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The Global Week Ahead Scotia Q3 2013 Flow of Funds Noland Love Yourself Some Treasuries Shilling Outlook 2014 - Wealth Defects BMO In the midst of a major stock market bubble (Prechter)? FOX Global Views Scotia Global Equity BMO Weekly Focus: Markets prepared for Fed tapering Danske About That "Bull Market Til 2016" Call: Before You Buy the Dip, Check Out This Chart Smith Feeble Hiring in Construction Is a Stubborn Drag on Growth Norris Contrarian Gold Stocks 3 ZEAL Gold Miners (XAU) Near Support Swenlin Former Fed No. 2 Kohn Says He Would Wait Until 2014 to Taper WSJ
Wake Up the Banking Police Morgenson Want to invest like Buffett? Here’s how Hulbert Traders Losing $1 Million Build EU Case for Bitcoin Rules BL Most Americans Don’t Know Bitcoin While Some Guess Xbox BL The Latest Proof Some Banks Are Still Too Big To Jail HP
Exclusive: Euro zone to share costs of bank closures gradually - proposal Reuters China widens access to over-the-counter exchanges Reuters Chinese Military Ship Confronts U.S. Cruiser at Sea BL
Been Down So Long It Looks Like Up To Me Comstock Wholesale Prices in U.S. Fall for Third Month BL The Federal Reserve: Balancing Multiple Mandates Brookings Strategy: Fed tapering coming up but markets are prepared Danske Will the market actually cheer tapering? Fortune Yield Forecast Update: ECB to take a major step, by doing a minor cut Danske Confidence Climbing? Schwab Goldman Sachs Goes Against Consensus in Dollar Call BL Bullish Sentiment Falls BeSpoke
Why the Volcker Rule won't stop bad behaviour Telegraph Wall Street fat cats just get fatter La Monica Eyewitness to a Wall Street mugging MW Is the stock market still a playground for the rich? MW Pope Francis In Peace Message Attacks Mega-Salaries With 'Crumbs' For Poor HP Analysis: SEC plans to take more cases to trial despite losses Reuters 5 ways most investors are just plain wrong MW Bitcoins Fail Currency Test in Scandinavia’s Richest Nation BL Baltic Dry Index Surges to Three Year High BeSpoke Does the US Have Enough Military Bases? Mish
Ireland breaks free of Troika but it's not safe yet Telegraph Stalemate and Default Risk Seen Forcing Kiev’s Hand in Early 2014 WSJ The Eurozone: If only it were the 1930s VOX Renminbi Rising? Project Syndicate Japan, SE Asia fete 40 years of ties, eye China AP
VIX Trader Buys $5.1 Million in Calls to Bet on 50% Increase BL Jobless claims surge, erase prior weeks' declines Reuters BofA's Merrill to Pay $132 Million in SEC Mortgages Case Reuters World Led by U.S. Poised for Fastest Growth Since 2010 BL Budget deal a 'joke and betrayal' Stockman Jim Chanos, bad news bear, urges market prudence Reuters The Holiday Party Indicator Flashes a Sell Signal Harrison Rosenberg: U.S. economy in 2014 has more upside than many think FP The Looming Lost Decade Project Syndicate Central banks will move goal posts to keep QE forever Lynn America's reputation for sound economic policymaking takes a beating El-Erian Fed to Come Under ‘Rigorous’ House Scrutiny, Hensarling Says BL Sovereign default and state-contingent debt VOX 1.3 Million Americans Just Days Away From Losing Their Unemployment Benefits HP The Federal Reserve: 100 Years of Boom and Bust via Dshort PragCap - Ciovacco
Exclusive: As Fed looms, Morgan Stanley sets sale of U.S. oil terminal business Reuters Sallie Mae Escapes Fines Despite Serious Allegations HP A 40-year mortgage may be in the works MW Facebook to Join S&P 500 Reuters Gold Drop Is Blow to Prominent Hedge-Fund Manager Sprott WSJ New Zealand Central Bank Joins Others in Warning on Bitcoins WSJ
Bank loan rise may spark tightening of credit China Daily The ECB’s Bridge Too Far Eichengreen Britain's negotiating hand in Europe has never been as strong before Pritchard Canada’s housing market most overvalued in the world, Deutsche Bank say G&M Lloyds fined £28m for 'sell or be demoted' incentive plan Telegraph Coal Industry Finds Itself at a Crossroads Caixin Yes, You Can See Chinese Smog From Space BW Chinese IPOs: Hot, hot, hot! CNBC Goldman to provide $120 million pre-IPO loan to China warehouse firm Reuters
