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How rumor sparked panic and three-day bank run in Chinese city Reuters Capital Goods Orders Drop as U.S. Business Spending Cool BL Seth Klarman Says Markets Are Too Bubbly BL Dr: Doom: Watch out if the Fed makes this mistake CNBC Mirage of the ‘new economy Xie 8 stocks for a value investor Arrends Americans Cant Retire When Bill Gross Sees Repression BL Mish - Puplava Roughly 40 percent of US households living paycheck to paycheck MyBudget Anonymous Stock Tips and Touts Ritholtz Fed Funds Is An Anachronism First Trust The why and how much of Fed rate hikes Saft Is surging inequality endemic to capitalism? Cassidy New payout could make more Madoff victims whole CNBC MF Global trustee may sue Corzine, others over collapse: judge Reuters Bitcoin investors enthusiastic; the public not so much SJ Mecury News Mt. Gox says working with police in missing bitcoin probe Reuters Top Ten Signs Precious Metals Stocks May Have Seen A Bottom via Prudent Bear Manager fired for bringing gun to work MW Rich Chinese overwhelm U.S. visa program CNN ECB mulls bolder moves to prevent low inflation MW Euro area deflation monitor Danske Zimbabwe Said to Offer $103 Million of Bills to Repay Debt BL
Obama Seeks China Backing on Russia as NSA Clouds Talks With Xi BL Obama: “The United States is the most powerful nation in the world...Russia is a regional power” Why Putin Doesnt Care About Sanctions YALE Russia to Recession? EB
Home Prices in 20 U.S. Cities Rose 13.2% in Year to January BL Plosser: Market reaction to statement 'puzzling' CNBC Grantham: The Fed is killing the recovery Fortune "Picture This" Saut The Fourteen Year Recession JimQ Whos The Sucker? Alhambra Dont bet against Buffett Hulbert London won't get its primacy back Hutchinson Graphs of key economic trends EB Smith - Mish - Why Minsky Matters Stress Testing the Fed FRBSF Bill Gates: Savior or ‘techno-fix Luddite? Farrell 5 ex-Madoff employees found guilty CNN Report: Potentially Illegal Wall Street Practice Under Investigation HP Internet Bloodbath BeSpoke Why this top technician recommends buying gold now CNBC How Yellen's gamble screwed up gold MW China needs nuclear power Reuters CNBC cheerleaders NYP Hundreds rush to rural Chinese banks after solvency rumours Reuters Germany says eurozone QE is on the table Telegraph Venezuela forex system sells dollars at eight times official price Reuters “Without doubt, it's the biggest monetary adjustment in Venezuela's history” Puerto Ricos New Bonds Sink to Record-Low Price on Finra Exam BL Brazils Credit Rating Cut to BBB- by S&P on Sluggish Growth BL PBOC to balance innovation and risk China Daily Allows some debt defaults Framework for Analyzing Risks of Chinese Shadow Banking TCrisis A Chart That Spells Trouble for Abenomics WSJ Is disaster looming in remote Alaskan waters? CNBC
Capital controls feared in Russia after $70bn flight Pritchard Putin Threatened With More Sanctions as Russia Out of G-8 BL Russia Gets Ready for Life Without Visa and MasterCard BW El-Erian: Worry about Ukraine MW Dancing with the Bear: Merkel Seeks a Hardline on Putin Spiegel Brooklyn Nets Owner Threatens To Bring Club Under Russian Jurisdiction Reuters
Gold tumbles to a more than five-week low MW Fed-Induced Speculation Does Not Create Wealth Hussman More bread and circuses Price Business Economists See First Fed Hike Coming By June 2015 WSJ Monetary Perspective on QE and Tapering Mish U.S. Small-Cap Rally Sends Valuation 26% Above 1990s BL Equity markets are overvalued fuw.ch What's the Primary Cause of Wealth Inequality? Financialization Smith EB Baby boomers value real estate much higher than their offspring MyBudget LIBOR: The Worlds Most Dishonest Number Black Jim Rogers Wants To Put All His Money Into This Country Forbes Will Stock Buybacks Bite Back? WSJ (via Google) Silver Vault for 600 Tons