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Oracle, Cisco join Cyprus in jangling Street's nerves MW Grosss Pimco Trounced by Chileas Junk-Fueled 371% Gain BL Gold Rises to 3-Week High on U.S. Jobless Claims, Europe BL Initial Jobless Claims in U.S. Rise Less Than Forecast BL Why Global Economies Face an Age of Deflation Shilling Debt-Friendly Stimulus Shiller With much of the global economy apparently trapped in a long and painful austerity-induced slump, it is time to admit that the trap is entirely of our own making. Banking system still dangerous and distorted Finance Asia Bond traders are apparently terrified by the ghosts of 94...The Bankers' New Clothes Bernanke Recap: "Mr. Chairman: Do I Still Have Time To Get In The Market?" ZH US Government Debt Monetization Watch, The Fed Leads the Charge Pollaro Exiting from Monetary Stimulus: A Better Plan for the Fed CFR Lone Dissenter: George Continues to Call for Less Stimulus WSJ Equity Bubble is Based on Unsustainable Earnings Pento Investment Bulletin: Global Equity Strategy Bedlam Can the U.S. Dollar Become Almighty Once Again? TIME
Bernanke: '100 Percent' Agree With Warren On Too Big To Fail HP Too Big To Fail In Action BeSpoke Why renters are still driving America's building boom Fortune Regulator finds flaws in how Deutsche Bank oversaw Libor : paper Reuters Commodity Price Index Inches Forward in February BMO Swiss right-wing forces referendum on banning SNB gold sales Reuters Gold reserves aren't speculative objects for the SNB or politicians. They belong to the people Gold Giants Shrink to Fit as Paulson Pushes Breakup BL Eagle Sales Soar Even as Metal Prices Fall Numismaster
German Manufacturing Output Surprisingly Contracted in March BL Cyprus Seeks New Finance Plan as Bank Closure Extended BL Cyprus scrambles to avert meltdown, EU threatens cutoff Reuters Russian Prime Minister Dmitry Medvedev...said the bloc had behaved "like a bull in a china shop" and likened its proposals to Soviet-era confiscations. ECB guarantees Cyprus aid only through Monday AP Eurogroup's Dijsselbloem: large Cyprus depositors must pay more Reuters Research - Euro area: From recession to slow growth Danske George Osborne warns of more spending cuts to tackle debt Telegraph UK unleashes the dogs of subprime Saft These are truly terrible policies; they risk re-inflating a housing bubble, will allow banks to transfer risk to the public finances and will lure people into buying more house than they have any business owning. Chinas Hidden Debt Risk Monan In the last 200 years, there have been more than 250 cases of sovereign-debt default, and 68 cases of domestic-debt default. New yuan lending drops 42% at 'Big Four' banks Shanghai Daily Lifting the Veil: Book Review of Chinas Superbank Brookings Easy money over for Asian junk bonds Finance Asia China remains top for foreign investments: report Xinhua Japan Posts Longest Run of Trade Deficits in Three Decades BL New BOJ Chief Pledges All-Out Efforts to Combat Deflation Jiji North Korea issues fresh threat to U.S., South probes hacking Reuters
Fed Keeps Easing, Not Worried About Stock Bubble CNBC Fed Maintains $85B Pace of Monthly Asset Purchases BL Statement Do Western Central Banks Have Any Gold Left??? Part II Sprott Fed to Remain Wall Street's Sugar Daddy: Survey CNBC Fed to stick to stimulus as Cyprus rekindles global risks Reuters Bond crash dead ahead: tick, tick ... boom! Farrell Commentary: Investors have no idea whats about to happen Buy or Sell the Euro? Chaos Investing Unplugged Merk If they could steal money in Cyprus, then they could do it anywhere... Embry Bad Omens: Mila and the Maestro Forsyth Have you seen the on-going currency wars? Real Asset Company How I Became a Trillionaire (and Some Thoughts on Inflation) Smith Keen Research US: Recovery No. 4: this time is different Danske Vertigo: Why Not to Fear Dow's String of New Highs Sonders
Freddie Mac Sues Banks Over Libor Losses HP US Said to Look Into Microsoft Bribery Allegations NYT Defying Gravity: Miami Condos Soar Again CNBC Houses Are Getting Bigger Again WSJ Law targets U.S. taxpayers hiding money abroad MW The Department of Energys Strategy for Exporting Liquefied Natural Gas Brookings
We hope we will be getting some support from Russia Saris Cyprus risks German anger as it looks to Russia for aid Tele Reuters: Austria's finance minister made clear the European Central Bank could soon pull the plug After Cyprus Vote, ECB Says Ready to Offer Liquidity Within Rules Reuters Cyprus government discusses 'Plan B' after bailout plan rejection leaves rescue in chaos Inde Cyprus works on Plan B to stave off bankruptcy AP Europe Sets a New Standard for Stupidity in Cyprus Crook Europes Lost-and-Found Decade Eichengreen Why Europe Must Play Hardball with Cyprus Spiegel Is Cyprus Too Small To Fail? Ritholtz Warning! Double-Digit Drop Coming for China Stocks CNBC Failed Baltic Bank Raises Risk of Broken Hearts 1,000 Miles Away BL Bank of England remains split 6-3 on asset purchases in March Reuters BRICS to mull development bank, forex reserve pool Xinhua Malaysia Faces Capital Flight, Falling Trade Surplus Asia Sentinel Iraq War To Remain A Significant U.S. Debt-Driver For Years To Come HP