Q3:2013 Flow-of-Funds Report - ‘Tis the Season to Be Jolly Econtrarian Expect the Unexpected in 2014 Kass 30%+ Gold in a Diversified Portfolio? Merk Nobel prize-winning economists take disagreement to whole new level Guardian Why Our Consumer-Debt Dependent Economy Is Doomed Smith The 10 worst economic/market predictions Investir Mish Market could be hitting a dangerous triple top Hulbert Dow 20,000? Yes, says Charles Schwab CNBC Missed It By *This* Much Thank god, the pope is an anticapitalism socialist Farrell NSA Inks Landmark Deal to Share Information With Central Banks via Safe Haven
U.S. regulators seek to curb Wall Street trades with Volcker rule G&M ...it is unclear exactly how regulators will police banks` trading activity and fficials acknowledged the sprawling, 882-page rule was a complex document. Cartel Power: Megabanks Gain Ground Despite Fines Spiegel Madoff cried as he confessed fraud to me: witness Reuters Financial world still hasn’t learned from Bernie Madoff NYP Shipping benchmark hits three-year high FT The 2014 Contrarian Investment Tour, From Rupees to Copper BL This is your future CNN I was the wife of a Wall Street Wolf NYP Gold Halted As Prices Spike Higher ZH
China New Loans Exceed Estimates BL IMF chief Lagarde warns euro crisis is not solved Pritchard We are in a housing bubble, claims economics professor BBC Spanish 'ghost airport' goes on the block CNN Even David Rosenberg is `throwing in the towel`on the Canadian dollar G&M Birth policy change key to economy China Daily
US Federal Reserve turns 100 BBC Christmas Saut Un-funny jokes about credit Saft Mon(k)ey Puzzle Things That Make You Go Hmmm... May the Odds Ever Be In Your Favor - Hope & Defiance JimQ May the Odds Ever Be In Your Favor - The Reaping JimQ What`s Cheap Alhambra Money printing, search for yield and the mirage of financial stability Warner Cashin: This could spark 'outright selling' CNBC Embry Buying or Owning Stocks Is Now Dangerous: Stockman BL Video QE3 Paving Way for 2014 Bear Market: O`Rourke BL Video 12 get-rich sectors for a hot 2014 bull market Farrell Major bubble forming in the housing market? FOX Skyrocketing rents hit 'crisis' levels CNBC Counterattack of the Deficit Scold Deadenders Krugman Work Force Is Shrinking Because of Retiring Boomers, Philly Fed Paper Argues WSJ
The declining financial sector Hutchinson JP Morgan Chase, the Foreign Corrupt Practice Act, and the Corruption of America Reich U.S. exits GM stake in $10 billon loss for taxpayers Reuters Handful of Financial Firms Benefited When Geithner Named Treasury Secretary WSJ Herbalife Turns Tables on Ackman Meeting Pershing Clients BL Ex-Goldman Sachs banker jailed in corruption case Reuters NSA spying hurts business of large U.S. hardware makers USAT Wealthy Go Frugal This Holiday Amid Uneven U.S. Recovery BL Kitco Metals among gold traders facing Quebec tax fraud allegations FP
Yuan at 20-Year High Signals China Paring Intervention BL With a Crucial Test Looming for Abenomics, Japan's Economy Falls Short BW Japan May Soon Start Losing Wealth WSJ Abe defends Japan secrets law as poll ratings plunge AFP Carney will act to stop housing market growing at 'warp speed' Telegraph Swedish Housing Surges to Unsafe Value as Debt Soars BL China's Bet on Bitcoin: Popularity Brings Risk BL Chinese investors look to mine Bitcoin volatility AFP The Threat of War in the Northern Pacific Inde
U.S. Household Worth Rose by $1.92 Trillion in Third Quarter BL
'It is time to taper' says Fed's Fisher CNBC Fed could do 'small' QE3 taper to recognize job gains: Bullard Reuters The Truth Does Not Change According To Our Ability to Stomach It Hussman The emotional investor Price Ghost of 1929 crash reappears MIrhaydari The chart that`s scaring Wall Street Hulbert Bubbles: No One Has Any Idea What's Going On FOOL Gross Unheeded by Japan Seeing Disinflation Buoying Bonds BL After Detroit, Who Will Cut City Pensions Next? Fiscal Times What Detroit`s bankruptcy portends for America KC Star Why We're Stuck with a Bubble Economy Smith Dr. HB - Keen - EB - M Faber Fearing the Fed, aching for the ECB Reuters Trade protectionism since the crisis VOX