Starting in Singapore on Demand BL “While prices dropped last year, we saw physical demand went through the roof” Buffett the Market Timer? Part 1: The Partnership Years Brooklyn Investor Tremors in the Palace of the Bond-Fund King NYT Icahn to get three more seats on Herbalife board, shares soar Reuters Concern Grows Over Banker Suicides HP China Manufacturing Gauge Falls as Slowdown Deepens BL Investors see decade of risk ahead for real estate China Daily What I worry the most about China: Caterpillar CEO CNBC China credit strains rise as Beijing embraces failure Reuters Top JPMorgan China banker to resign FT As China Slows Down, Is Stimulus in the Offing? WSJ ECO 348, The Great Recession: The Euro via Krugman The ECB should do QE via forex intervention VOX Targeting Huawei:NSA Spied on Chinese Government and Networking Firm Spiegel
Russia Staring at Recession on Sanctions BL Putin ally: Sanctions on his bank have backfired Reuters Billionaire Sought by U.S. Holds Key to Putin Gas Cash BL Weak rouble will expose Putin's bluster to Russians Bootle
April/May/June Dynamic? Noland Chinas Minsky Moment? Mauldin The U.S. Market is Swimming Against an Ominous Global Tide. Is the Stock Market About to Go Totally ‘90s? BW As Fed eyes eventual exit, policymakers spar over interest rates Reuters Janet Yellen didnt gaffe Salmon ZH Global Views Scotia Global Equity BMO Weekly Focus: Bad weather and soft data don't bite on the Fed Danske Treasury curve is the flattest since 2012 MW
The Stone Unturned: Credit Ratings Morgenson When the Scientist Is Also a Philosopher Mankiw The new market space: billionaire investors look beyond Earth FT Ackmans Pershing Near Break Even on Losing Herbalife Bet BL Gold is beating nearly every investment this year MW The Wolves of Wall Street Skidelsky Buffett's billion-dollar NCAA bracket: We all lost Fortune
Consumer credit and falling savings are indeed driving Britains unhealthy boomlet Pritchard
Russian Forces on Border Stir Concern as Crimea Annexed BL Obama Heads to Europe to Mobilize Response to Putin BL Wall Streets Ties to Putin Threatened as Sanctions Bite BL
The Global Economys Tale Risks Shiller The Fed's Futile Quest For Transparency Comstock Yellen Drives Dollar Toward Strongest Week in Two Months BL Federal Reserve to Entrepreneurs: Party Like It's 1999 (While You Still Can) Inc. Bill Fleckenstein Reopening Short Fund; Sees Opportunity Later this Year FS Jobs scarce for U.S. long-term unemployed AP CHART: What Happens to the Long-term Unemployed? Brookings Unintentionally Hawkish Duy Smith - Yardeni All big U.S. banks but one pass Fed's health test Reuters FED Rough road ahead for GM as U.S. Congress plots safety probe Reuters Trader hit with $1.1 mln fine for 'ramming' gilt MW He probably wouldnt have done it without QE Why Ackman is right on Herbalife MW Deutsche Bank fails to end four U.S. lawsuits over soured mortgages Reuters Gold Trims Weekly Decline as Ukraine Crisis Spurs Haven Demand BL Official gold market to open in South Korea Hankyoreh Emerging markets face ordeal by fire as Feds Janet Yellen turns tough Pritchard Chinas H-Shares Enter Bear Market While Yuan Weakens on Economy BW China Faces "Minsky Moment" on Ponzi Financing Mish Investors see decade of risk ahead for real estate China Daily Experts warn as yuan dips further CD Lib Dem alarm grows as house price inflation outstrips OBR's forecasts Guardian Erdogan and the TraitorsScandal and Protests Threaten Turkey's AKP Spiegel In China, ‘90s Housing Is Already Vintage WSJ
Putins Words No Solace as East Ukraine Braces for Storm BL Russian stocks tumble, banks suffer amid sanctions AP Sanctions lead to Russian rating downgrades Telegraph Russia Outlook Cut to Negative by S&P on U.S. Sanctions BL Why the EUs wary of harsh Russian sanctions MW The Russian Godfather Project Syndicate
