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Buffett Has Stage 1 Prostate Cancer, Not Life Threatening BL Bank of Canada sets the stage for higher interest rates G&M Whitney Reverses Citigroup Call: Is Financial Crisis Over? CNBC Pimco's Gross: Can't Trust Spanish Bond Auctions CNBC Easy Money, Low Rates Could Push Gold to $2000 Breakout U.S. Housing Starts Unexpectedly Drop to Five-Month Low B Industrial production unchanged World growth improves slightly but still very fragile: IMF Reuters IMF Hoisington First-Quarter Review and Outlook Hoisington (via II) "Be Conservative, Not Conventional!" Saut The Cyclical Macroeconomic Impact of Taxmageddon 2013 Kasriel A new era of bad money Jubak As countries continue to create money out of thin air to dodge debt crises, where will this all end? And how can investors prepare? Chinas century or Americas? Eichengreen Yuan vs. Dollar: A battle in the making MW For U.S. Brands, There's No Middle in China's Middle Class BW Alpha Traders: Mamas boys or daddy killers? Farrell Japan Has Not Suffered from "Crushing" Deflation Baker Biderman - Panzner - Bens Beard FX Forecast Update: Watch out for tail risks Danske Yield Forecast Update The Next Global Collapse National Interest Short Sales Surpass Foreclosures BL The zombie files Palm Beach
Paulson Shorts Europe Bonds on Spain Concerns BL Cost of aging rising faster than expected: IMF Reuters Buy bank stocks, please Weidner Warren Buffett: 10 little-known things Politico Chinas gold shortage Finance Asia Soaring gold demand in China has led to a supply shortfall that has widened 10 times since 2007. Huge commodity sale Telegraph Is Natural Gas Too Cheap to Drill? BW Will fracking kill wind and solar energy? Fortune
'Bearish' Euro Debt Market Needs a Rescue: Analysts CNBC Central Bank Not Expected To Try to Ease Europes Crisis NYT Spain Sells More Bonds Than Plan, Yields Rise BL Merkel Offers Spain No Respite on Debt Cuts BL 'Full crisis mode' returns to Spain Guardian At least one of Spain's ailing regions could be begging central government for help by next month The IMF still won't admit the truth about the euro Warner Central bank gives yuan more latitude China Daily China FDI continues falling China Adds Treasuries for Second Month on Reserve Growth BL Power Shift in China - Part I YALE Chinese exporters pushed into a corner, ministry says Shanghai Daily Canadian home prices fall in March G&M Canadian mortgage market tiptoes toward subprime CBC Proportionately, Canadas subprime market is about the size today as the U.S. market was in roughly 2004 or so... Be Very Afraid Of The Canadian Housing Bubble CBC SBI to cut interest rates on some loans Reuters Trading of Hi-Mart stocks halted Korea Times Spain vows to seek compensation over Argentinian plans to seize control of oil group YPF Tele Incensed Spain threatens Argentina after YPF seizure Reuters
Bernankes Instagram bubble Saft U.S. Homebuilder Outlook Dips Below 4-Year High AP U.S. Retail Sales Increase More Than Forecast BL No... Stop... Don't Hussman What are economists for? Price Beware the market bears emerging from their lairs G&M Leucadia National Corporation Letter Leucadia Could the Fed Lose Money? Would It Matter? BW Why The Market Is Slowly Dying Zero Hedge Profits Have Stalled. Has the Market? NYT Why the Smart Money Looks Dumb Barrons Still On Life Support Panzner When Does This Travesty of a Mockery of a Sham Finally End? Smith Keen - CXO - Bronte G20 Meets as Global Economy Hits Rough Patch Reuters Mankiw April fools are tuning out everything Keenan Flood of foreclosures looms CNN Stockton not only California government in financial distress SacBee Historical Echoes: We Are the 99 Percent, 1765 Edition FRBNY
Gormans Quest to Save Wall Streets Honor Cohan Baseball attendance mirrors economy CNBC One-and-a-half cheers for Goldman Sachs Spengler Obama Bid to End Too-Big-to Fail Undercut as Banks Grow BL Market participants believe that nothing has changed, that too-big-to-fail is fully intact Obama 'Has Been On Wall Street's Side Since Day One' Spitzer Ackman slams CPs record of underperformance G&M Credit Suisse could cut 5,000 jobs: paper Reuters Goldman Sachs Raises $2.5B in ICBC Sale BL Supply-side drives commodities again FT America: The Gasoline War Archduid
