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Blue Chips See Best Quarter Since 1998 Reuters Gold, silver end quarter with a pop TheStreet Goldman Sachs Borrowed From Fed Window Five Times BL Jobless Claims in U.S. Fell by 6,000 Last Week to 388,000 BL Ireland May Merge Two Banks As Stress Tests Trigger Aid BL Sokol to CNBC: I Shouldn't Have Told Buffett I Liked Lubrizol CNBC Survey: CEOs plan to boost hiring, spending AP Skunked PIMCO (Gross) “This country appears to have an off-balance-sheet, unrecorded debt burden of close to 500% of GDP! We are out-Greeking the Greeks, dear reader...” Dimon: U.S. debt default would be “catastrophic” MW Monetary system in 'dollar trap' China Daily “Nations around the world have no way of restricting dollar issuance by the Federal Reserve. The current international monetary system lacks both stability and fairness” Geithner's Blatant Lies at the G20 Meeting Mish China May Face ‘Quiet’ Pressure on Yuan as G-20 Chiefs Gather BL Extend & Pretend Is Wall Street’s Friend JimQ CoreLogic: Shadow Inventory Declines Slightly Calculated Risk 1.8M 'distressed' homes could weigh on housing prices for years USAT Foreclosures Boost Incomes? Forsyth The Case for a Big Bear Just Got Stronger! M&M Rubin - Recovery Partners - Jain Which Fed Official Moves Markets Most? WSJ Get ready for the meltdown of the US Treasury Bond market Leap2020 Debt: The first five thousand years Eurozine Q&A: Rajan Says Governments Can’t Afford Another Crisis WSJ International liquidity provision during the financial crisis: A view from Switzerland VOX
Wal-Mart CEO Bill Simon expects “serious” inflation USAT Seven dividend stocks to buy averaging 7% yields MW Greenspan's Derivatives Comments Shouldn't Be Trusted, Analysts Say HP Buffett Jolted as Aide Quits WSJ Microsoft Co-Founder Hits Out at Gates WSJ Vanity Fair Fed turns down AIG bid to rebuy dodgy assets AP Dirty Little Secret Unravels in Bermuda Blunder Weil JPMorgan's Dimon Warns of Regulatory 'Nail' in Coffin FT
Portugal 'lacks the cash to meet debt payments' Telegraph “A bailout is just a matter of time in this environment” Merger of Four Spanish Savings Banks Collapses FT Greece May Need to Break Taboo on Selling Land to Slash Debt BL Moody's: can't rule out more euro zone ratings cuts AP Research Euroland: Fact Book Ireland Danske Irish Bank Stress Tests Internal devaluations in the Eurozone: A mismeasured and misguided argument VOX German Unemployment Fell in March for 21st Straight Month BL The ‘grand bargain’ is just a start FT (Wolf) Aussie dollar moves further into record territory AFP Auditors under fire over role in bank crisis Inde China’s Five-Year Plan and Global Interest Rates Feldstein Libya Exposes Fault Lines in the Mediterranean - Part III YALE Gadaffi's Hidden Assets: Luxury Homes Around World CNBC
IAEA suggests Japan widen exclusion zone near nuclear plant Reuters Japan quake may cost insurers $35 billion MW Japan parts shortages highlight global reliance BBC Japan impact on U.S. economy more than realized: trade group Reuters McDonald's Boosts Imports to Japan Amid Supply-Chain Problems WSJ A special visit to Tokyo El-Erian
Buffett Says Sokol Resigned, Bought Lubrizol Shares Before Deal BL Text of Warren Buffett’s Letter on Resignation of David Sokol BL ADP Estimates U.S. Companies Added 201,000 Jobs in March BL US Mortgage Applications Fall as Rates Rise CNBC Deal Rush Pushes Takeovers to Most Expensive Since Lehman BL Utah: Forget dollars. How about gold? CNN The new law is, of course, a shot at the Federal Reserve. And Utah isn't alone. A few other states are considering similar bills. Tenn. Joins States Considering Alternate Currency Legislation New American Jim Rogers: Oil To Rise; Nuclear Energy Will Come Back CNBC Only Fed Ensures Inflation Won't Happen Here Baum Is the U.S. Stuck in a Second Housing Slump? PBS Cash-Paying Vultures Pick Bones of U.S. Housing Market as Mortgages Dry