Hedge Funds Build Treasury Bets to 07 High in Bear Rebuke BL What Shiller P/E ratio says about markets top MW Does America Need A Strong Dollar Policy? NPR Bernanke Tightens Hold on Fed Message Against Hawks BL More homeowners got back above water in fourth quarter: CoreLogic Reuters NAHB Sentiment Indicator Disappoints Again BeSpoke Chronicle of a (European) Debt Crisis Foretold Das Europes hair-trigger economy Summers REDUX: Beware the Ides of March! G. Long Kass - Keen - MyBudget - Baker Global Scenarios: US take-off to drive global recovery Danske Global Real Estate Trends Scotia
Meredith Whitney never this bullish MW U.S. Workers Are Saving Too Little for Retirement WSJ Cohen's SAC tells investors that government scrutiny is not over Reuters Paulson hedge fund seeks dismissal of Abacus lawsuit Reuters Supreme Court Knocks Down Goldman Reuters Apple cash hoard may hit $170 bln MW Lululemon Pulls Yoga Pants From Stores WSJ Lego plans first China factory as Asian sales leap AP Credit Growth Imperiled as Gold Lures Deposits: Corporate India BL Risk, complacency, perception and gold Grant Williams Mineweb
VSPACE=3 HSPACE=6 ALIGN="LEFT" BORDER=0 ALT="">The Cypriot crisis is more complex than elsewhere in peripheral Europe, not because of the size of the Cypriot economy (less than 0.5% of eurozone GDP), but because of the Russian involvement... Schroders Economist: The politics of saving wealthy Russians with money loaned by thrifty Germans were always going to be tricky. How Russia Could Take Revenge Over Cyprus Deal CNBC Daylight robbery in Cyprus will come to haunt EMU Pritchard Troika Technical Manual: How to wreck (another) country? Billy Blog Cyprus: The next blunder VOX Cypriots angry at being EU 'guinea pigs' AFP Cyprus parliament ready to veto deposit tax R Cypriot savers have it cushy. Weve had worse haircuts in Britain Warner Risky Rescue: Danger for Europe Lurks in Cyprus Bank Levy Spiegel The worst-case scenario would be a run on the banks, which could drive several institutions into bankruptcy. The Eurozone's Gambling Problem: Rolling the Dice on Cyprus Brookings German Economist: 'Europe's Citizens Now Have to Fear for Their Money' Spiegel Yen Shows Off Its Safe-Haven Status WSJ India cuts key interest rate FT European February Car Sales Drop 10% as Recession Deepens BL China Housing Bubble Up, Up And Away Forbes Defaulting on bonds is 1st for mainland firm Shanghai Daily Irish Foreclosure Wave Risks Housing Recovery BL Icelands Lost Billionaires Unmourned as Riches Draw Ire BL Magazine-Cover Curse Takes on New Meaning in Asia Pesek
Investment, Speculation, Valuation, and Tinker Bell Hussman Gleanings Raymond James The Big Freeze Price Is gold ready to turn? Fleck Muni bonds collapsing! What it means Weiss Options Point to Big Market Move Barrons The Deficit Deniers Should Do the Math Barrons A Lot More Recovery Before Housing Bubble Redux WSJ Two Sides of Cyprus Krastings Krugman - Smith - Summers - MyBudget - Baker Americas Latest Phony Fiscal Crisis Johnson Central banks want Libor replaced with several rates Reuters Global Currency Battles: A Waiting Disaster or a Win for All? Wharton IMM positioning: Moving from CAD into AUD Danske Is Government Spending a Free Lunch? -- Evidence from China FRBSL
Analysis: JPMorgan and other banks tinker with risk models Reuters US Probes High-Speed Traders for 'Wash Trades' Reuters Caterpillar's Chinese Lessons BW Americas Dirtiest Coal Company BL Malls Getting Desperate In Fight For Survival HP Gold Climbs Above $1,600 as Cyprus Turmoil Spurs Haven Demand BL Bullish Bets Jump Most Since July as Gold Rebounds: Commodities BL
Cyprus: banks shut till Thursday Europe is risking a bank run Wolfgang Mnchau The Cyprus rescue has shown that the creditor nations will insist from now that any bank rescue must be co-funded by depositors. Euro Tumbles Against Yen, Dollar as Cyprus Turmoil Roils Markets BL S&P warns of socially explosive situation in euro zone Reuters What You Need to Know About Cyprus El-Erian Cyprus: The next blunder VOX Cyprus Can't Put 'Genie Back in the Bottle': O'Neill CNBC Chaos as banks empty cashpoints and ban online transfers DMail After Cyprus, Depositors Race to Withdraw Their Cash. Is the Rest of Europe Next? DBeast Cyprus works on tax levy deal to get bailout approved Reuters Cyprus Bailout 'Disaster' Risks New Euro Crisis CNBC Barclays Says Cyprus Bank Crisis Won't Spread To Southern Europe Forbes TIME: The $13 billion bailout package may seem like chump change, but in fact it represents about 50% of Cypruss total economy Russian Oligarchs Lose Friend In Cyprus Banks Forbes Moodys Sees Defaults as PBOC Warns on Local Risks BL China Showing Symptoms of Financial Crisis: Report CNBC We believe the true extent of financial risks in China is not fully appreciated by investors China Home Prices Rise, Posing Policy Challenge BL The old regime and the revolution Economist Why some think China is approaching a political tipping point Hong Kong tycoons face eviction Stephen A devalued pound cant save the British economy Gumbel 8bn hole in public finances to embarrass Osborne Inde Australia Faces Massive Hit to Government Revenue, Swan Says BL
