|
Dow, S&P Close at Record Highs in Broad Rally Reuters U.S. Budget Deficit for March Falls to $107 Billion AP Pimco's Gross Turns Positive on 10-Year Treasurys WSJ The Use and Abuse of Monetary History Eichengreen China banks "significantly exposed" to shadow financing - Fitch Reuters Fed Exit? What Exit? Gold & Dollar Implications Merk In search of the ‘Great Rotation’ Hulbert Ritholtz Bitcoin passes $200 mark for the first time Telegraph Digital Gold Rush:The Bitcoin Boom and Its Many Risks Spiegel Germany’s Choice Soros Japan’s big leak Saft Krugman - Smith - ZH - Turley Investment Bulletin: Global Equity Strategy Bedlam Schroders Obama Proposes $3.77 Trillion Budget to Revive Debt Talks BL Housing's Big Challenge: $1 Trillion in Student Debt CNBC
The Pension Rate-of-Return Fantasy WSJ Counting on 7.5% when Treasury bonds are paying 1.74%? That's going to cost taxpayers billions. Chasing the hedge-fund lie Weidner Icahn: Still Cagey After All These Years Barron’s Herbalife trading halted after auditor KPMG reveals alleged insider trading Guardian Goldman cuts gold price forecasts, recommends short position Reuters Japanese Rush to Sell Gold as Price in Yen Jumps WSJ Trashing The Gold Standard is Now The Stuff Of Amateurs Forbes Subsidized Corn Destroying Global Bio-Diversity Triple Crisis
China's first trade deficit in more than year Shanghai Daily George Soros urges Angela Merkel to consider quitting euro Guardian It's now simply a question of when Merkel will grasp debt mutualisation Warner Deposits flew into Greek banks during Cypriot crisis Reuters ADB warns about Asia's energy policies Asia Sentinel Putin’s Central Bank Pick Avoids Kuroda-Style Revolution BL Ex-HBOS chief Crosby asks to be stripped of knighthood Reuters
Stock Market Is “Overvalued, Overbought and Overbullish”: Hussman DTicker The Great Secret Saut Stock Crash Likely If Rally Continues: Marc Faber CNBC Bill Gross: Beware of 'Monetary Red Bull' CNBC Funny Money and the Super-Rich Hutchinson The U.S. economy has its problems, but it’s still better than everywhere else Roubini Here’s why the housing recovery hasn’t led to a hiring boom WP Bernanke Says Fed to Press Banks to Curb Liquidity Risk BL Bernanke: You Know What Keeps Me Up At Night WSJ BlackRock Warns Fed to Rein in QE FT Add BlackRock to the growing list of Fed critics who are warning of trouble ahead for the bond market. Currency Wars vs. Currency Spillovers EB Mish - Reich - Volcker
Alcoa beats estimates, backs 2013 demand view MW How Does the U.S. Quit Housing When Fannie, Freddie Rake in Billions? BL CFTC Said to Subpoena ICAP Brokers, Dealers on Swap Prices BL 'Secrecy-Cloaked Companies':Deutsche Bank Criticized for Offshore Operations Spiegel Beware of Economists Peddling Elegant Models BL ICAP rejects allegations over swaps Telegraph Sprott: French megabank SocGen is dead wrong on gold G&M Embry
China Inflation Eases, Reducing Pressure for Tighter Credit BL Yuan-Aussie direct trading to start Shanghai Daily Flood of Japanese Cash Boosts EU Bonds BW Chinese officials critical of BoJ move Finance Asia Moody's: BOJ move won't solve fundamental problems NHK France Faces 'Devastating Scandal' as Economy Stalls CNBC Three New Lessons of the Euro Crisis Project Syndicate Putin Squeezes UBS to Deutsche Bank Using Oligarchs as Lever BL China Failed Mining Deals Top $45 Billion on Hanlong Bungle BL Bird flu clouds some industries in China China Daily Did Thatcher transform Britain's economy for better or worse? Elliott