Up BL House Votes to Scrap Foreclosure Program NYT Investment Strategy: All About the Benjamins WSJ Bernanke vs. Graham: In whom do you trust? The Bernanke Fed Plans to Give Large Banks Billion Dollar Annuities Auerback As Economy Sputters, a Timid Fed NYT (Leonhardt) History Backs Bernanke Betting Volatility Variable Won’t Hurt BL Fed silently grows balance sheet... MyB On inflation, don’t believe your eyes The Inflation Knuckleball Pento Saville - Droke - Pesek 12 Warning Signs of U.S. Hyperinflation NIA Dr. HB - Panzner - Smith - EB - BeSpoke States Book More Inflows but Face Tab for Higher Spending, End of Federal Funds WSJ Municipal Debt Crises: Some Historical Perspective Pollock Crisis management and resolution policies: Early lessons from the financial crisis VOX
Warren Buffett: The U.S. is moving toward plutocracy The Marker FDA chemist, son charged with insider trading AP Global Auto Report Scotia Dodd-Frank fails to meet test of our times Greenspan (Complete via Google) Has silver lost its investing shine? MorningStar Video: Shortage of gold in China CNTV Goldman: The Speculative Premium in oil is too low PragCap Opec set for $1,000bn in export revenues FT Coal from here to eternity FP China’s coal-mine canary still chirping Brimelow Time Warner discloses Charlie Sheen suit to SEC CNN
Japan on 'maximum alert' over nuclear plant “We are not in a situation where we can say we will have this under control by a certain period" Chief Cabinet Secretary Yukio Edano Consumer Fears Could Add to Japan's Economic Challenges Spiegel Japan mulls reactor covers in nuclear crisis AFP Japan Inc. Turns to Banks After Quake WSJ Trace radiation found in more Chinese areas China Daily China says nuke program affected by Japan crisis Forbes Toyota rationing parts to dealers to avert hoarding USAT Restaurants, fisheries in tailspin after quake, tsunami Mainichi ECB set for an error for the ages Saft European Stability Mechanism Helps Push Portugal To The Brink NTrust Europe - A Not So Grand Bargain Morgan Stanley Portugal Bank CEO Slams S&P Rating Downgrade CNBC UK household incomes fall for first time since 1981 Telegraph G20 meet to highlight China's world finance role CNBC Disagreements over currencies and monetary policies are bound to shape the talks even if only indirectly Developing Economies Grow Too Fast: Analysis AP Hedge funds find India toughest to beat in falling markets ETimes Canadian housing bubble could hit FXC Nasdaq Strike! Greater Fool Two weeks ago a home buyers strike emerged in Australia Australian dollar hits another greenback high AFP
S&P downgrades Portugal, Greece AP Government Shutdown Grows More Likely WSJ Failure to reach a deal by April 8, a milestone that appears increasingly difficult to achieve, would result in a government shutdown. U.S. Consumer Confidence Fell to a Three-Month Low in March BL Home Prices in 20 U.S. Cities Declined 3.1% From Year Earlier BL BP Managers Said to Face U.S. Manslaughter Charges Review BL More housing hell - Now the end is years off NYP Mish All this means there's a backlog of some 10 million homes that must get sold before housing can truly recover. But fewer than 5 million homes now trade hands in a year... Be Conservative, Not Conventional Saut Dying Banks Kept Alive Show Secrets Fed’s Loan Data Will Reveal BL “Was the Fed keeping banks alive when they should have died?” Fed’s Bullard Says QE2 Exit Debate Likely ‘Key’ 2011 Issue BL Dear Mr. Bernanke, Press conferences are a bad idea Sloan Tax the super rich now or face a revolution Farrell Check the stats folks: The last time America’s wealth gap between the Super Rich and the other 99% was this big was just before the 1929 Crash and the Great Depression. The Price of Taxing the Rich WSJ The top 1% of earners fill the coffers of states like California and New York during a boom—and leave them starved for revenue in a bust. Through volatility and turmoil, the gap widens EPI Taking Away the Punch Bowl Trumpet Record High Profits and More Transparency Wells Fargo Back to Westphalia! Bear’s Lair Baker - AB - Schaeffers - Panzner Stocks Win as Bonds Lose Fans WSJ Investors Pour Cash Into U.S. Shares, Shrugging Off the Wider World's Woes Kaletsky and Gave: bullish investors are ignorant of triple threat CityWire IMM positioning: Investors remain positioned for bearish USD trend Danske
