Nouriel Roubini and a bunch of market letter writers and gold bugs (now in tatters) expect the sequester syndrome to crunch GDP in coming quarters.

FORBES: White Swans Beat Up On Black Swans

The Cabot Market Letter uses a combination of technical and fundamental analysis and focuses on companies with accelerating growth in sales and profits, along with high relative price strength.

FORBES: A Stock To Sleep On

"If a mortgage loan can be modified during bankruptcy, it will be far more difficult to originate or sell mortgages in the secondary market, " says a Dec. 4 letter from the Securities Industry and Financial Markets Association to the Senate's Judiciary Committee.

FORBES: A Subprime Solution

Mr. WYSS: With the rising foreclosures and delinquencies in the subprime market, they got reminded that risk is still a four-letter word.

NPR: Time for Renovation at the FHA?

Joseph Granville has been around for ages, but his Granville Market Letter's return shows an average of negative 22% a year for the last 22 years, according to the Hulbert Financial Digest.

FORBES: Murphy's Law Of Investing

Google is not mentioned anywhere in Mr Ballmer's letter, but its increasing clout in the online-advertising market, as a result of its leadership in search, is what has motivated the deal.

ECONOMIST: Microsoft's bid for Yahoo!

But a group of Tory MPs - including several former cabinet ministers - have circulated a letter warning the prime minister that talk of renegotiation and referendums was putting the single market at risk.

BBC: The Tories on Europe - 1990s nostalgia?

Tellingly, Mr Monti has signed up to a letter sponsored by Britain, the Netherlands and other liberal countries urging stronger enforcement of single-market rules, including the naming and shaming of countries that fail to abide by commitments to open up energy and services.

ECONOMIST: Charlemagne

Earlier in the week Peter Grandich, the well-known goldbug and author of The Grandich Letter, called out Gartman on his assertion earlier this week that gold is now entering a bear market.

FORBES: Still A Bull Market for Gold -- Gartman