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Will oil force the Fed's hand? La Monica Gas prices jump 8 cents - Libya oil chief: Production down 50 percent AP `Big Short' Author Lewis Sued, Accused of Defamation BL Wall Street bets on debt that doesn't exist WSJ Dudley: Don't blame the Fed for price hikes CNN This is How David Einhorn Shorts Stocks Insider Monkey Social mood turns negative: Markets will soon follow, Robert Prechter says TTicker Business Activity in U.S. Grew at Fastest Pace in 20 Years BL Pending Sales of U.S. Existing Homes Fell 2.8% in January BL NAR Consumer Spending in U.S. Rose Less Than Forecast in January BL Economists list U.S. budget deficit as No. 1 worry Reuters Fewer Think Home Ownership Is a Safe Investment Reuters Cash and Credit - Implications for the Financial Markets Hussman Common currency Price Cheap liquidity in US fuels inflation alarm WSJ Rogers talks about his investment strategy for global stocks and commodities BL CNBC What a government shutdown would mean CNN Wall Street isn't worried If Congress fails to approve a spending bill before midnight on March 4, the federal government will shut down. Five Questions for Bernanke on Capitol Hill Baum Why the Maven Is Morose Barron’s (Complete via Google) MacroMavens' Stephanie Pomboy doesn't believe the recovery is good for the long haul, and she's recommending Treasuries and gold. Modern Portfolio Theory redux? Brimelow Inciting fear of inflation in our minds for political gain Fabius Maximus Dr. HB - Duy - Baker Public Pension and Healthcare Costs and Financial Common Sense Smith State And Local Budget Cuts Are Slowing U.S. Economy AP Is organized labor obsolete? Samuelson
Capitulating Bears Push Short Sales to Lowest in Three Years BL Balance-Sheet Powerhouses Deserve Admiration Dorfman Sometimes a Great Notion Barron’s Behind a Rise in Auto Sales, Easier Credit NYT The 10 most systemically risky financial firms in the US VOX The Madoff Tapes New Yorker One evening, my home phone rang. “You have a collect call from Bernard Madoff, an inmate at a federal prison,” a recording announced. And there he was. SEC widens net over private stock trades CNN Oscar Winner Rips Wall Street During Acceptance Speech HP “I must start by pointing out that three years after our horrific financial crisis caused by financial fraud, not a single financial executive has gone to jail, and that's wrong” Sheen set to sue CBS for $320M for 'mental anguish' NYP
Gold May Rise, Extending Monthly Advance on Unrest, Inflation BL Malls witnessing gold rush as shoppers fear inflation China Daily Oil prices are rising fast and it's come at the worst possible time for the West King A Libyan Oil Shock? Stelzer Oil's next danger zones: where turmoil could endanger the global economy G&M Number of the Week: Gasoline Prices Bite WSJ
U.S. offers aid to Libya opposition as unrest spreads to Oman BL The Tyrant Tax Surowiecki Premier Wen sets 7% growth target China Daily Will 'Chindia' rule the world in 2050, or America? Pritchard A Balanced Look at Sino-American Imbalances Project Syndicate Timing the China Property Crash Mish Wen calls for prudent exchange rate reform Shanghai Daily Currency Wars Lose to Inflation, Emerging Markets to Win BL Moody's: 50 billion shortfall for Spain's banks MW Portugal "I Won't Pay" movement grips debt-ridden Greece Forbes Japan On The Cheap WSJ (Complete via Google) The Myth of Japan's 'Lost Decades' Atlantic Japan, China agree to patch up ties AFP