Dying Industries IBIS World Financial Insiders Cross Currents Ponzi scheme hits mystery hedge funds MW Even your grandma knows that anyone promising you 80% a year is offering you a suckers’ bet Raj Rajaratnam Trial Wiretaps Fascinate Jury: 'Oh, Dude, We're F-----' HP Buffett's Berkshire defends valuation of 5 stocks AP The Right Picks Up Meredith Whitney's Frayed Banner HP Gold market optimism at worrisome levels Hulbert Silver Is Way Undervalued Compared With Gold CNBC Fool’s Silver? - Mogambo Gold, Oil, and Oil Stocks BeSpoke Scotiabank Commodity Price Index Scotia
S&P May Downgrade Portugal Again This Week BL Portuguese Bailout Costs More Than Money Alone Lynn Tax Cuts for the Rich Divide the UK Government FT European Banks Challenged by Basel III Versus Solvency II BL Mortgage 'second chance' is storing up trouble for banks Telegraph Chinese inflation goes global MW China's Ghost Cities and Malls YouTube Chinese top spenders on London property China Daily Rating the Indian Investment Climate Asia Sentinel Housing Booms North of the Border WSJ Northern Rock slashes workforce by a quarter Inde
Japan Finds Plutonium at Stricken Nuclear Plant Reuters Contaminated Water Extends at Least a Mile Into the Ocean ABC Radioactive ship turned away by China BL Japan’s Recovery Bonds Project Syndicate Libya Exposes Fault Lines in the Mediterranean - Part II YALE I Cost of Libya Intervention $600 Million for First Week, Pentagon Says ABC
Still Enough Time to "Conquer the Crash?" EW Cash-Hoarding Firms Put Economy, Stock Rally at Risk CNBC JPMorgan’a $20 Billion Loan ‘Credit Negative’, Moody’s Says BL U.S. Consumer Spending Rose More Than Forecast in February BL Companies Lift Spending as U.S. Productivity Bypasses Jobs BL CEOs Tap Record Cash for Dividends as M&A Picks Up BL Time To Punish The Risk Takers Cross Currents QE2 - Apres Moi, le Deluge Hussman Investors are still in something of a "momentum" mentality...and it's not clear that they've pieced out the extent to which this has been reliant on various stimulus measures that are now drawing to a close. Govern-mental Price Maestro Nurtures a New Too-Big-to Fail Crisis Johnson Are Obama’s policies burying the US economy? Jackson It’s 2026, and the Debt Is Due NYT (Mankiw) Financial bailouts take advanced nations' debt to post-WWII record WSJ The rich world is close to the point where it won't be able to bear the costs of another disaster. Fiscal Showdown Looms WSJ The ill will that erupted last week has cast doubt on when negotiations will resume. Shopping the global supermarket of bonds Crescenzi Caution: More housing woes ahead Fleck First-time home buyers get shut out by tight credit, cash sales USAT 13% of all U.S. homes are vacant CNN Chart of the Day: Home Prices Since 1890 Atlantic LPS: Overall mortgage delinquencies declined slightly in February CR New Loans Could Raise The Price Of Homeownership NPR Real estate: It's time to buy again Fortune A Bounce Isn’t Enough to Recover From a Bubble NYT “It could take 15 years for stocks to work off the effects of a major bubble” The Floating Dollar as a Threat to Property Rights Lipsky Greece vs. Zimbabwe: More on Krugman and Deficits Baker Krugman Kim Jong Il Knows What to Do With $500,000 Pesek Denninger - Dr. HB - Smith Enjoying a Low-Volume Levitation Barron’s
Four Stocks to Hold During Treacherous Times Dorfman Curb your enthusiasm for high-yield stocks G&M Fed Seat Stalemate Keeps Diamond in the Rough Hassett How Carrots Became the New Junk Food Fast Company $2,000 gold possible by year’s end? Brimelow Now is the time to pick gold Economic Times Back to Saudi's fault lines FP
