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Gold notches weekly gain, ends at four-week high MW Payrolls Rise Less Than Forecast; Unemployment at 6.7% BL Seesaw Rider Gross Janet Yellen: The Sixteen Trillion Dollar Woman TIME The Big Issues BL “You know, a lot of people say this (asset buying) is just helping rich people. But it's not true...” Will history look kindly on Ben Bernanke? The Week Is Bond Valuation Stretched? BCAR The Most Reliable Indicator Of An Approaching Market Top Forbes California baby boomers and the golden real estate handcuffs Dr. HB Why fiscal sustainability matters VOX The Senate Awakes NYS What’s That You’re Calling a Bubble? Harvard BR
Why ‘Too Big to Fail’ Is a Bigger Problem Than Ever Fiscal Times Debt Rule Faces Dilution as Regulators Heed Bank Warnings BL Pot Shares Rally 21% to 1,700% as Speculators See Green BL Alcoa Misses Estimates as Aerospace Inventories Soar BL The Bitcoin-Mining Arms Race Heats Up BW Is virtual money as good as gold? China Daily Corn Pile Biggest Since 1994 as Crop Overwhelms Use BL Oil Breaking Down BeSpoke
Rise in Total Gov't Debt - to 30.3 Tln Yuan - Means Change Is Needed Caixin China Exports To Face Tough 2014 as Yuan Climbs WSJ George Osborne Tells Vince Cable To Stop Warning About A New Housing Bubble HP Deflation is deflation even if you deserve it Saft Barroso triumphant as jobless Europe wastes five years of recovery Pritchard Mint condition: countries tipped as the next economic powerhouses Elliott China’s 2013 auto sales grow by double digits to reach nearly 22m Shanghai Daily Canadian Housing Starts Slightly Add To Q4 Growth Scotia Economist warns against Norwegian housing bubble Norway Post Dubai to control ‘flipping’ to avert new property bubble Al Arabiya
Bank of America Merrill Lynch slashes gold call to $1,150 and warns it could get uglier MW Fewest Claims in a Month Show U.S. Labor Market Mending: Economy BL Liberation Theology is back as Pope Francis holds capitalism to account Pritchard Cashin: This could spark 'outright selling' CNBC Can the Yen Carry Trade Offset Fed Tapering? Dorsch "Financial Openness and Currency Crises" EB Richter: “This Chart Is A True Representation Of The Employment Crisis In This Country” ť Yves Mr. Market Nips at Yellen’s Heels Baum Yellen, A Hydraulic Keynesian, Will Deliver 'That '70s Show' Re-Runs Forbes Janet Yellen, the Nation's New Chief Slumlord Smith It's An Historically Bad Time To Kill Unemployment Benefits HP Current Fed Policy: An Exercise in Keynesian Folly Mises Five things that keep Goldman Sachs up at night CNBC
Funds With $100 Billion May Be Too Big to Fail, FSB Says BL SocGen Rates Goldman, Deutsche Bank Sell Amid Bond Bear Market BL Miners' credit ratings at risk as Moody’s cuts gold price forecast G&M 10 Reasons the Gold Bugs Lost Their Shirts Ritholtz Hedge Funds Up 7.4% in 2013 to Trail S&P 500 for Fifth Year BW Hunt for Kazakh Bank’s Missing Billions Leads to Riviera BL US to be energy self-sufficient by 2020: Exxon Mobil CEO CNBC Toyota Unveils Zero-Emissions Hydrogen Fuel-Cell ‘Car Of The Future’ For Sale Next Year TP
China's December PPI down 1.4% China Daily China Vehicle Sales Beat 20 Million as Smog Chokes Cities BL China’s Liquidity Paradox Project Syndicate Brand Expert Interview:'The Chinese Have the Necessary Vision' Spiegel If I had told you 25 years ago that South Korean brands like Samsung or Hyundai would successfully enter Germany, you would have called me crazy. Brand Expansion:China's Race to Conquer World Markets Spiegel For Japanese, Deflation Fears Linger Despite Rising Prices WSJ Fears for recovery after 'disastrous' Christmas for UK's biggest retailers Tele Top Forecaster Sees 6% Lira Meltdown Before Vote BL
Fed Officials Saw Declining Benefits From QE, Minutes Show BL Minutes US ADP Beats, But Still Tracking Nonfarm Poorly Scotia “Brain bugs” can kill Wall Street’s roaring bull Farrell What could go wrong for stocks? Kellner Obama Has Re-Inflated The Housing Bubble IBD A Flurry of Downgrades Kick Off the New Year BeSpoke Bonds At Risk? Merk 200 Years of American Financial Crises DealBox Congress Makes NASA Finish Useless $350 Million Structure BL Secular stagnation III - minus the irony Keen PragCap - Mish - Smith - Yardeni Atlanta housing auction lures big money investors CNBC IMF planning to raise growth forecasts: Lagarde CNBC Cities Mull Using Eminent Domain To Seize Mortgages IBD
JPMorgan to Pay $2.6 Billion Over Madoff Scheme Laps BL J.P. Morgan banker joked about Madoff firm MW Why Is It So Cold? The Polar Vortex, Explained BW Japan offers to lend US half the cost of 'Super Maglev' train between Washington and Baltimore As Polar Vortex weather event hits, natural gas prices skyrocket G&M Commodities Update: The polar vortex heats up markets Danske What Investors Do, And Policymakers Need To Do When The Price Of Gold Falls Forbes
