GMO Quarterly Letter GMO
Complacency over geopolitical risks El-Erian
"How High is High?" (To Whom?) Saut
Crunch time for Treasuries as end of QE looms FT
New Warning on U.S.'s Gathering Debt Storm Barrons
Stockman - Markets teetering on the edge - beware the black swan via  MSanity
Russia worries in a low-volatility world Saft
Feds Junk Loan Bubble-Busting Faces Trouble as Sales Jump BL
RMB developing quickly as major world currency China Daily
...which the Bank of England governor, Mark Carney, has suggested could prove to be a bigger scandal than the manipulation of Libor...
China, Switzerland in currency deal SD
World War I is still damaging us today Hutchinson
The Rot Within, Part I: Our Ponzi Economy Smith
Foreign exchange trading faces SFO criminal investigation Guardian
Hedge funds used 'dubious' means to bypass tax rules, senators say Guardian
The worst for gold may be over: B.of A. MW
Gold faces 'punishment' if US data prints strongly CNBC
$24B tobacco verdict: 1 down, 5,130 to go CNN
Commodities Update: No nuclear deal yet Danske
The Argentina Debt Case Triple Crisis
Argentina asks U.S. judge to put debt payment order on hold Reuters
5 Things to Know About the New BRICS Bank WSJ
Chinas debt soars to 250% of GDP CNBC
Soros Chart Shows Euro-Yen Reaching 2008 High: Chart BL
Saudi Arabia to Open Up $531 Billion Stock Market to Foreigners BL
Have central banks been breaking the law? Warner
Millionaire Hunters Lure Rich Chinese to Australia BL
Carlos Slim calls for three-day working week to improve quality of life Guardian
The Boomerang Effect:Sanctions on Russia Hit German Economy Hard Spiegel

Herbalife Tumbles After Ackman Vows to Reveal Enron-Like Fraud BL
Optimism vs. Arithmetic Hussman
Jeremy Grantham Doesn't See a Bubble Just Yet Barrons (via Google)
The dollar's 70-year dominance is coming to an end Telegraph
Within a decade, greenback's could be replaced as the world's reserve currency
Bedtime for Bondo Price
GDP: A Brief But Affectionate History Mauldin
Warning: Junk-bond investors heading for exits MW
Why markets 'reek of complacency' right now CNBC
Marc Faber is sounding warning bell, again USAT
The Insiders' Case for a Stock Market Mini-Crash Smith  Dr. HB
What Will Undo the Low-Rate Environment? Morningstar
PIMCO straight shooting on bonds Keenan

J Christopher Flowers warns of banking crisis FT
Why Is Fed Considering Paying Banks Not To Lend To Main Street IBD
China shuts meat producer supplying McDonald's, KFC AFP
Behind Rupert Murdochs Urge to Merge New Yorker
Financial Savvy Starts in Childhood WSJ
As Births Slow, P&G Turns to Adult Diapers WSJ
Gold Extends Drop as U.S. Rates Outlook Counters Ukraine Tension BL
Stocks Crash In Dubai BInsider
Chinas meaningless GDP figures Stephen
China's rich look abroad as home prices fall, others stay put Reuters
PBOC cuts back on currency market intervention, but not totally hands off SD
China's Safe opens doors for foreign lenders FA
Puerto Rico on shaky ground with creditors AP
Argentina Countdown to July 30 Deadline: Default or Boom BL
Gaza Battle Deadliest in Conflict WSJ

The Global Week Ahead Scotia
Druckenmiller the Statesman Noland
Will Investors Get Out In Time This Time? Harding
SPX Highs A Fed Illusion ZEAL
Why Good Is the New Bad and Why You Should Buckle Up This Fall C. Puplava
The TAR PIT that is Financial Repression G. Long
Global Views Scotia Global Equity BMO
Research Global: Russian-Ukrainian crisis takes a tragic turn Danske
Ukraine and Gaza: A Hedge Imperfect Barrons
The Cost of Chasing Returns FRBNY
Low-volatility world Fidelity
Your Rights, Buried in Paperwork Morgenson
In a Subprime Bubble for Used Cars, Borrowers Pay Sky-High Rates Dealbook
Why the housing recovery is over, in four charts Fortune
Sovereign Debt at Square One Project Syndicate
How Russian Hackers Stole the Nasdaq BW
Herbalife: Ackman is 'Worst of Wall Street' CNBC
Madoff associates should get 'significant' time: prosecutors Reuters
Chain smoker's widow awarded $23bn in punitive damages in Florida Guardian
'Sopranos' star's ex-husband, others accused in $300 million stock fraud Reuters