Ireland Wants Bondholders to Share Bank Burden, Minister Says BL Crisis-hit Portugal urged to accept bail-out Telegraph Rebalancing the British economy is easier to say than it will be to do King The volume of European junk-rated bonds has outstripped last year’s record rate FNews Emerging Market Equity Funds See Worst Yearly Start on Record Dow Jones Brazil's housing carnival stokes bubble worries Reuters Crony capitalism: A global malaise, not just restricted to emerging economies MoneyLife OSFI warns of next global crisis Financial Post A very special collapse in world trade FT Alphaville The Chinese Yuan Grows Up--Slowly New America
Disaster-hit Japan faces protracted nuclear crisis Reuters Update on Japan EB Japan copes with 21st-century dark age LAT Unrest in Syria, Jordan Poses New Test for U.S. Policy NYT Number of the Week: Food Inflation Foments Political Unrest WSJ
Key US Data Releases and Events GInsight Week Ahead CNBC Unintended Consequences Mauldin Chance Of US Budget Impasse, Government Shutdown 50-50 -Ex-CBO Director Dow Jones To QE or Not to QE? That is the Question NTrust Fed's Bullard Says “Pretty Good” U.S. Economy May Allow Early End to QE2 BL Q4 2010 Flow of Funds Noland Stocks: Bracing for Falling Profits WSJ “This is the first time since margins bottomed in 2008 that we didn't get an improvement. We are at an area now that is elevated enough to be the peak” Global Supply Lines at Risk as Shipping Lines Shun Japan NYT Crash Discussion Swenlin Tiger North Could There Really Be A Bernanke Put? Harding Russell Bullish, but Time to be Selective Puplava The President Talks About Jobs Stelzer Crisis-Era Props Are Falling Away WSJ How We Spend Money -- in China, India, Russia, Egypt, Brazil and the US Atlantic
Note to Banks: It’s Not 2006 Anymore NYT (Morgenson) Hedge funds trading cat bonds may see losses of 3% to 6% MW Living with "fat tails" and coping with risk Reuters In Prison for Taking a Liar Loan Nocera Buffett: "It's extremely difficult to value social-networking site companies” The Incredible Ms. Warren WSJ The White House aide does a weak-little-regulator routine. Kansas City's Hoenig announces October retirement from Fed AP Automakers May Lose 600,000 Vehicles as Japan's Quake Halts Assembly Lines BL Gold-Stock Valuations 7 ZEAL As the dust in Japan settles, coal shines G&M CNNC: Nuclear power still valid China Daily Does Libya's Oil Industry Reflect its Fate? TIME
Libyan Rebels Retake City Near Key Oil Port as Coalition Increases Strikes BL Gadaffi's Curse Keeps Haunting Washington Margolis Saudi Stocks Climb to 5-Week High on Housing Measures; Dar al Arkan Gains BL ECB close to liquidity deal for troubled banks - source Reuters The plan will initially be "tailor made for Irish banks" Portugal crisis deepens even as EU agrees new eurozone fund Inde Australian Dollar hits post-float high Dow Jones Fuel tax evasion probe nabs 2 traders Shanghai Times Venezuela's Chavez: Capitalism Ended Life on Mars Reuters Thousands Crowd Central London in Budget Protest CNBC Biggest demo to hit London DM 200 Arrested
Weekly Focus: Debt and nuclear crises plus indicators in dramatic week Danske Global Equity BMO Global Views Scotia U.S. Stocks Have Biggest Weekly Gain in Almost Two Months on Profit Growth BL
