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The Deleveraging of U.S. Households Since the Financial Crisis FRBSL Buffett's annual letter: What you can learn from my real estate investments Fortune “The goal of the nonprofessional should not be to pick winners...” Back to a Downton Abbey economy! Hutchinson Inequality worse now than on Downton Abbey Arrends Why Is the 2008 Crisis Taking So Long to Resolve? (Part 1) Triple Crisis Possible Tapering Pause Schwab NABE economists divided over pace of Fed tapering AP Natural Big Lies Krugman RB - BeSpoke - PC
Buffett Warns of Liquidity Curse, Celebrates Property Bet BL JPMorgan Chase to cut thousands more jobs FT The Unlikely Tale of How ARM Came to Rule the World BW Ex-Soros man Druckenmiller's recent moves MW Gold-coin investors feel shined on by Newport firm OC Register Website of Bitcoin exchange Mt. Gox offline AP Mish A theft of that magnitude would equate to losses of $350 million at current bitcoin prices Jaffe: Regulator to warn on bitcoin MW Commodities Update: Extreme drought threatens Brazilian crops Danske Yuan Shifts Roil Copper Market WSJ
That's Enough Yen Depreciation BL Real estate price growth loses steam CD Banks deny halting home loans CD China's $12 trillion corporate debt pushes up refunding costs, drives mergers BL China calls US to halt probes on solar items SD For Abenomics, 'Third Arrow' is the Hardest and Most Needed WSJ Euro Inflation Research 2: ECB's current inflation forecast Danske Is Ukraine's misery the next Black Swan for West's financial markets? Warner Ukraine unrest may grind grain markets MW Ukraine Delays Vote on Picking New Government to Feb. 27 BL HSBC hands allowances to hundreds of bankers to avoid EU bonus cap Guardian
Hussman Funds Semi-Annual Report Hussman Forty centuries of learning nothing Price Dealers Seek U.S. Treasury‘s Help in Regaining Grip on Debt BL The Dollar and the Deep State Smith Mish Use of logarithms in economics EB Is the US in real trouble? We're about to find out CNBC A Walk Thru Of China's Hard Landing, And The Upcoming Global Harder Reset ZH Fears Over Gold Price Rigging Put Investors on Alert via GATA IMM positioning: Investors added net shorts in CAD and RUB Danske
Make Banks Safer: Tax Them BL Ackman Sees Big Upside to Fannie, Freddie Bet WSJ Buffett has some explaining to do ahead of AGM Keenan Mexico to trump Japan as No. 2 car exporter to US WP Million-Dollar Gamblers Spark Latest Macau Turf Fight BL A Star in a Bottle New Yorker
Industrial Bank Halts Property Loans, Securities News Says BL China: Overheating Despite Slowing Growth? Asia Sentinel More Chinese cities see home prices decline China Daily Yuan may end one-sided appreciation: experts China Daily Risks ahead for Asian banks, says S&P FA India central bank: Emerging markets 'on their own' CNBC Is Abe Encouraging Japan's Nut Jobs Pesek Carney: banks should pay their own way Telegraph Draghi: Europe may decide on stimulus in March MW Greece resumes protracted bailout talks with lenders Reuters Scottish referendum: Salmond offers the independence of a granny flat Elliott Osborne says EU ready to provide Ukraine financial aid AFP U.S. warns Russia to keep its military out of Ukraine after protesters force president out WT India is now biggest foreign buyer of US weapons FT
US Fed chief Yellen asked for ID at G20 AP The Global Week Ahead Scotia The Worst Ten-Letter Word Mauldin Curriencies, Carry Trades, Fat Pigs and Pythons Noland Equities are right back to near record highs - yet something just doesn't feel right. Global Views Scotia Global Equity BMO Weekly Focus: Global manufacturing cycle is peaking Danske The Zombie Numbers That Rule the U.S. Economy Atlantic A New Light on Regulators in the Dark Morgenson
Uranium Supply Disruptions Spell Opportunity For Investors: David Talbot SA Big Gold-Stock Buying ZEAL Detroit bankruptcy plan faces widespread backlash CNBC Stash of unsold clogs costs Crocs millions MSN Mysterious $1.5 million bet has traders buzzing CNBC If Only Buffett Could Buy These Five Small Caps Forbes
Obama meets with Dalai Lama, upsetting China Reuters Ukraine Pulls Back From Brink WSJ
Fed Officials Kept Humor in 2008 With Jokes on Spouses, Food BL By the end of 2008, the Fed had launched so many emergency lending programs that then-Chairman Bernanke spoke of "the various credit facilities for which even I do not know all the acronyms anymore." Fed Failed to See Lehman's Fallout for Economy BL