China Sees a Recovery, on Paper NYT
More China cities' housing prices ease CD
Ukraine says Russia helping destroy crash evidence AFP
Putin Risks Pariah Status as Pressure Mounts After Crash BL

Geopolitical woes send oil prices higher in Asia AFP
The Boom Is Coming, and Sooner Than You Think Shilling
Two signs a market crash is coming Yahoo Finance
Bullard Says Fed May Need to Move Forward Start of Exit BL
Whos afraid of Janet Yellen? Saft
Are markets poised for Taper Tantrum 2.0? Reuters
Economists interest Rate Expectations Move Higher WSJ
The Coming Crash Is Simply the Normalization of a Mispriced Market Smith
SEC: 10 firms face high-frequency-trading probe Reuters
FedEx faces U.S. criminal charges over online pharmacies Reuters
GM 'approved and wanted' faulty switch design, says Delphi CEO Guardian
U.S. gold dealer launches first digital currency backed by bullion Reuters
Bitcoins Cant Shake Bubble Image in Poll After 45% Drop BL
What to Fear If China Crashes Pesek
China Rate Swap Jumps as Bond Sales Pulled Amid Risk of Default BL
China's new-home prices fall MW
More Chinese nationals looking to buy housing abroad WCT
BRICS: Toward a Rio Consensus Triple Crisis
Greece Seen Needing Third Bailout as Bonds Insufficient BL

Russian stocks drop as Putin hints at sanctions revenge MW
The Malaysia Airlines Shootdown Spells Disaster for Putin BW
Putin blames Ukraine for loss... DailyMail

Malaysian plane crash in Ukraine hits U.S. stocks MW Gold Jumps
Ukraine Says Malaysian Airliner Shot Down Near Russian Border BL
Fed kicks off global dollar squeeze as Janet Yellen turns hawkish Pritchard
Deja Vu Cross Currents
Bubble Paranoia Setting In as S&P 500 Surge Stirs Angst BL
More than $15 trillion has been added to U.S. equity values and the S&P 500 is up 193 percent since the bull market began in March 2009.
Were in the third biggest stock bubble in U.S. history Arrends
Money Managers Arent Ready for a Bear Market BL
The indicator that proves the bull market is ending YFinance (Mauldin)
Yellen Yap: Silliness, Outright Lies, and Some Refreshingly Accurate Reporting Mish
Credit, Interest Rates and Policy Inconsistency in the Post-Great Recession Era Wells Fargo
Launch Sequence Initiated Myrmikan
F-Bombs Tolerated in Recession Cause CEOs Trouble Later BL
Elizabeth Warren Grills Fed Chair Janet Yellen On Too-Big-To-Fail Banks HP
Barclays, Deutsche Bank Said to Face U.S. Senate Hearing BL
Largest Banks Rank Highest On Fed Risk Data WSJ
Hell freezes over: Apple and IBM team up MW
Icahn: Too Many Companies run by morons CNBC
Buffett buys new Cadillac to replace 2006 model AP
Research Commodities - Relief in the front, pressure on the back end Danske
Gold Dreamers Face Harsh Reality BL
U.S., EU Escalate Russia Sanctions as Putin Ignores Ultimatum BL
U.S. Sanctions Finally Hit Russia Where It Counts BW
U.S. sanctions will take Russia relations to a dead end -Putin Reuters
VTBs Kostin Says Sanctions May Hurt Financial System BL
Japan wary as US, Europe up sanctions on Russia AP
China Still Relying on Too Much Debt to Spur Growth (excerpt) Yardeni
ECB Found as Too Timid by Many in Poll as Europe Worsens BL
ECB to give two-week deadline for banks to plug capital holes FT

