The Economy Was Sluggish Prior To The Abnormal Weather Comstock
The Dollar and the Damage Done Eichengreen
QE Is A Mistake - A Big One Meltzer
No Honeymoon for Janet Yellen Merk
Skeptics struggle to time next correction MW
Caution ahead: Market bounce is breeding overconfidence Breakout
Wanted: A Sound Money Congress to Discipline an Inflationary Fed Pollock
Stock Market Stories Lead Us Astray Ritholtz
A winter's tale of a policy error Saft
Ask the Expert - Gerald Celente Sprott Keen - Krugman - Price
Goldilocks And The Dog That Didn't Bark CNBC
FX Forecast Update - February: Sterling to shine in 2014 Danske
IMF paper slams Reinhart-Rogoff CNBC
Wells Fargo edges back into subprime home loans Reuters
Is Buffett laughing at you? MW
Time for Defense? Schwab
Perkins: The rich should get more votes CNN
Natural-gas price swings are off the charts MW
Futures moved more than 5% in either direction in 9 out of 30 sessions
Gold Extends Climb Above $1,300 as Investors Boost SPDR Holdings BL
Is China using gold to internationalize the yuan? CNBC
China's inflation up 2.5% in January China Daily
Bad debts offer good opportunity China Daily
Six China shadow banks threatened with default over coal firm exposure: paper Reuters
Germany Beats Growth Estimates With France Amid Recovery BL
...and Italy resumed expansion in a sign the fragile euro-area recovery is gaining traction.
The eurozone crisis is just getting started Warner
European Banks Avoiding Risky-Loan Disclosure Face Review BL
U.K. Home Prices Hit Record High Amid London Boom, Acadata says BL
Army sent in to Venezuelan cities as unrest prompts coup warning Telegraph

Jobless Claims in U.S. Increased to 339,000 Last Week BL
Bears Go Back Into Hibernation BeSpoke
U.S. Congress approves debt limit increase after Senate drama Reuters
World asleep as China tightens deflationary vice Pritchard
Felix Zulauf: Expect 20% Correction This Year FS
The Vampire Squid Strikes Again: The Mega Banks' Most Devious Scam Yet Taibbi
How to Play -- or Not to Play -- the 1929 Crash Analog Harrison Ciovacco
The global debt reckoning My Budget  Smith - RB
Global Dollar-Based Financial Fragility in the 2000s, Part 3 Triple Crisis
Stockman - This Financial Collapse Will Be Catastrophic King
Does Janet Yellen believe in deflation? Arrends
Secret to Wealth Found in Deep Space Ritholtz
Homebuyers Get Break as Loan Rates Defy Fed Tapering BL
Is U.S. Housing Unaffordable? It Depends on How You Chart It WSJ
How Persistent are Monetary Policy Effects at the Zero Lower Bound? FRBSL
Stocks: Cable merger tops the bill CNN
IPO surge is on path to rival 2000 dot-com boom USAT
Contrarian Value Investing in a Liquidity-Driven Environment Tocqueville
A Few Good Yield Ideas Barrons
Billionaire: 'The 1 Percent Is Being Picked On' HP
Cyber attack on bitcoin a big warning to currency's users Reuters
Bitcoin entrepreneurs bullish despite tech trouble AP
Fractional reserve bullion banking and gold bank runs: the role of central banks Gold Chat
'Gold bars' ground Indian airliner in Malaysia AFP
Commodities Update - OPEC keeps the balance Danske
Greek jobless rate hits fresh record high of 28.0% Guardian
Anatomy of China's credit bubble Livemint
China Trust Assets Surge to $1.8 Trillion Amid Default Risks BL
Emerging Markets Might Not Submerge Yardeni
ECB Seriously Considering Negative Interest Rates; New Central Bank Mottos Mish
Australian Unemployment Jumps to 10-Year High; Aussie Drops BL
In Australia, Job Losses Spread Unevenly as Mining Boom Wanes WSJ
Loonie's Worst Seen Behind as Bulls Embrace Surplus BL
Sino-US accountancy at crucial level China Daily
Venezuelan Protests Turn Violent as Two People Killed BL


