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A "Truman Show" World Noland
Can U.S. Market Avoid A Serious Correction Again? Harding
Fed Custody Holdings Record Decline Fuels Russia Speculation BL
“The timing of the drop in custody holdings makes Russia a more likely suspect”
Pritchard: Somebody is a selling a fistful of US Treasuries. It could be Russia, or China, Turkey, South Africa, or Indonesia, or all frantically selling bonds at the same time for different reasons.
Likelihood of First Market Correction in Two Years Developing Puplava
Private Employment Slowly Reclaims Pre-Downturn Peak NYT
Global Views Scotia Global Equity BMO
Weekly Focus: On shaky ground Danske
Fed Challenge: Pull Back Without Pulling the Rug Out Sommer
The big economies cannot avoid a soft default... MyBudget
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Canadian class-action lawsuit filed against Mt. Gox, Mizuho Bank Reuters
Madoff Inner Circle Moves Step Closer to Learning Fate BL
Mind your wallet: why the underworld loves bitcoin Reuters
Billionaire Buffett Gives Billionaire Gates $300 Raise WSJ
Big Gold-Futures Buying ZEAL
Junior Gold Miners: Insiders Have Stopped Buying Barron’s
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Another BRIC in the Wall BeSpoke
Chinese Debt Worries via Krugman
Deflationary Pressure and Tight Credit Facilities Weigh on Eurozone Recovery PIMCO
Eastern European credit crunch and foreign bank funding VOX
Alberta Bound…for Another Housing Boom BMO
Russia says intercepted US drone over Crimea: arms group AFP
Tensions high as Crimea vote nears CNN
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China Can Drag Down The Global Economy Comstock
Biggest Bubble Ever Marks 5th Year of Stock Rally EW
Bill Gross: Fed to reassure market on zero-rate policy MW
David Rosenberg: Greatest Risk to Investors Is Now Inflation FS
Gary Shilling: Bears Have It Wrong - U.S. Not Stuck With Permanently Slow Growth FS
The US Economy Grows, But Jobs Don’t YALE
Yellen needs to make a margin call on Wall Street Nutting
Record margin debt not a sign of stock decline: Bespoke MW
Bill Black: How to Rob a Bank via BP Yardeni - Baker
The Evolution of Fed Policy and the Impact of Policy Surprises on Asset Prices FRBSL
The Rise and Fall of Labor Force Participation in the United States FRBSL
U.S. Millionaires Club Grows To Almost 10 Million TIME
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Nine retailers closing the most stores 24/7
Candy Crush and the moat fallacy Saft
Steven Cohen Identified in New Insider Trading Suit BW
Missed Alarms and 40 Million Stolen Credit Card Numbers: How Target Blew It BW
Gold rises to six-month high on China worries, Ukraine Reuters
The Chinese Are Making Major Moves In The Gold Market King
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China’s Big Four Banks See $70 Billion Vanish From Stocks BL
Some lenders are increasingly financing insolvent companies to help them pay off maturing debt in a bid to avoid outright defaults...