Eurozone unemployment steady for 8th month running AP Europhoria or europhobia: Which camp are you in? CNBC Ireland makes storming return to international bond market Guardian Economic Health:Has Greece Turned a Corner? Spiegel Cautious stance hits pre-owned home sales Shanghai Daily Is China About to Let the Yuan Rise? Don’t Bank on It WSJ Corporate Credit Risk Soars to 4-Year High Chosun Singapore government to tax some bitcoin transactions TA Solar firms face 'total eclipse' in US China Daily Bets against the Canadian dollar near 'extremes' G&M Why are China and Japan accusing each other of being Voldemort? CSM
Yellen confirmed as Fed chairwoman MW The Fed’s Miracle-Gro Policy FOX Irwin That Was The Weak That Worked: Part II Things That Make You Go Hmmm... “I’m Back” Saut Buybacks, Great Rotation, and Melt-Up (excerpt) Yardeni Yardeni: 2014 will be a year of rational - or irrational - exuberance MW Turn the Page: Outlook for Economy/Stocks in 2014 Sonders Default, and other ugly words Saft Will the bull market in U.S. stocks last? Wasik Trigger$ G. Long Richard Russell - The Greatest Scandal In US History King Jobs report: The good, the bad & the schizo Crudele U.S. inequality is curable Hutchinson Global Forecast Update Scotia IMM positioning: Speculators stayed put over the holiday period Danske Dr. Doomlove, or How Nouriel Roubini Learned to Stop Worrying BW
Corporate Credit Spreads Tighten in 2013 to Pre-Credit-Crisis Levels Morningstar Hedge Funds Raise Gold Wagers as Yamada Sees $1,000 BL The Chart Jamie Dimon Doesn't Want You To See HP Wall Street Bitcoin Fans Try to Make Real Money From Virtual BL Executives spared in JPM’s Madoff deal: Sources CNBC Insider trading trial puts SAC hedge fund under further pressure Guardian
China’s reforms: The pain begins Stephen Few Specifics Mean China Banks Could Stay in the Shadows WSJ New year, new woes for China stocks CNBC Arrival of “bad inflation” trend bodes ill for Japan’s rebound BL Emerging markets' output growth slows in December - HSBC Reuters Bank of England to launch probe into near-collapse of Co-op Bank Telegraph Finance Minister Jim Flaherty’s rate ‘pressure’ weigh-in is more meddling Canada The next sudden stop VOX China Aims to Conserve Water by Charging Heavy Users More BW
Why gold briefly “crashed” MW Services in U.S. Expand at Slower Pace Than Forecast BL Confidence Abounds Hussman Rate expectations Price George Soros warns that Chinese slowdown is biggest worry in 2014 Guardian U.S. market is on a high, but there’s still room Rosenberg 'War of Worlds': Capitalism vs. Planet Earth Farrell The Bubble Is Back NYT Business Cycle Monitor: Global leading indicators point to increasing activity Danske "Is the U.S. economy really about to go boom?" EB Strategies for sustainable growth Summers The Great Malaise Drags On Stiglitz Fed Admits It's Clueless How QE Works; Radical Suggestion Mish In Terms of Real Stuff, the Dow's "New High" Is Pure Illusion Smith RB Do The Hustle Surowiecki
Gold Analysts Get Most Bullish in a Year After Rout: Commodities BL Casting a wide net for deep value G&M JPMorgan Chase Nears a $2 Billion Deal in a Case Tied to Madoff DealBook Office vacancy rates in U.S. unchanged amid sluggish job growth Reuters Chinese tycoon wants to 'rebuild' New York Times AFP
China services industry growth slows, confirms year-end cooldown Reuters China issues fresh curbs on shadow banking Reuters China local government debt has risks for central govt: Moody’s The Star China’s local government debt and contingent liabilities are now much higher than what National Audit Office had reported Real estate, a real problem China Daily China's real estate sector is now moving like a runaway train... Neway IPO to test post-reform China markets Finance Asia Taiwanese government disallows Bitcoin ATM installation Tech in Asia Chinese 'Tobin tax' knocks hopes of City trading hub Telegraph
Treasury Yields Climb to Highest Since 2011 as Tapering to Begin BL Forecast 2014: The Human Transformation Revolution Mauldin Issues 2014 Noland The Bearish Call to End All Bearish Calls WSJ "Based on our longer-term time cycles the present stock market rally must be considered the bubble to end all bubbles" Why 2014 summons the ghost of stock markets past MW How to lose money in the market in a hurry Hulbert Will The Market's 2013 Winners Also Be Winners in 2014? Harding Gold has its S.O.S. moment, and it's bullish MW Plosser Warns Fed Shouldn't Try to Offset Potential GDP Loss BL Rosengren Bernanke: One Of My Last Lies Denninger Crude: Chop, Chop, Chop Swenlin Global Views Scotia Weekly Focus: Fall in inflation will put pressure on ECB to cut rates Danske Silver Short Squeeze 2 ZEAL Someone Please Help New York Times With Econ 101 Baum