Stocks risk harder drop if Fed hints at tapering MW Insights from Former Fed Chairmen Noland Would the Real Peter and Paul Please Stand Up? Mauldin Sooner or later, bear market will growl back Chicago Tribune A Fateful Meeting That Shaped the World WSJ In 1944, John Maynard Keynes and a Treasury official who was later unmasked as a spy hashed out an economic system for the post-war era. 1987 Vs. 2013: The Pros and Cons Harrison In Repurchase Craze, Companies Rush to Buy High Santoli Remain Invested But Alert! Harding Suddenly, Optimism Is in the Air Kudlow Is Government Spending a Free Lunch? -- Evidence from China FRBSL Global Views Scotia Global Equity BMO Finally!! Now What? Schwab Market Perspective Weekly Focus: US up, Europe down, China sideways Danske Staring Armageddon In The Face But Hiding It With Official Lies Roberts Seen From Greece, Great Depression Looks Good Norris
JPMorgans Follies, for All to See Morgenson The nation supposedly has new safeguards against another financial crisis. But... Dallas Fed president: No banks too large to fail MW SAC Settles Insider Trading Charges for $614 Million NYT Braunstein Recites I Dont Recall When Questioned on Dimon BL It is difficult to imagine how Mr. Dimon will not be asked to testify. Buffett Reaps $102 Million as Dimon Gets Dividend Raise BL Bill Gates $184 Million Away From World's Richest Slim BL Thieves or saviours? -- Why China is buying U.S. startups Canadian Business Ethanol Surplus May Lift Gas Prices NYT Commodities Update - Tug of war: stronger US data, stronger USD Danske
Euro zone agrees 10 billion euros bailout for Cyprus Reuters Cyprus is the fifth country after Greece, Ireland, Portugal and Spain to turn to the euro zone for financial help in the wake of the sovereign debt crisis that started in 2010. Economic Crisis Risk For Euro WSJ Has Germany killed the eurozone? MSN Loonie Grounded? BMO Fossil-Fuel Subsidies Help Asia Roar YALE Greenland government falls as voters send warning to mining companies Guardian Voters feared that ministers were surrendering their country's interests to China and foreign multinationals...
Consumer Sentiment Hit by Fiscal Policy Concerns in March Reuters Consumer Prices in U.S. Climb as Gasoline Jumps Most Since 2009 BL Industrial Production in U.S. Increases by Most in Three Months BL No 'Irrational Exuberance' in Stocks Now: Greenspan CNBC The Case For A Triple Top Comstock Here Come the Bulls! BeSpoke Remember lessons of 2007 in rush for junk Tett 7 ways to bet against the rally Mirhaydari If Alan Greenspan Wants To 'End The Fed', Times Must Be Changing Forbes JPMorgan Sees Home Prices Up 14% as BofA Touts Party BW Ben S. Bernankes efforts to revive housing are making real estate bulls even more bullish. Bankrupt countries are coming after investors Lynn The Importance of Printing Your Own Currency Duy Sorry Paul Krugman, But We Still Need Say's Law Forbes Don't worry about a stock market drop Kaletsky Letter: Zero-interest policy by Federal Reserve is war on America's seniors TCPalm Cyclical Outlook: Glimmers of Hope PIMCO
Goldman Sachs,J.P. Morgan Hit WSJ Fed Release Is Goldman Sachs riskier than it says? Fortune Senate Report Says Bank Misled Investors, Regulators To Hide Massive 'Whale' Losses HP JP Morgan attacked over 'London Whale' loss Telegraph JPMorgans Macris Was Paid More Than His Boss Before Whale Loss BL Hidden Numbers Make Banks Even Bigger Norris Under American accounting rules, banks that trade a lot of derivatives can keep literally trillions of dollars in assets and liabilities off their balance sheets. US farm land prices surge despite drought AFP If you are sitting on some cash, there is no better place to put it in than in agricultural land Illinois Farmland prices hit double-digit increases again News-Gazette Farmland poised for more big gains in 2013 Agriculture Are Global Central Banks Manipulating Gold? CNBC It is simply just a paper claim on metal that's not there. Bullion firm reveals that British holdings increased tenfold in five years Guardian Incredibly Important Developments In Gold & Silver Markets Norcini
'Abenomics Is Going to Fail: Mr Yen CNBC Analysis: New BOJ chief faces credibility test after landing top job Reuters Critic of Japans Central Bank Is Now Its Leader NYT Foreign investors buy record amount of Japan stock MW ECB needs 800 more staff to supervise eurozone banks Telegraph UBS pays 17m 'golden hello' to the man who broke RBS Inde China tightens controls on local government loans Finance Asia Greece Counts on Gas, Gambling to Revive Asset Sales BL Locals Abandon BRICs as Russian Fund Outflows Hit 1996 High BL Germany Emerges, After America and China, as the Powerful Third Postion in the New World Order Conrad Black Dennis Rodman Rebounds Into Nuclear-Arms Race Pesek
The ability of CIO personnel to hide hundreds of millions of dollars of additional losses over the span of three months, and yet survive internal valuation reviews, shows how imprecise undisciplined, and open to manipulation the current process is for valuing credit derivatives. JPMorgan Chase Whale Trades: A Case History of Derivatives Risks and Abuses Senate
