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Quarterly Review and Outlook, Third Quarter 2013 Hoisington
Beware the monetary cliff Makin
BlackRock’s Fink Says There Are “Bubble-Like Markets Again” BL
Wall Street is way too bullish Hulbert 1999-style Fed bubble? CNBC
The rising stock market is a lot of bull: how to love the bear Guardian
DOW 20,000? - PART II G. Long
Funny Money Makes Markets Less Efficient Hutchinson
Fed, Please Step Away From the Monthly Data Dump Baum
Gross: One way to fight bubbly markets is to raise margins MW
Expect ‘More Cowbell’ From Yellen Fed Ciovacco
Questions for Federal Reserve Nominee Janet Yellen CEI
Why the Fed should worry about deflation Forbes
How Long Will the Fed's Elixir Last? El-Erian
Treasury criticizes China currency policy CNN Treasury
...but stopped short of branding the country a currency manipulator
Instability Start on the Margins Smith
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JP Morgan, Citi put chief currency dealers on leave Reuters
This mirrors developments at Standard Chartered, which has also put one of its senior forex traders on leave...
Bank of America warns of fresh U.S. lawsuit CNN
Wall Street Firms Set to Disappoint Bankers on Bonuses BL
Buffett’s $40 Billion Cash Pile Provides Acquisition Fuel BL
Bill Erbey Made $2.3B Off Your Underwater Mortgage TheStreet
Study says 'Cash for Clunkers' created few jobs DetNews Brookings
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Mediobanca hints at Italian euro exit unless Germany shifts on EMU policy Pritchard
taly’s Unemployment Soars to Record High on Recession BL
Asia’s Rising Debt Brings Back Memories of 2007 WSJ
Top Chinese Banks Post Biggest Bad-Loan Surge Since 2010 BL
Ashton Kutcher Joins Crowd of Celebs Plugging Chinese Brands BW
Philippines calls for Asian ratings agency Finance Asia
Plans to lift 'cloak of secrecy' off 'shell company' owners Independent
Nuclear Divergence - UK's New Reactor Spurs Debate in Germany Spiegel
Japan to probe megabanks after mob loan scandal AFP
U.S. Steel ends an era in Hamilton G&M
Budget Deficit in U.S. Narrows to 5-Year Low on Record Revenue BL
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Al Gore: The Coming Carbon Asset Bubble WSJ
U.S. private sector adds 130,000 jobs in October: ADP Reuters
Consumer Prices in U.S. Rise on Gain in Fuel Costs BL
What to Watch for From the Fed WSJ
JP Morgan sees 'most extreme excess' of global liquidity ever Pritchard
If you think there is far too much money sloshing through the global financial system and causing unstable asset booms, you are not alone.
U.S. debt problems 'casting global shadow': EU's Barroso Reuters
3 ‘amazing’ facts about the stock market Hulbert
Bernanke vs. Yellen: A Spooky Outlook? Merk
Janet Yellen Stands For Something That Has Never Worked Forbes
What is the Federal Reserve’s end goal? MyBudget
Alan Greenspan owes America an apology Baker
Greenspan will go down in history as the person most responsible for the enormous economic damage caused by the housing bubble and the subsequent collapse of the market.
What Real Estate Bubble? Oh, You Mean the One That's Bigger Than the 2007 Bubble? Smith
Nobel Prize Winner: Bubbles Don’t Exist Casey
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Report Causes JPMorgan's Stock To Tumble HP
Barclays faces investigation into currency trading manipulation Telegraph
RBS Reviews Currency-Trading Practices Amid Global Probe BL
Gold traders struggle for supplies despite record premiums Reuters
World faces wine shortage, economists warn Telegraph
World's first Bitcoin ATM goes live in Vancouver CTV
“Bitcoin is essentially as safe as any currency, but it doesn't have that social history yet."
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The Four Horsemen Of Europe's Deflationary Threat ZH
China prices its first perpetual bond Finance Asia
Japan's Yakuza Crackdown Pesek
India’s Foreign Policy Crisis YALE
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Let It Be: Fiat Monkees & Golden Beatles Thingvs That Make You Go Hmmm...