Fed at crossroads: Transcripts detail crisis CNBC 2008 Transcripts Sales of U.S. Existing Homes Slump to Lowest Since July 2012 BL Looking Beyond The Weather Comstock With 2015 budget request, Obama will call for an end to era of austerity WP World Money Analyst Update on Russia Outside The Box France is looking straight down the barrel of a deflation shock Pritchard The Lurking Threat of Deflation BW Do Euro Zone Stocks Signal Euro Deflation? TheStreet WSJ Clarifying the debate about deflation concerns VOX Sober Look Grand Central: Maybe Inflation Isn't as Low as Fed Thinks WSJ Dissension In The Central Banking World EPJ Debt Ceiling Redux? YALE 3 Reasons Bulls Need To Pay Closer Attention Ciovacco The Stimulus Tragedy Krugman Baker - Smith What can we expect from the US economy in 2014? FMaximus The Hefty Yoke of Student Loan Debt Norris
Buffett's Moats Are Breached Kass Why the super-rich get richer and you don't Nutting Herbalife is Ackman's biggest loser ever MW Fannie Mae Pays Off U.S. Government Bailout HP Boeing Paid No Federal Income Tax Last Year: Analysis HP Madoff Said JPMorgan Execs Knew About Ponzi Scheme: Lawsuit HP Currency Traders' Strategies Foiled as Trends Go Missing BL Gold Rush Ghost Town Bodes Ill for California Power Flow BL Tomorrow's hamburger may cost as much as today's steak MW Natural Gas Backwardation At Extreme Levels BeSpoke Gold miners' stock rally has just begun MW Half of German gold reserves will be stored in Germany by 2020 Bundesbank Commodity Price Index Scotia
China: Overheating Despite Slowing Growth? Asia Sentinel Canada Inflation Accelerates Most Since 2012 on Heating Costs BL Spanish Exports Mark Record Year as Rajoy Craves Repeat BL Ukraine likely to default, says S&P Telegraph Chess in a Minefield:The Global Implications of the Ukraine Conflict Spiegel Mish Japan's Record Trade Deficit Shows Risks Mounting for Abenomics BL Fishermen worried about Fukushima leak NHK
In Buffett We Trust: Berkshire Annual Report Lacks Disclosure BL Jobless Claims in U.S. Fell Last Week as Firings Abated BL Owners again borrowing against homes as housing market recovers LATimes Bitcoin investor fury at Mt Gox delays CNBC Interest Rate Blues:Emerging Nations Demand Western Support Spiegel Markets look past 1929 chart Hulbert Cashin: Fed 'flying blind' on economy CNBC Have the Bears Given Up Too Soon? Minyanville Emerging markets: Why Wall Street is split El-Erian Should you fire your economists? Saft Why the stock market is a sham for regular investors MyBudget Featured Article: (Video) Want a Sure-Fire Forex Trade Setup? Look for a Triangle EW Further weakness in US housing not just weather related Danske Marx Was Right: Five Surprising Ways Karl Marx Predicted 2014 RStone
Facebook to buy WhatsApp for $19 billion in deal shocker Reuters WhatsApp's Founder Goes From Food Stamps to Billionaire BL Zuckerberg Bonded With WhatsApp CEO Over Coffee and Dinners BL Einhorn Says Don't Be Fooled as Companies Beat Estimates BL Watch for companies to claim 'Jack Frost ate our profits' Reuters Wall Street Girds for China Bribery Probe as IPOs Beckon BL The giant bet that Tesla will fall 75 percent CNBC Gold Losing Stigma for UBS as Tully Increases Forecasts for 2014 BL
China Factory Gauge Falls Amid Risks of Credit Souring BL Record Japan trade deficit highlights risk of economic stumble Reuters Turkey spoils emerging market story as politics go haywire Pritchard China Properties struggles to print note Finance Asia China increases holdings of US bonds China Daily Singapore's Soaring Land Prices 'Suicidal' for Developers BL Dent says Brisbane's housing bubble will burst ABC Portugal counts days to end of bailout program AP Elliott vs Argentina: 3 possible resolutions Salmon
Some Fed officials sought early rate hike: FOMC minutes AFP Minutes Crash of 2014: Like 1929, you'll never hear it coming Farrell China Cuts Treasury Holdings Most Since 2011 Amid Taper BL The Chinese move to sell suggests central banks are becoming more wary of taking duration risk now with the Federal Reserve firmly into the tapering process China Moves to End Its Codependency with US Roach The Retail Real Estate Implosion G. Long 'Probably too late' to buy US stocks: Marc Faber CNBC The European Debt Crisis: Karlsruhe & Quantum Physics Das Censusgate: When and what did Labor know? Crudele What's So Dangerous About Austerity? Triple Crisis Currency Returns During the Financial Crisis and Great Recession FRBSL
Life stinks making 6 figures on Wall Street CNN JPMorgan Employee Falls to Death From Building Roof in Hong Kong BL Sometimes JPMorgan Gets Paid for Advising on Mergers BL Corporate Cronyism: The Secret to Overpaid CEOs Baker Standard Bank in prime position for Deutsche's gold fix seat: sources Reuters Buffett 's Coca-Cola Complacency Warning Foretells Troubled Year BL How the big money is betting on gold now CNBC China becomes world's largest gold consumer FA GOLD Bitcoin ATMs roll out as cryptocurrency faces hackers, regulation and volatility FT