Greece: A Gathering Storm Threatens Europe and America EW Consumer Comfort in U.S. Improves to Highest Level Since April BL Jobless Claims Slip While Producers Paying More Reuters Current-Account Deficit in U.S. Narrowed 1.8% in Fourth Quarter BL Sharp drop in US homes lost to foreclosure in Feb. AP Low volatility worries some MW The blue chip index hasn't logged a longer winning streak since November 1996 -- less than a month before then Fed Chairman Alan Greenspan uttered the now infamous "irrational exuberance" phrase. CNN Bear Market to Take Hold in 2013: Expert CNBC Faber If Theres No Inflation, Why Are Prices Up So Much? TIME Commodities on the Rise Project Syndicate Fed Changes Release Time of All Policy Statements AP By reducing the time in between, Bernanke can more quickly manage how the statement is interpreted Yield-to-worst in junk bond market hits record low Reuters Hyperinflation: A Currency Event YouTube (G. Long) Merkel Coalition Doomed; Italy Exit Only a Matter of Time? Mish MyBudget - MoneyIllusion
Big Sugar Is Set for a Sweet Bailout WSJ Graham Fisher Sees Parallels to Fannie Mae in JPMorgan BL Inside The Other All-Out Housing Crisis Facing America Marketreplace U.S. may probe London gold price setting: WSJ MW Which Aspect of the FDICs Litigation Failures is the Most Embarrassing & Damaging? Black
Bank: private equity crash could trigger next crisis Guardian Recession Replaces Debt as Top EU Worry With Joblessness Rising BL Japan's silver savers will bear the brunt of "Abenomics" Reuters China to Free Currency in 5 Years, Says Hong Kong Exchanges Li BL Yuan forwards advanced for a seventh day on optimism China will embark on further currency reforms. Hong Kong Banks Boost Rates as Government Cools House Market BL China's power consumption drops in February Xinhua Shanghai Finds 6,600 Dead Pigs as Farm Confesses to Dumping BL Venezuela plans new exchange for better dollar supply AFP State-controlled Companies Learn the Power of Gov't Bailouts Caixin Korea's Biggest Urban Development Project Goes Bust Chosun
Budget gap narrows in February from year ago Reuters Sales at U.S. Retailers Advance By Most in Five Months BL Dow 36,000? Try 6,300 Weidner The Odds Favor the Bulls Barrons The Stock Market Is a Debt-Fueled Bubble: Steve Keen DTicker What we need in a leader: Fed, CEO or pope Farrell Commentary: Fixing 26 years of Bernanke-Greenspan failures Fed model suggests U.S. stocks will soar - and then land with a thud Reuters How You Manage Debt Is an Artform: Jeremy Grantham BL Video So, How Did the Market Timers Do? Hulbert Bretton Woods: Keynes' Fall of Singapore Bears Lair Wells Fargo economist warns of higher interest rates, housing bubble Charlotte Observer Warren Buffett on Investing CXO Rosenberg to investors: Be wary of following the herd G&M Bond bubble may be closer to popping La Monica Federal Reserve Forecasts: Asymmetry and State-Dependence FRBSL Sequestrations impact on municipal credit quality Schroders Is Paul Ryan an Inflation Nutter? BL Krugman Will growing momentum be slowed by the sequester? Northern Trust Bond Market Observations March 2013 Standish Dollar-Crash Proofing a Portfolio: Interview with Axel Merk Merk
Google Admits Drive-By Data Collection Was Privacy Breach NYT China Probes Coca-Cola Over Illegal 'Mapping' FT Hostess Sells Twinkies Brand to Investment Firms Dealbook Dimons Extra $1.4 Million Payout Hangs on Fed Decision BL 7 Wall Street Bankers Pushing To End 'Too Big To Fail' HP Feds Bank Stress Tests Make Dubious Assumptions BL The rich pay majority of U.S. income taxes CNN Green Cars Have a Dirty Little Secret WSJ
China housing bubble will pop in second half of 2013: Forensic Asia Reuters PBOC Chief Says China Should Be on High Alert on Inflation BL China Goes for Luxury Cars Asia Sentinel Recession, corruption investigations slowing sales only slightly China's rising labour costs: opportunity as well as challenge DB Research China - Executive Briefing Scotia Specter of Stagflation Haunts UK FT UK on track for triple dip - NIESR Telegraph Manufacturing slump sends sterling crashing to three-year low Guardian City on alert as SFO opens inquiry into Autonomy Inde A short history of austerity: it almost never works Guardian S. Korean shippers to brace for massive amount of maturing debts Korea Times China's next-generation internet is a world-beater New Scientist Korea's Default Risk Once Again Greater Than Japan's Chosun Venezuela to probe Chavez cancer poisoning accusation Reuters
El-Erian: Fed Now Facing One Of Its Toughest Jobs Ever CNBC Job Openings Increase as U.S. Labor Market Improves BL Watsa: China Has Biggest Housing Bubble in History VWalk Watsa Letter To Shareholders "The Ambergris Factor!" Saut Is Anything Cheap? WSJ Bonds Fall for 7th Day in Longest Losing Run Since 2006 BL Howard Marks: The bond bubble is only in the "fifth inning Barrons Lombard Odier: A theme for 2013 might well actually be the rotation out of equities and back into bonds CNBC An Orwellian America G. Long Ben jobs another set of employment numbers Crudele Fantasyland for Policy-Makers Saville A bull($#!t) market Trugman Strong Dollar Is Flashing a Warning Sign for Stocks CNBC Dennis Gartman: I Was Wrong Sitting Out Stocks CNBC Whos afraid of an S&P 500 triple dip? MW I'm Not Confident About US Markets: Goldman's O'Neill CNBC The Global Endgame Smith Macroblog Economic Indicators Review NB Financial Credit Crunch Watch Oxford