Hoisington Quarterly Review and Outlook, Second Quarter 2014 via Outside The Box
Global Wealth Perspectives: Summer 2014 Hahn
Global equity melt-up in full swing even if investors hate themselves Pritchard
Booming Until It Hurts? Shiller  Sprott - Reich
Yellen Says “High Degree” of Easing Needed Amid Job-Market Slack BL Testimony - Duy
Fed's Failed Monetary Experiment About To End IBD
'Artificial' Interest Rates Are the Real Deal BL
-
ProServices Open House (Jul 23-30)  EW Free Sign-Up
Buffett's gift to Gates Foundation is biggest ever CNBC
Government Bailouts: Who Gets Them, Who Doesn™t and Why Wharton
Richard Mille's $2 million watch already sold out CNBC
China™s Expansion Accelerates for First Time in Three Quarters BL
China™s June Home Sales Rise 33% as Price Cuts Lure Buyers BL
China's new yuan lending picks up CD
BRICS establish $100bn bank and currency pool to cut out Western dominance RT
From Bear to Bull in 22 Days as Boom-Bust Rules in Dubai BL
BRICS Agree on $50 Billion Bank With Something for Everyone BL
Japan Inflation Not to Fall below One Pct: BOJ Kuroda Jiji
EU Said to Expand Russia Sanctions After Putin Holds Firm BL

Yellen says Fed easy money needed even after recovery: report Reuters
--
The Hand on the Lever NYorker
Fed Officials Trying to Warn Bond Markets Econmatters
Why S&P 500 short interest is surging CNBC
"Fireside Chats" Saut
Retail Money Market Funds Signal Reversal for the Stock Market (Video) EW
Knock, Knock. It's Deflation. Deflation Who? (Video) EW
Santelli takes on inflation, naysayers and everyone else CNBC
Technology appears to be wrecking markets Hutchinson
Financial Interconnectedness and Systemic Risk: The Feds FR Y-15 Triple Crisis
Why We're Doomed: Interest and Debt Smith  Alhambra - Sinclair - Dr. HB
Economic inequality threatens capitalism Gross
Microsoft to Announce Job Cuts as Soon as This Week BL
Consumer bureau sues debt-collection law firm AP
Introducing the iPhone 6, made in China by a robot Fiscal Times
Cynk Short Squeeze Blamed by Trader for Costing Him Job BL
Asias Chocolate Binge Compounding Global Cocoa Shortage BL
When You're Poor, Money Is Expensive Atlantic
IMF warns ECB credibility at risk over deflation paralysis Pritchard
German investor confidence in 7th straight fall AP
China Financing Beats Estimates as Central Bank Moves to Support Growth BL
China™s Local Governments Pile On Stimulus BL
China housing: The experts are worried CNN
Secret Path Revealed for Chinese Billions Overseas BL
“What it shows is the government has been trying to internationalize the renminbi for a lot longer than we thought”
Top 6 overseas destinations for Chinese homebuyers CD
Dissecting Chinas $1 Trillion in Investments Globally FPB
Canadas Central Banker Talks Housing Bubble, Missing Exports, in Q&A WSJ
Hunting American Spooks:Germany Prepares Further Spying Clampdown Spiegel

Data May Give Markets a Jolt WSJ
Ockham's Razor and the Market Cycle Hussman
BIS chief fears fresh Lehman crisis from worldwide debt surge Pritchard
U.S. stocks will be very “disappointing” for next 10 years Hulbert
A Significant Decline is Coming to the Stock Market McHugh
Individuals Pile Into Stocks as Pros Say Bull Is Spent BL
Yellen's 'dovish stare' may crack at testimony CNBC
What the Fed Really Meant to Say BL
The failed policy response to the Global Crisis VOX
Samsung Suspends China Supplier Amid Child Labor Claims BL
Tech earnings take center stage this week Reuters
The secretive billionaire who built Silicon Valley Fortune
War and mayhem good for defence stocks Rosenberg
Gold dives as investors cash in MW
Sheldon Adelson, Warren Buffett agree on one thing MW
Crumbs Cupcakes Saved By Reality TV Host HP
Draghi Seen Delivering $1 Trillion to Banks in ECB Offer BL
Mark Carney faces an almost impossible decision on interest rates Guardian
China GDP slows as property risk booms CNN
Hong Kong™s small flat rebound MW
BRICS Fight Waning Clout With $150 Billion Deal in Brazil Summit BL
US dictates its economic might with BNP fine Shanghai Daily