Fresh worries over China prompt slew of downgrades CNBC
Jan, Feb figures show chill in economy China Daily
Japan’s pension giant - Risk on Economist
Stock market traders being replaced by computers, according to survey Guardian
Crimea referendum: Why it’s so important CNBC
Russia holds war games near Ukraine; Merkel warns of catastrophe Reuters
Putin Deports Executives for Speeding as Sanctions Loom BL
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Jittery customers run on banks in Crimea AP
Jobless Claims in U.S. Fall to Lowest Level Since November BL
Seth Klarman: Investors Downplaying Risk 'Never Turns Out Well' Outside The Box
Strategist says S&P 500 will rise to 2,100 by September Hulbert
ETFs Get $41 Billion Erasing Stock Withdrawals on Economy BL
Decoupling Happened: U.S. Stocks Soared, China's Shrugged BW Ciovacco
How Market Tops Get Made Ritholtz
Yuan Dive? Eichengreen
Risk-taking in finance - Heads they win... Economist
Global Business Cycle Monitor - Europe outperforms as global growth slows Danske
The People vs. Big Brother JimQ
Monetary Smuggling in China... Mish Stockman - Quartz
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Big fine imposed on ex-Goldman trader Tourre Reuters
FTC probe is latest twist in Herbalife saga MWJ
Jilted U.S. Investors and Debtors on the Run Caixin
Trader kills self in finance world's latest suicide NYP
Bitcoin startup to go public in Australia via reverse merger with dying oil and gas firm TinA
China to beat 2020 targets for nuke power SD
Warren Buffett to heirs: Put my estate in index funds MW
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Paralysed ECB leaves Europe at the mercy of deflation shock from China Pritchard
Production figures renew Chinese growth fears Telegraph
China premier warns on economic slowdown as data fans stimulus talk Reuters
Marc Faber: China is growing at 4% and that's okay CNBC
China's debt risks within control: Premier China Daily
Despite Low Inflation, China Has Little Room to Cut Rates WSJ
Asia dollar bond market springs back to life FA
Soros Joined by Swedish Premier in Seeing European Sclerosis BL
Bank of England calls in leading QC to investigate forex-rigging claims Guardian
Russia Said to Be Preparing for Iran-Style Sanctions Over Ukraine BL
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U.S. prices are tracking eerily with 1990s Japan
5 reasons stocks will fall Kellner
It's Official: We Are in a Tech Bubble FOX
The "Easy Money" Myth RB
Fed set to ditch 'threshold' guidance under Yellen Reuters
How The Fed Has Failed America, Part 2 Smith
A Jealous Government Burdened Us With the Fed Forbes
David Stockman's "Contra Corner" Website Up and Running Mish
Science Proves The Fed Had No Idea About The Financial Crisis HP
IPOs: When Stability Creates Instability PragCap
Private Credit and Public Debt in Financial Crises FRBSF
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Banks shedding asset management businesses Sober Look
Infamous Hedge Fund Hopes You Forgot That Whole Insider Trading Thing HP
Carl Icahn is a pirate CNN
Ackman accuses Herbalife of breaking laws in China Reuters
Bitcoin's rising body count Weidner
Philippines central bank says Bitcoins are not regulated, warns users to be cautious TinA
Danger of the Post-Crisis Mentality HCP
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Interest rates could rise sixfold in three years, warns Bank of England Telegraph
Has Britain's monetary policy started a future crisis? Warner
Carney: Forex rigging claims could prove to be bigger scandal than Libor Guardian
Strikes in Greece as austerity deal proves elusive AP
A leveraged bet on London banking and oligarchs Saft
Japanese Consumer Pessimism Hits New High Under Abe WSJ
PBOC Battling Bubbles Seen Keeping Rates Elevated: China Credit BLCurrency goes global with offshore yuan index China Daily
Pritchard: Fresh loans in China's shadow banking system evaporated to almost nothing... Tele