SEC nominee White promises "unrelenting" enforcement Reuters Big Bank Immunity: When Do We Crack Down on Wall Street? Baker Realities Behind Prosecuting Big Banks Sorkin In major policy shift, scores of FDIC settlements go unannounced LAT Since the mortgage meltdown, the FDIC has opted to settle cases while helping banks avoid bad press, rather than trumpeting punitive actions as a deterrent to others. GE, Pfizer, Microsoft, Apple And Other Major US Corporations Are Parking More Cash Abroad To Avoid Paying Taxes IBT Shale Oil: A Deep Dive Into Implications for the Global Economy and Investors PIMCO Two Years on, Fukushima Casts No Shadow Over Nuclear BW Gold Sales From Soros Reveal 12-Year Bull Run Decay BL
China politics keep central bank hawks at bay, for now Reuters Brisk sales boost buying of new homes Shanghai Daily Chinas Exploding Debt Triple Crisis Spot China's "Hot Money" Time-Bomb ZH Millions of Europeans Require Red Cross Food Aid Spiegel Shanghai Races to Clean River Where 2,800 Pigs Died BL Former trader jailed for four years for insider dealing Inde Back to Business in Venezuela? WSJ
Two Myths and a Legend Hussman Bernanke Provokes Mystery Over Fed Stimulus Exit BL Ask Vince Cable Price Waiting for the recognition Fleck The market has more going for it than easy monetary policy Barrons RBroker Preparing for Day When Rates Rise WSJ Central Banks Pause but 'Currency War' Not Over CNBC Why China fears currency wars Stephen Specter of competitive currency devaluation lingers Xinhua US Concern on China Currency Fades as Yuan Grinds Higher Reuters The market strikes back Samuelson We now know the promise and peril of paper wealth. Bond rally shows fresh signs of fatigue MW Hedge Funds Cut Bets to 09 Low as Goldman Says Buy BL Fiscal tipping point? EB Krugman - Mish - Smith - Angry Bear - FMaximus Theories of financial crises VOX
Fugitive Fund Manager Stuffed Underwear With Cash, Fled BL Paulson Explores Puerto Rico as Home With Low Tax BL Intrade shut down due to financial probe CNN Goldman leads decline as Wall Street commodity revenues plummet Reuters Investors seek cold, hard gold Reuters U.S. investment-manager guru says silver a good bet G&M
EU Chiefs Seeking to Stave Off Euro Crisis Turn to Cyprus Rescue BL The European Central Banks pledge to intervene in bond markets and the prospect of an economic recovery by the end of the year are holding the three-year-old sovereign debt crisis in check. French Industrial Production Tumbles as Recession Looms BL Italy's economy shrinks as EU leader warns of lost generation Telegraph Italy Could Be the Next 'Bad Boy of Europe' CNBC Germany's anti-euro party is a nasty shock for Angela Merkel Pritchard Japan Machinery Orders Fall 13% in Sign of Limits on Investment BL Shanghai new home sales rise 20.7% Shanghai Daily Bundesbank Enters as Japans Funds Dump Bonds: Australia Credit BL Australian Central Bank Hacked by China Malware, AFR Says BL U.S., South Korea begin military exercises as North ends armistice CNN Over 2,200 dead pigs found in Chinese river prompting pollution alert Reuters
Q4 2012 Flow of Funds Noland Out On A Limb: An Investors Guide to X-treme Monetary and Fiscal Conditions Mauldin Here Is What Investors Need To Realize After The Terrific Jobs Report! Harding A Long Road Back for the Dow Industrials Norris Dow is down 11 percent since 2000 adjusting for inflation MyBudget Dow record not necessarily a buy signal Reuters Jobs Report: Firing up fed foes Crudele Markets Continue to Power Higher Puplava Interest Rates Turning Up? Swenlin Why the Global Economy Is Still Stuck Xie In the wake of the financial crisis, policies the world round remain focused on the wrong things, especially speculation Yes, Were Confident, but Who Knows Why Shiller How to Go Gold National Interest Wealth Inequality in America YouTube Global Views Scotia Global Equity BMO Weekly Focus: ECB signals low for long Danske U.S. Housing Recovery: Only the Beginning BMO The Market Speaks Krugman
Rigging the I.P.O. Game Nocera Corralling Mobsters, if Not Many Big Banks Morgenson NYSE prepares disaster backup plan: WSJ Reuters Ferrari $1.3 Million Hybrid Hits Resurgent Luxury Market BL BofA Gave Itself a Lower Grade Than the Fed CNBC Fugitive Hedge Fund Manager Homm Is Arrested BL Nortel bankruptcy to be resolved in trial G&M Commodities Update - Stabilisation but gearing up for a comeback Danske That Dow record is nice, but $3,000 gold is nicer: Rosenberg MW
The Price of Marriage in China NYT Another step towards an East-West trade war Pritchard Germany's New Anti-Euro Party Spiegel Japan urged not to escalate tensions over Diaoyu China Daily