Taking Distortion at Face Value Hussman One of the striking features of the recent market advance has been the nearly triumphant confidence that there is zero risk of a U.S. economic recession. Critical Warning No. 13: Stockman’s ‘Apocalypse’ Farrell Weird Scenes Inside The Gold Mine Price Going with the flow, down the drain Fleck Fed Faces Risk of Fourth Summer Slump While Pushing QE BL Bye-Bye Bonds, Hello Equities: Central Banks FT Central bankers are putting cash into riskier assets and exotic currencies to compensate for ultra-low returns on US Treasuries... Liquidity Carpet Bombs Fueling Asset Bubbles, Rohde Says BL As stocks mark new all-time highs, many investors are left behind Ritholtz Treasury Bond Market's Warning More Frightening Than Jobs Report HP Why US Jobs Are Going to Get a Lot Worse CNBC What Risk Premium? Crossing Wall St. EB - Slack Wire - Smith Smith and Steve Gjerstad on Housing and the Never-Ending Recession YouTube U.S. sees highest poverty spike since the 1960s Daily Mail Disability Fund to Be Depleted by 2016 WSJ
'Secrecy-Cloaked Companies':Deutsche Bank Criticized for Offshore Operations Spiegel Why Rescue Fragile Banks? Outsource Them Instead BL The Experts: What Lessons Can Investors Learn From Warren Buffett? WSJ IPO Bankers Become Frogs in Hot Water Amid China’s Market Freeze BL Money printing could save the day for gold bugs Telegraph Gold is no more a safe haven, says Soros Rediff Trust in Gold Not Bernanke as U.S. States Push Bullion BL “The legislation is about signaling discontent with monetary policy and about what Ben Bernanke is doing...” All the World's Gold Weighs in At... Newser Nick Leeson - Ireland’s New Insolvency Expert CNBC Nick's experience dealing with financial challenges will be an invaluable asset to our very strong team of professionals.
Euro crisis: Portugal borrowing costs rise amid fears for bailout Telegraph Euro zone sentiment dips in April on Cyprus woes Reuters Hey, They Are Stretching the Truth Way Too Far El-Erian Secret Athens Report:Berlin Owes Greece Billions in WWII Reparations Spiegel The total could be enough to solve the country's debt problems, but... Greek bank merger halted MW ECB's Weidmann: Lesson from Cyprus is banks can be wound down Reuters Taxpayers to foot bill for Slovenia's banking crisis Shanghai Daily China Local Debt May Be $3.2 Trillion, Ex-Official Says BL Almost double the figure given in a 2011 report by the National Audit Office In China, risks of unwanted assets lurk in the shadows Reuters Researcher: Big Chinese banks 'faking' loans to small firms Shanghai Daily Global miners keen to tap Chinese market China Daily Hong Kong nets only small fry for laundering illegal Chinese money Reuters Canada to probe report that RBC outsourcing work Reuters China Says It Can Manage H7N9 Virus as Infections Rise BL Photos: China’s New Bird Flu Battle WSJ
Kuroda Leapfrogs Bernanke Noland Stockman, Orszag in budget battle royale ReutersTV Stockman feels force of Washington fury FT The Long Mystery of Low Interest Rates Rogoff Forever Fed: Jobs Blues Set Up Eternal Easing CNBC The market farce is ending Mirhaydari Is the Global Economy Slowly Falling Apart? TIME The Shrinking Ranks of the Working Norris Forget About The Fed Dialing Back QE3 - Buy Bonds! Harding Why it pays to sell in May Hulbert Expecting a Weak Q2, But Likely a Buying Opportunity Puplava Bitcoins are a bubble CNN Bitcoin Really Is an Existential Threat to the Modern Liberal State BL Sorry, Libertarians, History Shows Bitcoin Isn't the Future BL Junk Bonds Get Junkier, but Still Sell Briskly Norris Forget Debt Fears, the US Is Better Than Germany FT The Assault On Gold Roberts The Federal Reserve’s attack on bullion is an act of desperation that, when widely recognized, will doom its policy. Where Does America’s Recovery Stand Now? BMO Global Views Scotia Global Equity BMO Real SPX Record Highs ZEAL Weekly Focus: ECB to dig further... - Business Cycle Monitor: Recovery moderating Danske
If Shareholders Say “Enough Already,” the Board May Listen Morgenson The Infinity Pool of Executive Pay NYT Wal-Mart Bonds Fly Off Shelf as Shoppers Stay Frustrated BL JPMorgan Campaigns to Keep Dimon in 2 Top Jobs Dealbook "Green" car maker Fisker fires 75 percent of workforce Reuters Gold Mining Stocks Still Negative Swenlin Sprott: Why SocGen Is Wrong About Gold's Imminent 'Demise' via ZH