Assessing Risk in China's Shadow Banking System Triple Crisis
'Made in China' climbs global value chain China Daily
Study: Billionaires galore in China by 2023 SD
China Still Has a Long To-Do List on Banks WSJ
West warily readies sanctions on Russia MW
Putin's Imperial Road to Economic Ruin Project Syndicate
Putin’s Dangerous Game YALE
Ukraine: Don't repeat past mistakes Summers
Investors Move Into Ukraine, Out of Russia BeSpoke
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A Comprehensive Review of the Stock Market Harrison
"Changes in Latitudes, Changes in Attitudes..." Saut
Tail risks are the ones to watch Hutchinson
Buckle up! Stocks in 'risky territory': Bogle CNBC
Hulbert: How to Prepare for the Next Bear Market WSJ
Small Caps Flash Pricey Warning WSJ
Five years from U.S. stock market's low, it's joy versus worry Reuters
How To Prosper In A Stock Market Panic Forbes
The Fed Has Failed (and Will Continue to Fail), Part 1 Smith
Margin Debt: To The Moon Hoye
No, Americans Are Not All To Blame for the Financial Crisis New Republic
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How Ackman supports his bet against Herbalife DTicker
Mt. Gox files U.S. bankruptcy, opponents call it a ruse Reuters
JD.com Said to Plan IPO by July With Over $20 Billion Valuation BL
Asia's first theme park IPO raises $316m FA
Banking bonuses worldwide up 29% as City fares even better Guardian
Iron Ore’s Bear Market Deepens on Demand Concern in China BL
Research Commodities: Global food prices surge Danske
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Top German body calls for QE blitz to avert deflation trap in Europe Pritchard
Noyer Says Stronger Euro Creates Unwarranted Pressure on Economy BL
Withstanding Great Recession like China FRBSL
A leveraged bet on London banking and oligarchs Saft
Russia Stands Fast on Crimea as Ukraine Boosts Defenses BL
Beyond Ukraine:Russia's Imperial Mess Spiegel
Washington React: FBI Helps Ukraine Recover Stolen Billions VOA
What is at stake in Crimea? VOX
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The Problem with Keynesianism Mauldin
Stock caution urged as margin debt levels hit new highs MW
Klarman warns of impending asset price bubble FT (via Google)
“When the markets reverse, everything investors thought they knew will be turned upside down and inside out”
When Does The Party End - Goldman Finds Revenue Multiples Have Never Been Higher ZH
Five years from U.S. stock market's low, it's joy versus worry Reuters
Financial Contagion BL QuickTake
Illusory Wealth McTee Fed creates an economic illusion USAT
The Fed Is Not Printing Money, It's Doing Something Much Worse Forbes
ECO 348, The Great Recession: The Spread of the Crisis Krugman
Stocks: October 2007 vs. March 2014 Ciovacco
Prem Watsa Annual Letter PDF File
Closing the door on the GFC Keen
Five Bears Who Turned Bullish During Five-Year Rally WSJ
Who’s Who of Prominent Economists Agree: Inequality Harms Economic Growth WashBlog
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The involvement of the SEC, which regulates certain options and ETFs tied to the rates, shows how manipulation could ripple across a range of financial products.
U.S. public pensions need more than investment windfall Reuters
Roughly half of U.S. state pension plans have worrying gaps between what they have promised retirees and the funds on hand to pay benefits...
Nike swooshs us into a future of fewer jobs, low pay Fabius Maximus
El-Erian Exit Is Pimco Distraction as Gross Saves Legacy BL
Ackman outspent by Herbalife in lobbying battle Reuters
The Innovation Enigma Stiglitz
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New red flags over China’s credit use MW
Japan’s Economy Expands Less Than Initially Estimated in 4Q BL
Japan's deficit hits record as growth disappoints Telegraph
Carney Faces Leadership Test as Currency Scandal Snares BOE BL