Treasury Yields Rise to 11-Month High as Job Gains Top Forecasts BL Fitch Cuts Italy Rating After Election Impasse Reuters Gross Raises U.S. Economic Growth Forecast to 3% in 2013 BL Payrolls in U.S. Rose More Than Forecast; Jobless Rate at 7.7% BL Dow 36,000 Is Attainable Again Glassman 80s Bull Redux Bernstein It's 2000 And 2007 All Over Again Comstock The market has climbed on the basis of an almost childlike faith in the Fed as well as record corporate profits. Bad-News Bears Crash the Party WSJ At Dows peak, two bulls pull in their horns MW Roubini: Brace for Market Shock Later This Year CNBC Roubini: Bigger Economic Bubble in 2013 than 2004 BL Video Losing Jobs and Lying About It TheStreet Chavez death could hit Florida real estate CNN Roach on U.S. banks, Economy, Fed, China BL Video Stock Run Will End Badly This Year: Marc Faber CNBC
Icahn Pads Herbalife Stake, Ups Pressure On Ackman Short Forbes Icahn Unbound Takes Activism to New Peak in Deal Fights BL Fed Tests Show 17 of 18 Banks Weathering Severe Slump BL FED Holder admits megabanks are too big to jail MW Global Auto Report Scotia
Italian Banks Bad Loans Seen Rising as Gridlock Hampers Growth BL Is the Yen Going Into a Free-Fall? CNBC Chinas Exports Top Estimates While Imports Miss Forecasts BL China Inflation Over 3.5% May Prompt Rate Rise: NDRC Chen BL Hong Kong clamps down on quirky property buys CNN China's rising labour costs: opportunity as well as challenge DBR U.S. says U.N. sanctions 'will bite' after North Korea threatens nuclear attack CNN China Drives Solar Growth Becoming Biggest Market BL
AAII Bullish Sentiment Posts Small Increase BeSpoke Trade Deficit in U.S. Widens More Than Forecast on Oil BL Jobless Claims in U.S. Unexpectedly Fall to a Six-Week Low BL The risky task of relaunching Japan FT Bernanke Drives Bull Market to 4th Birthday, 130 Percent Gain CNBC Is it Safe . . . . ? Hinde We are getting more and more into debt with less and less growth to service it and pay it off. What if they held a bull market and no one came? Saft The remarkable thing about the Dow Jones Industrial Averages new all-time record is how few people give a damn. Dow Record Eerily Similar to 2007: SocGen CNBC The new market bubble Mirhaydari Enthusiasm for the Dow's record high looks dangerously frothy Stronger Growth Needed to Sustain Bull Market Morici The Fiat Dollar: As Unreliable As My 1971 Fiat 124 Sedan Forbes Debt based delusion MyBudget Fiscal tipping points EB Unpopped Housing Bubbles Abound Smith Keen Dollar-Euro Exchange Rate, U.S. Stocks and Gold CXO U.S. economy, world's engine, remains in "neutral": Fed's Fisher Reuters It is not possible to create jobs through monetary policy alone Morality and monetary policy Hadas
Carl Icahn Takes Up to a 6% Stake in Dell: Sources CNBC Jim Chanos: I'm Short Dell The secret bull market in gold Arrends ETFs dumping gold holdings at rapid rate FT Embry on silver The acceleration in gold ETF outflows is worrying Gold Bears, Watch Out! Don't Take On Central Banks CNBC Paulson Gold Fund Down 18%, Foiled by Metals Slump BL Post-Chavez Venezuela: oils next Saudi Arabia? MW
Polands rate cut: a shocker FT German Factory Orders Fall as Euro Crisis Curbs Demand BL Shanghai gaining favor as financial center China Daily No US-Style Housing Crash in China: JPMorgan CNBC Hong Kong Mortgage Rule May Boost Rates, Standard Chartered Says BL China well on way to being largest oil importer China Daily Floats back in fashion as market conditions improve Inde Seoul Vows 'Stern' Response to N.Korean Provocation Chosun UN Security Council Unanimously Votes Sanctions on N. Korea BL
Fed Says Modest Growth Spurred by Housing in Survey BL BB ADP Says Companies in U.S. Added 198,000 Workers in February BL Factory Orders Fall Central Bank Revolution Part II HindeSight Your sequestered brain cant see next crash coming Farrell Things That Make You Go Hmmm: Its Just Bluefish Williams Achuthan: At These Charts And Tell Me We're Not In Recession via BInsider As Confetti Settles, Strategists Wonder: Will Dow's Rally Last? WSJ Lessons from past Dow milestones MW All Of The Gurus Made To Look Like Fools By This Market BInsider The sequester doesn't seem to worry the stock market WSJ Letting the VIX tell us when to get out Hulbert Five Charts That Matter More Than the Dow Jones Industrial Average NY The Misguided Money-Easing Plans Of England, Japan's Central Banks Forbes Low interest rates enrich the government and starve the economy WT The Great Senior Sell-Off Could Cause the Next Housing Crisis Atlantic Some Thoughts On The U.S. Participation Rate BCAR Yardeni Young Adults About-Face on Saving WSJ Forecasting Bond Returns in the New Normal PIMCO Business Cycle Monitor: Rise in global growth moderating Danske There are more sellers than buyers in the world economy Northern Trust March - International Journal of Central Banking BIS