Fed fears risks posed by exit tools; plan almost done Reuters
2014 vs. 2007 Noland
Are Stocks in a Bubble? Analysis of Valuations and Stock Buybacks Puplava
Central Bank Battles Against Bubbles Baker  Mish
When do we get off the Fed treadmill? CNBC
The Bond Rally Is Not a Good Omen for the Stock Market Harding
Massive PM-Futures Buying ZEAL
Global Views Scotia Global Equity BMO
FX Forecast Update - July: Dovish Scandinavian central banks hit SEK and NOK Danske

Cynk Technology's Valuation Defied Gravity Without Revenue, Rousing SEC WSJ
Flunking Out, at a Price Morgenson
Sprott Comes to ETF-Land with Gold-Miner Strategy Barrons
Inside Monsanto, America's Third-Most-Hated Company BW
Buffett is betting on energy stocks again CNBC
Bill Gates's Favorite Business Book WSJ
What Is LeBron James Worth to the Cleveland Cavs? BL Video
Merkel Warns of Euro Fragility, Citing Portugal Turmoil BL
ECB interest rates too low for Germany, says Bundesbank chief Reuters
Yield-hungry investors spark Asian bond frenzy Finance Asia
China demands wall around wealth management sector to cut risk Reuters

S&P 500 Has Worst Week Since April on Europe, Valuations BL
Risk Stirs as Portugal to Puerto Rico Disrupt Complacency BL
Why Cyclically-Smoothed Earnings Make Sense Comstock
Bearish Sentiment Spikes BeSpoke
'Time to be cautious' on U.S. stocks: Carl Icahn Reuters
What Good Is a Crash to Prevent a Crash? BL
Is The Surge In Corporate Borrowing Sowing Seeds Of Next Crisis? Streettalk Repo Problems
The Renminbis Grand Tour Eichengreen
China's yuan 'a growing force in global finance' AFP
U.S. Says It Won a Victory in China Currency Battle. Did It? WSJ
In U.S. Data, a Baffling Contradiction Norris
Are the 12 Regional Banks of the Fed Private Entities? Schall
Who Wants a Depression? Krugman  Greyerz - Schiff on Gold - Smith - RB - Holmes
Changing face of New York real estate Fox5
Stock soars 25,000%. No one knows why CNN
A Real Fix for Credit Ratings Brookings
Pimcos Gross Cuts U.S. Government-Related Debt Holdings in June BL
UK banks paying $2 billion for swaps mis-selling: regulator Reuters
LeBron's road to being a billionaire CNN
Commodities Update - Global oil production set to rise further in 2015 Danske
Espirito Santo Turmoil Shows ECB Systemic Risk Challenge BL Pritchard
The Espirito Santo saga is giving believers in the end of the euro-area crisis cause for pause.
Troubled Lisbon bank insists it is healthy AP
Concerns over the bank's liabilities spooked world markets...
Portugals banking turmoil revives darkest nightmares about Europe MW
European markets settle after Portugal-led rout Reuters
BoE: banks may need to set aside more capital Telegraph
UK house price inflation to outstrip pay rises 'for years to come' Guardian
Who said it: the Canada-U.S. housing bubble quiz Macleans
Argentina to send technocrats to debt talks Reuters
More on Argentina, the Vulture Funds, and the Sanctity of Contracts Triple Crisis
Japan economics minister warns of premature QE exit, sees room for more easing Reuters
Is it Deja vu for Albertas Booming Economy? BMO
China tells reporters to work within state media AP
Germany Expels U.S. Intelligence Envoy Amid Spying Spat BL
Germany's Choice:Will It Be America or Russia? Spiegel