Russia Establishes Crimea Supply Route, New Border BL
Ukraine seeks US help as Putin talks tough on Crimea AFP
Macro Analytics - Ukraine Choke Points Long & Smith
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Global Debt Exceeds $100 Trillion as Governments Binge, BIS Says BL BIS
Q4 2013 "Flow of Funds" and Geopolitical Noland
Safe Havens Are Trouncing Stocks So Far This Year Harding
Mid-term Election Cycle Forecasts April Market Peak Puplava
Happy Birthday Bull! BeSpoke
The Secret History of the Financial Crisis James
To Understand the News, Follow the Money. To Follow the Money... Jesse Roberts
A Whistle That’s Lost in the Crowd Morgenson
Global Views Scotia Global Equity BMO
Weekly Focus: ECB raises bar for more easing Danske
Some Global Growth Arithmetic BMO
A housing graveyard made up of 7,000,000 foreclosures Dr. HB
2013 The YALE Endowment YALE
JP Morgan Chase's sale of private equity arm stalls Reuters
Treasury Plans to Hire Chief Risk Officer in Coming Months WSJ
Gold-ETF Inflows Return ZEAL
Dot-Com IPO Insanity Returns With Coupons.com BL
Things You Can Do That Wall Street Can’t FOOL
Newsweek stands by Bitcoin... The Verge
Shit Bitcoin Fanatics Say, Part 1 YouTube
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Ukraine standoff intensifies; Russia says sanctions will 'boomerang' Reuters
Putin rebuffs Obama as Ukraine crisis escalates Reuters
Russia Invokes $2 Billion Ukraine Gas Debt Amid Crimea Crisis BL
Putin’s Push Shorted in ETF Market as Cheap Get Cheaper BL
Beware the Market Whiplash of Geopolitics NYT
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Puny Income Growth Holding Back The Recovery Comstock
The Growth Killers Shiller
The Dollar's Long Term Decline Merk
Forgotten But Not Gone: The Long-Term Fiscal Imbalance Brookings
The mother of all crises Gayed
Why the Dow could hit 26,000 by 2016 MSN
Bullish Sentiment Increases Slightly BeSpoke ZH - Yardeni
Exclusive: Pimco's Gross declares El-Erian is 'trying to undermine me' Reuters
Household formation goes negative MyBudget Turk
Those 2014 Oscar results in full Price
Roubini: How I'd Invest $1 Million Right Now BL Video
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The Face Behind Bitcoin Newsweek
Bitcoin Creator Said Found as Enthusiasts Regret Unmasking BL
Japan lays down the Bitcoin law: Treat it like gold ZDNet
Coupons.com IPO gets full price, valuation tops $1 billion SJMN
The company's losses shrank last year as well, from a net loss of $59.2 million in 2012 to $11.2 million.
Where is the Stanford Ponzi loot? This man knows CNBC
Beer bubble: how price of a pint has risen twenty-fold Telegraph
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Zombies Spreading Shows Chaori Default Just Start BL
“After the first one, there may be more defaults”
China gets too much credit for managing debt Das
China’s Shadow Menace Project Syndicate
Shadow banking offers no cause for alarm: Experts China Daily
Emerging World Poses More Danger Than in 1990s: Cutting Research BL
ECB is still too optimistic on its outlook for inflation Danske
UK house price growth 'approaching madness' Telegraph
Osborne faces £20bn black hole in UK public finances, says report Guardian
What Makes Greece Special? Gros
Japan Stock Traders Betting on BOJ Easing WSJ
Crimea votes to join Russia, Obama orders sanctions Reuters
Exclusive: Russia wants IMF to move ahead on reforms without U.S. - sources Reuters
JPMorgan Says Sell Russia Stocks as Bulls Unwind Bets on Ukraine BL
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Greek Banks Need to Raise 6.38 Billion Euros, Central Bank Says BL
Carney to be quizzed over forex manipulation Telegraph
The Bank of England also published minutes on Wednesday of meetings held between Bank staff and leading foreign exchange dealers between 2005 and 2013 which showed participants raised the issue of possible manipulation of the £3 trillion-a-day global market as early as 2006