Scary 1929 market chart gains traction Hulbert Kass
That Viral Chart Predicting Another 1929 Stock Market Crash? It's Absurd Atlantic
Stocks rally on Yellen; best four days for S&P 500 in more than a year CNBC
U.S. House approves 'clean' debt limit after Republicans drop demands Reuters
CBO Director: 'Large and Growing Federal Debt' Could Produce 'Fiscal Crisis' CNSNews
The broken limb & burst pipe fallacies JimQ
FOREX FreeWeek is now on EW
Why Capitalist Gene is pushing us to destruction Farrell
Fed's Fisher blames Congress for economy MW Speech
The best investment of the year is oats! Quartz  VIX
The Rise and Fall of the Failed-State Paradigm Foreign Affairs
Big banks face fines of $16 billion MW
Which Internet Stock Is the Most Overvalued? Cassidy
The next step: 3D printing the human body Telegraph
Foxconn Might Build Your Next Smartphone With Robots BL
The Glitch That Will Help Kill Bitcoin BL
Gold Futures Post Longest Rally Since 2012 on Yellen Remarks BL
Gold Seen Rising to $1,400 on 100-Day Average by Citi Futures BL
China's 500-tonne gold gap fuels talk of stockpiling FT (via Google)
China stamps new golden records SD
Bundesbank Changes Gold Repatriation Schedule IGWT
Gold Price: Chinese Economy May Send It Higher Barrons
China Resource Imports Hit New Highs WSJ
Record tumble in Japan machinery orders casts doubt on Abenomics Reuters
China Trade Growth Defies Signs of Slowdown BL
Skittish investors highlight China credit fears Finance Asia
Goldman Sachs: China faces tough balancing act FA
Emerging-Market Sharks Circle Reserves in Rapid Dive BL
Want a scary view of where the economy is heading? Well here it is Warner
Carney to move goalposts on rates Telegraph
Barclays condemned over £2.4bn bonuses Guardian Hidden Numbers
India warns U.S. about dumping investigation in solar trade spat Reuters

Yellen stays the course, says Fed to keep trimming stimulus Reuters  Testimony
The End Of The Innocence Things That Make You Go Hmmm...
Rich Man, Poor Man! Saut
Yellen, new Fed chair, takes hot seat at Capitol Reuters
The Fed's waning magic in the age of Yellen FT (via Google)
All central banks do is talk, talk Saft
Will Yellen Back Bitcoins? NYS
Treasury’s Little Buddy IE
The Federal Reserve’s World War II-style monetary regime is both not working and producing extraordinary inequality.
When Will the Fed End Its Zero Rate Policy? FRBSL
Why is the Fed Pushing Interest Rates Higher? Epstein
Market Volatility, Muni Credit Quality, Treasury Floaters, Corporate Bonds Schwab
North American Outlook BMO
Is rationality returning? Hutchinson
Are We Turning Japanese? Alhambra Embry - Smith - Birinyi
Top Anecdotal Signs of a Market Bubble Enterprising Investor
Truth And Consequences for Krugman, And Keynes, And Obama Ferrara
Even When Carl Icahn Loses, He Still Wins WSJ
Danske Bank Faces Broader Probe of Bond Price Fixing in 2009 Danske
Cash is king as global miners get set to boost payouts Reuters
Commodities Update: WASDE - World corn and wheat demand revised up Danske
5 ways China's slowdown will ripple across globe AP
Perils Mount As Debt Costs Swell in China WSJ
Dangers Include Slower Growth, Weaker Profits and Potential Defaults
China bond market languishes under no-defaults policy Reuters
"The government is still too afraid of instability to allow real (bond) default."
The impact of reform on growth Pettis
Could China's Yuan Be Overvalued? WSJ
A Leading Chinese Economist Warns of a Difficult Year and 'Dead' Companies NYT
Meet China's Biggest Shadow Bank PIIE
Shanghai posts sluggish buying sentiment for new houses Shanghai Daily
China's imported iron ore stockpiles decline China Daily
China is now cheaper than Turkey CNBC
Chinese Coal Companies' Debt Concerns Sink the Shares BL
Leaked Records Reveal Offshore Holdings of China's Elite ICIJ
One Line from SNL Explains the Turmoil in Emerging Markets Quartz
JPMorgan Says Buy Chinese Stocks for 20% Advance Within Weeks BL
Japan's current account woes throw spotlight on economic risks Reuters
Europe or Democracy? What German Court Ruling Means for the Euro Spiegel
The ruling's message? Either the European Court of Justice has to stop bond purchases or German justices will.
Courts, voters and the threat of another euro crisis FT
The intellectual groundwork has been laid for a 'stab-in-the-back' theory...
Two Charts That Explain the 2014 Eurozone Crisis Fiscal Times
Banking standards boss gives industry three years to put house in order Gurdian
Amid Cries of 'Hitler' and 'Lord Voldemort': Keeping Track of Asia's Many Feuds BW

