|
S&P 500 Posts Best First Quarter Since 1998 BL Student Loans Could Be the Next Housing Bubble: Robert Reich DTicker Sino-Forest files for bankruptcy protection, seeks buyer G&M Spending Shows Big Jump Even as Income Gains Little Reuters The Market Sweet Spot Is Ending Comstock Expanding the debt bubble to a tipping point MyBudget Betting on quarterly momentum Hulbert Bullish Sentiment Unchanged BeSpoke A Decade of Debt and Default Fool China’s Feast Is Ending Das Fed Is in the Anti-Capitalism Business: Jim Grant CNBC Video Gold, Money Creation, and the Monetization of Debt Bowyer `Crisis Is Over' for U.S. Economy, Roach Says BL Video Like a bear in a China shop CNN I would like to make a bet with The Economist Pettis Economist: “You're on” Thomas Frank - LEAP2020 - EB - Irrational Exuberance Is Back - Gregor - Norcini Fed's Low Interest Rates 'Toxic' for Economy: Pro CNBC Grim Housing Data Shows We Have Not Hit Bottom Fiscal Times 2012 Country Stock Market Returns BeSpoke Housing bubbles and interest rates VOX
Low Rates Put U.S. Company Pension Deficits at Record WSJ Hedge funds flounder amid volatile markets FT Three Major Banks Facing Possible Credit Downgrades NYT Hiding Volatility in Earnings Just Got Harder Weil Best Buy Store Closings Signal End of Big-Box Retail Era BL RIM posts loss as new CEO begins to clean house Reuters Governors tour beef plant to see how 'pink slime' is made CP US beef firm losses near record in 'pink slime' row Reuters Pity the oil and gold producers G&M
Euro Zone Boosts Bailout Firewall to $1.06 Trillion Reuters Germany Opposes French Call for Trillion-Euro Bailout Fund Spiegel Spain's general strike shows first signs of rebellion against austerity Guardian Greek PM Does Not Rule Out New Bailout Package Reuters UK sits pretty amid Europe's demographic timebomb Warner Canada ups retirement age in bid to balance budget AFP Canadian Penny Killed Worst is yet to come for Chinese developers Finance Asia The End of the Run for the Yuan? Asia Sentinel China Auto Rental gears up for US listing Finance Asia Hong Kong property billionaires arrested for suspected corruption Guardian Urine-soaked eggs a spring taste treat in China city Reuters
Jobless Claims at Lowest Since April '08 - Trend Lower... - Bloomberg Consumer Confidence Mortgage Rates Back Below 4% AP The Dangers of an Interventionist Fed WSJ What Does Bernanke Know? Arends Four Numbers Add Up to an American Debt Disaster Baum GMO: Two Questions We Can’t Answer Advisor Perspectives Treasury Bull Market Death Knell Premature, Higgins Says BL Standish Sees 10-Yr Range as High as 3% Barron’s Student Debt, the New Home Equity Loan BW Justices poised to strike down entire healthcare law LAT Geithner’s Math Puzzle Beyond Numbers BL Keen - Smith - Panzner
Ex-MF Global Executive Pleads Fifth at Hearing AP Steve Pearce: “Bonnie and Clyde, they were chumps...You guys have people send things electronically ... and nobody's responsible” Gold Price ‘Too Low’: Goldman Sachs CNBC Gold Bumps its Head BeSpoke Gold Is Manipulated -- But That's Okay Martenson Plunge in Natural Gas Prices Reshaping Energy Sector CNBC Will natural gas catch fire? MW Exclusive: Investors press U.S. shale oil drillers to control flaring Reuters US, UK and France consider oil release to curb fuel prices Telegraph Saudi Arabia will act to lower soaring oil prices FT A rational reason for high oil prices EB
Europe stocks tumble after data, banks sink MW Amid Debt Crisis, Athens Falls Apart Spiegel UK economy shrank faster than previously estimated, ONS says Guardian Technical recession or not, the UK economy is sick Elliott Housing bubbles and interest rates VOX China survey: Hard landing possible but not likely MW Renminbi rate near 'equilibrium' China Daily More developers cut prices Shanghai Daily HK Billionaire Brothers Arrested on Corruption Charges Reuters Former Olympus execs face new charges over losses Japan Today
