Reads: Nassim Taleb (stay in cash), Cisco Uncertainty, Gold (Goldman and Cramer), GLD, CSCO, TBT

Links for 8/11/2010

Taleb Says Government Bonds to Collapse, Avoid Stocks - Bloomberg
Cisco sees "unusual uncertainty," sales disappoint - Reuters
Goldman Sachs: "Gold Market Poised For A Rally As US Real Rates Head Lower" - Zero Hedge
Jim Cramer: Why You Should Buy Gold Right Now - CNBC
Trade gap likely points to slower economic growth - AP
Guest post: El-Erian on violent market moves - FT Alphaville
Yen Advances Versus Euro, Dollar as Growth Concerns Spur Demand for Safety - Bloomberg
JGB 10-yr yield hits 7-yr low with yen near 15-yr peak - Reuters
U.S. Two-Year Treasury Yield Is Near Record Low as Investors Seek Safety - Bloomberg
Exotic debt in US spreading its wings - Economic Times
Bankrupt Vallejo Should Pay Debt With Car Fees, MBIA Unit Says - Bloomberg
UBS Sued for Copying Oil Reports in Investor Research - Bloomberg, DealBreaker
Youth unemployment hits record high (UK) - Guardian.co.uk
Judge orders Wells Fargo to pay back $203M in fees - AP
Debts Rise, and Go Unpaid, as Bust Erodes Home Equity - NYT
Fortress to buy most of AIG consumer finance unit - Reuters
Is There A Liquidity Problem At Goldman Prime? - Zero Hedge
New York Times article on Société Générale's Albert Edwards - link
Spanish Crisis Threatens Second Front as Catalonia Rates Rise - Bloomberg
Soaring food prices hit Pakistan - Al Jazeera English

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