He's Back Noland
Looking at the Middle Kingdom with Fresh Eyes Mauldin
The Great Backlash Roubini
U.S. bond market faces possible reckoning Reuters
Fed Officials Downplay Financial Stability Concerns WSJ
Reconciling Hayek's and Keynes' views of recessions VOX
That Old-Time Inequality Denial Krugman
Commodity prices and resource scarcity EB
Global Views Scotia Global Equity BMO
Icahn Says He’s Never Out Given Inside Information BL
Not Walking the Walk on Board Diversity Morgenson
BlackRock's Fink jolts ETF business with 'blow up' warning Reuters
18 Years, No Profit, $1.9 Billion in Stock for Employees: Which Dot-com? WSJ
This Fact About The Clippers Sale Will Enrage You HP
China Manufacturing Gauge Rises to Five-Month High BL
Draghi Gets Ready to Go Negative as Inflation Sinks BL
Time for ECB to put money where its mouth is Reuters
Loonie Key to BoC Rate Cycle BMO
U.S. and China square off at Asia security forum Reuters

How The "New Normal" Distorts Economic Growth Perceptions Comstock
China Sets America’s Mental Trap Roach
'Mysterious' bond market move could continue CNBC
Stocks could fall 15% to 20% as “QE fluff” comes out of the market MW
The full Minsky Economist
Equities Monthly NB Financial Global Forecast Update Scotia
The disappearing real estate agents of California Dr. HB
Still Think the Fed Isn't Fueling Inflation? Check Out This Chart Smith
Second Verse, Same as the First RB
US GDP Even Worse Than It Looks, Again Rubino
U.S. Seeking More Than $10 Billion Penalty From BNP Paribas BL
Bitcoin is back! Price surges above $560 CNN
FT journalist accused of serious errors in Thomas Piketty takedown Guardian  Economist
The Case for Ignoring Jennifer Lopez When Making Trades BL
Ballmer bids $2bn for LA Clippers FT
U.S. Solar Power Rises 79% as Home Panels Beat Warehouses BL
Japan Inflation Quickens to Fastest Since 1991 BL
Second Asian crisis looms in Japan tax hike Standard
Investing for a China Crisis Shilling
Chinese property developers facing 3-year slump as good times end SMCP
WSJ: “The downturn this time is more serious compared to 2008 and 2011”
Rajan: Be very afraid, a storm is coming in from China Evening Standard
Why China booting McKinsey makes me nervous WP
Europe has an even bigger crisis on its hands than a British exit Pritchard
Is There a UK Housing Bubble? PIMCO
4 Mistakes to Avoid in International Investing Schwab
China's Ready to Rumble BL
Vietnam: Ready to rumble FT (via Google)


U.S. Economy Shrinks for First Time Since 2011 BL
Get ready for a major market move MW
Is the Stock Market Behaving Like It's 2007? Barron’s
“When Does the Story Break?” Outside The Box€ť
The modern investor’s manifesto (Part II) Price
Goldman’s Cohn Says Inactive Trading Environment Is Abnormal BL
Stock-market bulls and bears face off over these 11 charts MW
Bad Credit No Problem as Balance-Sheet Bombs Rally 94% BL
GDP: Grim, dim & puny Crudele
Wall Street Threaten to Blow Up Economy If They’re Prosecuted Wash Blog
Apple's $3 Billion Deal To Buy Beats Is Official HP
Millionaire Walmart CEO Says He's Just Another Associate HP
Solar power forces day of reckoning for utilities MSN
Technology to spark social unrest? MW
Commodity Price Index Scotia
COMEX Silver Futures Positioning Shows Potential Short Squeeze GGR
The case for buying gold MW
Europe has an even bigger crisis on its hands than a British exit Pritchard
Zero Down Payment? China’s Developers Get Desperate WSJ
Property market 'too big to fail'? China Daily
Industrial profits rise slower at nearly 10% SD
As Korea’s Reserves Grow, So Do Questions About FX Intervention WSJ
France Budget Forecast "Wildly Inaccurate”... Mish
Europe’s Ukrainian Lifeline Soros
Ruble Bears Unimpressed by Rally as Putin’s Economy Sinks BL
Russia Urges “Emergency Steps” Over Ukraine After Rebel Losses BL