EU's Rehn: Big depositors could suffer in future bank bailouts under new law Reuters Portugal court strikes down part of austerity CNN Euro Zone Lending Rates Differ Drastically by Country WSJ Abenomics and the Japanese Economy CFR The Promise of Abenomics Stiglitz Protecting Yourself From Japanese Insanity Forbes China's big banks "faking" their micro loans: researcher Reuters Chinaâ€s Xi Warns Against Regional Chaos as Korea Tensions Rise BL
S&P posts 2013's worst weekly drop on jobs data Reuters
Job Gains Slow BL BLS ‘Really Worrisome’ A Topping Pattern In The Market Is Underway Comstock Soros Joins Gross in Warning Kuroda Plan Risks Yen Rout BL Soros on CNBC The Growing Sentiment on the Hill For Ending 'Too Big To Fail' Taibbi Only Tiny Percentage Opposed to Breaking Up Big Banks Ritholtz El-Erian: Central Bank Efforts May 'End in Tears' CNBC Fed Is Weighing a Reaction to Stirrings of Recovery NYT Markets Fears 'Loose Cannon' at Fed: Janjuah CNBC Fed's Evans edges closer to fellow dove's rate-rise plan Reuters Mom and pop: The world’s worst investors MW Bullish Sentiment Drops For Third Straight Week BeSpoke The Stockman Backlash Schiff Smith - Mish Analysis: Big inflows into bonds undercut the "Great Rotation" Reuters
Another Report Blames Corzine -- Are Criminal Charges On The Way This Time? Forbes The SEC Let Steven Cohen Off Easy Weil Offshore Leaks: Vast Web of Tax Evasion Exposed Spiegel Exclusive: UBS was mystery lender for Thai group's Ping An buy from HSBC - sources R Bond Traders Club Loses Cachet in Most Important Market BL Commodities Update: Yet to return from holiday Danske China Turns Graveyard From Goldmine Hurting Ship Makers: Freight BL Roosevelt's gold confiscation: could it happen again? Telegraph
BOJ's Kuroda: monetary onslaught won't cause asset bubbles Reuters Kuroda: “We will be vigilant of the risk of a bubble” Kuroda makes history with monetary blitz Pritchard Analysis: No Plan B in Japanese central bank's new playbook Reuters Kuroda Leads Japan Down Bernanke’s Path of Escalated Easing BL ECB's Coere sees euro zone inflation straying off course Reuters Europe’s Perpetual Crisis Papantoniou Denmark Vows to Protect AAA Rating Amid Stimulus Plan BL HBOS: former bosses 'should be banned from financial sector' Telegraph North Korea Rattles the Saber, and Markets Shrug BW
How Corzine’s Risky Strategy Helped Fell MF Global: Freeh BL Yen Tumbles Most in 17 Months as BOJ Doubles Stimulus BL Jobless claims at four-month high, cast shadow over jobs market Reuters Helicopter QE will never be reversed The Need for Wholesale Change Absolute Return Letter A Man in the Mirror Gross Caveat Depositor Sprott Former US Treasury Official - Fed Desperate To Save System King Gold Bugs Had the Best Monetary Rule Baum The Greatest Collapse in History? Acting Man Krugman - Mish Russell 2000 vs S&P 500 Divergence: April Fool's Joke or Something Else? BeSpoke Investors Pile Into Housing, This Time as Landlords WSJ Demand for space in U.S. strip malls still weak in first quarter Reuters Janet Yellen: A Keynesian Woman at the Fed Cassidy (Video) How Market Losers Think - and How to Stop Doing It EW
After Heinz and Dell, a Merger Boom Fails to Appear BW Chart Explains The Biotech Bull Market TheStreet What Jamie Dimon Won't Tell You Baseline Ex-Goldman trader Taylor pleads guilty to wire fraud Reuters Bundesbank Probes Deutsche Bank Over Hidden Losses FT Gold extends losses to lowest since May at $1,539.74/oz Reuters Gold, Hit Hard Today, to Face a Test Friday Street The death of peak oil EB Alberta’s bold plan to cut emissions stuns Ottawa and oil industry G&M