Japan says prices 'rising moderately' for first time in more than five years Reuters FTZ launches cross-border yuan payment China Daily Record year for foreign yuan exchange CD China - Is renewed surge in credit forcing PBoC to tighten further? Danske Is China at Risk of a Debt Crisis? Not Really, Bank Says WSJ An independent Scotland risks becoming eurozone mark 2 Tele Tourism boom drives Greece to first current account surplus on record Reuters London still worlds most costly office market SD What the Heck Is Going on in Venezuela? (Could the Maduro Regime Fall?) BW Ukraine crisis: Police storm main Kiev 'Maidan' protest camp BBC
Empire Manufacturing Weaker Than Expected BeSpoke Appetite For Distraction Things That Make You Go Hmm... German government source said U.S. should normalize monetary policy Reuters Canada Sees Active Work on Currency Benchmarks Amid G-20 BL Debt and Growth: Is There a Magic Threshold? IMF "Soros Put" Hits Record As Billionaire's Downside Hedge Rises By 154% in Q4 To $1.3 B ZH China Digs Itself Deeper Into Dollar Trap Pesek What struck me most, though, is that China still can't see that it's the dupe in this giant pyramid scheme. Yuan takes another step forward as a world currency CNBC Yellen's Wishful Thinking Lachman What really happened to Bear Stearns? Butler Embry Evading the welfare trap Hutchinson
UK fraud agency charges three ex-Barclays bankers over Libor Reuters FX Traders Facing Extinction as Computers Replace Humans BL Danske Bank Bonus Culture Investigated as Bond Probe Deepens BL David Einhorn Will Say What Stocks He Owns When He's Good and Ready BL Study Finds Hormones' Surprising Affect On The Markets Reuters The new class system for young Wall Street bankers NYP Your Car Is Spying on You and Congress Isn't Sure What to Do About It BW Top Two Gold Forecasters Remain Bearish After 2014 Rally BL Gold falls as report highlights drop in demand MW Chart of the Day: Bitcoin's rapid plunge CNBC A Question in Some Corners of Tokyo: You Take Bitcoins? WSJ
Bank of Japan boosts loan programmes BBC Asian Stocks Climb to Three-Week High After BOJ Statement BL Abenomics' wobbly arrows Saft Europe Says No Rush on Greek Debt Help, Leaving Samaras in Limbo BL China Tackles $1 Trillion Data Gap as Xi Changes Metric BL China Fooled the World (But It Cannot Last Mish China's FDI rose 16.11% in January China Daily Inflation falls below Bank of England's 2% target Guardian Australia's RBA is asleep at the wheel Keen India's Parliament Descends to Chaos Asia Sentinel
Topping Patterns and the Proper Cause for Optimism Hussman 10 tricks Wall Street uses to manipulate you Farrell Deflation Threat Worries G-20 Roiled by Emerging Markets BL Rosenberg Sees Inflation After Calling Housing Bust in Recession BL America risks becoming a Downton Abbey economy Summers Reuters IMM positioning: Investors broadly square on GBP Danske Education: The USA's Problem & Its Solution Smith & Long Do banks sense a change in the California housing market? Dr. HB The End Of Bretton Woods And The Race To The Bottom, 1971 IGWT Economists in the dark Samuelson
Inside hedge fund pay: $10M for a 10% return CNBC Swaps market prepares for its big bang FT Forget high prices, gasoline demand to fall: BofA CNBC These Gold Charts Will Make Your Heart Beat Faster Value Walk Gold Rises to 3-Month High on Haven Demand as Silver Extends Run BL
Central bank soothes cooling concerns China Daily Chinese-style tapering eclipses US taper in scale FT Japan Growth Trails Forecasts as Sales-Tax Increase Looms BL Japan's Consumers Still Cautious Reuters German Home Prices Rose Most in Decade on Cheap Finace BL Carney Proving Favored Banker in Sterling's Revival BL Average house prices rise above £250,000 stamp duty threshold Telegraph Australia’s unemployment rate same as 10 years ago, but what lies ahead is a worry Gurdian How Thailand's political turmoil will weigh on its economy SBR
The Global Week Ahead Scotia Wall St. Week Ahead Reuters Transitions Noland The Economic Singularity Mauldin Watch For A Taper Time-out Harding Don't fall in love with your stocks Hulbert Fewer Layoffs, but Not Much Hiring Norris Global Views Scotia Global Equity BMO Weekly Focus: Weaker US growth leaves risk assets vulnerable Danske Arresting disinflation will require taking up the slack NT The Untouchable Profits of Fannie Mae and Freddie Mac Morgenson Soros exits J.C.Penney, trims Herbalife, others follow Reuters Berkshire dumps stake in Dish, Glaxo Reuters Gold-Stock Breakout 2 ZEAL This Is What A Rap Song Commissioned By Criminal Traders Sounds Like HP
Carney Says Forces Suppressing U.K.'s Interest Rate Will Persist BL Risk Aversion at the Country Level FRBSL Canada’s Post-Crisis Fiscal Landscape BMO
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