The Underpants Gnomes Things That Make You Go Hmmm...
Signs Of An Aging Bull Market STA
Yellen Concerned by Housing Slowdown She Has Scant Power to Cure BL
The doomsayers and the disasters that never arrive WT
Despite Growing Energy Independence, U.S. Cannot Escape Global Risks Brookings
Interview With James Rickards, Author of "The Death of Money" via Mish
Here Is The Mystery, And Completely Indiscriminate, Buyer Of Stocks In The First Quarter ZH
Consumers Are Back to Paying Mortgages Ahead of Credit Cards WSJ
IBM Faces Further Trouble in China BW
Someone Posted A Bunch Of Private Equity 'Trade Secrets' That The Industry Wants To Keep Under Wraps BI
CEO Pay Crosses Ridiculous Threshold HP
Pimco rehires McCulley, this time as chief economist and public face Reuters
'Fabulous Fab' will not appeal fraud conviction Telegraph
'Gold is breaking down': Dennis Gartman CNBC
Here’s the real reason gold is falling Hulbert
Oil stays above $104 on crises in Ukraine, Libya AFP
China Banks Bad-Debt Ratio Seen Rising to Most Since 2009 BL
China acquiring recklessly, just as Japan did in 1980s MW
China's Xi Takes On Corruption Shilling
Soros helps Chinese push into Spanish property CNBC
ECB research No. 5: The end of ECB's easing cycle? Danske
Nationwide says 'housing bubble' could burst as profits quadruple Telegraph
Brazil’s Lasting Inflation Raises Fears of Out-of-Control Prices WSJ
Japan’s New Souvenir: The Toilet Seat WSJ

Consumer Confidence Posts Strong Outlook 24/7
U.S. Interest Rates: The Potential Shock Heard Around the World Economonitor Mish
What Mr. Bond is telling the market Rosenberg
Dear Investors: China's Problems Are Your Problems Shilling
Europe's cost bloat makes its future gloomy Hutchinson
Flashboys and ‘Investor’ Outrage TCrisis
The Housing "Recovery" in Four Charts Smith
It’s Really Quiet Out There Alhambra
Climate science is a hoax: Big Oil, GOP, God say so Farrell
This rally is not built to last MSN
IMM positioning: Markets add further to EUR shorts Danske
Global income distribution since 1988 VOX
Thomas Piketty accuses Financial Times of dishonest criticism Guardian Krugman
Venezuela Reaches Deals With Six Airlines to Repay Dollar Debt BL
China seeks bigger sway in gold trade China Daily
Barclay’s Gold Manipulation & Dr. Evil Armstrong
Vietnam cbank vows to intervene in gold market to maintain stability Tuoitre
EU Austerity Rethink Urged as Voters Back Protest Parties BL
ECB research No. 4: Implications of negative rates - the Danish experiences Danske
Portuguese Bonds Advance With Ireland’s Amid ECB Stimulus Bets BL
Yen Contrarian JPMorgan Joins Consensus Victorious: Currencies BL
Real Estate Tycoon Sees Titanic Moment for China’s Housing Market WSJ
China Pushes Banks to Remove IBM Servers Over Spying Claims BL
Russia-China gas deal could ignite a shift in global trading Telegraph
What Russia-China relations mean for the dollar CNBC
Will Asian Gas Deal Quash Canada's LNG Export Hopes? Rubin
Vietnam, China trade accusations after Vietnamese fishing boat sinks Reuters

U.S. markets closed Monday
Exit Strategy Hussman
A Bubble in Complacency Mauldin
The stock market is sleepwalking to record highs MW
Retail Death Rattle Grwos Louder JimQ
A view from inside the bubble RB
Gold prices heading higher as Modi eyes change to India’s import rules Telegraph
Hard Commodity Prices Will Continue to Fall with Decade-Long Slowdown in China Pettis

China Central Bank Cuts Corporate Spread Most Since Crisis BL
Li: Maintaining credit growth is key China Daily
UK interest rates could rise sooner than spring 2015, says Bank deputy Guardian
EU Protest Forces Surge Posing Threat From U.K. to Greece BL

The Global Week Ahead Scotia
How the Euro was (Really) Saved Noland
Multi-Asset Insights: What is the forward curve telling us about US Treasury yields? Schroders
Buying Insurance Against Climate Change Shiller
Are Some Proven Investment Strategies Too Simple To Accept? Harding
Federal Reserve weighs options on how to raise US rates FT
Global Views Scotia Global Equity BMO
Long-Term Outlook: Destiny Dictated by Demography? BMO
Spillovers from systemic bank defaults VOX
The Deal’s Done. But Not the Fees Morgenson
Piketty findings undercut by errors FT
Federal workers owe IRS $3.3 billion CNN
Energy Stocks No Bear Refuge ZEAL

Weekly Focus: It's time for the ECB to deliver negative rates Danske
BOJ’s Kuroda Talking More Like His Predecessor WSJ
Russia's gas king taunts crumbling Europe over China pipeline coup Pritchard
Iranian billionaire executed over $2.6B bank fraud AP

