When Will The Bond Bears Be Right?

Overall I view this as bullish for stocks but as the author says, people have been saying that fire a long time...

When Will The Bond Bears Be Right?

http://www.ritholtz.com/blog/2011/10/when-will-the-bond-bears-be-right/

US Stock Market: Bulls vs. Bears; Historians vs. Risk Takers?

An article that presents analysis that I largely agree with except for all the parts about resistance etc...

US Stock Market: Bulls vs. Bears; Historians vs. Risk Takers?

http://www.ritholtz.com/blog/2011/10/us-stock-market-bulls-vs-bears-historians-vs-risk-takers/

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US Debt Accumulation by President

US Debt Accumulation by President

http://www.ritholtz.com/blog/2011/10/us-debt-accumulation-by-president/

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Chinese banks

Scary article about Chinese banks and how government purchase of shares is propping up prices... This can't end well!

Chinese banks

http://www.economist.com/node/21532302

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A Deeper Dish Network

Interesting article on how Dish Network is changing what it does and possibly competing with Netflix...

A Deeper Dish Network

http://www.businessweek.com/magazine/a-deeper-dish-network-10132011.html?campaign_id=rss_topStories

Great Interview with Bill Ackman of Pershing Square

A great interview with a lot of detailed descriptions of investments, businesses, and the market in general.

http://www.valuewalk.com/videos-with-text-summary/lengthy-interview-bill-ackman/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+valuewalk%2FtNbc+%28Value+Walk%29

Jim Chanos: Situation in China is Deteriorating Rapidly

Jim Chanos: Situation in China is Deteriorating Rapidly

http://feedproxy.google.com/~r/valuewalk/tNbc/~3/Pej9t7siwrE/

Bill Nygren: Oakmark Fund Q3 Letter to Shareholders; Bought Corning Inc.

Bill Nygren: Oakmark Fund Q3 Letter to Shareholders; Bought Corning Inc.

http://www.gurufocus.com/news/147751/bill-nygren-oakmark-fund-q3-letter-to-shareholders

Buffett Interview with CNN Money

Another Buffett interview - he discusses a lot of stuff, but some of the unique highlights is a comment on US banks being good buys...

http://money.cnn.com/video/news/2011/10/04/n_co_buffett_obama.cnnmoney/

Great interview with Warren Buffett

Great interview that mentions his overall bullishness on Berkshire and the US economy...

http://management.fortune.cnn.com/2011/10/04/warren-buffett-transcript/

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Dividends at 3-Year Low Raise Payout Pressure- Bloomberg

Dividends at 3-Year Low Raisei Payout Pressure- Bloomberg

http://us.rd.yahoo.com/finance/external/bloomberg/rss/SIG=13ggemrc6/*http%3A//www.bloomberg.com/news/2011-10-05/dividends-at-three-year-low-mean-pressure-builds-as-cash-rises.html?cmpid=yhoo

Whitney Tilson on Current Market Valuations

Interesting comparison between now and three years ago for various metrics...

Whitney Tilson on Current Market Valuations

http://www.gurufocus.com/news/147174/whitney-tilson-on-current-market-valuations

The Great Debt Scare

Interesting analysis of consumer confidence... the index is apparently as low as it was in the early 1980s, just before a huge run up in stocks...

The Great Debt Scare

http://www.project-syndicate.org/commentary/shiller79/English

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CNBC interview with Warren Buffett

Interesting interview where he emphasizes how cheap various stocks seem to be...

http://m.cnbc.com/us_news/44730157

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S&P500 losses in September dominated by 2 sectors

In past posts, I have talked about the distribution of the 9 sector SPDRs and their weight relative to each other.  In September, SPY (the S&P500 ETF) lost 4% in just one month, but it's interesting to note that of the 9 sector SPDRs, only 2 were down far more than the 4% - XLE and XLB (energy and basic material sectors respectively).

Along with other signs (such as gold dropping at the same time as fear of Greek bankruptcy, the Canadian dollar dropping to levels not seen in many years, etc) may be strong indications that the commodity cycle is finally reversing.

US stocks outside these sectors continue to look like outperformers going forward to me.