Double Trouble Hussman
...we estimate that stock prices are about double the level that would generate historically adequate long-term returns
Animal spirits deflating Price
How to beat a falling market Hulbert
Interview with Jim Rickards: Gold Set for Massive Rally Epoch
"Be Worried & Be Careful...The Emerging Market Crisis Is Not Over Yet" Rogers
CBO deficit projections EB  Keen - Mish - Yardeni - Smith - Baker - RB
Traders Crying Over Losses Missing HSBC's Bargains BL
IMM positioning: Investors add net EUR shorts Danske
Barclays grapples with theft of customer data MW
Chinese official made job plea to JPMorgan's Dimon CNBC
UBS suspends two over hiring of Chinese banker: IFR Reuters
Alwaleed's Kingdom Beats Buffett on Hidden Treasures BL
E-Cigarettes: A $1.5 Billion Industry Braces for FDA Regulation BW
An offer you can't refuse: Al Capone's mansion for sale Reuters
Coffee to Soybean Wagers Climb on Brazilian Drought BL
Russia says Bitcoin illegal currency SD
Junk Yield Premiums Soar on China's Looming First Default BL
'China's bond market will definitely see its first default this year'
PBOC Signals Money-Market Volatility as China Seeks to Tame Debt BL
The near-default of a shadow banking product last month and two cash crunches last year highlight the challenge for policy makers...
Will emerging markets become a euro zone-style risk? CNBC
Troubled Times:Developing Economies Hit a BRICS Wall Spiegel
Italy rejects 'bad bank' plan over credit rating fears FT
Italy Banks May Face Up to $20 Billion Capital Gap, ABI Says BL
Greece Is Still Bankrupt Acting Man
Argentines Drain Reserves to Stash Dollars Under Mattresses BL
The Perilous Job of Auditing China Asia Sentinel
Decline in Japan Sentiment a Warning Flag for Abenomics WSJ
More worrisome, an index measuring the economy's expected direction in coming months slid 5.7 points to 49.0 - its first time below 50 in 14 months
JPMorgan, GE Sell Least Samurai as Tight Spreads Deter Investors BL
Japan, Land of the Falling Wage BW
Sowing Fear - World War I and the Seeds of Hyperinflation Spiegel
US blames China for rising tensions in South China Sea FT