Key U.S. Data Releases and Events GInsight Employment in U.S. Probably Accelerated... (Increasingly Unwieldy) Monetary Disorder Noland When Irish Eyes Are Voting Mauldin Tipping Points G. Long A bull market in risk rages on Fleck A Warning Shot? Harding Asbury - Faber Austerity, Oil Prices Helping Put the 'Stag' in 'Stagflation' CNBC Quantitative Easing and America’s Economic Rebound Feldstein Booms, Busts, and Food Prices North Libya crisis confounds investing Jubak Ritholtz - Bolton - Saxena - Weisenthal - Celente Forecast: Home prices could dip another 10% OC Register Monetary Policy at the Zero Bound FRBSL The Fed needs to free the market Murphy The Astonishing Genius Of Men In Tights Forbes Why 2011 May Be the End of the Housing Crash WSJ
Buffett hunting for megadeal Barr Cleans up on derivatives bet - Letter To Shareholders - WSJ “We're prepared. Our elephant gun has been reloaded, and my trigger finger is itchy” Waiting Seven Years for Two Answers Morgenson Biggest Fish Face Little Risk of Being Caught Nocera Bank of America Recorded Gains on 80% of Trading Days in Fourth Quarter BL Wells Fargo could face penalties on foreclosures AP Sheen's show still making millions CNN
How gas spikes 6 cents in one day CNN $7 A Gallon? Who gets rich off of $100 oil? CNN Oil's next danger zones G&M Oil Price Surge—Fundamentals or Geopolitical Risk? BMO New Buy Signal for Crude Oil Swenlin Oil Prices and the U.S. Economy: Some Rules of Thumb GInsight Two Directions for the Prices of Natural Gas and Oil Norris Junior Correction ZEAL
Libya uprising: Anti-Gaddafi forces control Zawiya BBC Gaddafi 'losing grip' over Libya Why Libya Could Be a Buying Opportunity WSJ The Obama Administration Squeaks Up Kristol Oil's 'inflexion point' and Wahabi central banks PritchardChina: Where a price shock could hit the hardest G&M ECB: Tough Talk but Not Much Action Morgan Stanley
Weekly Focus Danske Global Views Scotia S&P 500 Has Biggest Weekly Drop in Three Months on Concern Growth May Slow BL
Rosenberg Sees Recessionary Indicators for U.S. Economy BL Video Prechter: We're still in a massive bear market and stocks will crash to new lows TTicker The anatomy of a market correction Barron’s AIG Says Risk Higher on $46.6 Billion Muni-Bond Portfolio BL Consumer Sentiment Index in U.S. Increased to 77.5 in February BL U.S. Economy Grew 2.8% in Fourth Quarter, Revised From 3.2% BL Why The Mid-East Turmoil Is A Big Drag On Economic Growth Comstock Why investors often act like cattle G&M Why Wisconsin matters to global financial markets Hutchinson US Will Be the World's Third Largest Economy: Citi CNBC Is the Fed blowing bubbles...? Whalen Ratigan & Sanders on the Fed MSNBC Video Food Price Inflation Calculator Mogambo Smith - Auerback - Baker - Krugman - HWire Geithner fails rocket science quiz Barr A Year of Unbalanced Growth NELP Industries, Wages, and the First 12 Months of Job Growth After the Great Recession U.S. Economy Trades High-Paying Jobs For Low-Paying Positions, Report Finds HP Shutdown skedaddle: Congress deserted as deadline looms WT Monetary policy in extraordinary times VOX
Republicans target consumer bureau CNN Fannie Mae posts $2.1B loss for Q4 AP Freddie Mac seeks $500 mln more from taxpayers Reuters A Blank Check for Cleaning Up Madoff’s Mess Norris After Exposé, Filmmaker Sees Little Change on Wall Street Sorkin Richest Investors Come Back to Big-Cap Stocks in Hunt for Yield BL
Saudis hike oil output, prices ease Reuters Rising Oil Prices Pose New Threat to U.S. Economy NYT Royal Canadian Mint struggles to get silver King World The Goldsmiths, Part CLXXXII Bradshaw Electric Car Charging Stations-Planet Forward NBR Transcript Solar Projects Pit Green Against Green NYT