A Roadblock to Brawny Bank Reform Morgenson Solar Power Craze on Wall St. Propels Start-Up NYT Noah's Ark Risks Collapse Without Bond Buyers by February BL How Wall Street got snowed on weather derivatives Fortune 'Dead' banker Aubrey Price, who allegedly embezzled millions, captured CNBC NFL Fans Forgo Playoff Tickets, Prefer the Couch WSJ Retirement cautionary tale: Ex-VP flipping burgers MSN
Unemployed in Europe Stymied by Lack of Technology Skills NYT Al-Qaeda Fighters Take Fallujah as Iraqi Army Attacks BL Canada Competition Bureau drops yen Libor probe Reuters
U.S. Stocks Fall 2nd Day as Investors Weigh Fed Comments BL Speech by Chairman Bernanke on the Federal Reserve: looking back, looking forward FED U.S. small businesses borrowed more in November, index shows Reuters Never Saw It Coming Greenspan Why the Financial Crisis Took Economists By Surprise IMF paper warns of 'savings tax' Pritchard 1930s-style debt defaults likely CNBC - Financial and Sovereign Debt Crises: Some Lessons Learned and Those Forgotten R and R Featured Article: Historic Optimism in the Stock Market - What Does it Mean? EW 1.3 Million People Lost Unemployment Benefits. It Could Get Ugly BW Dent Says `Demographic Cliff` to Cause Stocks Crash (Audio) BW Gloomy Americans foresee a downhill slide to 2050 AP Regression to Trend: A Perspective on Long-Term Market Performance Short Watt, Subprime Fox, Is In The Henhouse FOX Mark that date - Jan. 6, 2014. It will live in infamy as the start of the next housing bubble. Gross's Mistake on Fed Taper Echoes Across Pimco Funds BL Reinhart-Rogoff Find Hangovers in Bank Crises: Cutting Research BL Could currency wars make a comeback in 2014? CNBC Contrarian call: US dollar to weaken further in 2014 CNBC Has The Fed Been A Failure? CATO "For a Few Dollars More: Reserves and Growth in Times of Crises" EB Dash of Insight
Are All Traders Useless Morons? Ritholtz A Defense of Big Banks Goes Long on Straw Men & Conspiracy Theories Lowenstein Manhattan Home Sales Rise to Year-End Record in Deal Rush BL FT Bankers pay - The law of small(er) numbers Economist Record Highs on Wall Street in Pot Sector TIME
IPO approvals start rolling in China Daily China December services PMI falls to four-month low Reuters China 'major' uncertainty facing world economy: Soros CNBC Signs pointing to local realty bubble in Taiwan: minister China Post Bank of Finland Warns Debt Level Poised to Double: Nordic Credit BL David Cameron denies Help to Buy is pushing up housing prices Inde Full-Blooded Aussie House Price Boom A Headache For RBA WSJ Zimbabwe: Foreign traders causing cash shortages AP
Jobless Claims in U.S. Fall to Lowest Level in a Month BL Great dollar rally of 2014 as Fukuyama's History returns in tooth and claw Pritchard The West Must Allow a Power Shift in International Organizations, Part 2 Triple Crisis "What The Bubble..." Chart Of The Day: Half Of Loans Issued In 2013 Were "Covenant Lite" ZH Dr. Doom is getting optimistic, and says call me Dr. Realist MW There are all sorts of reasons to remain bullish Aden Could the Fed Lose Control of the Frankenstein Economy It Has Created? Smith Mish IMM positioning: JPY most sensitive to Fed tapering announcement Danske
Billionaires Worth $3.7 Trillion Surge as Gates Wins 2013 BL Why American Companies Are Holding Onto $5 Trillion In 'Cash' Forbes Gold Rebounds With Silver After Worst Annual Retreats Since 1981 BL Gold's prospects in 2014 look tarnished MW Why gold bugs should brace for an awful 2014 CNBC Bitcoin Is a High-Tech Dinosaur Soon to Be Extinct BL
New local bonds OK'd to pay off old debt China Daily PBOC's liquidity injections fell in 2013 China Daily Economists React: China's Manufacturing Sector Runs Into Trouble WSJ China€'s Policy Disharmony Roach International Implications of Thailand's Internal Squabble Asia Sentinel
Stocks end 2013 with bang; Dow industrials up most since 1995 MW 2013 - Dense Fog Turns Into Toxic Smog JimQ Assessing Fiscal Sustainability Mercatus Cohen's SAC ends life as hedge fund with double-digit returns Reuters
China Manufacturing Gauge Declines Amid Risks for 2014: Economy BL Greece: Numbers improve, problems worsen in 2014 AP Abenomics in 2013: Is Japan Back? Diplomat Canadas seven deadly economic problems G&M Ssangyong Building Firm Goes Bust Chosun Thousands march in Hong Kong in escalating battle for democracy Reuters
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