BOJ Doubles Bond Purchases in First Kuroda Easing Salvo BL Reuters: The decision marks a return to the BOJ's five-year quantitative easing policy that ended in 2006, when it flooded markets with cash... IMF sets terms of Cyprus bailout Guardian Cyprus Turks Share Pain as Banking Crisis Revives Talk of Unity BL Mystery Deepens Over Cyprus' Capital Controls CNBC Will Cyprus Force Draghi to Finally Cut Rates? CNBC Draghi Mulls Plan B Decoupling - One expensive euro Economist How we learned to stop worrying and love capital controls Triple Crisis Shanghai's land sales surge in value Shanghai Daily More Headwinds for the Indonesian Economy Asia Sentinel How it all went wrong at Barclays Telegraph Barclays lost sense of reality Korea's Default Risk at Six-Month High Chosun Canada’s surprisingly large exposure to our too-big-to-fail banks G&M Brace for More Market Tremors From North Korea CNBC
Bernanke’s WWII monetary regime FP Fed hawk Lacker and dove Evans face off over inflation Reuters Fed’s Kocherlakota Calls for More Stimulus WSJ The Bernanke Fed's Printing Press Explosion Now Exceeds Two Trillion Dollars Auerback Marc Faber: Cyprus Will Happen Everywhere CNBC What OMF Means For Gold G. Long Do You Believe China's GDP Numbers? Mish Jesse - Yardeni - MB - Dr. HB - Smith - Cramer Eye of the Beholder: Dissecting the Variety of Price-Earnings Ratios Sonders A stock strategy to weather the downturn MW World-Wide Factory Activity, by Country WSJ
Judge dismisses suit against Paulson for China bet Reuters Regulators Let Big Banks Look Safer Than They Are Bair For every trillion dollars in accounting assets, these megabanks calculate their capital ratio as if the assets represented only $550 billion of risk Fannie Mae Beats Wal-Mart and GE With Record Profit in 2012 BL Fannie and Freddie, the $5 Trillion Gorillas the U.S. Just Can't Kill BL Auto News Flash Scotia 20-stock portfolio built to weather good times and bad G&M SSE fined record Ł10.5m for 'prolonged' energy mis-selling Telegraph Analysis: Spills flame Canadian oil debate, but won't curb flows to U.S Reuters Gold hits 10-month low, attracts bargain buyers Reuters Beer and hot dogs: Which ballparks charge most CNN
“What's important is for the BoJ to make efforts toward its goal. If it can't meet the target, it has a responsibility to explain why. If it has a good explanation, that's fine" Abe Bank of Japan Preview: Kuroda expected to leave his mark Japan Life after the Fall: The Aftermath of the Cypriot Banking Collapse Spiegel Cyprus President Invites Probe of His Family Firm FT Mexico Follows U.S. in Foreclosures Crushing Builders BL Property curbs make their mark in Shanghai China Daily Chinese consumers less upbeat about future Shanghai Daily Portuguese government faces no-confidence vote Guardian EU Financial Transaction Tax Seen Costing Britain $6 Billion BL Asia's Fossil Fuel Addiction Asia Sentinel Barclays says review makes "uncomfortable reading" Reuters Heavily indebted South Korean shipbuilder STX on its knees Standard
"A Fresh Milestone" Saut The only 4 strategies to use in the next crash Farrell Japan: Monetary Madness in Times of Unsustainable Deficits? Merk Rosenberg: I See 10 Signs That Show The Stock Market Is Overbought via BI The Global Economy on the Fly Roubini "Indigenous" – a New Threat to Our Well-Being Hutchinson Greenspan’s bullish, time to sell Keen Shut Up, Savers! Surowiecki Debt = Serfdom Smith Mish - Schiff - Krugman - Sober Look - Paul The Next Real Estate Bubble: Farmland American Do Industrialized Countries Hold the Right Foreign Exchange Reserves? FRBNY Lessons from the Recent Recession: The Faster They Grow, the Harder They Fall FRBSL IMM positioning: Investors still moving out of the euro Danske
Judge Accuses Banks Of Hiding Tens Of Billions In Toxic Assets HP Ex-SEC chief Schapiro to join a private consultancy firm: WSJ Reuters 10 things financial advisers won’t say MW Panasonic unit in bribery investigation The Age SEC probes Silvercorp short-seller fight G&M Apple apologises to China customers BBC IMF Proposes $1.40 A Gallon Gas Tax On US Drivers FOX