Blood and oil Economist The West has to deal with tyrants, but it should do so on its own terms Qaddafi's Grip on Power Weakens on Loss of Territory BL Is Ivory Coast Doomed to Slide Into Civil War? TIME China's CNPC says Libya facilities attacked AFP No ‘Fierce Urgency of Now’ for Obama on Libya Kristol Arab Autocracies and US Inflation Pento If the Saudis revolt, the world’s in trouble Warner Al Jazeera Enrages Dictators, Wins Viewers With Coverage BL Bahrain Central Banker Slams Rating Agencies CNBC
Irish Voters Set to Take Revenge on Ruling Party FT Russian Central Bank Unexpectedly Raises Main Rates, Reserve Requirements BL World's Biggest Pension Fund May Sell Japan Bonds BL “We will likely be a net seller in the market” China's Stealth Investments in Japan WSJ Sharp faces dilemma over China LCD plant Yomiuri The company is cautious about transferring the 10th-generation technology to China. Currency appreciation in the BRIC: Brazil stands out DB Research Inflation unnerves consumers Korea Times BoE Minutes: Getting Closer To A Rate Hike? BCAR London Stock Exchange Hit by Technical Glitch Reuters Can N.Korean Protests Grow Into a Revolution? Chosun
3 numbers spell danger: $100, 3.44, 20 Saft Moody's Could Review US Ratings Over Debt Impasee Reuters Gadhafi blames bin Laden - Obama is friend - U.S. fears... - Interviews with Mercenaries Gaddafi's Private Plane, Reportedly Loaded With Gold... via ZH Rosenberg: Forget Oil And Inflation... BInsider What do you and I do? Russell Faber Short sellers flee the market CNN Sales of New U.S. Homes Fell More Than Forecast in January BL PDF The End of the US Dollar? Chapman Fed May Need to Taper $600 Billion in Purchases, Bullard Says BL U.S. Initial Jobless Claims Fell 22,000 to 391,000 Last Week BL Orders for U.S. Durable Goods Increase on Surge in Aircraft BL Foreclosure Homes Sold at 28% Discount Last Year... BL Help on the way? IMF warns on U.S. budget deficit G&M U.S. Government Shutdown Looms as Lawmakers Deadlock Over Budget Proposal BL Confessions of a Short Seller (Kass) Smart Money Kass: Correction Protection An ‘era of Peak Everything’ Brimleow Commentary: Decade’s top performer is a hard-assets bull Is this bull market almost over, or will it thrive for years? USAT Why Stocks Tanked (It's Not Just Libya) WSJ U.S. Leads in Nobels, Trails in Alleyway Sex Baum The naysayers don’t appreciate American exceptionalism and never will Goldman Sachs Warns of Danger From US Austerity Cuts FT The real state budget villain is the housing crash Leonard Does the U.S. Really Have a Fiscal Crisis? Economix Financial Reform: Post Crisis? Hoenig BL Recap “I am convinced that the existence of too-big-to-fail financial institutions poses the greatest risk to the US economy...In my view, it is even worse than before the crisis” Geithner: Financial System is Stronger Than Before Recession BL It's the Inequality, Stupid MJones Mish - Pesek - Jesse - Plosser - Pettis - Baker - Sheehan Judge Rules Assange Should Be Extradited to Sweden BL The Great Recession: An historical perspective VOX
