Monday morning links

TOP STORIES
Is The FDIC Broke And Covering It Up? - Market Ticker
Mark-To-Market Is Back: With A Vengeance! - The Atlantic
China's stimulus-fueled boom alarms Beijing - Globe Investor
Ford to Post Sales Gain as ‘Clunkers’ Cash Buoys Industry - Bloomberg
Greenspan Says 2.5% Growth Possible in Third Quarter - Bloomberg
“Government Sachs” - they own America; we just live here - Fabium Maximus
OPEC’s Production Rose a Fourth Month in July - Bloomberg
Facets of Bubble Analysis - Noland, Prudent Bear
5 more banks fail - CNN/Money

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MARKETS/INVESTING
Oil at one-month high above $71 - Reuters
IMF may dispose of 200 tonne gold in 2010 - Commodity Online
Emerging-Market Rally Recoups Loss Since Lehman Collapse - Bloomberg
Warning: Oil supplies are running out fast - The Independent
Gold gearing up (again) to break $1,000? - MarketWatch
Profiting from the Tooth Fairy - Hussman Funds

ECONOMY
Economic Messengers Perform on a Tightrope - Wash. Post
Job losses could be fewest in nearly a year - MarketWatch
Economy beats expectations, raising hope recession will end soon - LA Times
Unemployment benefits to dry up for 1.5 million: NYT - MarketWatch
Slice of central US safe from recession shrinking - AP

INTERNATIONAL
HSBC and Barclays Report Profits - NY Times
House prices are still falling - Telegraph
Dubai housing prices plunge by half from peak - AP
China’s Manufacturing Expands Amid Signs of Global Recovery - Bloomberg
China is the biggest thing to happen in the world economy for a century - Telegraph
Nissan shares soar after electric car unveiled - MarketWatch
Home owners 'face five years of negative equity' - Telegraph
US, Swiss strike deal on bank secrecy, tax evasion - SMH

REAL ESTATE
Jenga Time in CRE - Financial Armageddon
"Shadow" inventory lurks over U.S. housing recovery - Reuters
Housing could take another turn downward: Greenspan - Reuters
Flaws in the Case Shiller Methodology - Advisor Perspectives

FED/TREASURY/BANKING
Wall Street profits from trades with Fed - FT
Geithner Says Unemployment May Peak in Second Half of 2010 - Bloomberg
The Re-Election Campaign of Ben Bernanke - Reason.com
75% Favor Auditing The Fed - Rasmussen Reports

INTERESTING
Stocks rally when Prez ratings dive - NY Post
Ala. county prepares for government shutdown - AP
Yosemite Losing Its Big Trees - LiveScience
Seattle bank teller chases robber, loses job - AP

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