September 5, 2014  Two questions for Krugman FallStreet
August 29, 2014 
‘Global Saving Glut’ Redux? FallStreet
August 27, 2014 
2Q14 Wish List Review and Outlook WL
April 17
1Q14 Wish List
January 6, 2014 
14th Annual Wall Street Wish List WL
Oct 15
3Q13 Wish List Review & Outlook Wish List
Sept 9, 2013
Caution Is In The Wind FallStreet (Sept 10 - Crisis Averted?)
Sept 3
Don’t Fight Lawrence Summers
July 29  Confidence Interruptus
July 19  2Q13 Wish List Review & Outlook
June 27  It’s A Bouncy Baby Bond Bear
June 24  Bernanke’ Takes Walk On Wild Side
May 27 Funny Money Turns Serious
Apr 15 Gold Gutted
Apr 13 1Q13 Wish List Review & Outlook
Mar 26 The Central Bank Lullaby
Mar 11
The Dove Speaketh
Feb 19 The “Bully”, The “Cry Baby”, and Herbalife
Feb 17
From Free Market Capitalism To Fed Market Favoritism
Feb 8 The Man
Jan 14 2013: Rebuild Me A Crisis, One Dollar At A Time
Jan 13
Wish List Notes
Dec 26, 2012  2013 Wish List
Nov 15 Parachute Protection
Nov 8  Obama Trumps Romney But Bernanke Is The Ace To The Hole
Oct 31
Two Companies Removed From Wish List
Oct 18 Middle Class Mumbo Jumbo

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Circuit Breakers/Trading Collars

Angry Bear - Baker - Baseline
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Bond Vigilantes
Calculated Risk - Capital G&G
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Crossing Wall Street - Das - Duy
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Economist's View
Fall of America - GS666
Harding - Iacono - Jesse - Keen
Kedrosky - Kirk Report
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Reich - Ritholtz - Rogers
Roseman - Rubin - Salmon - Smith - Wealth Stewart - Winkler - Wohlers - WSJ RT
Zero Hedge

Federal Reserve issues FOMC statement FED
“it likely will be appropriate to maintain the 0 to 1/4 percent target range for the federal funds rate for a considerable time...”

The surprising calm emerging from Russia's rouble crisis BBC
Russians Sell Ruble as State Media Says Crisis Under Control BL
Ruble Slide Resumes as Government Purchases Fail to Stem Decline BL
Rouble volatile as Russia begins selling currency reserves Guardian
Russian Crisis Hits Pimco Fund: Options Wiped Out as Ruble Sinks BL
Russia: Seems Like Old Times Econbrowser  Echoes of the Late ‘90s
Russia’s Economic Pain Is Just Beginning, Bank Group Warns WSJ
“The central bank has hours or days probably to get this under control because if the population runs to the banks to get their deposits, then it’s game over”
Russians vent frustration over rouble crisis: “the west is trying to hurt us” Guardian
Russia turmoil sparks flight to safety Reuters
Food Prices in Russia Soar as Ruble Tumbles Further Moscow Times
Russians move into bitcoin as ruble tanks CNBC
Why Russia Is Wrecking The Ruble Forbes
Traders Betting Russia’s Next Move Will Be to Sell Gold BL
Russia says arms for Kiev won't help solve Ukraine crisis: RIA Reuters
EU to Tightens Sanctions on Russia Over Crimea This Week, Officials Say Moscow Times
Sense of panic hits Russia's economic elite: Pro CNBC
Apple Stops Online Sales in Russia Over Ruble Fluctuation BL
Rosneft Denies Role in Ruble’s Rout as Pressure on Sechin Mounts BL
FT: ‘Evoking parallels with its 1998 crash’ via Google
Russia Looks a Little Like 1998 BLVideo  U.S. could catch Russia’s cold: Shilling
This Is What Gold Does In a Currency Crisis Rubino

U.S. consumer inflation posts largest decline in six years Reuters
Memories of 1998 May Persuade Yellen's Fed to Keep Rates Low BW
Fed's Forward Guidance Amounts to a "Considerable (Waste of) Time" Baum
Oil, Employment, and Growth Mauldin
Turmoil to Test Post-Crisis Financial System NYT
Investors, after months of piling into risky markets in search of returns, are now stampeding out.
Banks loosen lending standards to levels seen before financial crisis BL
In a sign that weak underwriting is returning to levels seen before the 2008 financial crisis
Survey of Credit Underwriting Practices OCC
“We hate you guys but there is nothing much we can do”€ť Price
The Limits of Purely Monetary Policies Krugman
Lessons from WWI about ‘markets’ ability to see the future Fabius Maximus
Lessons Learned from the Suisse Gold Referendum with Egon von Greyerz G.Long
Even with Stock Market's Rise, Many Pensions Haven't Recovered from Recession Governing
Oil Trades Near 5-Year Low as Russia Echoes OPEC Output Policy BL
How Low Can Oil Go? Surowiecki
Why oil is crashing and the black swan event of 2014 MyBudget
India to weigh gold policy impact after 38 pct spurt in Nov imports Reuters
It cost 1.7 cents to make a penny this year, and 8 cents to make a nickel WP
To save itself, Greece must exit the euro Warner
As China’s Economy Slows, So Too Does Growth in Workers’ Wages WSJ
China not manipulating yuan CD
China voices "grave concerns" about US anti-dumping judgement CD
Research: Lost decade in Finnish economy Danske