Euro Falls Below $1.30 for First Time in 2 Months BL The single currency has arrived at a three-pronged fork in the road Elliott Spain stocks turn negative; yields jump MW Spain has accepted mission impossible Wolfgang Munchau (Google) Either Spain will miss the target, or the government will have to fire so many nurses and teachers that the result will be.... Why Spain Wont Regain Market Confidence Greene Bringing the debt home, Italian and Spanish banks edition FTA With Italy and Spain, Further Tests for Europe NYT Spain's problems threaten global bank Jubak Another rerun Ibex Salad Europes Economic Suicide Krugman Swimming naked in Brazil's bubbly waters Pritchard China's Yuan Slips on New Trading Band BL Yawn Chinas FX policy and the elusive rebalancing FTA More Sino-US trade friction predicted China Daily Shanghai home sales slide 10% in first quarter Shanghai Daily New home purchases climb China's retail sales up 14.8% in Q1 China Daily Ex-Wall Street bankers bring science to China's rocky stock market Reuters Exclusive: Briton killed after threat to expose Chinese leader's wife: sources Reuters Research Reveals Ancient Struggle over Holy Land Supremacy Spiegel
Spanish Minister Asks ECB to Buy Bonds BL The War for Spain Mauldin All Eyes on Spain Noland Recent Federal Budgetary Trends: Facts, Not Opinions Kasriel Bullish Gold Technicals ZEAL Let's Pretend Swenlin More Impetus For Summer Correction! Harding Concern or Correction? Schwab Market Perspective Domed ... and Doomed? Kass All Quiet on the Western Front Puplava What the Return of Market Volatility Tells Us El-Erian Testing His Metal (Sprott) AR Weekly Focus: Spain in the limelight Danske Coming Soon: Taxmageddon Leonhardt Global Views Scotia April Showers Global Equity US Battle to Revive Manufacturing -- Part II YALE Part 1 Natural gas as a fuel for road vehicles: The underrated alternative DB Research Diamonds as a Commodity NYT
Return of the euro crisis -- After the sugar rush Economist Europes Short Vacation Roubini China Currency Move Nails Hard Landing Risk Coffin Reuters For everybody who thought China was heading for a hard landing, it's over China Widens Yuan Band to 1 Percent NYT The Bank of Canadas Dilemma BMO To tame Torontos housing bubble, ban foreign buying Toronto Star Traders Walk Out of CME Pit to Protest Trade BL I believe they wanted to make the point that the system is not fair Gehry Luxury Tower Boasts Hong Kongs Priciest View BL What North Korea's Failed Missile Launch Means Brookings
S&P 500 Caps Biggest Weekly Decline in 2012 BL Some Reflections on the Crisis and the Policy Response Bernanke Fewer Investors Rule Out QE3, Citi Survey Shows BL Goldman Sachs Cuts CEO Blankfein's Pay 35% for 2011 BL CPI Increased at a Slower Pace in March BL More Evidence: The Market Sweet Spot Is Ending Comstock Jubak Will U.S. Avoid a Recession in 2012? (Part 4) Shilling Solving the Conundrum of Low Bond Yields II The Fed's Four-Trillion-Dollar Man WSJ (Complete via Google) At times during the first quarter, Ben Bernanke appeared to single-handedly hold back a world that wanted to take the dollar higher. Fed Intervention and the Market: New Update Short Legendary bond manager: Get out of bonds Reformed Broker Are Stocks Still In A Long-Term Bear Market? WSJ Bullish Sentiment Collapses BeSpoke Alternative Yield Discount (Inflation) Rates CXO Europe Will Collapse in May-June Phoenix For Capitalism to Survive, Crime Must Not Pay Judson Krugman - Salmon - Smith Housing: Still A Broken Market Panzner Keynesian "Easy Money" Is Nothing But Currency Devaluation Forbes Yellen Faces Testy Questioners WSJ Among the highlights were whether she feels bad for all the seniors that have purchased government bonds only to see near-zero returns... JPMorgan Said to Transform Treasury to Prop Trading BL Some of Macriss bets are now so large that JPMorgan probably cant unwind them without losing money or roiling financial markets Citadel Soars to $115 Billion With Reporting Rule Change BL That indicates hedge funds may