The Global Week Ahead Scotia
A Most Dangerous Era Mauldin
EM, Hedge Funds and Corporate Debt Noland
Will U.S. stock buyers beat back the bear? Reuters
Lew Says U.S. Borrowing Power May Not Last Past Feb. 27 BL
U.S. Factory Report May Not Be as Dire as It Looks Norris
The Jobless Rate and the Fed’s Dilemma BMO
How to (properly) interpret the jobs report El-Erian
The Spectacular Myth of Obama's Part-Time America in 5 Graphs Atlantic
The Economic Outlook Is About More Than Just Jobs Harding
Global Views Scotia Global Equity BMO
Weekly Focus: Data and ECB disappoint Danske
Market Manipulations Become More Extreme, More Desperate Roberts
The Greater the Turmoil, the Stronger the Dollar. Again Sommer
Toyota close to $1 billion deal to settle U.S. probe: WSJ Reuters
Short-seller Chanos falls double digits in '13 CNBC
"...the risks have increased in the U.S. market rather dramatically in the past year"
High-Speed Trading Isn't About Efficiency - It's About Cheating Atlantic
Monsanto Is Going Organic in a Quest for the Perfect Veggie Wired
Art Flippers Chase Fresh Stars as Murillo's Doodles Soar BL
German court parks tank on ECB lawn, kills OMT bond rescue Pritchard
Greek official 'bribed more times than he can remember' NYT
Moody's cuts Puerto Rico to junk Reuters
Poland's Eurozone Tests Project Syndicate


Consumer Credit in U.S. Rose More Than Forecast in December BL
U.S. Payrolls Rise Less Than Forecast; Jobless Rate Falls BL BLS
Fed Is Misled by Wealth Effect Ritholtz
Featured Article: Many Are Betting on a Calm Market. We're Not. EW
Fischer Worth Up to $56.3 Million Will Sell Assets to Join Fed BL
Investors Shift Record Amounts From U.S. Stocks to Bonds BL
Global Asset Allocation: High Yield Versus Equities BCAR
If History Is Our Guide, the S&P Will Hit Highs Again in Two Months Minyanville
The worldwide wobble Economist
Stagnation by Design Stiglitz
Behind the wave of market anxiety Kaletsky
The 'Fat Pitch' Myth PragCap  Albert Edwards - Yardeni - RB
The Bulls Have Left the Building BeSpoke
Repaying Home Equity Loans NYT
Helocs, as they're known, were aggressively marketed from 2004 to 2007, and now the bills are coming due
SAC guilty verdict: What it means for Steven Cohen Fortune
Madoff Ex-Aide 'Corporate Psychopath' Defense Challenged BL
Lehman Brothers Maybe Sold Warren Buffett a Rainbow BL
Hedge funds bet on US gas shortage as cold boosts demand FT
Hedge funds are now betting the country will face a critical shortage before spring
Gold bugs, be patient: Your time is coming CNBC
Germany repatriating its US gold reserves in mini-shipments Europe Online
Bank of America Has Been Calling the Mets' Shots BL

Germany refers ECB bond-buying programme to European Court Telegraph  Euro Falls
Rise of Eurosceptics in Netherlands Prompts Serious Discussion of "Nexit" Mish
ECB to gain far-reaching powers as euro zone banks' supervisor Reuters
How Fragile are Emerging Markets? Rogoff
Home prices in China rise for 20th straight month amid slower pace Shanghai Daily
5 Things to Watch in China'€s Housing Market in the Year of the Horse WSJ
Ukraine Imposes Capital Controls as President Meets Putin BL
Russians Rue Economy as Most Expensive Olympics Begin at Sochi BL
Japan, Land of the Falling Wage BW
Are we entering Phase 3 of the Great Financial Crisis? Pritchard

SAC Capital ex-trader convicted of insider trading AP
Jobless Claims in U.S. Decreased 20,000 Last Week BL
Most 'Medieval' Gross
Small-Cap Bears at Highest Since 2012 on Selloff BL
January's jobs number not looking any better Crudele
This number could make or break the market MSN
Warren Buffett widens lead in $1 million bet CNN
TRIGGER$ G. Long
Free Issue of Robert Prechter's Theorist is Back EW
How crony capitalism is harming the economic prosperity of young Americans MyBudget
How Much Further Could Stocks Drop? Ciovacco DeMark
Hedge Funds Rework Currency Positions in Market Drop BL
Currency Market Unsettled by Trader Exits on Lawsky Probe BL
Labor Market Upheaval, Default Regulations, and Consumer Debt FRBSL
Hedge Funds Preparing for $1 Trillion Property Bill BL
About $350 billion in commercial-real estate debt comes due every year through 2017 after a borrowing binge last decade
The Coming Mortgage Delinquency Disaster Dshort
California's Drought in Two Terrifying Charts BW
New York regulator demands bank documents as investigation widens Guardian
Sony Said in Talks to Sell Japan PC Unit to Investor Group BL
Porsche faces 1.8bn euros lawsuit BBC
ECB is playing a game of chicken with deflationary world forces Pritchard
European Central Bank faces triple-threat CNN
Analysis: Emerging markets selloff bruises big-name funds Reuters
Puerto Rico downgrade took 'cojones': Bond pro CNBC
Dutch Bankers Swear to God as Trust in Lenders Slumps BL
Iran pokes US with 'Rouhanicare' The Hill

