins Second Term – FT
• Dollar Becoming Top Carry Trade Currency – FT
• Treasury to Shrink Fed Program to Avoid Debt Limit – Bloomberg
• Buffett Says Economy Has Hit Plateau at Bottom – Bloomberg
• Meredith Whitney: Big Test Coming Next Month – Clusterstock

Other interesting stuff:

• Do Not Learn Wrong Lessons From Lehman – FT
• Top Accelerated MBA Programs – WSJ
• If Buffett Had Checked Voicemail, Would Lehman Have Survived? -Deal Journal
• Implied Volatility of 19 Large Financial Institutions: Now vs. 52-Week Highs – Vix and More
• Taleb: No Way is the Recession Over – Clusterstock

Tuesday reads

Headlines:

• StanChart Hangs Its Shirt on Liverpool in £80m Deal – FT
• Judge Tosses Out Bonus Deal – WSJ
• Citigroup Stake Sale Discussed at Treasury – Bloomberg
• Kraft May Sell Maxwell to Finance Cadbury – NY Post
• Retail Sales Jump on Clunkers Boost – WSJ
• Moody’s Fears Fresh Woes For UK Banks – FT
• ‘Living Wills’ to be Forced on Banks – FT

Other stuff:

• UBS’ Days of Wine and CDO’s – Reuters
• Cuomo is This Close to Charging Ken Lewis – Clusterstock
• Bouncy Castle Finance – Foreign Policy
• Dan Brown’s Symbolic Odyssey – BBC
• Why a Lehman Deal Would Not Have Saved Us – FT
• Why Capitalism Fails – Boston Globe
• You Know You Love Them: Gossip Girl and Their Media Counterparts – Mediaite

Monday reads

Some headlines for today:

• Cadbury Attacks Kraft Takeover Offer – Guardian
• EU Sees Growth Returning in Third Quarter – FT
• Investment Banks Enjoy Bond Boom – FT
• China-US Trade Dispute Has Broad Implications – NYT
• S&P May Slip to 50-Day Average – Bloomberg
• NatGas Shoots UP 11% – FT Alphaville
• Euro Hits 9-Month High – WSJ

Other stuff:

• Why Has Natural Gas Spiked 60% Since Labor Day? – Zero Hedge
• Ghost Fleet of the Recession – Big Picture / Daily Mail
• Implied Volatility for DJIA Components: Now vs. 52 Week High – Vix and More
• Leveraged-Loan Market Shows Tentative Signs of Life – WSJ
• O’Neill Sees Silly September – Bloomberg
• Who Buys Treasury Securities at Auctions? – Zero Hedge
• Whatever Happened to Deutsche’s ETN Liquidation? - FT Alphaville
• Where Are We Again? – Baseline Scenario

Stuff for the weekend

Morgan ‘Nice Guy’ Needs To Develop Ties – FT

Post Lehman Performance By Various Assets - PragCap

High Levels of Liquidity fuel Equities Gain – FT

JP Morgan Still Very Bullish – PragCap

In Shift, Wall Street Goes to Washington – WaPo

Creating Quant Models That Are Closer to Reality – NYT

Tales from Lehman’s Crypt / Where the Players Landed- NYT

From Lehman’s Wreckage, New Lives – WSJ

You Can Start Up, But You Can Never Leave… Rwanda – Infectious Greed

Trolls Demanding Tolls – Economist

Myth of an Independent Blogosphere – Atlantic Business