Bomb from Brussels: Cyprus Model May Guide Future Bank Bailouts Spiegel The Cyprus File Das Cyprus Seeks More Time to Meet Targets in Talks With Troika BL Cypriot president angrily denies claims family member exported bank funds Guardian Could Cyprus go the way of Ecuador? Salmon Deposit insurance after Iceland and Cyprus VOX Demetriades: “Once people realize how well capitalized the banks are there is little reason why there will be deposit flight” Euro-Area Unemployment Rises to Record 12% Amid Recession BL UK manufacturing contracts for second month in March - PMI Reuters Yuan hits firmest to dollar in 19 years Shnanhai Daily Home prices continue to rise China Daily Japan just might be set to open a new chapter Reuters At a two-day rate review that ends on Thursday, the central bank is likely to start open-ended asset purchases immediately How Closely Is Kuroda Emulating Bernanke? CNBC Reuters: Kuroda may not be able to sway a board divided on how much the BOJ should ramp up bond buying and how to convince markets it will not monetise public debt. Japan Banks Urge Abe to Release ‘Third Arrow’ to Spark Lending BL Mainland, Taiwan agree to further ease bank caps Shanghai Daily
Stockton Can Stay in Bankruptcy Over Creditor Objections BL Cooling factory activity hints at slowing economy Reuters We Should Already Have Learned How This Will End Hussman Stockman Warns of Crash Of Fed-Fueled Bubble Economy BL NYT “Notwithstanding Bernanke’s assurances about eventually, gradually making a smooth exit, the Fed is domiciled in a monetary prison of its own making...These policies have brought America to an end-stage metastasis. The way out would be so radical it can’t happen” -- The Great Deformation: The Corruption of Capitalism in America Amazon "Is the Federal Reserve Breeding the Next Financial Crisis?" EB When Interest Rates Rise Feldstein 'Fixing' The Payroll Problem Contrary Investor Turning a blind eye to Cyprus Fleck Ten Things That Could Wreck the Bull Market 24/7 3 Bearish Charts Warren & the Vampire Squid WSJ Clearly, he loves blood in the water as much as the next squid. He's just more clever going in for the kill. Tax Lover Buffett Dodges Taxes In GS Deal Keenan Bernanke Breaks Down: "This Whole Thing Is a Kleptocracy" Smith MyBudget - Dr. HB Embracing the Dark Side: Trading in the Shadows NYT Fiscal consolidation and implications of social spending for long-term fiscal sustainability VOX
Why China wants to eat Apple Stephen Will Wall Street Ever Learn E-Mails Are Forever? Cohen Money-Laundering Banks Still Get a Pass From U.S. BL How Funds Massage Numbers, Legally WSJ Then there's the problem of "survivorship bias”... SEC Inaction Leaves Town Victim To Massive Ponzi Scheme HP New sheriff of Wall St. is racking up insider trading convictions LAT Fishing for Value Barron’s Broke California Unveils Fish-Saving Boondoggle BL Analysis: Insider case against SAC manager may be tough to prove Reuters Gold Miners Have ‘Terrible Structural Features’: Morningstar Barron’s Lower Gold Prices Could Make Miners Worthless, BofA Says WSJ Exxon oil spill in Arkansas seeps into Keystone debate G&M 3D Printing for $200? This Company Makes it Reality BL Video
PM Gillard may ink Australian dollar-yuan currency conversion pact: report SCMP Cyprus seeks to find people behind bank crisis FT Head of Cypriot church urges finance minister to resign Telegraph Cyprus bets on casinos to boost economy after savings raid Guardian Russia won't help out Cyprus depositors, says minister Reuters Japan business mood improves as market reacts to "Abenomics" Reuters Chinese Manufacturing Gauge Rises to Highest in 11 Months BL Beijing, Shanghai Add to Home Curbs as China Acts to Cool Market BL US firms less focused on China China Daily Angela Merkel fails to escape eurozone crisis on Italian holiday Telegraph Is Germany too powerful for Europe? Elliott Emerging Markets Dump Billions Worth of Euro FT Accounts at EU banks are 'a joke', warn analysts Inde
Number of the Week: College Grads in Minimum Wage Jobs WSJ
|
|