Hedge Funds Trail Stocks by the Widest Margin Since 2005 BL Will the Volcker Rule Be Tough Enough? BL Glass-Steagall Fans Plan New Assault If Volcker Rule Deemed Weak BL Watchdog warns of chaos in competing derivatives rules Reuters Warren Buffett Market-Beating Skills Revealed: Cutting Research BL Prem Watsa opens up about his big BlackBerry bet FP How to get $100 discount on an ounce of gold MW Is investing in diamonds smart or a fool's game? Bankrate Madoff's Scam Still Stings Ex-Clients 5 Years Later HP The scandal at the Vatican bank FT
Japanese growth cut in blow for Abenomics Telegraph First China Default Seen as Record $427 Billion Debt Due BL Chinese company debt twice the size of Ireland`s economy will come due in 2014, spurring concern the nation is on the cusp of its first corporate bond default. China`s Hot Money Headache WSJ Trade surplus hit record high in Nov China Daily China allows rouble in border city China Daily By George, Britain`s Austerity Experiment Didn`t Work! Cassidy Can`t afford Canadian property? Downsize your home, upsize your storage locker FP Climate Summit Trap - Capitalism's March toward Global Collapse Spiegel
The Global Week Ahead Scotia Fed December Taper Odds Double in Survey as Jobs Beat Estimate BL Interview with Steve Forbes Mauldin The Countdown to Year-End Noland Property prices soar globally on Asia boom Shanghai Daily Momentum Continues to Weaken Puplava My top ten pet peeves Asness Will The Real Economy Please Stand Up? Harding Sky-High Stocks: A Split Decision? WSJ Global Views Scotia Global Equity BMO Weekly Focus: Upswing sends yields up - but only slightly and short term Danske US Insolvency & Bitcoin Sprott Tulip Bulbs for Our Time WSJ How Many Tulips Can You Buy With One Bitcoin? Atlantic Bitcoin in freefall - PolicyMic Baidu Stops Accepting Bitcoins After China Ban BL How Do You Define a Bubble? (And Are We in One Now?) Ritholtz
Playing Pension Games Morgenson Pension Theft: Class War Goes to the Next Stage Baker Volcker Rule to Force Banks to Comply With Five Regimes BL Ex-Goldman Trader Gets Nine Months for Concealing Loss BL The Rise and Fall of BlackBerry: An Oral History BW Record Prices Mask a Tepid Market for Fine Art NYT Gold: A Chance for a Bottom Swenlin Gold-ETF Selling Waning ZEAL
France fights back against German 'Sick Man of Europe' Pritchard China to probe use of foreign currency in trade finance Reuters 2014 'make-or-break' for China: Standard Chartered China Daily Cinda prices IPO at the top to raise $2.46 billion Finance Asia BOJ Beat: Fed Is Cautionary Tale For Kuroda WSJ In London`s bubbling markets, something has to give G&M Living standards to be lower in 2015 than in 2010, IFS warns Guardian Roubini (a.k.a Dr. Doom) warns of frothy Canadian housing market G&M Mexico Housing Stings U.S. Investors As Government Plan Collapses BL McKinsey: the world needs $57 trillion to keep growing CNBC
Consumer Credit in U.S. Rose in October by Most in Five Months BL The Bad Jobs News Amid a Good Labor Report WSJ Payrolls Rise More Than Forecast as Jobless Rate Falls BL Summary--Why We Are Still Bearish Comstock No Silver Bullets in Investing (just old snake oil in new bottles) Montirer Bubble Chatter Rises but No Sign of Slowing Yet Eagle CFOs warn on froth in US stocks, tech, bitcoin CNBC Will the 'Least Loved' Bull throw a 'Taper Tantrum? Dorsch Two Regional Fed Presidents Call for Timetable for Tapering QE BL Individual Bullish Sentiment Drops Below 45% BeSpoke Bitcoin crashes after Chinese ban Inde Bitcoin Skepticism by Bankers From China to U.S. Hinders Growth BL The dollar`s international status VOX The dollar`s resilience as the world`s reserve currency is due to a lack of good alternatives Mortgages and Monetary Policy FRBSL Business Cycle Monitor: Global leading indicators a notch higher again Danske What`s the Problem With Advanced Economies? Rogoff rivate Equity and Monetary Thinking Krugman
