NOK: Sears of Handsets Wants To Make PCs Now

NOK: still floundering – if low-end handsets aren’t competitive enough, they want to challenge DELL with a 10” laptop.

GS gets grilled in WSJ over improper sales techniques: telling “best” clients in advance when they will upgrade/downgrade stocks. (Practice is actually quite widespread on wall street – another reason independent research is so valuable).

Dr. Doom Roubini says risk of double-dip recession. (as a contrarian, I’m happy to hear this)

LVS: South China Morning Post is reporting that Guangdong province may relax Macau visa restrictions beginning Sep 1^st. Visits will be allowed monthly, up from once every two months. Macau gaming on track in first half of August to be up 20% year over year – but against easy comps due to Olympics last summer so not clear.