Contracts for U.S. Homes Dipped in February AP Durable goods orders rise 2.2% 6 reasons why Wall Street hates Lazy Portfolios Farrell Stocks only slightly expensive Hulbert Transcript: Diane Sawyer Sits Down with Federal Reserve Chairman Ben Bernanke ABC Developers: Next housing bubble may be in apartment complexes Orlando Sentinel Rising powers mull BRICS-backed bank to rival IMF, World Bank in emerging CP Obama's decision last week to continue the tradition of nominating an American as World Bank chief — over candidates from other nations as the BRICS had wanted — may add to momentum for an entirely new alternative. Harrison - Dr. HB - Panzner - Smith - Wieseman Featured Article: What All Major Depressions Have in Common EW
Hot US corporate bond market smashes records again Reuters MF Global's Shortfall No Surprise, Some Say NYT How AIG will -- or won't -- generate a bailout profit Reuters RBS is a disgrace, says 'swap victim' Telegraph Warren Buffett's $50 Billion Decision Forbes The next leg of gold’s bull run Lynn Gold to Reach $2000? Gold Miner's CEO Optimistic CNBC Is gold ready to move up? Jubak Gold Prices Have Already Peaked in 2011: Report CNBC CPM$ Oil Volatility Also Dips BeSpoke
German Parliament to Get Greater Say in Euro Bailouts Spiegel Spain slumps back into recession Telegraph Risks Rising for Troubled Spain: Citi Chief Elderly exaggerate QE effect on pensions, claims Mervyn King Telegraph China's Surprising U.S. Buying Spree BL The report points out that 30 U.S. states count China among their top three export markets and that 48 states have seen sales to China grow by triple digits since 2000... Projects may see problems in paying debts Shnaghai Daily More Chinese companies to delist in 2012 Finance Asia Goldman Figures Ignoring Women Costs 15% Growth Pesek Unemployment Turns Arab Spring to Economic Winter BL 1 of Japan’s damaged reactors has high radiation, no water, renewing doubts about stability AP
Treasurys Rally As Bernanke Scares Off Bond Bears Dow Jones Bernanke: Fed Prevented Worse Recession BL “We did stop the meltdown. We avoided what would have been, I think, a collapse of the global financial system” Forecaster sticks to message: U.S. recession is imminent G&M OECD calls for $1.3-trillion euro zone fund BL Shiller Talks Housing Bubble, Goldman Sachs TheStreet Consumer Confidence Close to One-Year High BL Bidding Wars Erupt as U.S. Homes for Sale Drop BL Case-Shiller by Metro Area The Great Escape:Delivering in a Delevering World PIMCO (Gross) "Patience" Saut Yen’s looming day of reckoning Xie As Japan looks set to weaken yen, China must brace for impact U.S. Dollar Outgrew Its Gold Foundation (Part 2) BL The Currency Conundrum Smart Money Chart of the week: currency hostilities? FT Interview: "Currency Wars" Author Economic Observer Bernanke's Problem with the Gold Standard Merk Treasury Yields: The ‘Real’ Story from 1920 to Now WSJ March Madness on Wall Street Hulbert Third Round of Bond Buying Not Needed: Fed's Bullard CNBC Embry - Massive QE Near A status report about the US economy... F. Maximus Panzner - Smith A World Headed for De-Globalization? Stelzer How the Economic Machine Works and How it is Reflected Now Bridgewater
Social Media Stock Market Is In Its Infancy Biderman Social media is as big a breakthrough as was the personal computer in 1982...but not until the current representative govt format...falls apart MF Global’s Counsel Resisted Giving Assurances on Transfers BL Corzine is getting a pass, would you? MW Goldman’s Succession Fight Roiled by Infamous Op-Ed BL Surge in gun sales boosts firearms stocks G&M