Has Housing Hit the Wall? NTrust
Credit Suisse Global Investment Returns Yearbook CS Download
Fed's Plosser 'very worried' about QE consequences CNBC
Fisher warns Fed's bond buying could be distorting U.S. financial markets BL
The patient and the brave Saft
The Trouble with Relentless Bid Theories RB Makin
How to Avoid Another Global Financial Crisis Greenspan
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Why It's Easier to Rob Bitcoins Than Banks WSJ
CEO in apparent suicide was bitcoin fan, had other issues, too Reuters
Wall Street's Latest Dangerous Financial Product HP
Who should get Fannie and Freddies profits? Pollock
Bunch of bullion: Dealer says gold coin hoard not from heist CNBC
How to invest like a billionaire Hulbert
Trader files suit against London gold-fix banks MW
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Klitschko: Putin scared of what's happening in Ukraine CNBC
The four charts Vladimir Putin should consider as he plots his next move in Ukraine Quartz
Bank Oversight:Europe Stressed by Approaching Stress Tests Spiegel
House prices rising at fastest annual rate since 2007, Halifax reports Guardian
Are emerging markets really suffering from outflows? CNBC
Chinese default landmark looms Finance Asia
Some are calling it the country's Bear Stearns moment
Beijing Plans to Spend $2.45 Trillion This Year. Here's How WSJ
Danes Lured by Cash Defy Warnings on One-Year Debt: Mortgages BL
Zimbabwe's only reserves are $500,000 of gold coins Telegraph
China to test new smog-busting drone to help clear polluted skies SCMP
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The Second Coming Gross
The Way History Usually Looks Cross Currents
Inflation Blues: Is it Time to Start Worrying? Sonders
12 killer apps that will crash GDP Farrell
Malthus, Marx, and Modern Growth Rogoff
Longest and Strongest Bull Markets BeSpoke Turk - PragCap
Rubin Says Fed's QE3 Will Lead to Trouble WSJ
In First Post-Fed Public Appearance, Bernanke Defends Crisis Record WSJ
Bernanke Speaking Gig Paid Him More Than He Made All Of Last Year Reuters
In hitting the speaking circuit, Bernanke is following a well-trod path of top public servants cashing in on the demand for the insights they can offer
Our Ultimate Stock-Pickers' Top 10 Buys and Sells Morningstar
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Barrick's Sokalsky Says More Asset Sales Still Possible BL
Wall Street's Latest Dangerous Financial Product HP
Citi Affiliates Troubles Multiply With Subpoenas NYT
Hedge-Fund Genius Isn't Really Sold on Hedge Funds BL
Bitcoin: The Cryptopolitics of Cryptocurrencies Harvard
Japan to regulate and tax Bitcoin trades: Nikkei Reuters
Yes, the Fed Makes Comic Books Atlantic
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A default would highlight strain in China's $4.2 trillion bond market after a trust product issued by China Credit Trust Co. was bailed out in January.
China Shares in Hong Kong Decline Amid Default Concern BL
China services activity ticks up in January: HSBC PMI Reuters
Housing market shows signs of cooling China Daily
ECB May Repeat Japan Mistake That Triggered Lost Decade BL
Shanghai 'more expensive' than New York: Survey China Daily
Hong Kong's 'Nose Bleed' Office-Tower Values Beat Manhattan BL
Five years of ultra-low interest rates - in seven simple interactive line charts Guardian
The Crisis in Ukraine: What's Next? EW
US and Russia set for talks on Ukraine tension CNBC
Russia warns could 'reduce to zero' economic dependency on US AFP
Russia's laughable economic threats against the U.S. Fortune
Russia to abandon dollar as a reserve currency? Good luck with that Warner
Russia test-fires ICBM amid tension over Ukraine Reuters
Anxious investors may opt to hunker down at home Reuters
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“There are four types of countries: the developed, the underdeveloped, Japan and Argentina.”