Quantitative Easing: Why It Has NOT Brought Back Inflation EW Fed's Lockhart: High bar for QE3 Reuters U.S. Economy Grew 3.1% in Fourth Quarter, Revised From 2.8% BL Qaddafi Unites Arabs Against Him in Push to Oust ‘Mad Dog’ BL Bernanke Betting Briefings to Bring Clarity, Not Volatility BL Stock Market In A State Of Denial Comstock Morgan Stanley's Deep Secret Now Is Revealed Weil This whole sorry exercise by the Fed has shown the central bank at its worst. Unsustainable Budget Threatens Nation Brookings The unsustainable long-run budget outlook is a growing threat to our well-being Former White House Economists Say Deficit Is 'Severe Threat' WSJ (Complete via Google) US update: State and local budget woes Danske The Treasury Auction Shell Game Schiff Housing raises US recession alert Saft Phase Shift: The Next Leg Down in House Prices Smith US housing barometer points to danger FT Housing accounts for only 2.3% of the gross domestic product – down from about 6% in the bubble years Housing is dead; it can’t hurt the economy MW IMF Prepares For "Threat To International Monetary System" ZHedge The Austerity Delusion Krugman Dr. HB - RB - Mish - ETFD Household wealth down 23% in 2 years - Fed CNN "Renminbi Going Global" Econbrowser
Think About Sin When Bonuses Are Revealed Lowenstein Eyes Open, WaMu Still Failed Norris G.E.’s Strategies Let It Avoid Taxes Altogether NYT General Electric is skilled at avoiding taxes, lately to the extent that the Treasury owes the company money. BofA Will Help Demolish Detroit's Abandoned Homes HP Silver Review and Outlook Butler Sparkling debut for lead futures Shanghai Times New name for marijuana: Alternative investment Reuters
Portugal Crisis Highlights Euro-Zone Economic Divisions BL Portugal’s government collapse complicates Europe’s problems El Erian Portugal downgraded for second time FT ECB talks rate hikes, braces as Portugal crisis deepens Reuters Why Portugal won't bring down Spain Barr The deleveraging pain in Spain FT Alphaville Ireland’s Borrowing costs hit 10pc as euro crisis deepens Irish Inde Irish economy shrinks for 3rd straight year AP Irish Banks May Need $39 Billion More Aid, Analysts Say BL Japan's deflation tightens grip Dow Jones The 24th straight month of decline IMF says no sign of repatriation lifting Japan yen Reuters Trichet, King Haunted by BOJ’s Premature Interest-Rate Errors BL Standard of living to fall for two years, economic forecaster warns Telegraph Canada’s Mortgage Monster? Pension Pulse
Sanctions in 72 hours: How the U.S. pulled off a major freeze of Libyan assets WP
Portugal Said to Need as Much as $99 Billion in Bailout BL Bernanke to Hold Press Briefings After FOMC Meetings BL U.S. Postal Service Cutting 7,500 Jobs, Closing 7 Offices BL Euro's Collapse Is Not 'Unthinkable': Warren Buffett CNBC Durable Goods Orders Plunge; Jobless Claims Edge Lower CNBC Worst Texas Drought in 44 Years Hits U.S. Wheat, Beef Supply BL Utah raises standard in anti-Fed campaign FT (Complete via Google Jump) This proto-gold standard in the American west is a rebuke and challenge to the Fed, and a reminder that easy monetary policy since 2007 has won the central bank many more enemies than friends The Road to Fiscal Crisis Project Syndicate America’s too-big-to-fail banks are well on their way to becoming too big to save. Cohen sees "train wreck" in muni bond market Reuters Equity bull rally is just pausing for breath Birinyi (Complete via Google Jump) Economist: China's economy to double that of US in 20 years PDaily China's growth isn't a threat: Summers China Daily Nations must move "past the idea that the prosperity of one country is a threat to the prosperity of others". Bill Miller vs The S&P 500 BeSpoke Mish - Panzner - Sheehan - ZHedge Japan’s Earthquake Might Hasten Bernanke’s Exit Baum Lady Gaga Shaming Those Spending $309 Billion Pesek Capital controls: A meta-analysis approach Reinhart and Rogoff US monetary policy and the saving glut VOX
Banks Hit for Credit Union Ills WSJ Bernanke says bank overhaul will help small banks AP Text When Banks Won't Help Homeowners, Scammers Help Themselves HP Blankfein Checks Profit Daily, Prefers Voice Mail to E-Mail BL Recession Caused Sharp Decline in Start-Ups WSJ Critics say companies waste cash on buybacks USAT Extracts from an old interview with the new hedge fund king Business Day Full More Chinese companies face lawsuits in the US Finance Asia China May Match India as World's Biggest Gold Consumer on Investor Demand BL The cotton is high, and apparel prices will soon follow G&M Commodity prices in pictures Econbrowser