Poverty Matters for Capitalists Outside The Box
Fed independence questioned as Republicans ramp up pressure Reuters
Rotten rotation may signal bulls are on borrowed time MW RB
Secular Bull And Bear Markets; A Historical Look Short
Mortgage bankers express concern over a new housing bubble Fortune
Are Prices Too High in U.S. Commercial Real Estate? PIMCO
Crumbs today, jam tomorrow? Saft Mish - On Faber
Fossil industry is the subprime danger of this cycle Pritchard
Exclusive: Commerzbank may pay $600 million-$800 million to settle U.S. probe Reuters
Wells Fargo earnings could be a warning MW
Puerto Rico Representative Explores Bankruptcy Option BL
BlackRock: The $4.3 trillion force Fortune
Sterling says he won't sell team, calls wife a pig AP
Argentina Win Hands Adidas World Cup Win Before Final BL
Joint Thomson Reuters/CME bid in lead for silver fix FT
China June trade data misses forecasts, doubts over economy linger Reuters
Chinese finance minister says currency intervention necessary Xinhua
China biggest buyer of US properties China Daily
Draghi Says Europe Needs Higher Powers as Leaders Quarrel BL
Bank of England's tough talk begins to cool housing market Guardian
Mr. & Mrs. Watanabe Skeptical of Mr. Kuroda WSJ
Xi, Kerry Start U.S.-China Talks Looking Past Tensions BL
Argentinas Sovereign Bondage Project Syndicate
With Default 23 Days Away, A Little Clause Could Cost Argentina Big NPR

Fed mulls policy exit, eyes end of asset purchases Reuters  Minutes
Fed Watchers Guide To FOMC Minutes BL
Minutes may shed some light on how and when the Fed will hike MW
The Fed Increasingly Resembles Mexico's Central Bank Lachman
Congress Eyes Rules for the Fed NYS
This Just In: Asset Prices Are Up Because of Central Banks! Barrons (via Google)
The asset bubble has begun to burst CNBC
VIX 20 percent jump could be message for stocks CNBC
Short selling at lowest level since Lehman FT
Another sign bull market is near its end Hulbert
The Four Phases of the Bull Market Yardeni
If ever the stock market flashed sell, its now   MW
After Detroit, another city ponders bankruptcy AP
Why Housing Will Crash Again--But For Different Reasons Than Last Time Smith
Follow The Yellow Brick Road M Anthropology
Citigroup may pay $7B to solve US mortgage probes Reuters
Prosecutors may be building case for Madoff's son Reuters
Rengan Rajaratnam acquitted in insider-trading case AP
Shale boom confounds forecasts as U.S. set to pass Russia, Saudi Arabia Reuters
Corn crop may set record; prices sink BL
Crumbs' demise: a sign the US cupcake economy may be crumbling Guardian
Now this exists: A 3-D-printed drone CNN
Carlos Slim to Dismantle Mexican Empire Amid Antitrust Shift BL
Economists React: Chinas Inflation Remains Muted WSJ
Chinas Wealthy Getting Richer in a Declining Economy Triple Crisis
China's incredible high-speed rail system CNN
What to Do about the Crazy Euro? EB
Paris to Tax Empty Offices at 20-40% of Rental Value; Price Crash On the Way Mish
Puerto Rico Bonds Are Riskier Due to New Restructuring Law Schwab

Vision Quest Things That Make You Go Hmmm...
"Making a Market Call" Saut
A High-Stakes Numbers Game - Can we trust our economic data? Northern Trust
Welcome to the Everything Boom, or Maybe the Everything Bubble Irwin
Complacency Breeds $2 Trillion of Junk as Buyers Seek Fertilizer BL
A Correction Is Coming Ritholtz
Why trading volume is tumbling, explained in five charts MW
Should Investors Move to Cash? WSJ
Europes Debt Wish Rogoff
Climate Policy as Wealth Creation, Part 5 Triples Crisis Embry - Quartz

Private equity M&A: Still a risky game CNBC
U.S. Corporations Find A New, Worse Way To Dodge Taxes HP
Twilight of the Pizza Barons BW
Star Treks Tricorders Are Almost Here BW
China, US to discuss monetary policy China Daily
New home sales plunge 36% on cool sentiment Shanghai Daily
U.K. Manufacturing Unexpectedly Slumps Most in 16 Months BL
Euros Reserve Appeal Fades as ECB Prompts Decline BL
Fixing the euro is going to require a lot more than a little banking therapy Warner
European Banks Seen Facing $50 Billion More in Legal Expenses BL
Fighting Google:Europe Eyes Digital Agenda to Better Compete with the US Spiegel
Interview with Hillary Clinton:'Surveillance on Merkel's Phone Was Absolutely Wrong' Spiegel
srael Strikes Gaza by Air, Sea to Halt Rocket Attacks BL

