Monday morning links

TOP STORIES
Stocks Decline, Led by China on Earnings - Bloomberg
Some Analysts See an End to Market Rally - NY Times
Our quarter-century penance is just starting - Telegraph
Rep. Frank eyes Fed audit, emergency lending curbs - Reuters
Regulators Shutter Three U.S. Banks, Bringing 2009 Toll to 84 - Bloomberg
Why this rally might head into fall - Fleckenstein, MSN Money
Stocks: Another Scary September Market? - BusinessWeek
Lehman claims could reach $100 billion - Reuters

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MARKETS/INVESTING
Oil near $71 as stocks sink, recovery questioned - AP
Gold steady near $955/oz on oil, capped at $960 - Reuters
Five big risks investors still face - MSN Money
An Uncomfortable Choice - Mauldin, Safe Haven
Party Like It's 1991 - Noland, Prudent Bear
A Tale of Two Data Sets - Hussman Funds

ECONOMY
No need for second U.S. fiscal stimulus package: survey - Reuters
Amid job fears, debt, consumer thrift slows recovery - USA Today
Clunkers Theory Rooted in Depression Farm Policy - Baum, Bloomberg
Small Businesses Disappointed With Contracting Share - Wash. Post
Economic recovery gives frustrated workers job options - USA Today

INTERNATIONAL
China’s Market ‘Should Be 2000 or Less,’ Xie Says - Bloomberg
Japan DPJ Election Win Brings ‘Bloodless Revolution’ - Bloomberg
Swiss banks release names of 3,000 French account-holders - Guardian
Japan’s Unemployment May Shorten ‘Honeymoon’ for DPJ - Bloomberg
UK will grow sicker until it swallows the bitter pill of economic reality - Telegraph
Dollar Is Funny Money in Push for World Currency - Hassett, Bloomberg
Prices might be going up, but the new homes aren't - Guardian
Dubai's vow of silence over stalled developments - Telegraph

REAL ESTATE
More Foreclosures Than Home Sales, Again - Piggington
Commercial Real Estate Lurks as Next Potential Mortgage Crisis - WSJ
Shadow Inventory Proof and Banks Delaying Losses - Dr. Housing Bubble
Rents Negotiable In Tough Housing Market - CBS News

FED/TREASURY/BANKING
Survey finds support for Fed, jitters on spending - AP
As Big Banks Repay Bailout Money, U.S. Sees a Profit - NY Times
Flaherty: Central Banks Should Aim to Check Asset Bubbles - Bloomberg
Dudley: Too early to mull curbing security purchases - Reuters

INTERESTING
Wikipedia Looks Hard at Its Culture - NY Times
Blue Chip, White Cotton: What Underwear Says About the Economy - Wash. Post
Software Entrepreneur’s Property Is Sold at Auction - NY Times
Fame & Fortune: Jethro Tull's Ian Anderson - Telegraph

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