U.S. private-sector job growth slowed in January: ADP Reuters
Challenging the Consensus Absolute
Emerging markets more vulnerable than ever to Fed tightening, warns BIS Pritchard
--
The global long-term interest rate, financial risks and policy choices in EMEs BIS
Interest on debt to nearly quadruple CNN
--
The Budget and Economic Outlook: 2014 to 2024 CBO
The Retail Commercial Real Estate Domino G. Long
Volatility index raises caution flag for bears MW
The Federal Reserve's Nuclear Option: A One-Way Street to Oblivion Smith
The housing market is addicted to the easy financing juice of Wall Street Dr. HB
Featured Article: "Harvard Economist Is Pulling His Money From Bank Of America" EW
Rock-Star Pope at war with GOP's Ayn Rand Capitalism Farrell
With Volume Comes Volatility RB Mish
Global Dollar-Based Financial Fragility in the 2000s, Part 2 via Triple Crisis
Surprising Fed Jobs Report Is Extremely Misleading HP
Morgan Stanley to pay $1.25 billion to resolve mortgage lawsuit Reuters
RadioShack to close about 500 stores Reuters
Coming to a Post Office Near You: Loans You Can Trust? Warren
Is Inequality Approaching a Tipping Point? BL
The Middle Class Is Steadily Eroding. Just Ask the Business World NYT
Bill Gates is back to take a bite out of Apple, Amazon and Google Telegraph
McDonald's Wants You to Watch How McNuggets Are Made BL

Pimco's Bill Gross Says He Avoids China 'Mystery Meat' BL
China Savers' Penchant for Property Magnifies Bust Danger BL
China's policy makers have attempted to rein in the unprecedented credit boom they unleashed in 2008-2009 amid the global financial crisis...
Luxury market sees slow growth China Daily
Eurozone retail sales in unexpectedly big slide AP
Euro Bears Seeking Redemption in Inflation Slowdown: Currencies BL
Periphery business cycle monitor Danske
S&P cuts Puerto Rico's debt rating to junk Reuters
Japan Real Wages Fall to Global Recession Low in Abe Risk BL
Why Singapore's Bear Market May Have Just Begun Forbes
Digital Independence:NSA Scandal Boosts German Tech Industry Spiegel

Goldman to Fidelity Call for Calm After Global Stock Wipeout BL
Global shares plunge as U.S. slowdown adds to emerging markets woes Reuters
The central bank cavalry isn't coming Saft
So Cruel: Pullback Could Become Correction Sonders
Market volatility will continue, here's why Faber
America's First Female Fed Chair Takes Control Of Global Economy HP
Cause for Fed to halt taper? CNBC 2nd Worst Start to February Ever BeSpoke
Central banks only offer sticking plasters, yet their power grows by the day Warner
Tinker to Evers to Chance Saut
Dow still headed for 18,000 so get into stocks now Farrell
What happens when the robots take over? Hutchinson
Stocks Have Experienced A Major Technical Breakdown Forbes Technicians see more selling
RB - Gartman - Embry - Goldchat - Keen
Federal Reserve Chairman Ben Bernanke to Join Economic Studies at Brookings Brookings
In the Billionaire Chase, Mark Zuckerberg Closes in on Page, Brin, and Bezos BL
Treasury's Lew warns US default could happen quickly Reuters
Emerging markets risk repeating eurozone blunder on tightening Pritchard
Nikkei down 4.2% in Asia market selloff MW
Emerging Markets: Deja vu all over again Triple Crisis
European banks have $3 trillion of exposure to emerging markets Reuters
Onshore liquidity crunch to undermine China credit Finance Asia
ECB Preview: Another refi rate cut Danske
Portuguese Debt About to Implode? What About Spain? Mish
Art for money's sake: Portugal aims to recoup debt AP
Brazil Has Worst Trade Gap Since at Least 1991 on Export Plunge BL
Will Chinas Cash Squeeze Pinch the Real Economy? WSJ
Kexim leads push into alternative currencies Finance Asia
The global long-term interest rate, financial risks and policy choices in EMEs BIS