"I'm Confused" Saut
Corporate insider bearishness at pre-2008 crash levels Hulbert
Get ready for the Dow at 6,000 by 2016: Pro CNBC
The Fed Taper is Presently Too Tight G. Long EB - Mish
The Fed and Financial Stability: Three Questions Brookings
Public pension programs around the world are in financial trouble Feldstein
The Great Divide Over Market Efficiency II
Gold is libertarian, cyberspace isn't Hutchinson
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Citigroup Joins JPMorgan in Seeing Trading-Revenue Drop BL
Bitcoin sheds Mt. Gox albatross, extends surge CNBC
Buffett wants $15/hour minimum wage CNN Buffett's 5 key investing don'ts
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Opinion: 'Shadow banking' could bankrupt confidence in financial system
China Banks Show Too-Connected-to-Fail Link to Shadow Loans BL
Housing market shows signs of cooling China Daily
How five years of rock-bottom interest rates have changed Britain Guardian
India's gold industry to strike in protest over crackdown FT
Putin Says No Need Yet for Russia to Send Troops to Ukraine BL
Russia may drop U.S. dollar reserves: Kremlin aide MW
Is China Siding With Putin in the Ukraine Crisis? BW
Kerry to Ukraine as US toughens stance against Russia AFP
Ukraine: Three Views Outside The Box Embry - Smith
The New Ukraine:Inside Kiev's House of Cards Spiegel
Russian Richest Lost $13 Billion as Global Stocks Fell BL
It's Time To Drive Russia Bankrupt -- Again Forbes
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US, EU ready sanctions as Russia denies ultimatum CNBC
Ukraine mobilizes after Putin's 'declaration of war' Reuters
Russian markets, ruble plummet on Ukraine fears AP
MW: The Bank of Russia's move came as the Russian ruble plunged to record lows following Moscow's intervension in Ukraine
G7 condemns Russia's move on Ukraine, halts G8 prep Reuters
Could Ukraine trigger a full-blown EM crisis? CNBC
Ukraine: Geopolitical Risk Rising For Global Markets PIMCO Why Crimea matters CNBC
Gold Climbs to Four-Month High as Ukraine Tension Boosts Demand BL
Putin Grab for Crimea Shows Trail of Warning Signs West Ignored BL
Russian forces mass at Crimean border MW
Russia Raises Main Rate as Ukraine Crisis Threatens Economy BL
The Uncertain Future of Ukraine's Finances Spiegel
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ISM Manufacturing Stronger Than Expected BeSpoke
Do Foreign Profits Explain Elevated Profit Margins? No. Hussman
S&Ps rise underpinned by borrowed money FT
In past market peaks, excessive levels of margin debt exacerbated the subsequent slide in stocks...
Freedom ! Price
Why is the 2008 Crisis Taking So Long to Resolve? (Part 2) Triples Crisis
Wallets Wide Shut El-Erian
A bulls-eye for Fed accountability EB Keen - Mish - Smith
The Fed and Financial Stability: Three Questions WSJ
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In Search of a Stable Electronic Currency Shiller
How history explains bitcoin, Mt. Gox bankruptcy MW
Bitcoin exchange looks into criminal complaint AP
Bitcoin mania worse than tulip craze China Daily
End-of-world money moves to make USAT
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Rising housing market spreads beyond London and south-east Guardian
Scandi markets ahead: PMIs on the agenda and focus on inflation at the Riksbank Danske
Soros and Paulson take bet on Spanish real estate FT
The Huge - and Often Hidden - Costs of Criminality in Latin America Wharton
'White gold' turns New Zealand into the 'Saudi Arabia of milk' FT
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Bundesbankification Noland
Black Swans and Endogenous Uncertainty Mauldin
Buffett admits to $873 million mistake CNBC 2013 Annual Report
Record stock run leaving many behind USAT
Strategy: ECB easing coming up, Fed tapering continues Danske
Disinflation Domination BMO
A Dire Economic Forecast Based on New Assumptions Norris
The dysfunctional debate on debt CNN
Global Views Scotia Global Equity BMO
Weekly Focus: ECB easing on the way Danske
Revisiting the Fed's Crisis DeLong
Jim Puplava's Big Picture: When Will Janet Blink? FS
Gold futures gain for a second month in a row MW
Call Sherlock Holmes: 500 Tons Of Gold Goes Missing In China Forbes
Silver kicks sidekick role mw
New Silver Major Is Born ZEAL
Almost Half a Billion Dollars of Bitcoins Vanished WSJ
Is Michael Jordan a billionaire yet? Forbes
Ukraine Accuses Russia of Invading Crimea as West Reacts BL
Obama Vows Putin to Face Costs If Russia Enters Ukraine BL
"The United States will stand with the international community in affirming there will be costs"
China Factory Index Decline Adds to Li's Growth Headwinds BL