Quotes on a Screen and Blotches of Ink Hussman
France hits out at dollars dominance FT (via Google)
Central banks ending era of clear promises, return to 'artful' policy Reuters
Bond Anxiety Grows in $1.6 Trillion Repo Market as Failures Soar BL
Disruptions in so-called repos, which Wall Streets biggest banks rely on for their day-to-day financing needs, are another unintended consequence of extraordinary central-bank policies...
Wood will burn Price
The Yellen Resilience Doctrine Is Dangerous Keynesian Blather Stockman
Yellens Economy Looks More Like Arthur Burns's Than Greenspan's BL
Why interest rates may stay very low for a lot longer LAT
Stiglitz: 'Very uncomfortable' with stock levels CNBC
Big Problems Lurk Behind Latest Report On Jobs in U.S. Kudlow
What's Lurking Beneath the Glossy Veneer of the Jobs Report? Smith Mish - Aleph
The $17 trillion bull USAT
The United States global leadership has eroded Summers
Why Pick on BNP Paribas? Project Syndicate
Student loan forgiveness may be coming CNBC
Waiting for [Elizabeth] Warren NY Sun
Who Turned Out the Lights? The Coming Mega Sun Storm BW
London's scandal-hit gold price fixing under spotlight AFP
Gold market to return to net hedging in 2014 - GFMS Reuters
Argentina's Kicillof to lead debt delegation to NY AP
German Industrial Output Falls in Sign of Slower Growth BL
Draghis $1.4 Trillion Shot: Silver Bullet or Misfire? BL
China's Central Bank Wades Into Fiscal Waters as Li Looks to Boost Stimulus BL
China Faces Yuan on Yuan as U.S. Decries Weak Currency BL
Hong Kong troubles: Its the peg, stupid Stephen
The Lessons of Japans Financial Crisis Asia Sentinel
July 1914 crisis shows economic rebirth can be long and painful Elliott


The Moneyness of Risk Assets Noland
Central Bank Smackdown Mauldin
Lagarde Hints at Global Forecast Cut Even as U.S. Rebounds BL
Global Views Scotia Global Equity BMO
Weekly Focus: Improvement in US employment has picked up pace Dabske
Strategy: Difficult for Fed to remain very dovish Danske
Odds of another recession are greater today than ever before Keenan
Managing credit bubbles VOX
When Taxes and Profits Are Oceans Apart Morgenson
'Autopsy of America': Dead shopping malls CNN
Pimcos Gross Bets $200 Million of Own Cash on Low Interest Rate BL
U.S. House Says Staff Absolutely Immune in Answer to SEC BL
BofA Sees U.S. as Biggest Oil Producer After Overtaking Saudi Arabia BL
The shale boom is playing a key role in the U.S. recovery. If the U.S. didnt have this energy supply, prices at the pump would be completely unaffordable
Nasdaq Getting Closer and Closer BeSpoke
Top Junior Gold Producer ZEAL

European Exchange-Rate Contest Raises Currency-Caps Prospect BL
Argentina says US judge biased ahead of debt talks Reuters
Bubble fears mean split opinions at ECB CNBC
Carney for Poloz: One Year after the Big Trade   BMO
Argentinas Debt Battle: Why theVulture Funds Are Circling Wharton
Germany Holds Spy Suspect as U.S. Espionage Reports Swirl BL

Happy July 4th!

Rich Americans paying extra for VIP view of fireworks MW
An American Fourth of July, made in China Wonkblog Fun Facts
July 4th gas prices highest in six years MW

Central Bankers Fire Back at Their Own Club Over Bubbles BL
Fed must not linger too long on QE exit FT
The Next Financial Crisis Is Brewing Right Now Fiscal Times
'This is not an average, typical or normal bull market' Birinyi says MW
As difficult as ABC: Austrians, the BIS and credit Economist
Smart Money, Dumb Money & Your Money Schoon
Has new American dream grown too far out of reach? CNBC

JPMorgan Said to Have Unwittingly Helped BNP Hide Sudan Money BL
Obama Decries Big Bonuses at Bank Trading Desks as Risky BL
Corn Futures Enter Bear Market on Rising U.S. Stockpiles BL
Yuan takes another major step toward full convertibility CD
Housing index declines for 1st time in 2 years SD
Baby boomers worse off than those starting work in 1990s Guardian
London Lenders Rejecting Homebuilders as Cost of Land Soars BL
Greece forges template for economic recovery Guardian