JPMorgan warns 465,000 card users on data loss after cyber attack Reuters U.S. judge weighs penalties after Bank of America fraud verdict Reuters Bruce Lee's famed yellow jumpsuit sells for more than $100,000 MW McDonald's May Not Quite Grasp What The Word 'Strike' Means HP Are commodities traders 'too big to fail'? FT Worst-Case Scenario for Oil Sands Comes to Life, WikiLeak Docs Show BL
Britain's AAA national grit as retirement at 70 accepted stoically Pritchard China's ODI expansion outpaces GDP by 3 times China Daily Spain Ikea receives 20,000 applications for 400 jobs Guardian As Money Supply Surges, Some Warn of Bubble Risk in Philippines WSJ Silicon Savannah:Africa's Transformative Digital Revolution Spiegel
Nelson Mandela, Who Led South Africa Past Era of Apartheid, Dies at Age 95 BL Remembering Nelson Mandela's Unsung Economic Legacy BW
US GDP Upgrade Entirely Due To Inventory Build Scotia Jobless Claims Back Below 300K BeSpoke Christmas taper talk picking up steam CNBC Keynesians Revive a Depression Idea Baum Flows: Liquidity, Credit & Debt G. Long Is It A Bull Or A Bubble? Samuelson Greenspan Says Bitcoin a Bubble Without Intrinsic Currency Value BL Bitcoin`s meteoric rally toward iffy future MW Everybody in the Pool Kass Here`s Why Everyone Is Warning About Bubbles Pearlman Government shutdown part 2? The Hill Americans are bingeing less on houses and more on cars Quartz Mish What Does It Take To Be Middle Class? Smith Chinese are snapping up US real estate: Dolly Lenz CNBC
How to Know When We`ve Ended the $83 Billion Bank Subsidy BL Rate Scandal: Deutsche Bank's First Big Fine Won't Be Its Last Spiegel Warren Calls on Big Banks to Disclose Contributions BL Goldman Sued by Singapore Client Over $34M Loss BL Love the poor? Pope called a commie for obeying Jesus MW NSA gathering 5bn cell phone records daily, Snowden documents show Guardian Peter Munk on hurbis, stupidity and the future of Barrick G&M 'Dairy cliff': Why milk may soar to $8 a gallon CNBC
Europe repeating all the errors of Japan as deflation draws closer Pritchard China Trainmakers`High-Speed Rail Orders Total $7.3 Billion BL Job Cuts Loom at European Banks as Economy Pinches Fees BL Japan approves $182 billion economic package, doubts remain Reuters Bank of Canada cites stores`deep discounting for disinflation threat G&M China becomes largest Bitcoin market Shanghai Daily China Bans Financial Companies From Bitcoin Transactions BL
Companies Boost U.S. Payrolls by Most in a Year BL Trade Gap in U.S. Shrank in October on Record Exports BL U.S. mortgage applications slide for fifth straight week: MBA Reuters On the Wings of an Eagle Gross Feeding the Bubble: Is the Next Crash Brewing? Spiegel Goodbye, Dow 16,000? Mirhaydari Is the Fed increasingly monetizing government debt? Merk Looming U.S. Retail Implosion: A Required Re-Think! Long & Smith Guide to Stock Market Corrections BP Ciovacco The Coming Global Wealth Tax WSJ A Dozen Facts about America`s Struggling Lower-Middle-Class Brookings
EU fines global banks $2.3 bln for market rigging AP Wrist Slaps for Rate Rigging BL JPMorgan Shakedown Includes Acorn-Style Kickback IBD The $5 trillion dilemma facing banking regulators Salmon This 1 Quote Explains America's Biggest Problem Perfectly HP Bullion smuggling outstrips narcotics to feed India's gold habit Reuters Buyers flock to gold on the dip CNBC Is gold headed for bear capitulation Macrobusiness Solar to become competitive with natural gas by 2025, Lux Research says Boston
Ukraine Officials Scour Globe for Cash as Protests Build BL German economy isn`t as strong as Europe believes Das No bazookas: Has pressure eased on the ECB? CNBC OECD report: Pisa fever is causing east Asia's demographic collapse Pritchard Yuan swiftly overtaking euro in trade China Daily World`s Biggest Pension Fund Sees Japan Fail on 2% Inflation BL Japan readies $182 billion economic package, no new debt needed: sources Reuters Investors flock to ABC`s inaugural $500m bond Finance Asia Australia`s `Miracle Economy`Running out of Tricks WSJ