be using as much leverage as they did prior to the 2008 financial crisis... JPMorgans London Whale Could Use New Nickname Weil Goldman to pay $22 million to settle "huddles" case Reuters Apple rejects e-book price-fixing charge Reuters Industry Trends: North American Real Estate Scotia Clouds on Solars Horizon NYT U.S. Earthquake Outbreak Tied to Fracking BL Saudi's Naimi Says Determined to Bring Down Oil Prices Reuters Euro Crisis: Financial Links Are Key to Global Contagion Risk BMO Uncertainty about Spain Worries Euro Zone Spiegel Sober Look Spanish bailout 'impossible' for eurozone, says Mariano Rajoy Telegraph Why Spain scares the market Jubak Research: Q&A on Spain Danske ...if a country winds up turning unsustainable private debt into public debt, the deterioration of public finances can be stunningly fast. Time to put the doomed euro out of its misery Warner Greek Crisis Leaves Cyprus Mired in Debt NYT Canada wont contribute to euro zone bailout fund Reuters Newest coin glows in the dark China's 8.1% Below-Forecast Growth Pressures Wen to Ease BL Slowing China Economy May Not Yet Have Hit Bottom Reuters March loans surge to highest in 14 months Shanghai Daily Chinese Luxury Gets in the Zone WSJ U.S. Halts N. Korean Food Aid After Rocket Launch BL UN To Meet North Korea suffers major blow as rocket crashes Reuters
North Korea launches rocket amid international condemnation Reuters U.S. Jobless Claims Increase to 380K, Above Forecast BL Consumer Comfort U.S. Producer Costs Minus Food, Fuel Rise More Than Forecast BL Trade Gap Narrows Will U.S. Avoid a Recession in 2012? (Part 3) BL Gary Shilling Makes Case for Another U.S. Recession BL Video Minefields That Can Blow-Up Global Stock Markets in 2012 Dorsch Whither Treasury Yields After Operation Twist? NTrust Fed's Yellen Backs 2014 Low-Rate Outlook BL Dudley Reports of bond bulls death greatly exaggerated MW Broadest Rally Since 1990 Masked by Apple Adding 8% to S&P 500 BL The worlds most valuable company has surged 653 percent since March 9, 2009, accounting for 8 percent of the Standard & Poors 500 Indexs climb... News Shocks and the Slope of the Term Structure of Interest Rates FRBSL Cut Public Debt Levels to 50% of GDP: OECD CNBC The Professor Who Did NOT Save the World Sheehan What If Housing Is Done for a Generation? Smith U.S. sues Apple, publishers on e-book “agency model” price-fixing Reuters Exclusive: SEC, Goldman to settle research case for $22 million: sources Reuters Ex-Tyco CEO Kozlowski begged for mercy AP "I have very, very little left” Sony CEO to lay out revival strategy as losses pile up Reuters China's gold demand boosts prices Shanghai Daily Reuters Video - PR Why the gold rush is over Hoenig Nat Gas Prices 'Close to a Bottom': Boone Pickens CNBC Natural gas slump hammers producers G&M Iran Stops Oil Exports to Germany Spiegel Managing strategic petroleum reserves EB U.S. farmland price boom to slow but not plateau Reuters Europe's banks beached as ECB stimulus runs dry Pritchard Coeure: "Will the ECB intervene? We have an instrument, the securities markets programme [SMP] which hasn't been used recently but it still exists." Spain accused of 'draconian' plans to clamp down on protests Telegraph Why the Bundesbank is wrong Wolf Europes future is not up to the Bundesbank Soros Pension risks threaten UK finances, IMF warns Telegraph System to promote yuan use globally China Daily The China International Payment System will be established in one or two years. It will make yuan clearance safer and more efficient for cross-border trade and investment settled in the currency Chinese Banks “Great Shorts”: Jim Chanos CNBC ADB lowers its forecast of China's economic growth Shanghai Daily China Merchants Bank gets approval for $5.5 billion rights issue Finance Asia M&A activity decreases sharply in Q1 China Daily Canadians Still Piling On Debt, Despite Warnings HP