Weird Science Price "A Different Perspective" Saut
Treasuries Risk Shown as Fed Distorts Stocks Correlation BL
This could be the largest Fed stimulus yet CNN
Funny Money Makes Markets Less Efficient Hutchinson
Billionaires: Decline of the West, Rise of the Rest Triple Crisis
You don’t need a Nobel to know investors are sheep Farrell
Overly Easy Monetary Policy Abets Bubble Creation, Economists Contend WSJ
NYSE Margin Debt at Record High Ritholtz
Greenspan Has Left the Building DeLong Keen - Smith
Little Sign of Housing Bubble in Land Prices BW
Nearly 50% Of All Home Sales Now Cash Forbes
The Prophet Pacific Standard
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Default Risk Approaching New Lows for Financials BeSpoke
JPMorgan Isn't Sure What It Bought in 2008 Levine
This theory is blazingly nuts, but here we are.
U.S. small businesses boosted borrowing in September Reuters
I’d Pay $32.50 a Share for Twitter Kass
Icahn challenges Bill Gross to join giving pledge MW Billionaires' Charity Brawl
Madoff has insisted all along that J.P. Morgan knew about Ponzi scheme MW
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Commentary: Property-bubble burst needed for economic restructuring
China's impossible contradiction Pritchard
When was China's last IPO? A whole year ago FT
Cyprus' 2nd bailout review gets under way AP
House prices rising in every region in England - Land Registry Guardian
New home sales in Shanghai rise 8% SD
PPI claims push Lloyds back into red Inde
Deutsche Bank Profit Falls 94% on 1.2 Billion Euro Charge BL
Shinzo Abe Is the World's Best Car Salesman BW
ECB Headquarters:Skyrocketing Costs for Skyscraper Project Spiegel
Iceland Pushes to Be Arctic Hub After Skipping EU BL
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Pending Sales of Existing Homes Slump by Most in Three Years BL
The Grand Superstition Hussman
BIS sees risk of 1998-style Asian crisis as Chinese dollar debt soars Pritchard
- Market volatility and foreign exchange intervention in EMEs: what has changed? BIS
Culture of Ignorance - Part One Jim Q
The Greenspan paradox Samuelson
The great monetary experiment enters a new phase, with America as the stakes F. Maximus
Hidden debt must still be repaid Pettis Dr. HB - Smith - Krugman
The Scholars Who Shill for Wall Street Nation
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Pinterest just wrapped up a gargantuan round of funding...that values the company at $3.8 billion. For that, Pinterest offers not even a single dollar of revenue...
Amazon Stock May Be Up, but the Company Still Doesn’t Make Any Money Gross
Probe finds Mizuho lax about cleaning up mob loans AP
A Piece of the Gold Puzzle Falls into Place Sprott
Gold hovers near five-week high as Fed policy meeting looms Reuters
Gold may stumble towards $1,400 CNBC
Oil’s $5 Trillion Permian Boom Threatened by $70 Crude BL
Economics students aim to tear up free-market syllabus Guardian
Feds announce largest-ever Bitcoin seizure CNN
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H.K. Home Prices Seen Plunging 30% in Biggest Downturn in 15 Years BL
Record-Low H.K. Home Sales Spur Realtor Loss: Chart BL
China Losing Sheen for Global Companies as Hurdles Mount BL
“In my 16 years in China, it’s some of the worst business sentiment among foreign executives. They don’t feel as welcome as they used to.”
Abe Warns China on Island Spat as Japan Dispatches Fighter Jets BL
Japan PM says ready to be more assertive against China: media Reuters
German paper says Obama aware of spying on Merkel since 2010 Reuters
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A Code Red World Mauldin
Fighting the Good Fight Noland
A superpower at risk of slippage FT
The dollar still reigns but underlying confidence is shaken
The return of 'reach for yield' Mirhaydari
The Bull Market Continues, But Watch Out For the Short Term Swenlin
The Budget Crisis Is Over (Temporarily), But Another Is Coming Soon Brookings
The Size and Growth of Businesses Started During the Financial Crisis FRBSL
Global Views Scotia Global Equity BMO
Weekly Focus: Low rates and recovery Danske
NDX: A Problem With Volume Swenlin
In Fed and Out, Many Now Think Inflation Helps NYT
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JPMorgan in $5.1B Fannie, Freddie deal CNN
The bank has also been in talks with the Justice Department and other government officials over another potential settlement based on similar claims. That settlement will likely be even more expensive for JPMorgan.