Payrolls Jumped as U.S. Jobless Rate Fell to 6.1% in June BL
One Big Idea Gross
Yellen drives wedge between monetary policy, financial bubbles Reuters  Speech
Transcript of Yellen and Lagarde Comments at IMF Event WSJ
5 surprises that could derail rate hikes Lynn
These 23 Charts Prove That Stocks Are Heading For A Devastating Crash Forbes
The Great Obama Bull Market will roar till 2016 Farrell
The Inevitable Stock Market Reversal Smith  “It's frothy”
Re-thinking the equity glide path Saft
Stash Pad New Yorker
The New York real-estate market is now the premier destination for wealthy foreigners with rubles, yuan, and dollars to hide.
Worry about growth, not inflation Makin
Dollar Bulls Practicing Art of Stealth Capitulation BL
Ackman™s Pershing Square Said to Gain 25% in First Half BL
Exclusive: SEC official dissented on BNP Paribas waiver Reuters
Last count survives in Rajaratnam brother's insider trading trial Reuters
GoPro™s Rocket Ride a Sign of a Top? FOX
10 things rich people know that you don™t MW
The Golden Tail? Alhambra
RBI plans to swap old gold in Nagpur vault with purer variety Economic Times
How to bet on the price of water Fortune
Commodities Update: Near-term downside risks to oil price Danske
Riksbank Targets Deflation With Bigger-Than-Estimated Cut BL
Argentina wants bond payment unfrozen if debt talks to go on Reuters
Juncker is galling for Britain, but life-threatening for France and Italy Pritchard
Bank of England warning on housing market Guardian
Dubai Stocks Gain Most in 10 Months on Bets Rout Has Bottomed BW
How Bad Would a Housing Market Crash Be for China? BW
Hong Kong faces increasing debt risk from China FA
Chinese leader's Seoul visit snubs North Korea AP
Direct Won-Yuan Exchange Planned Chosun
The New Casinos - Emerging Markets YALE


ADP Says Companies in U.S. Added Most Workers in June Since 2012 BL
The Delusion of Perpetual Motion Hussman
A time of universal deceit Price
Bull market may be entering final stretch Dallas News  - Extreme Greed
BIS Slams "Market Euphoria"... ZH   BIS Report
--
Central banks and all tomorrow™s parties Saft
--
BIS warning over euphoric markets doesn™t make sense FT
Fifteen of the BIS™s 21 board members are top representatives of OECD central  banks pursuing high grade expansionary monetary policies as of today.
Another financial meltdown on the horizon? TheHill
What productivity numbers tell us Hutchinson
The Emperor's New Clothes? Kass
Everything Wrong With Investor Behavior in One Article RB Smith
The Fed is “playing with fire” Rosenberg
The New Normal of Healthcare Spending Mauldin
Moaning Moguls Surowiecki
U.S. municipal market on edge over Puerto Rico authority payment Reuters
The Re-Explosion of U.S. House Prices Is Over BW
JPMorgan's Dimon has throat cancer, to begin treatment shortly Reuters
Goldman “Boys Club” Accused of Mocking Women as 'Bimbos' and 'Party Girls' BL
Morgan Stanley eyes compensation cuts for financial advisers: sources Reuters
George Soros™s top dividend picks MW
Warren Buffett's 'editor' retires after 60 years CNBC
VIX-Manipulating HFT Algo Is Booted From Dark Pool, Exposed For Whole World To See ZH
Gold will be the second half's big winner: Trader CNBC
$1.3T Pension Fund Replaces Bank of Japan Driving Stock Rally BL
China Developers Offering Home Buybacks in Weakest Markets BL
Real estate prices decline China Daily
London House Prices Surge the Most Since 1987, Nationwide Says BL
We must end this addiction to debt as the engine of growth Warner
Why Europe needs two euros, not one Melitz
Little: It™s time for the ECB to go all in MW
Factories hire more staff amid fastest growth for 20 years Guardian
Emerging Market Stocks and Islamic Extremism EW
China bank is world™s most profitable... again MW
Dubai Shares Rebound - Dubai Caps Worst Month Since 2008 BW
Ukraine forces attack rebel positions, Putin growls Reuters

U.S. stocks: S&P 500, Dow set fresh records MW
Why you™re still poor as the market hits record highs MW


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