May 23 Company Removed From Wish List
April 27 1Q17 Wish List Review
Jan 5  2017 Wish List
Jan 72016 Wall Street Wish List Wish List
July 23  2Q15
Wish List Review & Outlook
May 1  1Q15 Wish List Review & Outlook
March 31 Bernanke Double Tap
December 26:
2015 Wish List Review & Outlook
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

Sucker Rally Page
The Plunge Protection Page
Fiend’s Superbear
Financial Sense
Safe Haven
Prudent Bear
Daily Reckoning
Nouriel Roubini
Elliott Wave
Capital Stool
Circuit Breakers/Trading Collars

Angry Bear - Baker - Baseline
BeSpoke - Bookstaber
Bond Vigilantes
Calculated Risk - Capital G&G
Credit Writedowns
Crossing Wall Street - Das - Duy
DeLong - Distressed Debt -
Dr. HB - Econbrowser
Economist's View
Fall of America - GS666
Harding - Iacono - Jesse - Keen
Kedrosky - Kirk Report
Krugman - Leonard - Lux
Mankiw - Mish
Naked Capitalism - Panzner
Pettis - Perry - PragCap - Price
Reich - Ritholtz - Rogers
Roseman - Rubin - Salmon - Smith - Wealth Stewart - Winkler - Wohlers - WSJ RT
Zero Hedge

August 18, 2017  Bond Bear Bubbleheads FallStreet

What the Fed Will Do This Week - and Why El-Erian
Echoes of 1994 bond meltdown stoke market's Fed fear  CNBC
Will Rising Interest Rates Lead to Fiscal Crises?  PIIE
Next Bear Market for Stocks and Credit Hits in 2018: Survey  BL
The next financial crisis is parked out front  Guardian
Government Shutdown Odds Grow With GOP Border Wall Funding Bill  BL
This Is Why It’s so Hard to Be a Contrarian Investor  Chanos
Take money out of the US - time is ticking on bull market, says top forecaster   CNBC
How Big Of A Deleveraging Are We Talking About?  Roberts
Mish's Monthly Macro - w/Mish Shedlock  via YouTube  Risk versus reward  Saut
Stock market’s biggest risk is a ‘flash crash’, says ‘Flash Boys’ Katsuyama  MW
The Topic is Gold Irrelevant Investor
Here’s a sign investors are viewing earnings through rose-tinted glasses  MW
Executives are rapidly cutting third-quarter earnings outlooks
Why Corrupt Bankers Avoid Jail  New Yorker
Tesla Model 3 Buyers Are Getting Antsy for Their Keys  BL
Prospect of Trump tariff casts pall over U.S. solar industry  Reuters
Shale Boom May Finally Have Succumbed to Oil’s Price Slump   BL
The Mad Cheese Scientists Fighting to Save the Dairy Industry  BL
How Alice Cooper Discovered a Lost $10M Andy Warhol in Storage  Daily Beast
Greece is selling bonds again, but they’re not out of the woods yet  CNBC
Bank of England warns of complacency over big rise in personal debt Guardian
Brexit: IMF downgrades UK forecasts. It can see the iceberg coming Inde
Revealed: the insidious creep of pseudo-public space in London  Guardian
It's time to rethink monetary policy CBC
China's June Reserves  Setser
Economists Raise China GDP Forecast After Growth Beats Estimates  BL
Deciphering China’s Economic Resilience  Roach
Reform of China’s ailing state-owned firms is emboldening them  Economist
Amazon Blamed for Japan's Deflation Problem  Investoperdia
981 Singaporeans among investors duped in Ponzi scheme  Property Guru

"I think our dollar is getting too strong, and partially that’s my fault because people have confidence in me” Trump

Trump: U.S. currency is already - too strong”€ť

“the entire developed world is insolvent.”

Kuroda: "whatever it takes"

“...there are signs that monetary policy in the United States and other industrial countries is reaching its limits”

“Everyone is in a currency war and inflation expectations are collapsing” 

“There is now $7 trillion of government debt with yields below zero globally”

“The Chinese government is going to look after the interests of most of the people, most of the investors”  

“We have the power to act. We have the determination to act. We have the commitment to act...There are "no limits" to how far the ECB will go”

“Every time I saw a bumper sticker which said, 'Where's my bailout?' it hurt”

“For an individual to fix Libor is a crime. For a central bank to suppress European bond yields is an act of financial statesmanship.”

“We should not make the mistake of believing that we have put an end to financial crises” 

“Lehman Brothers in 2008 was not a bankrupt company”

“If I had an easy way, and a non-risk way, of shorting a lot of 20-year or 30-year bonds, I would do it. But that's not my game. It can't be done in the quantity that would make sense for us” 

“Like lemmings at the cliff’s edge, central banks seem steeped in denial of the risks they face”

“There’s an increasing number of global investors who are starting to lose trust in the world’s central banks”

“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”


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