U.S. Budget Deficit Widened to $198B in March BL U.S. Import Prices Jump on Petroleum Costs WSJ Gold Could Peak in 2013 After 12-year Bull Run Reuters Two Fed officials voice worry on easy policy Reuters “To a person that I speak to, I am pleaded with, 'please no more liquidity'” Will U.S. Avoid a Recession in 2012? (Part 2) Shilling I'm Worried Cumberland Profit Drop at U.S. Banks Imperils Rally as Loans Lag GDP Growth BL Only modest correction ahead Hulbert Searching For Yield In Faraway Places BCAR The mid-tier correction in California housing Dr. HB Panzner - Superinvestor Reflections on the financial crisis Harrison Mike Maloney on Gold and Silver Manipulation via Jesse Meredith Whitney Muni Call Was 100% Wrong: Bond Pro CNBC The Risk Premium and Long-Run Global Imbalances FRBSL Lenders Again Dealing Credit to Risky Clients NYT “Even I wouldnt make a loan to me at this point” Hedge funds lag the market, again Fortune New Stance on Forgiving Mortgages NYT World's Most Valuable Company On Verge Of Being Sued Over Alleged Price-Fixing Reuters Another dot.com gold rush is under way Warner Bank Of America Sues Itself In Unusual Foreclosure Case HP Bankers Quit Wall Street to Find $50 Million for Wine BL Santorum asks for help paying down campaign debt WE Nickel stocks poised for an upturn: Desjardins G&M Gas could spike as Northeast refineries go broke CNN The High Cost of Gambling on Oil NYT Spains 'lose-lose' struggle reignites euro crisis Pritchard Eurozone crisis is back and here to stay Elliott It was always fantasy to believe the ECB could solve its problems by ladling out ultra-cheap money to European banks Telegraph: Italy's leading MIB index plunged 5pc and Spain's Ibex fell 3pc... Independent: Market alarm over Spain's fiscal position was exacerbated...by a warning from central bank governor Miguel Angel Fernandez Ordonez that prolonged recession would undermine the solvency of Spain's banks Slow Road to Hell: Spain Entertains VAT Hike Mish Mumbai Is The Worlds Least Affordable Home Market BL Man With Beer in Airport Is Economic Indicator Pesek Trade Gains Put China in Quandary NYT Economist The dragons new teeth Economist A rare look inside the worlds biggest military expansion IMF May Cut Forecast for China Trade Surplus BL Japan - Political pressure for further QE intensifies Danske Conflict Erupts as Deutsche Bank Charts Its Future Spiegel
S&P 500 Caps Longest Decline Since Nov BL VIX Rises a Record 8th Day on Europe Concerns BL Where Has All the Trading Gone? Volume Hits 4-Year Low CNBC Job Openings in U.S. Rose in February BL Commodity Exporters Warned to Brace for Lower Prices AP Shadow Banks on Trial as Chinas Rich Sister Faces Death BL Faber: Ease Up on Stocks, Accumulate Gold Breakout Recovery – Who are We Kidding? Merk Will U.S. Avoid a Recession in 2012? (Part 1) Shiller Unintended consequences and why investors should buy into the great land bubble Bedlam VIX Posts Longest Streak of Gains Since 2003 BL You are the best predictor of next bull or bear Farrell Stocks mauled as stagflation bites Mirhaydari Trading Mysteries Extend Deeper Than Dark Pools WSJ Some 37% of U.S. stock trading takes place away from exchanges Is the Fed Losing Confidence? Pretti Bernanke: “The heavy human and economic costs of the crisis underscore the importance of taking all necessary steps to avoid a repeat of the events of the past few years” Is There a Bernanke Put -- or a Collar? Forsyth (via Google) Calling All Crash Test Dummies: Big Crash Ahead Smith Bernanke says financial stability a work in progress Reuters Reason: When you think about it, there actually isnt much difference between Tide and dollar bills these days. Rousseff Criticizes 'Monetary Tsunami' Policies BL Vegas Deficit Leads Fitch to Drop Credit Outlook BL Student Loan Debt, With Little to Show for It BW Salmon - Psy-Fi - Druckenmiller - “London Whale” - Gartman - Panzner - Russell Marts were wrong about Fridays jobs report Crudele Economists Have a Lot to Learn From the Weather BL The Last Bubble Trumpet IMM positioning: Stretched JPY shorts could trigger spot correction Danske The Greenback Remains the Preferred Choice of Official Foreign Exchange Reserves NT Profit Growth Stalls as European Slump Hampers Recovery BL Warren Watch: At a loss for words Omaha Companies use popular provision to avoid income taxes Reuters Treasury limits pay at GM, AIG, Ally DetFP Why Obama's JOBS Act Couldn't