Socrates Defeat Pushes Portugal Closer to EU Bailout BL Portugal vote highlights another EU debt-plan flaw MW Moody’s Cuts Ratings on 30 Spanish Banks After Country Downgrade BL “It is...increasingly likely that the sovereign will not be prepared to write all banks a blank check.” Germany Steps Away From European Unity NYT 'A Costly Defeat for Deutsche Bank' Spiegel Sainsbury's warns on 'sudden' downturn Inde China Surpasses Japan in % of World Market Cap BeSpoke
The Roots of Fukushima Asia Sentinel Nuclear Crew Returns to Reactor as Tokyo Dispenses Bottled Water BW Radiation fears grow over contaminated food AFP Japan radiation fear sparks S.Korea diaper rush Reuters Japan Likely to Fall Back into Recession Morgan Stanley
Portuguese Premier Resigns After Austerity Plan Rejected Reuters Portuguese Parliament Rejects Government’s Deficit Plan BL U.S. New-Home Sales Unexpectedly Fall to Lowest on Record BL PDF Tokyo Warns on Water as Radiation Hampers Nuclear Cleanup BL Radiation in Tokyo Water; US Curbs Japan Food Imports CNBC Fed Objects to BofA Dividend Rise; Bank To Ask Again CNBC Fed’s Court-Ordered Disclosure Shows Americans’ ‘Right to Know’ BL The high court’s order means the Fed will have to reveal an unprecedented level of detail about its discount window lending during the financial crisis... 50 Whys to Leave Your (Risk) Lower Hahn New Civil War erupts, led by super rich, GOP Farrell Bubble Spotting Shiller US Approaching Insolvency, Fix To Be 'Painful': Fisher CNBC Is the Government's Mortgage Mission Accomplished? Forsyth How China should rule the world Wolf (Complete via Google) Bernanke’s Choice Duncan Higher Inflation Expectations Are Spreading WSJ Fed and Inflation Paul In Ron Paul coins, the government does not trust Leonard Mother Jones Interview Excerpts: Fed’s Fisher on Voting to Keep QE2 Going WSJ PragCap - Dr. HB - DeLong - Greenspan - Wieseman - Mogambo - Mish - Sheehan I've Got a Funny Feeling About the Stock Market Smith Obama’s wildly dangerous budget Pethokoukis The risk in carry trades VOX
TBTF & AT&T — a poor combination Saft Banks Blamed for Ills at Credit Unions WSJ Corporate insiders react to Japan Hulbert Reviving the Downtrodden IPO Market FOX The downside of companies staying private Salmon Banks' 'Principle' Trades May Escape Volcker Rule HP Howard Stern sues Sirius for subscriber stock bonuses AP SPDR Gold Trust holdings slip by 0.91 tonnes Reuters Goldman: Gold $1,480 in next 3-Months PragCap Some U.S. States Look At Potential Return To Gold Standard Kitco Biofuel policy is causing starvation, says Nestle boss Inde
Egypt stocks slump 10% as market reopens - Trading suspended MW White House: Helping install 'a democratic system' is goal in Libya The Hill Disaster in Japan Sends Ripples through the Global Economy Spiegel Japan's Quake Damage May Swell to $309 Billion, Four Katrinas BL Japan disaster set to be world's costliest AP Quake Makes Japan a Temporary Third World Asia Sentinel Japanese manufacturers face further delays in resuming production LAT G7 yen intervention pegged at $6.5-billion Reuters Japan banks mull $25 bln loans to nuclear operator-sources Reuters Japan and the T-Bond Saville Hong Kong housing bubble? CSM In January, the price of residential properties increased about 3 percent, which is about 22 percent higher than January 2010. Germans Losing Patience with Picking Up Tab CNBC Europe’s Banks Would Need $355 Billion in S&P Stress Scenario BL UK economy delivers double blow Telegraph Bumpy Track for China's High-Speed Rail? Asia Sentinel Irish bankers could have records examined Telegraph