Rand Paul hints at blocking Yellen nomination USAT
Silver Launchpad ZEAL
$3.5 trillion so far, and more ahead for buybacks CNBC
Eike Batista: The downfall of a $30 billion tycoon CNBC
If the Art Market Were on Wall Street, It Would Be a Crime BL
Tori Spelling: “I'm in serious debt” MW
Bottled Water Sales Rising as Soda Ebbs NYT
China turning into 'giant North Korea', say panda pundits Pritchard
Israel issues warning on report on Iran bomb USAT
Exclusive: 21 Nations Line Up Behind U.N. Effort to Restrain NSA FP
United States tracked Merkel's phone since 2002: report Reuters
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Capital Goods Orders in U.S. Unexpectedly Declined in September BL
Central Banks Are All Increasing Their Balance Sheets Comstock
Fragile five: The new focus of currency wars CNBC
China dumping Treasurys still a real threat: Roach CNBC
Shutdown is the mother of all corporate excuses Crudele
Addicted to the Apocalypse Krugman EB
Silly Little Bitches Reformed Broker Bearish sentiment plummeted to 17.6% BeSpoke
Five warning signs US stocks are getting too bubbly CNBC
CNBC: There is already evidence of increased carry trade activity since September 18
The oracles at CNBC: good stock advice doesn't come from TV Guardian
Fed Said to Issue Warning About Lax Leveraged Loan Underwriting BL FED
Learn to Spot a Head & Shoulders Pattern in Your Charts (Video) EW
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Eric Holder Finally Gets Tough on Banks Weil
Citigroup, Credit Suisse Said to Face U.S. MBS Probes BL
Here's A JPMorgan Shame Tracker HP
Accounting World, Still Resisting Sunlight Norris
Potash Corp. CEO Calls Uralkali Move “Dumbest Thing” BL
World Gold Council Stands By Figures, Cites ‘Great Emphasis’ on Data Quality Barron’s
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Italian Bonds Decline With Spain’s as German Confidence Worsens BL
U.K. Economy Grows at Strongest Pace in Three Years BL
Has China’s Debt Crisis Moment Arrived? WSJ
China Starts Prime Loan Rate as New Benchmark in Market Push BL
Central bank drains cash to combat inflation risks Shanghai Daily
Manufacturing at 7-month high Shanghai Daily
China Crisis Odds Seen Lowered With Reforms From Meeting BL
Japan's CPI rises for 4th straight month NHK
Japan CPI Data a Real Inflation Signal, or Just Noise? WSJ
To Expand Offshore Power, Japan Builds Floating Windmills NYT
'Out of Hand - Europe Furious Over US Spying Allegations Spiegel
EU slams 'out of control' US as spying row deepens CNBC
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Consumer Sentiment in U.S. Falls to Eight-Month Low: Economy BL
More Americans Than Forecast Filed Jobless Claims BL
Central Banks Drop Tightening Talk as Easy Money Goes On BL
“We are at the cusp of another round of global monetary easing”
Another billionaire is predicting doom. Ignore him? Irwin
S&P 500 Rally Pushes Index Toward Biggest Annual Gain in Decade BL
The Man Who Won a Nobel Prize for Helping Create a Global Financial Crisis Triple Crisis
Simple math does not support the bulls Hulbert
Businesses May Be Next Target of Higher Taxes Shilling
Job Numbers to Be Worse in October BL Video
We Live In A World In Which Wall Street Cheers About Our Jobs Crisis HP
U.S. Cities Still Reeling from Great Recession WSJ Mish - William Kaye
White House admits key flaw in Obamacare website CNBC
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BofA’s Countrywide Found Liable for Defrauding Fannie Mae BL
JP Morgan may face new $6bn lawsuit Inde
Blackstone Funding Largest U.S. Single-Family Rentals BL
The not-so-crazy case for commodities stocks MW
Greenspan Says Stocks Are “Relatively Low” and Headed Upward BL ZHedge
Open Letter to the World Gold Council Sprott
China’s Demand for Gold Peterson
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Europe already has one foot in 'Japanese’ deflation grave Pritchard
Asian issuers flood dollar market Finance Asia
Yuan strengthens to new high against USD Shanghai Daily
China central bank fuels fears of inflation clampdown Reuters
Russia's Shrinking Leverage With China BW
Watchdog sets sights on Baidu wealth management China Daily
Swedish Banks Chide Government as Housing Market Overheats BL
London's economic boom leaves rest of Britain behind Guardian
German Foreign Minister Summons US Ambassador Spiegel
Over allegations the US has been tapping Chancellor Angela Merkel's cell phone
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Where she stops nobody knows Price
2014 ‘Year of the Boom!’ Bet on the bulls now Farrell
The Media Can't Stop Sucking Up to Alan Greenspan New Republic
De-crowning the dollar, and the 'collapse' ahead Pento
Kiss the dollar goodbye Mirhaydari
Dow 20,000? G. Long Mish -
Ben Bernanke's House of Cards TheStreet
J.P. Morgan, Goldman See Fed Tapering Delayed Until Spring WSJ
Welcome to the 'Dirty Harry' market Jubak
U.S. economy faces host of big new problems Kellner
As We Now Enter the Sixth Year of the Global Recession Yeldan
Wall Street sweet on this month’s lousy jobs report Crudele
This year in banking crises VOX
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The Real Reasons We Have a Public Pension Crisis American
BofA Said to Face Three More Probes of Mortgage-Bond Sales BL
BofA Lawyer Calls Fraud Case 'Easter Egg Hunt' HP
Exclusive: JPMorgan settlement could cost bank closer to $9 billion Reuters
Why JPMorgan Is Laughing All the Way to the Bank Nation
JP Morgan's troubles reignite the debate on banks too big to fail Guardian
SAC Retreating in London as U.S. Pushes for Tough Terms BL
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With the BOJ now purchasing Japanese government bonds at a faster pace than Japan’s government can issue debt...the IMF warns that Mr. Abe’s plans to revive the economy through monetary policy could hit a wall...