Suck Worse Taibbi Golds sentiment foundation bullish Hulbert High Gas Prices? Blame Goldman Sachs Fiscal Times US Gasoline Prices Hit $3.97 A Gallon, At Or Near Peak IBT The Search for Food Security Gains Momentum Asia Sentinel Molycorp boosts rare-earth estimates Reuters Wind Power Seen Surging as Custom Barges Cut Set-up Costs BL Spain Confronts Crisis Threat as Rajoy Seeks Deficit Cuts BL Mish Debt-Laden Spain Eyes Charging Rich for Healthcare Reuters Portugal's domestic banks tap ECB for record amounts of funding Guard Funding Squeeze May Haunt Europe Again: Strategist CNBC Euro zone perspective – nowhere near out of the woods Reuters Approaching elections in Greece and France throw further uncertainty... Euro Area Spreads On the Rise, But Still a Long Way to Go BeSpoke Preventing another housing bubble must be Bank of England's priority Elliott China Unexpectedly Reports Trade Surplus BL First-quarter home prices down 20.7% in capital China Daily China has some big opportunities, says daring adventurer Jim Rogers China Daily Shoppers are feeling the pinch China Daily Cautionary tales for China ATimes Japan, China may bolster IMF funds to stem eurozone crisis Kyodo China, between a rocket and a hard place on N.Korea Reuters Foreign Press Gets Glimpse of N.Korean Rocket Chosun
US March Employment Trends Index Dips -Conference Board WSJ Is the Fed Promoting Recovery or Merely Desperation? Hussman Analysis: Short on tools, central banks left with words Reuters “A new policy regime characterized by jawboning is now here” Gold crash on Fed tightening and euro salvation looks premature Pritchard S&P 500 Faces Familiar Jobs Challenge BL Don't Catch Recovery Fever Schiff The reward for todays investor? Think 2.6 per cent a year Rothery The suffocation of unsustainable global debt MB America: A Government Out Of Control ZH Keen vs. Krugman - Pruning Shears - Fergsuon - Weiss Bankruptcy costs and Americas household debt crisis VOX FDA for Derivatives Wont Defuse Wall Streets Bombs Cohan Icahn: Still a Master of the Game Barrons Is the BlackBerry nearly obsolete? Fleck In Executive Pay, a Rich Game of Thrones NYT Gold rebounds as US jobs data revived easing hopes Reuters Gold jewelers call off strike in India MW The pain in Spain falls everywhere Reuters 'A Long and Difficult Path Lies Ahead (Greece) Spiegel Further QE may hit UK recovery, debt agency chief warns Telegraph China May Be Wary of Easing as Inflation Picks Up BL China CPI... MW Sony rebounds on reported plan to cut 10,000 jobs MW FSA told of mis-selling scandal over a year ago Telegrpah The FSA only formally began a review of interest rate swap mis-selling cases last month...
Number of the Week: How Long Before Job Seekers Give Up? WSJ
Wall Street Week Ahead: Will earnings spark further declines? Reuters Its All About Jobs Mauldin Cracks in Europe Noland Some Dreary Forecasts From Recovery Skeptics NYT Fed injections can be hard habit to kick FT (via Google) U.S. Consumer Credit Rises Less Than Forecast BL About the March jobs report – a few jobs bought at great cost F. Maximus Employers Added 120,000 Jobs in March, Fewest in Five Months - U.S. Stock Futures Fall... Crestmont: Stocks “Fairly” Valued, But “No Doubt” Secular Bear Market Intact Barrons Its spring and time to take profits MW Why the Stock Market Will Drop 60% in the Next Decade HP Best Stock Market Forecasters? CXO Krugman Sell in April and hide under the table? La Monica "Unexpected" Is Back, Right On Schedule Snider China doomsayer sees crash coming MW The monster lurking in the shadow inventor Dr. HB Faber Federal deficit so far: $777 billion CNN CBO When Shareholders Make Their Voices Heard Morgenson Democratize Wall Street, for Social Good Shiller US Freezes Pay for CEOs at Ally Financial, GM, AIG Reuters The Dividend-Fund Dilemma WSJ Crackdown on Tax Havens Opens Doors for Bankers NYT Payoff for Efficient Cars Takes Years NYT Gold's Decade-Long Bull Run Is Dead, Gartman Says Forbes Gold QE3 Scares ZEAL JPMorganChase commodity executive Blythe Masters CNBC Video Retirees suicide becomes a symbol of Greeces pain G&M Investors dump euro and risky bonds as fears about Spain intensify Guardian Europe and the Law of Sticky Wages (technical) Pritchard Bad loans at Chinese banks may worsen Shanghai Daily Shanghai land sales plunge in Q1 Shanghai Daily Wen fuels hopes of easing 'within days' Standard Saudi petrochemicals giant expands in China AP China Buys Inroads in the Caribbean, Worrying US NYT Chinese Accounts Frozen in Insider Trading Suit BL N.Korea Gets Rocket Ready for Launch Chosun Boy in China sells kidney to buy iPhone: state media AFP