Why Saudi Arabia can no longer temper oil prices Rubin What’s easy to lose sight of in the chaos sweeping through the Middle East is where oil prices were trading before it began. Saudi Arabia Says OPEC Willing, Able to Replace Libya Oil BL Why you really can’t swap Libyan oil for Saudi FTA Libya oil production grinding to a halt CNN Big Oil's $50 billion bet on Libya at stake Fortune Libya, oil prices, and the economic outlook Econbrowser Asia faces challenge from $100-a-barrel oil MW Surge in crude now in ‘same league’ as past oil shocks G&M Rising Oil Prices Threaten Recovery WSJ Most economists reckon that the price of oil would have to rise to at least $120 a barrel, and stay there, to threaten the recovery. If Not Now, When? Friedman The smart thing for us to do right now is to impose a $1-a-gallon gasoline tax, to be phased in at 5 cents a month beginning in 2012... The Emerging Markets That Are Most Vulnerable To An Oil Price Shock B Is gold headed for replay of 1980? Analyst sees $2,000 G&M Short Covering? - Lassonde Truck Stocks Signal U.S. Recovery Entering New Growth Phase MW
Gaddafi's Next Move: Sabotage Oil and Sow Chaos? TIME Libya Placed Billions of Dollars at US Banks: WikiLeaks Reuters BOJ vice chief worried about pesky deflation BL Concerns smolder over Japan's bonds Asahi Ireland's in a state of denial over the euro Warner
Gold rises to 7-week high on Mideast concerns MW $100+ Oil "Dow 36,000" Author Changes His Tune TTicker Fear gauge' flashed most worry in months WSJ Gadhafi Backers Open Fire in Tripoli WSJ Oil May Surge to $220 If Libya, Algeria Halt, Nomura Says BL U.S. existing-home sales rise, but prices are lowest since 2002 NAR U.S. Mortgage Demand Rose From Two-Year Low on Falling Rates BL Don't Know Much about Geography. Don't Know Much Trigonometry. But Sarah Palin Does Know Her Monetary Policy. With apologies to Sam Cooke, Lou Adler and Herb Alpert NTrust Ms. Palin provided a public service in putting into plain language what quantitative is... Ominous parallels to market last April Hulbert A cautionary tale Price "The Clock Has No Hands?" Saut Tilting the Playing Field Yet Further Bear’s Lair War as the second derivative of the crisis Harrison The Men Who Killed the Greenback Recovery Partners Printing money and creating more liquidity is not ever going to solve America’s own economic or fiscal problems. Do We Need QEIII? Wells Fargo Experts: U.S. Fed Mishandled International Dimensions Of QE2 WSJ Are Bank Reserves and Bank Lending Connected? FRBSL Will the Financial Crisis Have a Lasting Effect on Unemployment? FRBSF When Pretending Fails to Hide Bankruptcy Kotlikoff Our country is bankrupt. It’s not bankrupt in 30 years or five years. It’s bankrupt today Why Budget Cuts Don’t Bring Prosperity NYT America Should Sell National Assets To Balance The Books Ferguson Experts: Don't Play Chicken With Debt Limit HP Geithner’s Gamble Project Syndicate Madman Is Wanted to Fill Euro's Job From Hell Lynn Bernanke, You Stupid Bastard Denninger EC - BeSpoke - Mish - Smith - Smithers - Baker
Bank Closings Tilt Toward Poor Areas NYT Goldman's Blankfein Fought Raising Salaries Before His Tripled BL Citigroup Was Aware Of Madoff Fraud Warnings, Lawsuit Says HP Judge rules for Barclays in Lehman bankruptcy MW Gold, Silver Prices Hang Onto Rally TheStreet Sea Change in Pricing of Oil Coming NBR Brent-WTI spread EB Cooking up trouble: Soaring food and fuel prices in North Africa and the Middle East VOX Drinking Moderately May Help Prevent Heart Disease, Studies Say BL
Gaddafi sets stage for violent showdown in Libya Guardian Updates al-Mismari: It’s a “matter of days” before Qaddafi’s fall, though more violence may precede it... Oil near $96 as Libya teeters on edge of civil war AP Italy Says 1,000 People Were Killed in Protests in Libya Reuters Foreigners flee Libya by ship, by plane, by car AP Moody's puts Bahrain ratings on review AP Saudi king boosts economic benefits to citizens AP Even More Pathetic Kristol As the Libyan crisis deepens, the Obama administration is still voting "present."