Russia to take more measures after hike: Official Reuters
Russian ruble suffers steepest drop in 16 years Reuters
Russia has just lost the economic war with the west Elliott
Ruble Fails to Sustain Gains After Surprise Russia Rate Increase BL
“I thought 17 percent would give them at least a month of breathing  space. We next have to look at the experience in 1998-1999. We are also one big step closer to capital controls.”
This Hedge Fund Manager Who Remembers 1998 Says Prepare for Pain B
Is Russia Ripe for Capital Controls? BL
CNBC:  “It's a pretty bad situation, the only place worse off is Venezuela”
Vladislav Korochkin: “The economy can’t exist with such interest rates”
Tim Ash: “The CBR cannot allow this move to fail, they will now have to come back with a big, big FX intervention, or yet more rate hikes”

Fed's Big Decision: World Markets Hang on These Two Words BL
Only 23 percent said the committee will keep “considerable time”, and a majority expect rates won’t rise at every meeting after liftoff in mid-2015
China’s Treasury Holdings Fall to Lowest Since February 2013 BL
Why 1998 Was Different, and Same, to Emerging-Market Crisis Now BL
Why Paul Krugman is wrong Pritchard
“Please make it stop!" Saut
Bright current economic signals are spurious Hutchinson
Peter Boockvar: Dear Federal Reserve... via RB
Pigmen Win Again JimQ
Reprise: The Quiet Coup d'Etat in the Anglo-American Financial System Jesse
On the Brink of War and Economic Collapse Paul Craig Roberts
Gross: US structural growth rate to be 2% or less CNBC
Bill Gross’s New Fund Is Trailing Pimco Total Return WSJ
Teen admits $72 million stock gains all fake: report MW
Brent Seen Falling to $50 in 2015 as OPEC Fails to Act BL
Crashing Crude's First Casualty: One-Time Commodities Giant Phibro Liquidating ZH
Signs of Optimism in Gold Barron’s
China's vast factory sector contracts for first time in 7 months Reuters
China's real-estate tycoons gloomy about property market MW
After election, Abenomics to fail fair test Saft
Ruble jumps on Russia rate hike, oil pressured Reuters
Russia Increases Key Rate Most Since 1998 to Stem Ruble Rout BL
The big risk of the Russian central bank’s drastic interest rate rise Guardian

“Investors around the world are shocked, shocked that the monetary wizards may have run out of magic tricks to revive global economic growth”

“I hope we can all agree that once-in-a-century emergency measures are no  longer necessary five years into an economic recovery"

"Now we are in a completely different world”

“There were no fingerprints of an easy money policy in the marketplace”

“There are increasing signs quantitative easing has overstayed its welcome”

“We have to turn the page on the bubble-and-bust mentality that created this mess”

“Nobody understands gold prices and I don’t really pretend to understand them either”

Total World Debt Load at 313% of GDP WSJ

“Central banks gains and losses belong to society”

“There’s a lot of liquor out there now”

“The debt is in dollars. We can’t run out of cash. We print the stuff”

“We're on a threshold of a very serious, confrontational actions in the sphere that is known ... as currency wars”
Russian central banker Alexei Ulyukayev

“...if we do not see substantial improvement in the outlook for the labor  market, we will continue the MBS purchase program, undertake additional asset purchases, and employ our policy tools as appropriate until we do.”

“The underlying impact of the international financial crisis is far from over"

“You cannot expand without limits without horrific consequences. There is no infinity in monetary policy, we know that from the German experience” 

“...if we do not see substantial improvement in the outlook for the labor  market, we will continue the MBS purchase program, undertake additional asset purchases, and employ our policy tools as appropriate until we do.”

“The underlying impact of the international financial crisis is far from over"

“We’re at the risk of overburdening the central banks. We keep applying what I call monetary Ritalin to the system. We all know there’s a risk of over-prescribing.”  

'For you ... anything.'

"I don't see total debt liability as long as I live”

“We're prepared to do more” 

The reason a bank run is so feared is because it could land every bank in the world in trouble -- even the healthiest ones 

“Civilized people don’t buy gold”

“In my view, it’s not going to happen. It’s a fantasy. Wall Street keeps dangling QE3 out there [but] I just don’t see it happening.”
Fed Fisher

“We are not seeking higher inflation. We do not want higher inflation and we're not tolerating higher inflation”

“The crisis in Europe is more serious than the crash of 2008.” 

“Without an agreement with the troika and further funding, Greece in March faces an immediate risk of an uncontrolled default"

“There is no economy in the world, whether low-income countries, emerging markets, middle-income countries or super- advanced economies that will be immune to the crisis that we see not only unfolding, but escalating at a point where everybody would actually have to focus on what it can do”

“I simply do not know where the money is, or why the accounts have not been reconciled to date”

“We could continue and keep kicking this can down the road, but I think the people of Jefferson County have had enough”
Commissioner Joe Knight

“If you open up the Pandora’s box, then who is willing to invest in sovereign risk?”

"If there isn't a solution by Sunday, everything is going to collapse”

“We can borrow money for 10 years as the government of the United States because people have confidence in this country at less than 2 percent...The responsible path now is to take advantage of the unique position...”
Americans Express Historic Negativity Toward U.S. Government Gallup

SNB: “The SNB will enforce this minimum rate with the utmost determination and is prepared to buy foreign currency in unlimited quantities.”
Hildebrand StatementCentral Bank Chief Faces 'Big Gamble' WSJ


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