Draghi: 'please don’t destroy Europe’s banks yet again' Pritchard
Eurozone debt burden rises again in Q2 AP
Spain's Two-Year Recession Ends Amid Effort to Add Jobs BL
The euro zone’s next big crisis: Deflation Lynn
Emerging Markets Lose Their Punch Wharton
Top China Banks Triple Debt Write-Offs as Defaults Loom BL
China's Overheated Property Market: Clampdown Ahead? BW
China urban land prices up for six quarters China Daily
Eurobonds scandal: The high street giants avoiding millions in tax Inde
Ex-RBS exec to head Bank of Cyprus Guardian
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JPMorgan Guilty Plea Sought by Holder Shows Harder Stance BL
The Sept. jobs report: more too-slow growth, no signs of the expected acceleration FMaximus
"The Boys Are Back in Town" Saut
China’s Wake-Up Call from Washington Roach
Stock Prices Have Risen Every Week the Fed Bought Bonds Since 2009 Forbes
Flying High Into the Wild Blue Yonder (excerpt) Yardeni
Repeatedly burned, short sellers get gun-shy Reuters
Emerging Market Crisis - Redux? Das
The Stock Market's 'Mission Accomplished' Moment Harrison
Top Bear's Bullish Tilt Has Followers Growling WSJ (via Google)
Rosenberg, one of Wall Street's leading bears, has turned more bullish, riling some longtime clients.
Faber: Fed could up QE to $1 trillion a month CNBC
Glory Days: Could They Come Back for US Equities? Sonders
We Are Looking At A Frightening End Game Embry
American Debt, Chinese Anxiety, Elaborated EB
Australia’s answer to the U.S. retirement crisis MW
The Worst Ex-Central Banker in the World Krugman
How an Invisible Hand Pushes U.S. Taxes Higher Shilling
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Libor fix scandal could put 22 more in the dock Inde
Berkshire Beats Apple as Favorite Stock of Tiger 21 Millionaires BL
Four Canadian stocks Warren Buffett would love G&M
When Brands Go Bad: 14 Global Giants Losing Value Fiscal Times
The JPMorgan Problem Writ Large Davies
Texas Instruments’ Forecasts Fall Short of Analyst Estimates BL IBM
McDonald's Billion-Dollar Profit Is Awkwardly Close To The Amount It Costs Taxpayers Every Year HP
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Frexit fever reaches heart of French establishment PritchardCalls for EMU breakup are spreading into the upper echelons of the French foreign policy establishment
Today’s European crisis trilemma is reminiscent of interwar Europe CWritedowns
Ex-Fed Reserve Chairman Greenspan says eurozone crisis far from over BBC
China central bank set for modest policy tightening - adviser Reuters
China, Singapore to allow direct trading between currencies AFP
China’s home price rises don’t tell the whole story CNBC
Hong Kong Builders Looking Abroad as Property Sales Slow at Home BL
Caution urged on China SOE bonds Finance Asia
Is Breathing in China as Bad as Smoking? BL
Survivor of 150 Years of Turmoil Faces Being Buried by Abenomics BL
Rise in Indian banks' bad loans "unacceptable" - FM Reuters