EM Shares And Commodity Prices: Decoupling? BCA Research Is the Bundesbank spoiling for a fight over EMU destiny? Pritchard UK Research: The first hike is the dearest Danske In China, Another Bout of Fannie-Freddie Fear Caixin Consumer mood plummets to new low Shanghai Daily Deutsche Bank Banned From Derivatives Trading in South Korea BL Japan's giant pension fund warns on nation's debt Reuters The gradual rediscovery of riskier real estate assets DB Research Irish banks face downsizing as liquidity pressures mount Danske Dubai Can’t Kick Building Habit as Property Glut Expands BL SEC aided stocks crash: experts BDNews
Oil Prices Surge 6 Percent as Libya Protests Mount AP Stocks Plunge.... Street Wisconsin labor fight spreads to Ohio, Oklahoma and Indiana TTicker Kass Rosenberg warns of $200 oil if turmoil hits Saudi Arabia G&M “If Libya can spark a $10-a-barrel response, imagine what a similar uprising in Saudi Arabia could unleash.” $100 Oil Serious Blow to Global Economy: IEA Chief CNBC Investors should “Viva!” the revolutions Saft Shiller Says Double-Dip Recession `More Probable' BL Video Shiller: There's a substantial risk of home prices falling another 15%, 20% or 25% more” U.S. Consumer Confidence Rose in February to Three-Year High BL Home Prices in 20 U.S. Cities Declined 2.4% From Year Earlier BL PDF Market Crash 2011: It will hit by Christmas Farrell Commentary: The S&P 500 is worth only 910. Get out or lose big Federal, state and local debt hits post-WWII levels WP The deficit debate remains fixed on tax hikes & spending cuts - there is another option NW Bernanke Will Get Inflation, Scottish Pension Fund Manager Says B “If Bernanke wants inflation he’s going to get it” Pento: “Bernanke is not only off base with regard to inflation he’s off the entire planet” More invisible signs of looming US inflation! Fabius Maximus Discount deflation Kellner Sheehan As far as markets are concerned, inflation’s already here Hedgie mogul Paulson teases out hawkish Greenspan Beales Central Economic Planning at its Worst Paul Stiglitz - Jubak Decline in bond market has states nervous Stateline Number of new offerings from state/local governments is down to a level not seen in 11 years. Michigan orders DPS to make huge cuts DetNews IMM positioning: JPY is sold off as investors add to GBP and CAD long Danske
Price Gains Plus Value Equals Tempting Stocks Dorfman Frontline Back in Black as Tanker Rates Rebound on China: Freight Markets BL Stay Out of the ROOM Outside The Box An Excerpt from Probable Outcomes: Secular Stock Market Insights Analysts and Investors Extremely Bullish on Gold Seeking Alpha Inflation surges! Silver near 31-year highs! Profit opportunities abound! Weiss A contrarian analysis of the gold market Hulbert Merrill: Here's When Surging Oil Starts To Break The Global Economy BI Here comes $4 gas Barr Global Food Wars Forbes The uncertainty over oil is a slippery slope Warner China Copper Buyers Undeterred by Record Prices, Chile Says BL
Libyan Leader Defiant in Face of Mounting Revolt Reuters Libya separatists seen posing oil supply threat Reuters Libya's revolt scares oil traders Aljazeera "Nothing explodes like an oil refinery and rioters tend to like to burn things" Oil Firms Halt Operations WSJ (Complete via Google) Pathetic Kristol The secretary of state steps up to the plate on Libya—and whiffs. New Zealand's Currency Tumbles After Christchurch Earthquake BL Japan's Aa2 Outlook Changed to Negative by Moody's on Debt BL Property Bubble Brewing in Asia; Australia, Korea at Risk CNBC Germany becomes victim of one-size-fits-all interest rate Pricthard Stock trading patterns prior to mergers raise more red flags G&M “It’s frustrating to see that kind of activity ahead of a bid, but it’s not uncommon, unfortunately” Yuan rises to 17-year high to tame CPI China Daily China's economic miracle won't mirror Japan's Finance Asia Doing Business in China Isn't All Roses Asia Sentinel Who is the superpower, America or Israel? Reuters