Challenger Says U.S. Job Cuts Fall 8.8% BL U.S. Jobless Claims Fall to Lowest Level in Four Years Fearful Symmetry: Six Decades of Treasury Yields Pollock The Disbelievers Blackstone Why Should Not Stocks Have Done Well? or Business, With Enemies Like This,,, Kasriel Fair Weather Bulls BeSpoke Selloff Is 'Much Ado About Nothing': Bill Gross CNBC The Fed and other central banks have "got to keep going [with some form of stimulus] if they expect equity markets to continue...at this level" Quincy Krosby: Mr. Bernanke and (former Fed chair Alan) Greenspan made it clear that the stock market is the transmission mechanism for monetary policy“ ‘Bernanke put still exists — but not at any price MW Why Central Banks May Keep Printing Money El-Erian Goldman's Gloomy Outlook In One Huge Slide via BInsider Nervous market wont get help from earnings MW Calamitys Sentence Runs On Forever Housing Story Americans brace for next foreclosure wave Reuters Ritholtz “We are right back where we were two years ago. I would put money on 2012 being a bigger year for foreclosures than 2010” The Fed is Trapped, Stock Market & Gold Fleck (via King World) Mirhaydari - Mish President Scapegoat Cant Stop Picking on Big Oil Baum Probe of Insurers Gains Steam WSJ IPO investors: Beware the dual-class stock MW Groupon IPO Scandal Is the Sleaze Thats Legal Weil The alternative Warren Buffett SMH Exclusive: Falcone mulls voluntary bankruptcy for LightSquared Reuters Gold Falls Hard: Is the Era of Cheap Money Over? CNBC The gold price tells us nothing about inflation Salmon Speculators fuel high gasoline prices, analysts say G&M Canada determined to move oil-sands crude MW Lights dim for Japan's nuclear utilities Reuters Commodity Deflation For The Next 35 Years? via BI Are commodity derivatives good or bad? New evidence from high-frequency data VOX A Centerless Euro Cannot Hold Rogoff Guardian: Despite announcing its most austere budget for more than 30 years last week, Spain's government admitted on Tuesday that the debt-to-GDP ratio will jump to 79.8% in 2012 from 68.5% last year. Portugal may need bailing out within a year, warns Olli Rehn Telegraph Swiss Central Bank Buys Euros to Defend Franc Rate Reuters China overtakes US as world's biggest grocery market Guardian Be unashamedly wary of Chinas rise Weekly Standard Calls for greater voice in global economy China Daily FSA arrests 23-year-old City trader Guardian Australia and New Zealand could adopt single currency Telegraph
ISM Services Gauge in U.S. Declines to 56 BL Private-sector payrolls rise 209,000 in March MW 2007-09 bear market now totally erased Hulbert Will rally fall to the fear factor? Jubak You Ain’t Seen Nothing Yet - Part 3 JimQ U.S. home market draws Chinese buyers USAT Buyers from mainland China and Hong Kong are snapping up luxury homes, often paying cash, in major U.S. cities such as New York, Los Angeles and San Francisco. China's credit-fired return to growth was no miracle and it won't last Das Addressing U.S.-China Strategic Distrust Brookings US urged to consider effects of policies China Daily Emerging economies criticize inflows of unwanted capital The creeping cost of consumer inflation MyBudget IMF chief calls on US for more cash AFP CXO - Sinclair - Panzner - Keen - EB - Mish - Ivanhoff - CSlips - W. Ross Geithner Calls for More Government Action WSJ
Regulators Penalize JPMorgan Over Lehman Ties NYT Yahoo lays off 2,000 employees Reuters Colleges Withhold Transcripts From Grads in Loan Default Nation No, This Is Not a Housing Recovery Reason Gold bugs are due for some good news Carrigan Pranab Mukherjee to meet protesting jewellers Reuters Bankruptcies Have German Solar on the Ropes Spiegel