Allies Expand Libya Military Campaign, Debate Command BL Gary Shilling: 5 things to worry about TTicker Delta Slashes Japan Capacity, Trims Atlantic Routes on Fuel BL World Near Tipping Point? El-Erian How Bernanke May Become von Havenstein Bear’s Lair Land of The Setting Sun JimQ Seismic Window Saut The Relief Rally: How Long Can it Last? Harrison VIX Whipsaw BeSpoke Market now higher than before earthquake MW Insolvency Looms as States Drain U.S. Disability Fund WSJ (Complete via Google) The SSDI is set to soon become the first big federal benefit program to run out of cash Rantings of an Ex-Maestro Krugman MyBudget - Leonard - Jubak - Surowiecki - Das - Panzner - Calculated Risk - RB - Murphy For Fed, breaking up is hard to do Kellner Raise Rates to Boost the Economy Kessler Oil and wheat and commodities will see a 20%-30% drop in price as speculators run for the hills IMM positioning: Explaining the dollar's fading safe-haven flavour Danske Dollar Decline This isn't your grandfather's global trade collapse VOX Have Consumers Been Deleveraging? FRBNY
Financier Martin Armstrong Released After 11 Years in Jail BW Stuck in reverse: Split doesn't fix Citi CNN The rich make investing mistakes, too G&M Meredith Whitney an Optimist? There Has to Be a Catch CNBC If your bank is buying, sell MW Is Gold's Record Rise Just a Rejection of Capitalism? CNBC Nuclear crisis doesn’t panic cleantech investors Venture Beat Nuclear Power Runs Amok Koltikoff Oil Sands: Fueling the Future Casey The Japanese fuel crisis Oil Drum
Japan renews warning on yen, new offer to opposition Reuters Japan Economy V-Shaped Rebound Hangs on End to Blackouts BL Circuit Breakers in Place for Big Egypt Losses CNBC China orders honesty in property market AFP China calls for end to US export hurdles China Daily “If the United States opens its market to China, we can import a tremendous amount of US-made products” UK households face biggest income fall since 1970s as inflation bites Telegraph 'Phantom giants' will not save eurozone Münchau Finalnd Holds Key Euro area: ESM - money on the table Danske ECB warns on rates, euro zone seals deal on fund Reuters Meanwhile, Portugal's government warned that it could step down even before that summit takes place... Euro States Unveil Debt-Fighting Tool BL Europe Re-Divided? Soros Canada: foreigners keen on financing current account deficit NBF Libya: When Bombs Fall and Allies Fall Apart YALE Global
Stocks Gain, Yen Dros as Japan’s Nuclear Risk Eases BL Portugal gov't nears collapse amid debt crisis AP Gold key to financing Gaddafi struggle FT Those reserves, among the top 25 in the world, are worth more than $6.5bn at current prices, enough to pay a small army of mercenaries for months or even years. Sales of Existing Homes: Decline in February Raises Level of Concern NTrust What has economists most on edge: Oil prices CNN Only 7% Believe in Goldilocks This Is, Because That Is Hussman Risk trade clouds long-term investors WSJ American jobs, factories and investment: the picture is grim Jackson Events in Libya and the Middle East will shape prospects, not those in Japan King Panic Could Do More Damage to Global Growth than Japan's Earthquake WSJ Is it a correction -- or just a blip? Market experts are trying to figure out direction WP Rich Feel Good Again About What They Do Best Baum FireDogLake Maria Bartiromo interviews Meredith Whitney USAT Whitney seems to be softening her concerns about a looming muni meltdown... Price dynamics Econbrowser Bronte - Smith - Panzner - Mish - Keen - PragCap
Stench of CalPERS' financial scandal lingers LA Times Atlantic City casinos see 6.2 percent visitor drop AP Where Will Warren Buffett Hide From Goldman Sachs? CNBC Buffett Won’t Sell Japan Shares as Quake Creates ‘Opportunity’ BL Japan’s Coming Recovery Rewards Savvy Investor Dorfman Panic buying raises prices on Toyota Prius and Honda Fit USAT Iran Bought Gold to Cut Dollar Exposure FT “The totality of central bank reserves is not what is reported to the IMF” Will the Fed Blow a Gold Bubble? Pollock Gas prices climb nearly 7 cents a gallon CNN Little regulation, lots of risk can leave gold investors on shaky ground SSentinel Crude's watchdog ready to bark National Is the nuclear renaissance over? Brimelow