Big investors are betting against housing MW
Whacking the economy with a wrench Saft
Everything the Fed thinks it knows may be wrong CNBC
4 things doom-and-gloomers get wrong MW
Detroit not alone, expect more bankruptcies: Expert CNBC
Summer Doldrums Arrive Early BeSpoke  Kass
You should fear 'the banksters,' not the stock market The Week
Bubble States Underemployment Rates Haunt Yellen BL
Exclusive: Goldman's Cohn takes on Washington to defend commodities Reuters
The meetings with lawmakers and the Fed, which haven't been previously reported, show how hard Goldman is fighting to hang on to its commodities business.
Barclays fined for handling of gold prices Reuters
The FCA and several other regulators, including  Bafin in Germany and the U.S. Commodity Futures Trading Commission, have indicated they also are looking at the gold fix.
Wall Street Finds New Subprime With 125% Business Loans BL
HP may cut up to 16,000 more jobs as results disappoint Reuters
GM recalls may keep rolling in through mid-summer CNBC
Amazon to Increase Robots from 1,400 to 10,000 by End of 2014 Mish
German Business Confidence Declines as Economy Seen Slowing BL
Euro hits three-month low after German data surprise Reuters
ECB research No. 2: ECB's inflation projection, exchange rate and global food prices Danske
Spain With Greece Win Higher Debt Ratings on Growth Outlook BL
CCB gets board approval for London branch CD
China shadow banking fears: Overblown or justified? CNBC
Internationalization of the Renminbi: The Role of Trade Settlement IIE
Thai stocks sink after coup, currency stabilizes AP

Russia, China agree on $25 billion prepayment under supply deal: Gazprom Reuters

Gain in Existing U.S. Home Sales Lifts Spring Prospects BL
Markets’ Federal Reserve Love Story El-Erian
What Lurks Beneath? Market Calm Unnerves Central Bankers BL
The concern of policy makers is that their easy money is making investors complacent...
Gave & Gave … and Hay Outside The Box
Marc Faber: 'This is not a very healthy market' CNBC
Bitcoin hater Schiff now selling gold for bitcoins CNBC
Beware, climate-change deniers Farrell
Junk-Rated? Horribly Illiquid? Perfect, I’ll Buy Them All BL
More Gloom for the Long-Term Unemployed, from Alan Krueger WSJ
What Kills You and Your Investments Ritholtz
Get ready for lousy stock returns CNN
Hedge Funds Won't Make You Rich BL
BofA Scrapping Market-Making Unit Amid Trading Scrutiny BL
SEC probes Schwab, Merrill for cartel ties: Sources Reuters
Ackman, Allergan trade salvos (again) MW
GM Has Recalled More Cars In 2014 Than It Sold In 5 Years HP
Self-driving cars: closer than you think? Schroders
The Crimean Conflict Has Affected Commodities Markets, Just Not Where You’d Expect PIMCO
Research Commodities - Four key factors to drive the aluminium market Dankse
Flooded By Gold Smuggling, India's New Cabinet Prepares To Lift Gold Capital Controls ZH
Europe's Socialists immolate themselves on altar of EMU Pritchard
U.K. Consumers Drive Recovery as Growth Accelerates to 0.8% BL
China Manufacturing Gauge Rises in Sign of Stabilization BL
Moody’s cuts realty market view to negative SD
Another reason to fear a Chinese housing crash Quartz
China treads carefully as it pursues influence AP
Is the Russia-China Gas Deal for Real - or Just Fumes? BW
Philippines Banker Worries About Hot Money WSJ

Treasurys fall as Fed discusses exit plan MW
Flash crash could come at any time Fleck
Gartman: A correction is coming CNBC
Bank of England's Bean sees echoes of crisis build-up in markets Reuters
Investors are flocking to riskiest bonds CNBC
Commercial Mortgage-Backed Securities: Hot ... But Very Dangerous DShort
The modern investor’s manifesto (Part I) Price
Charles Plosser thinks there’s a ticking time bomb at the Fed MW Speech
Fed is Behind the Curve on U.S. Economy, HSBC Banker Says WSJ
After Fed, Bernanke Offers His Wisdom, for a Big Fee NYT
Is the Piketty Enthusiasm Bubble Subsiding? Triple Crisis
Green or Greenspan Zadek  Crudele
Caesars and the $450 Million 'And' BL
“The entire edifice of modern financial capitalism is built on 100-page   documents drafted by exhausted 26-year-olds and read by nobody.”
Commerzbank suspends traders suspected of forex rigging AFP
The head of BaFin's banking supervision, Raimund Roeseler, said evidence had been found that "multiple currencies" had been subject to attempted  manipulation.
JPMorgan to HSBC Accused by EU Over Rate-Rigging Cartel BL
Corzine's ambition led to MF Global demise: Flowers CNBC
Ex-UBS Banker Says Strippers Didn’t Cause Deal Conflict BL
JPMorgan Ex-CEO for China Investment Bank Arrested, Caixin Says BL
U.S. may seek more than $5 billion in BNP settlement: Bloomberg Reuters
She fought Wall Street;  now she’s off to jail MW
Gold bar and coin demand slumps to 4-year low CNBC GOLD
Central banks continued to purchase gold for its diversification and risk management properties.
Paranoia has its limits as gun sales slump MW
The best investment of the 20th century? Red wine Telegraph
Argentine Peso Posts Fastest Drop in Three Months as Rates Sink BL
Iceland Said Close to Inviting Hedge Funds to Talks on Debt BL
Morgan Stanley Squares Off Against JPMorgan on Thai Baht BL
Home prices spurring a panic or patience? China Daily
UK house-building crisis - and how to solve it Guardian
Lloyds sets mortgage cap as London property fears rise Guardian

Member Home