German Ideology, EMU, and the Wolfson break-up Prize Pritchard Spain’s rapid descent into crisis raises spectre of troika bailout G&M Europe’s Financial Maginot Line Lachman El-Erian: European crisis far from over CNN Video An Insufficient Firewall NYT Greece Is in a Face-Off With Its Bond Holdouts NYT hese investors...are betting that Athens and its European supporters — contrary to their public pronouncements — will prefer to pay them back in full rather than let the bonds default Draghi, ECB to maintain a wait-and-see stance MW China's Wen Says Bank Monopoly Must Be Broken Up Reuters “Frankly, our banks make profits far too easily. Why? Because a small number of major banks occupy a monopoly position...†Analysis - Low cost era over for China's workshops to the world Reuters Japan's Latest Austerity Trap WSJ (via Google) Taiwan Bourse Says Likely Tax on Trading Will Cause Stock Slump BL
FOMC Signals No Need of New Monetary Easing BL Minutes - Gold sinks Greece's debt-to-GDP to rise to 170% - Fitch MW 11-year-old wins €100 for 'pizza and pancake' Greek euro exit plan Telegraph March brings big spike in U.S. auto sales MW U.S. Factory Orders Rose 1.3% in Feb. - Home Prices Seen Dropping 10% in U.S. BL Top JP Morgan Banker Resigns Over Market Abuse Fine Reuters Ron Pauls Man at the Fed NYSun Crushing national debts, economic revolutions, and extraordinary popular delusions Odlyzko Five Years After Crisis, No Normal Recovery Reinhart and Rogoff The Worst Economic Recovery in History WSJ Comfortably Numb: Have Investors Become Too Complacent? Sonders "Shrugging Off Bad News!" Saut Monthly Economic Monitor NB Financial How Long Will Markets Stay Calm? BW You Aint Seen Nothing Yet - Part 2 JimQ 10 secrets to being a millionaire and enjoying it Farrell John Maynard Keynes was an investor to rival Warren Buffett WSJ Total BS? A new analysis of the investment performance of John Maynard Keynes proves that the famous economist also was one of the greatest investors of the past century. The Hazard of Second Best El-Erian Fed Policy and Inflation Risk Feldstein Ben Bernanke's Paper Dollar Embodies Systemic Risk Forbes In Defense of Short Selling Kass An Altogether Different Reality Panzner Oh My, Steve Keen Edition Krugman Jesse The $1.3 billion bond deal haunting Goldman Fortune Sino-Forest sues Muddy Waters for defamation CNN Senior citizens continue to bear burden of student loans WP Groupon = Pets.com? MW Why People Hate the Banks Nocera Where Housing Once Boomed, Recovery Lags NYT CFTC Accuses Royal Bank of Canada of Sham Trades Reuters Oil: Saudis are burning through it Economist Companies Prepare for a Fossil-Free Future Spiegel If every person on Earth used as much energy as the average person in the United States, today's known oil reserves would be exhausted within nine years. The calm before the EU storm Marsh The worlds two biggest economies are doing all they can to avoid rocking the boat. But will it be enough? ECB liquidity is not a free lunch FT Europe's problem is our problem Finance Asia China's Gravity-defying Economy: How Hard Will It Fall? Wharton The BRICS' Dangerous Idea Asia Sentinel BRICS Alliance Looking for Cement Olympus may try to tough out scandal without help Reuters
Apple's Stock Gets First $1,000-Plus Price Target CNBC Greek Foreign-Bond Restructuring Rejected in Talks Last Week BL “...this reminds investors that the Greek crisis and the euro-area crisis arent over.”A Greek bankers secret property deals 'Massive Wealth Destruction' Is Coming: Marc Faber CNBC Activity in the manufacturing sector expanded in March for the 32nd consecutive month ISM Construction Spending in U.S. Unexpectedly Drops BL Too Little to "Lock In" Hussman Problem-solving Price| You Aint Seen Nothing Yet - Part I JimQ Visible on the horizon: Inflation Fleck 17 Scary Numbers From the First Quarter Morningstar Should you sell in April? Hulbert Markets to Pause for Breath CNBC Stocks: The Likelihood of Yet Another Spring Slide BW Insiders Sell, but Who's Buying? Barrons The broad public, to the extent it's measurable, hasn't been chasing the rising tape. Whose Recovery? Reich Krugman - Hutchinson - PragCap - Panzner - EB Bubble-spotter Shiller says consumers need more protection Seattle Times Was the Gold Standard the Cause of the Great Depression? Forbes As Foreclosure Problems Persist, Fed Seeks More Fines NYT NJ university to offer 'bubble studies AP Why Are the Fed and SEC Keeping Wall Streets Secrets? BL Public Worker Pensions Find Riskier Funds Fail to Pay Off NYT The funds with a third to more than half of their money in private equity, hedge funds and real estate had returns that were more than a percentage point lower than returns of the funds that largely avoided those assets. A Financial Sleuth Finds a World of Abuses Barrons (via Google) Goldman fund to exit company owning sex traffic site Reuters Clients Raise Questions About MF Global Checks NYT Amazon.com trying to wring deep discounts from publishers Seattle Times S&P 500 Beating Gold Most Since 1999 on Profit BL Gold rush: what happened to bling? Guardian Indian jewellers end strike after government delays gold tax BL Jewellers' strike still on Why China Loves Gold WSJ Oil price rise followed by collapse is a familiar cycle – but we never learn FT (via Google jump) Energy ‘independence, after all? Samuelson Pump panic highlights the West's slavery to crude oil Telegraph US on slippery oil slope ATimes Low natural gas price casts doubt on “proven” reserves G&M A Review of the Citigroup Prediction on US Energy Oil Drum Shady Solar Dealings TheDaily Obama Energy Officials Funded Solar Firms Despite ‘Junk Bond Ratings FOX Euro zone unemployment hits highest in almost 15 years G&M Euro Leaders Seek Global Help After Firewall Boosted BL The calm before the EU storm MW Germany's reluctant hegemony and misguided Calvinism Pritchard Bundestag's Rights Could Threaten Euro Rescue Spiegel Spain Record Home Price Drop Seen With Bank Pressure BL Italy to Press EU Mixed view on China manufacturing CNN China PMI Not That Rosy, Rate Cut Coming: Nomura CNBC Home sales highest for 10 months Shanghai Daily Top five banks post record net profits Shanghai Daily Is Chinas growth bad news for western countries? VOX Aviation industry to take off in China China Daily Why Las Vegas is moving to Macau New Yorker Japan pension scandal shakes trust in system AFP Executive pay soars as bosses set each others' awards Guardian U.S., EU blast Argentina's trade restrictions at WTO Reuters Three in every 100 pound coins are fake Daily Mail
Brazil spots new oil leak as safety worries rise Reuters All Spain All the Time Mauldin Financial Repression? Noland 4-Year Cycle Approaching Crest? Swenlin Shifting Winds-Turbulence Ahead? Schwab Market Perspective It's Time to Dial Back on Risk WSJ Don't Shrug Off The Similarities to the Last Two Aprils! Harding What Technology and Financials are Saying About the Market Puplava Money Is Starting to Burn a Hole in Householdss Pockets NTrust Why Is Spending So Far Ahead of Incomes? Morningstar The Endless Spending Spree Grant America's debt is $15.6 trillion and growing. Instead of raising taxes, here's an idea: Let's try capitalism. The End Is Coming: January 1, 2013 BW The End of the 30-year Bond Bull Market? Wharton How to Prevent a Financial Overdose Morgenson The Shadow of Depression DeLong Floodgates Krugman - Kudlow - Acting Man Hang on to Gold, Massive Collapse Coming Russell Weekly Focus: Strength of the recovery questioned Danske Global Views Scotia Global Equity BMO Gold Juniors to Explode? ZEAL Why the U.S. Penny Won't Die Like Canada's Just Did BW Pumpin Back-Lash -- Its Not a Gas! BMO Why One Gas Is Cheap and One Isnt Norris The undue worry about oil and Iran WP Exclusive: Soros' son strikes out on his own Reuters Bailed out banks: Secret US loans shareholders knew nothing about Business7 Japan's Nikkei logs strongest Q1 rise in 24 years Reuters ECB urges more resources for IMF Telegraph Asian property sector: How resilient to global risks? DB Research New RMB system in the works China Daily In Europe, Starbucks Adjusts to a Cafe Culture NYT Hedge fund 'asked RBS to change Libor' Telegraph Jeffrey Immelt has a cure for Canadas ‘resource curseG&M
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