Sales of Existing Homes in U.S. Fall to Lowest Since 2012 BL Philly Fed Beats Expectations BeSpoke Fed turns hawkish, or fumbles message Saft Janet Yellen's Rookie Mistake: Speaking Too Clearly BW Two Words You Don't Hear Much When The Stock Market Is In A Bubble BI ”Revolution”: Why investors should be ‘mad as hell Farrell Silent Minority or Majority? Sheehan Paul The great corporate cash-hoarding crisis Aljazeera Junk Bonds at $2 Trillion as Gundlach Pulls Back BL Exclusive: Chatroom evidence questions BoE role in FX probe - sources Reuters Ex-IMF chief Strauss-Kahn-led hedge fund aims to raise $2 billion Reuters US fine to settle probe delivers relief for Toyota AP Toyota Admits It Deliberately Misled The Public HP Orange France investigates second wave of suicides among staff Guardian Is Yahoos Business Worth Less Than Nothing? BL Gold tipped to hit $1,400 on Russia fears Tele India allows more banks to import gold in easing of curbs Reuters Bitcoin's biggest deal yet: $500,000 for Bali villa CNBC Default 'sign of stress' in property sector China Daily Yuan continues its slide CD Yuan falls into the danger zone MW Offshore Yuan Bets Losing $3.5 Billion, Morgan Stanley Estimates BL Britains false recovery is a credit mirage, unlike real recovery in the US Pritchard IDBI prints $300m bond amid volatility FA Japan passes record $937 billion budget AFP Britain's five richest families worth more than poorest 20% Guardian
Gavekal on Russia and Japan Outside The Box Crisis in Ukraine: “The Window of Opportunity Is Very Short” Wharton
Fed Links Rate to Range of Data, to Keep Policy Easy BL FOMC Statement - Stocks Drop Fed poised to trim bond buying, rewrite rates guidance Reuters A Guidance Overhaul? NYS Foreign Investors Add Treasuries Amid Emerging-Market Turmoil BL Meet The Brand New, And Shocking, Third Largest Foreign Holder Of US Treasurys ZH Anti-1929 chart shows bull-market life MW People Think Were in a Recession. Dont Blame Them NYT FX Trends: Central bankers push 'snooze' button Danske Investment Horizons: Issue 1, 2014 Schroders Uncertainty and the Great Trade Collapse: New evidence VOX Lessons Never Learned Kass Money in Hyping the Generational War Story Baker Will The Last Bear Please Turn Out The Lights Testosterone Pit The Coming Real Estate Bubble BL Brazilian Billionaire Creates Plan to Beat Death BL High-Speed Trading Faces New York Probe Into Fairness BL Australian Regulator to Conduct Inquiries Into Currency Market BL Porsche to build cars in entirety outside Germany for first time FT Charts warn that gold's rush to August highs may presage a fall Reuters Commodity Price Index Swells in February BMO Beef Prices Post Biggest Surge in a Decade WSJ China, New Zealand begin direct currency trading AP China ODI this year declines by 37.2% China Daily PBOC denies bailout talks CD Short Sellers Target Chinese Developers as Rout Deepens BL Chinese Dollar Bond Investors Demand Higher Yields After Default BL China real-estate worries growing louder Caixin “Ive been at this for more than 10 years, and this is the first time I have used the word risk” Mark Carney highlights renewed financial risks in BoE shake-up Telegraph Greece Recovery Gains Momentum in First Bank Bond Sale Since ‘09 BL Spains Rescued Banks May Face Claims on $4.3 Billion of Debts BL IMFboss questioned in French corruption probe AFP
Market rally on Crimea crisis leaves experts shaking their heads Pritchard Ticking Timebomb:Moscow Moves to Destabilize Eastern Ukraine Spiegel France: Russia suspended from G-8 AP Crimeas Sudeten Crisis Project-Syndicate 6 economic consequences of a new Cold War MW