Fallout from 'Untouchables' Documentary: Another Wall Street Whistleblower... Taibbi US Banks and Traders Wary of Two-Step Stress Test Reuters Microsoft fined $731 million for breaking EU antitrust promise Reuters Martha Stewart defends J.C. Penney deal in Macy's trial Reuters FSA was warned of 'significant' Libor problem in 2008 Telegraph Regulators Didn't Know What Libor Was In 2008 HP Einhorn, Ackman and how to play them Weidner Prince Alwaleed And The Curious Case Of Kingdom Holding Stock Forbes Whiny Billionaires in Need of Sequestration The Nation Siegel on Why Stocks Are -- and Will Remain -- the Best Bet Wharton 7 Commodity Stocks Yielding up to 10% Street Auhthority S. Korean central bank buys more gold in Feb. Yonhap Silver Coin Sales Hit Feb. Record, On Track To Double From Last Year Hard Assets John Paulson's Gold Fund Limps Forward CNBC
Traders Flee Asia Hedge Funds as Job Haven Turns Dead End BL China central bank eyes reform, more flexible yuan in 2013 Reuters Chinas debt and investment slow down Saft China Bails Out Local Governments Asia Sentinel Covert "financing vehicles" face hundreds of billions of debt Charts key understanding of China bubble fears MW Fear of China bank crisis keeps Aberdeen alert Asian Investor Chinas Wen leaves office under cloud of suspicion, warning of corruption G&M Was he genuinely the populist Grandpa Wen who cried at disaster scenes and occasionally advocated for greater democracy and freedoms? Or was he Chinas best actor... Chanos wants you to watch this video on Chinas property bubble MW Merkel Looks East for Austerity Allies in Talks With France's Hollande BL Europe's structural youth unemployment DB Research RBS should be fully nationalised and broken up, says Mervyn King Telegraph Bank of Japan nominees mix bold policies with caution Reuters Home sales slip further, but signs of traction emerge G&M Fitch ratings agency said Canadian prices are overvalued by about 20 per cent. Norway Cracks Down on Mortgage Debt to Fight Bubble Risk BW Tokyo Real Estate Tycoon Arrested for Tax Evasion Jiji Payday lenders have 12 weeks to clean up their act or face being shut down Inde
Hugo Chavezs economic legacy the two graph version Market Monetarist Chavezs 692% Bond Gain Seen by Fidelity as Living On BL Chavez never missed a payment, producing returns that more than doubled the regional average.
Hugo Chavez, Venezuelas Anti-U.S. Socialist Leader, Dies at 58 BL Vital Signs Chart: Household Incomes Treading Water WSJ Proof the Fed is Juicing the Markets FOX Does Any Country Deserve an AAA rating? Bears Lair Exclusive: DoubleLine's Gundlach shifts gears, now buys U.S. bonds Reuters Sequester Leaves US in 'Fantasy World': Analysts CNBC Return of the housing bubble Macleans Around the world, housing is fuelling a whole new frenzy of speculation and unrealistic optimism Mistaking housing rebound for bubble Lanser The Hollowing Out of Private-Sector Employment Smith Black The Next Housing Bubble: Student Loan Willis Young Adults About-Face on Saving WSJ Kass: Im Honored to Be Buffetts Credentialed Bear WSJ
Fannie, Freddie to Start New Securitization Firm Reuters Since they were seized by the government, the companies have drawn nearly $190 billion from the U.S. Treasury to stay afloat. Goldman Is Trying To Get Around A Controversial New Rule HP Senate report may fault JPMorgan execs in trading loss - NYT Reuters Saudi Prince Challenges Forbes Over His Billions FT Ferrari to sell new supercar for 1 million euros: chairman Reuters Insiders snapping up shares in junior miners on the cheap G&M Sprott: Central Bankers Are Gaming Gold Gold Report Celente
If its the largest real estate bubble in human history then it may not be too early to sell Chinese stocks Currency Currents Chinas debt and investment slow down Saft Rising trade feuds expected Shanghai Daily Rising trend of overseas investment China Daily Global investment by Chinese companies will grow rapidly "for quite a long time" Outrage as HSBC hands 2m bonus to chief Stuart Gulliver after fine in US Inde Hungarys New Central Bank Chief Tightens Grip NYT Analysis: Egypt is in for trouble with or without the IMF Reuters
Tokyo blamed for islands tension China Daily
Currency War Turns Stimulus War as Brazil Surrenders BL Out On a Limb - An Investor's Guide to X-treme Monetary and Fiscal Conditions Hussman The Policy Portfolio and the Next Equity Bear Market Hester Them was rotten days Price The Magic of Compound Interest Saut Buffett Still Buying Stocks, Sees 'Good Value' CNBC “Im jealous of the Fed. Id like to have a machine like that myself” In our asset-allocation survey, wealth managers see smoother sailing Barrons Understanding Failed Policies Smith Duy - Reformed Broker Michael Pettis on Misguided European Optimism Mish Sovereign default and the rules of engineering VOX Las Vegas Sands Probably Violated Foreign Corruption Act BL Ackmans Ill-Fated Bike Ride: “His Mind Wrote a Check That His Body Couldnt Cash” VFair Dimon: 'We Took Huge Exposures To Keep Lehman Alive HP Recovery in U.S. Lifting Profits, Not Adding Jobs NYT Miners gather amid gloom, uncertainty G&M China Reserves Ample to Buy Worlds Gold Twice BL Gold speculation scams on the rise China Daily Chinas Stocks Slump as Developers Tumble Most Since June 2008 BL China's Property Sector, Just Before The Crash Forbes China's top real-estate CEO sees housing bubble, hopes leaders can fix it: report MW Non-manufacturing sector shrinks in February China Daily Brave Ireland is the poster-child of EMU cruelty and folly Pritchard Euro Leaders Demand Austerity as Italy Nears Re-Vote BL Swiss vote to impose world's strictest rules on executive pay WT BOJ nominee Kuroda sets out aggressive policy ideas Reuters “You cannot deny the possibility that the central bank will ease before the scheduled first monetary policy meeting in early April to provide surprise” 'Zombie' fears as insolvencies rate falls to lowest for five years Inde