Yuan Passes Euro as Second-Most Used Trade-Finance Currency BL Twisted (By The Pool) Things That Make You Go Hmmm... Running Out Of Time Saut Gimme Three Steps... on the Path of Deleveraging Sonders The Great Recession's effect on economics Hutchinson Unless the Fed Goes Cold Turkey on Us, Expect a Bountiful Economic Harvest for Thanksgiving 2014 Econtrarian New Fed chair committed to monetary folly HeraldNet The Big Casino Triple Crisis Baker - Noah - Krugman Is this Fed-Fueled Stock Rally Sustainable? Smith The End of Trust? Part I Das Shiller and Gundlach Size Up the World Barron`s (via Google) Stealing From Tomorrow Alhambra Get ready for lies and Labor Department statistics Crudele The Mythical Merits of Paper Money Paul Get ready for 10 percent drop in 2014: Goldman CNBC IMM positioning: Unwinding of EUR longs continues Danske
Volcker Rule Said Set for Dec. 10 Approval by U.S. Regulators BL Tally of U.S. Banks Sinks to Record Low WSJ Wall Street Is Delusional, In 2 Charts HP Madoff Workers Told to Keep Mum at Party on Big Checks BL UBS slashes 2014 targets on gold and silver MW Gold drops nearly $30 MW Meet 'Bitcoin Jesus,' a virtual currency millionaire CNBC
China IPO Flood Seen Bursting Small-Cap Bubble: Chart BL UK manufacturing growing at fastest pace in nearly three years as new orders soar Inde Derivative markets upgrade Britain to AAA Telegraph Scotland may prefer to go it alone, but the EU has lessons for countries that secede Telegraph Australian Banks`Risky Loans Fueling House Price Gains BL Canadian dollar sinks below 94¢, with more room to fall G&M Wealthy Chinese pluck prime properties in heavily indebted Portugal and... Standard Ukraine protesters urge general strike as markets hit currency BL Power outage plunges most of Venezuela into darkness Reuters Cold War in the Pacific - China Escalates Tensions with Neighbors Spiegel
5 Takeaways From World-Wide Manufacturing Reports WSJ A wave of upbeat manufacturing reports has offered some hope that growth is picking up.
ISM very robust - raises probability of Fed tapering already in December Danske The Back-Story of the Elephant in the Room Hussman The turtle and the hare Price Nobel prize economist warns of US stock market bubble Guardian America`s Role as Consumer of Last Resort Goes Missing BL Investors excited about the market at the wrong time Jaffe Citigroup to BofA Spurn Treasuries to Hoard Cash on Taper Risk BL Never before have America`s banks been so wary of risking their cash deposits on U.S. government debt. Overseas Money Pours Into Miami Real Estate WSJ Consumption and credit constraints during financial crises VOX The Great Depression Was Ended by the End of World War II, Not the Start of It Forbes Sorry Folks, Rich People Don't Actually "Create Jobs" Blodget The Boomer Bust O'Rourke
Record crowds over weekend, but spending declined AP Wage Strikes Planned at Fast-Food Outlets in 100 Cities NYT Funny money? Here's what Bitcoins buy CNN Waiting for bitcoin to get boring Salmon Silk Road Competitor Shuts Down After Claimed $6 Million Theft Forbes GE Turns to 3D Printers for Plane Parts BL 3D printing set to disrupt the housing industry Troy Media Amazon says testing delivery by drone CNBC Upbeat payrolls data may undermine gold CNBC
China`s Manufacturing Tops Estimates in Growth Boost for Li BL Bank of America Predicts Chinese Stock Drop on Yield Jump BL Abe Support Falls Below 50% Amid Secrecy Drive BL Japan's yakuza mobsters becoming 'Goldman Sachs with guns' AFP Fresh fears of housing bubble as demand soars and supply shrinks Inde George Osborne challenged over housing bubble denial Guardian Australian Banks` Risky Loans Fueling House Price Gains BL China's booming art market suffers reality check China Daily Singapore Equity Trading Plummets on Penny-Stock Curbs BL A Giant Awakens - Inside Africa's Economic Boom Spiegel Africa's Aid Mess Barron`s |
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