Bear Mountain Capital Inc.

Local Survey on Retirement

| November 23, 2009

Interesting survey about retirement expectations in the NW: (Click to read article)

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Housing Numbers

| November 23, 2009

Today the National Association of Realtors released numbers on existing US home sales. It was a surprise to the market, feeding a run-up in equities, with the anticipation that the housing recovery may be a durable one: (Click to read Bloomberg article)

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Fed’s Bernanke watching dollar drop closely

| November 16, 2009

Tight bank credit and high unemployment are cited in the article as some of the key reasons the Fed will not raise the Fed Funds target in the near future: http://www.reuters.com/article/companyNewsAndPR/idUSN1651494020091116

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Bill Gross on Bloomberg Radio

| November 13, 2009

Bill Gross is one of the best bond managers, globally. Here he is on Bloomberg Radio: Link to Bloomberg Radio

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Study: Seattle remains U.S.’s 17th-best performing city

| November 13, 2009

A look at Washington state’s cities and how they rank in creating and sustaining jobs and economic growth. Seattle’s rank has not changed from last year, Olympia moved from 9th to 7th, Tacoma dropped to 21st from 8th (due to the Russell move, no-doubt) and Spokane fell from 35th to 41st: http://seattle.bizjournals.com/seattle/stories/2009/11/09/daily39.html

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White House Aims to Cut Deficit With TARP Cash

| November 12, 2009

This article from the Wall Street Journal highlights a couple pieces of information: current TARP outlays, TARP repayments, the US debt ceiling and the pressures on this administration to reign in the deficit in the near future: http://online.wsj.com/article/SB125799009185344567.html

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Reserve Currencies

| November 12, 2009

The following article is from TheEconomist.com, published November 11th, 2009. It is a timely article given the fear surrounding current US monetary policy and what it means for the US dollar as a primary currency reserve. I think the telling point in this article is “what are the options?” to the US $ as the primary currency reserve. There are solutions, but they not going to be easily adopted anytime…

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Cash as a % of US Stock Market Capitalization

| November 11, 2009

Let me preface this with saying that I always think that these types of graphs are self-serving for the people in my position. However, it is still interesting data when considering the recent run in equities: http://fiws.fidelity.com/emails/insight_outlook/download/09_1111_MARE_Still_High.pdf

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Oil Demand

| November 10, 2009

This chart from The Economist highlights how the control of oil supplies will be one of the biggest economic and political challenges of the developing nations, specifically Asia: http://www.economist.com/daily/chartgallery/displayStory.cfm?story_id=14790202&source=features_box4

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Google’s Flu Trends Aids Swine Flu Surveillance, Scientists Say

| November 9, 2009

Just another reason why Google’s ability to leverage the data it collects through search information makes it one of the most fascinating and frightening companies around: http://www.bloomberg.com/apps/news?pid=20601124&sid=azd8zJ101__M

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