Obama Presses Congress for Deal to End Cuts Reuters All Of This Whining About The Sequester Shows Why America Is Doomed ZH Berkshire Profit Advances 49% on Buffetts Derivatives BL 2012 Annual Report When the partnership I ran took control of Berkshire in 1965, I could never have dreamed that a year in which we had a gain of $24.1 billion would be subpar... Fifty Trades of Grey Mauldin Italy and "Ro, Ro" Noland Easy money will end in tears, Meltzer says MW “Were in the biggest mess weve been in since the 1930s. Weve never had a more problematic future.” Promises, Promises at the New York Fed Morgenson Bernanke says hasty end to easing could backfire MW Speech Globalization, Measured by Investment, Takes a Step Backward Norris You Haven't Missed the Stock Rally: Goldman's Cohen CNBC Politicker: Mr. Bloomberg argued the United States could owe “an infinite amount of money” and there is no specific amount that would cause the country to default. Politicians Still Don't Get It! Harding The Housing Bubble and the Limits of Human Knowledge Pollock Global Views Scotia Global Equity BMO Weekly Focus: Can the ECB save Europe from Italy? Danske NDX Exhaustion Divergence Swenlin Warning: Stocks Likely to Crater from Here Martenson Forbes Evaluates Ken Fishers Stock Picking CXO Goldman trims risk-taking to lowest level in 7 years Reuters How Food Companies Trick Consumers Into Eating Their Unhealthy Products DTicker 3D Printing Promises to Change Everything (PBS) Scientific American 3D printing's dangerous downside Ajazeera Bullish Gold Supply ZEAL Golds bull run isn't over; its just taking a break MW Silver May Extend Drop as Bear Market Nears: Technical Analysis BL Thousands march in Portugal to protest austerity AP Beppe Grillo claims Italy may have to leave euro and return to lira Telegraph Political Pressure on the Bank of Japan: Interference or Accountability? FRBSL Canada: Growth Drivers Wanted BMO More spending cuts may be needed to tackle deficit: Flaherty Reuters Leaked conversation reveals insiders' secret A-share pessimism Finance Asia The conversation offers a rare opportunity into the true sentiment of Chinese industry professionals towards a market where only those with the right connections are able to make big profits...
Fiscal Talks Fail, U.S. Stumbles Toward Steep Budget Cuts Reuters Two Signs That Deflation is Far From Over EW Oil Falls to 2013 Low on Slowing Manufacturing, Spending BL U.S. Michigan Consumer Sentiment Rises Above Estimate BL Americans see biggest monthly income drop in 20 years CNN BEA Release Manufacturing Expands at Strongest Pace Since 2011 ~ Construction Spending Fell in Jan Death By A Thousand Cuts Comstock Obama-Congress Talks Unlikely to Avert $85B Midnight Spending Cuts BL Mish Fiscal Fatigue: Tracking the Budget Outlook as Political Leaders Lurch from One Artificial Crisis to Another Brookings Druckenmiller Sees Storm Worse Than ‘08 as Seniors Bankrupt Kids BL “While everybody is focusing on the here and now, theres a much, much bigger storm thats about to hit” Why Won't Americans Listen to Alan Simpson and Erskine Bowles? BW The Fed's market farce Mirhaydari Tepid economic growth, political turmoil, budget cuts, stalled earnings growth, yet stocks are pushing to new highs? It's all about the Fed. Ten QE Questions Roubini Policies are becoming more unconventional, not less, with little clarity about short-term effects, unintended consequences, and long-term impacts Two Dollar Fallacies Feldstein Currency Wars, Part I - The Belligerents G. Long Ben Bernanke, Hippie Krugman Johnson - EB - BeSpoke Global Forecast Update Scotia We Arent the World Pacific Standard Bank Of America Under Investigation For Mortgages HP JPMorgan No. 1 Investment Bank Amid a Flurry of New Deals BL Bless David Einhorn for Taking the Fight to Apple Weil The hollow promise of the iEconomy Economist Banker bonuses down? Don't believe a word of it Fortune Is Investing in Collectibles a Recipe for Disaster? WSJ America has an energy boom. Now what? CNN Commodities Update - Oil set for better flow Danske Japan Consumer Prices Fall BL High hopes for Japan's central banker CNN A Brief History of the European Debt Crisis 2010-2013 Carlyle Euro-Area Unemployment Climbs to Record on Recession BL China says it could tighten property controls Reuters In Japan, the Rising Cost of Elder Care—and Dying Alone BW Lloyds bonus pool stands at £365m despite £570m loss Inde Burning Around the Clock: Berlin Airport Can't Turn Lights Off Spiegel US must assure China of its strategic intentions China Daily |
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