Workers pulled at Japan nuke plant as smoke rises AP Japan Atomic Crisis Eases -- U.S. Says Worst May Be Over BL Japan’s ‘BP Moment’ Is Global Economic Problem Pesek Moody's: Japan has fiscal, credit means to deal with Reuters Contractors Rush in as Kan Pledges to Rebuild After Japan Quake BL Japan considering earthquake tax breaks: report MW Safe nuclear exists and China leads the way with thorium Pritchard What China’s panic-buying of salt means MW Emerging markets: New challenges after the global crisis VOX The Canada bubble Macleans
Credit Card Debt Is Falling, But Only Because Of Defaults, Report Says HP Number of the Week: Household Debt May Be Accelerating Again WSJ
Key U.S. Data Releases and Events GInsight Missiles and planes strike Libya BBC ABC Libya Oil Chief Says Crude Production Could Reach a Halt Due to Conflict BL Comstock’s Macro Viewpoint Comstock The End of QE2? Mauldin Easy Money and the Decapitalization of America CATO Mega-Banks and the Next Financial Crisis Hedge-fund manager Paul Singer recognized the risks of subprime mortgages and bet against them. Now he warns that monetary policy could cripple American banks again. Preparing for the "Bang!" Swenlin Silver in SPX Selloffs ZEAL Ten Plays for a Market Correction WSJ Equities Investors, Don't Despair Barron’s (Complete via Morningstar - via Google) Reasons to Distrust the Snap-Back Rally! Harding Quake Response Puts Yen on the Line Schiff Global economy faced with a new recession G&M Over to You, H. Parker Willis Grant Milton Friedman's Contraption North Economic Collapse - Puplava Municipal Bonds: Avoiding the Next Blowup WSJ The municipal-bond market has become a bastion of calm—for now. A Shift in the Balance of Debt Obligations NYT Share the Risk and Share the Harvest NYT (Shiller) Key Market Trends between QE1 and QE2 NTrust Nearly 20% of Florida homes are vacant CNN U.S. cost of living hits record, passes pre-crisis high CNBC
TARP’s Watchdog: A Tough Act to Follow Morgenson An Advocate Who Scares Republicans Nocera Hedge funds hit by quake-fueled market selloff MW Buffett Generates $3.7 Billion on 2008 Goldman Investment BL Berkshire still holds warrants to buy $5 billion of the New York-based bank’s common stock with a strike price of $115 per share Gold rises as investors seek cover Dow Jones Nuclear Fallout Sinking Uranium Takeovers 28% Below Offer Prices BL Synthetic fuel sees new life G&M Ex-Goldman programmer gets 8 years for code theft Reuters Miss the Rajaratnam Trial? Listen to What Happened CNBC Harvard MBA Index Flashes 'Sell' Warning CNBC LA sees supply shopping surge amid radiation fears AP
Gulf stocks rise on Saudi reform, eclipsing Libya Reuters Libya: Gaddafi told to leave now or face the bombers Telegraph Libya says may give oil deals to friendly nations Reuters Gunmen Kill 45 Protesters in Yemen WSJ This time, Japan shares really are cheap MW Japan: Record $956 million flows in Supply concerns grow as Japan lacks parts, power Reuters Global manufacturers wrestle with Japan supply gaps Reuters Tokyo firms eye moving to Osaka Japan Times Quake cleanup could swamp Japan with debt MSNBC Japan officials say no plan for BOJ to underwrite debt Reuters Yen for Japanese Currency May Fade WSJ High radiation found in Japan milk, spinach MW China Tells Banks to Set Aside More Cash as Inflation Stays Biggest Threat BL Bubble woes for art exchange Shanghai Daily In the past three years alone, items as varied as garlic, mung beans and ant-based aphrodisiacs have all experienced investment frenzies. Asians March Into Africa Asia Sentinel Egypt PM sees bourse announcement soon: agency Reuters
Japan’s Bonds Post Biggest Weekly Gain in Five Months After Quake, Tsunami BL Weekly Focus Danske Global Views Scotia Global Equity
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