Bahrain, Libya Debt Ratings Cut as Protests Mount; Middle East Stocks Fall BL Brent Crude Jumps to Two-Year High Above $108, Gold Rises on Libya Unrest BL Spain's Cajas Have $137 Billion of `Problematic' Assets, Central Bank Says BL The Amish Madoff: Quarter-century horse-and-buggy scam conned $33 million SFG Gold futures rally above $1,400 an ounce MW Unrest in the Mideast and North Africa spooks investors Writing ‘Danger’ in Ever-Larger Letters NYT The King of Bonds Barron’s (Complete via Google) “Though I rarely go public with specifics on stocks, I think the Standard & Poor's 500, which is now over 1300, will hit 500 in the next couple of years” Is this picture-perfect market too good to be true? Barron’s Nasdaq nears 10-year high; should you be nervous? AP Obama’s budget, the GOP and its implications for US inflation Pollaro Fears remain for US federal shutdown FT (Complete via Google) Santelli compares budget crisis to Sept. 11 Politico Wisconsin Power Play Krugman Dr. HB - Panzner What the renminbi means for US inflation VOX Geithner: Chinese Inflation Helping U.S. Compete WSJ Hussman Funds 12/10 Semi-Annual Report Hussman Oil futures gain as Mideast tensions rise MW Does A Surging Gold Price Mean The Fed Will Be Forced To Sell Treasurys? ZH Soros hits back at 'puppet master' Murdoch Independent
China May Force Banks to Plan in Case of Financial Crisis BL China's manufacturing slowing: HSBC Dow Jones Home sales slump in Shanghai on cooling measures Xinhua Iceland: New Icesave deal must go to public vote AP Germany must choose EMU fusion or fission Pritchard German Business Confidence Unexpectedly Rises to Record BL Split beyond belief - so where next for the Bank and for mortgage rates? King ECB's Trichet: Wage Rises “Would Be the Stupidest” Reuters
Gulf shares drop on Mideast unrest AP Banks reopen in Egypt after week closure AP Bahraini Revolution Could Trigger A Brand New Financial Crisis BI Libya protests analysis: 'For Muammar Gaddafi it's kill or be killed' Guardian Gaddafi's son warns of civil war BBC Will Saudi Arabia be Next? CNBC What If the Egyptian Protesters Were Democrats? Jadaliyya
Key U.S. Data Releases and Events Global Insight Home Sales Probably Fell... BL As G20 Leaders Set Deal, Geithner Criticizes China NYT A Random Walk Around the Frontlines Mauldin Pondering the End of QE2 Noland China reluctant to get involved in balancing act Independent Mr Zhou's blunt language suggests both a more assertive Chinese attitude, and that the talks might even go backwards from the commitment made at the November G20 Summit Bernanke: “...the maintenance of undervalued currencies by some countries has contributed to a pattern of global spending that is unbalanced and unsustainable” The Fed is Wrong - Inflation Has Arrived! Harding Fleck Many Americans See Economy Improving, but Not for Them Norris Too Many Bulls Could Gore Stocks Dorfman Stock Selloffs Ignite Dollar Rallies ZEAL S&P 500 New Highs Swenlin Fear of 'Catastrophic' Crash Rising Despite Bull Market Clearly, the financial crisis and the collapse it caused has impacted investor psyche... Food for thought for Ben Keenan MyBudget - Economic Collapse House Votes to Cut $60 Billion, Setting Up Budget Clash NYT Rating the Financial Health of States NBR Transcript Tech is not a bubble. Seriously. La Monica
How a Whistle-Blower Conquered Countrywide NYT (Morgenson) How the S&P 500 destroyed $4.5 trillion Salmon This is one of the main reasons why the returns that real investors get from investing in stocks are substantially lower than the theoretical numbers that financial advisers love to show you. A Strategic Twist on Value Investing Barron’s (Complete via Google) Intel plans $5 billion Arizona chip plant by 2013 AP The Worst Possible Asset Class to Invest in Right Now Minyanville Gold to make run at all-time high Dow Jones Should investors put their trust in the world's oldest inflation hedge? Telegraph Here comes $4 gasoline Barr Coffee Futures Climb to a 14-Year High as Surging Demand Boosts Starbucks BL Rising Food Commodity Prices and the Inflation Threat BMO
Unrest in the Middle East and North Africa -- country by country CNN Libya protests: 'foreign mercenaries using heavy weapons against at demonstrators' Tele Egypt Treasury-Bill Yields Hold at Two-Year Highs as Foreigners Skip Sale BL Army seizes Citibank, 3 others in Ivory Coast AP Q+A-What does Ivory Coast's bank nationalisation mean? Reuters China irked by unfair treatment China Daily “It's clear that there are many cases where the US is using a security review to refuse investment by Chinese companies” Shanghai, Guangzhou Limit Home Purchases After Government Curbs BL Trichet Declines to Comment on Reports Irish Bank Borrowing Raised Costs BL Hold tight, it is going to be a bumpy ride Mail Online US vetoes UN resolution condemning Israeli settlements BBC
Global Views Scotia Weekly Focus Danske U.S. Stocks Advance as Earnings Outweigh Chinese Lending Curb BL Investors Pull Assets From Muni Funds for 14th-Straight Week, Lipper Says BL
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