Yellens Fed set to roll out new low-rate pledge MW Crimea River Things That Make You Go Hmmm... Pop ! Price A Kids Market? Saut Objects in the Rear View Mirror May Appear Closer Than They Are: A Look Back... Sonders This Froth Has to Be Reined In Cramer Jeremy Grantham: Learning to Live With a Stock Bubble Barrons (via Google) Are investors preparingfor a correction? MW A Bad Omen for Stocks: Overseas Markets Falling Barrons (via Google) 'Summer of discontent' brewing for market: Pro CNBC The Five-Year Fantasy Is Ending Smith RB - Turk - Keen A land of low-wage jobs MyBudget Has Food Stamp Enrollment Finally Peaked? WSJ Interactive graphic: History of Fed guidance MW Abenomics is heading for a crack-up Hutchinson IMM positioning: Investors added net EUR longs Danske The returns to currency speculation: Evidence from Keynes the trader VOX Alibaba and the battle for financial supremacy Saft Terrible Feature Of The Housing Bubble Makes A Comeback HP Hedge Fund Spars With a Nameless Blogger Sorkin Gold-Mining ETF Outshines Bullion Fund as Haven Bet: Commodities BL Rick Rule: Coming Natural Resource Market Will ‘Elate or Terrify You Sprott Bank of Thailand tells citizens not to use Bitcoin to buy products or services because its not a currency TinA Looming property default in China raises wider fears Pritchard Nomura said the number of ghost towns has spread beyond the well-known disaster stories of Ordos and Wenzhou to at least eight other sites Developers Bonds Decline Amid China Housing Bankruptcy BL China's property market shows further signs of easing CNBC China FDI data indicates sharp slowdown in February Reuters Getting Burned in Chinas Currency Markets Asia Sentinel Australia Is Worried Too Many Chinese Are Buying Homes There WSJ German court confirms legality of euro zone bailout scheme Reuters Land prices in Japan's big cities rise for the first time in six years Reuters Britain's five richest families worth more than poorest 20% Guardian
Putin Orders Approval of Accord on Crimea Accession BL EU loads gun for 'far-reaching' measures against Russia Pritchard Russia Sounds Alarm on Economic Crisis as West Imposes Sanctions BL Russian Deputy PM Laughs at Obamas Sanctions ABC Exclusive: Russia Will Sanction U.S. Senators DBeast Men Will be Boys: Tit for Tat... Mish 'No Reason for Concern':Energy Exec Says Ukraine Crisis Not Bad for Business
Homebuilder Sentiment Rises Less Than Expected BeSpoke Restoring the "Virtuous Cycle" of Economic Growth Hussman New doomsday poll: 99.9% risk of crash in 2014 Farrell Why the Fed has no ammo left USAT US investors have not run with bull market Keenan New Neutral Looms for Yellen-Carney Even When Stimulus Removed BL A helping hand or cold shoulder for the middle class? LAT Old Bull Shows Its Age WSJ The verdict on ‘stimulus Samuelson Is there room for more than one international currency? VOX The Most Dishonest Number in the World: LIBOR via NC Addressing growing student debt EB
Blind focus on yield endangers muni market FT As giant U.S. IPO nears, Alibaba's China e-commerce crown slips Reuters Damage control at Pimco after Gross, El-Erian clash Reuters The Pros and Cons of Investing in Art WSJ (via Google) Yuan $150 Billion Bet Inflates Dollar Swap: China Credit BL Chinese yuan softer after trading band doubled AFP Now for more yuan weakness Stephen Property sales value ebbs amid negative outlook China Daily Japan as the crisis next time Kaletsky Li Keqiangs Dilemma Asia Sentinel Dubai Rolls Over $20 Billion at Below National Inflation Rate BL
Crimeans Celebrate Vote to Join Russia as Ukraine Tensions Rise BL Obama to Putin: US readying 'additional costs' over Crimea AFP Russia vows to switch to other currencies over US sanctions VPR George Soros Predicts Ukraine Could Ruin The EU TIME East-West standoff complicates any IMF deal for Ukraine Reuters US Experts on the Crisis - 'We Shouldn't Threaten Putin' Spiegel Ukraine could be a threat to markets 'for a while yet' CNBC EU meets to punish Russia over Crimea CNN Putins Power Play Surowiecki Parallels to 1914? What History Teaches Us About the Ukraine Crisis Spiegel
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