U.S. stocks slammed; Dow sinks more than 300 points, S&P 5% below peak CNBC
U.S. ISM Factory Index Declines More Than Forecast BL
U.S. car sales fell to three-month low in January MW
Pushing Luck Hussman
Quantitative easing has distorted not only financial markets, but financial memory. The awakening is not likely to be gentle.
Value, in four charts Price
Record Momentum Unwinding in S&P 500 as China Quashes Euphoria BL
Almost 160 companies in the benchmark gauge for American equities traded below their average level over the past 200 days last week, more than  any time last year...
Bonds Outperform Stocks in Best Start to a Year Since 2008 BL
Don't  let January losses turn you against stocks Hulbert
January's market decline points to a down 2014 Crudele
Carney Seen Raising Rates Before Yellen, Draghi BL
Who's to blame for the emerging-market crisis? Salmon
A central banker's 'license to lie' Kaletsky Short Side of Long - Ritholtz - Keen - EB - Mish
IMM positioning - Speculators added net long EUR positions Danske
Hedge Funds Raising Gold Wagers Dump Copper: Commodities BL
JPMorgan Owns Over 60% Notional Of All Gold Derivatives ZH
DOJ probes finance firms' dealings with Libya: WSJ Reuters
Wall Street adviser: Actual unemployment is 37.2%, 'misery index' worst in 40 years WS Examiner
With Fortune Falling, a 1 Percent Divorce NYT
Food Stamp Cuts So Devastating Even Walmart Is Too Expensive HP
US Mint's gold coin sales sink on weak interest MSN
China Manufacturing Gauge Falls to Six-Month Low BL
China's non-manufacturing PMI drops China Daily
Chinese bank crisis 'could trigger global meltdown' Telegraph
Onshore liquidity crunch to undermine China credit Finance Asia
Germany preparing third financial rescue for Greece Guardian
Economic forecasters call for measures to cool down London's property market Guardian
London Housing Market Shows Rising Bubble Risk as Asians Buy BL
Gone With the Wind:Weak Returns Cripple German Renewables Spiegel
China says Japan's 'hype' on air defense zone spreads tension Reuters

The Global Week Ahead Scotia
Central Banker Throwdown Mauldin
Rationales & Targets Cross Currents
End of an Era Noland
Bonds Are Defying Dire Forecasts Harding  Baker
The New Watchword - Deflation? Schwab Market Perspective
Global Views Scotia Global Equity BMO  Weekly Commentary Wells Fargo
Weekly Focus: Case for further easing by ECB Danske
Desperate BIS & Fed Wage War On Gold As China Buys Maguire
Schiff Wonders Why 'The Daily Show' Hates The, How You Say, 'Retarded' HP Mish

Commodities Update: OPEC output declines despite Libyan production restart Danske
Detroit Bankruptcy Exit Plan Threatens Munis as Pensions Favored BL
Wall Street Pays $70 Million Tab for Super Bowl in Its Backyard BL
Number of the Week: How Much Is Super Bowl Really Worth? WSJ
Silver-Junior Struggles ZEAL

Canadian Dollar: Back to Reality BMO
China's shadow banking products are coming under the spotlight Northern Trust
Investors pull $12 billion from emerging markets FT
The Force of Japanese Exports Is Weakening Norris

Member Home