The Hidden Risks Lurk in ECB's Accounts Spiegel Some economists warn that the German central bank faces hidden liabilities of 500 billion euros in the form of unsettled claims within the European payments settlement system Spanish election defeat fuels bail-out fears Telegraph Chinese yuan hits third-straight record high MW The Right Time for China to Liberalize the Renminbi Brookings China Industrial Profits Fall 5.2% on Exports BL US firms see slower growth in China China Daily Hanging On to Dollars in Zimbabwe WSJ
Pending Homes Sales Fall, Raising Fears About Recovery CNBC A False Sense of Security Hussman Telling tales about money Price What Goes Up Must Come Down! Montier Berrnanke: Not clear if good jobs trends will last MW Speech Bernanke Hesitates to Extol Economy's Health BL Pimco’s Gross Says Fed May “Hint” at QE3 in April BL Zero Interest Rate Policy Is Batting Zero Forbes Should Central Banks Help Governments Run Bigger Deficits? WSJ Bernanke facing big bond bubble trouble NYP Hedge Funds Drop Bearish Bets, Buy Stocks BL Brics’ move to unseat US dollar as trade currency City Press U.S. Calls Debt Collectors on Student Loans BL Financial repression: Then and now VOX EB The global financial crisis: What caused the build-up? VOX The Japan debt disaster and China’s (non)rebalancing Pettis Dash - Summers - Smith - Sober
Anger at Goldman Still Simmers NYT (Morgenson) Why no scandal tarnishes Teflon-coated Government Sachs Keenan The Rich Get Even Richer NYT Why Warren Buffett sometimes wants his stocks to sink G&M Mitt Romney's hedge fund kingmaker Fortune Dines rebounding - again? Brimelow Vital Signs: Cheaper Coffee WSJ California Farmers Feel Pain WSJ Shell Scrambles to Pay Huge Bill for Iranian Oil: Sources Reuters
Spain May Reignite Euro Debt Crisis: Monti BL Spanish Shares Punished After Regional Elections Reuters Shanghai home sales, prices continue rise Shanghai Daily Yuan reference rate hits record high China Daily Ireland dutifully gulped down the nasty medicine but is still in pain Bootle AIJ may have lit fuse on pension time bomb Japan Times Chain reaction could engulf numerous companies
A Random Walk Through the Data Minefields Mauldin Interesting Juncture Noland The American Recovery El-Erian Gold-Stock Panic Levels ZEAL Secular bear market set to grip Wall Street MW Where Does the Laffer Curve Peak? Bear’s Lair First Quarter May Be the Best in 14 Years - But What's Next? CNBC What Stocks and G.D.P. Say About Obama’s Chances Norris WSJ Lets Bernanke Play Fast and Loose in Lecturing About the Fed and the Economy Baker Bernanke 101 NYS 2 Fed Presidents Oppose Buying More Bonds BL Schwab Active Trader Sentiment Swenlin Here We Go Again Already? Harding This Bull Market Is Hard to Pin Down NYT Weekly Focus: Concerns about fragile global recovery Danske Global Views Scotia Global Equity Weekly Time to Say Goodbye… to Variable BMO The Great Recession is officially over, but for a huge number...serious debt lives on LAT Few US Cities Prepared for Aging Baby Boomers AP Fiscal Policy in a Depressed Economy DeLong & Summers
A Bailout by Another Name Morgenson Requiring Fannie Mae and Freddie Mac to write down principal on mortgages held by troubled borrowers would add to taxpayer losses — and result in a different form of a bailout for banks. A Long Road to Regulating Derivatives NYT Even if they don’t cause a meltdown, unregulated derivatives are still an economic threat. Gangster Banks Keep Winning Public Business. Why? Taibbi BofA to try converting foreclosures into rentals LA Times MF Global's Corzine faces new scrutiny on customer accounts Reuters Why oil speculators are in charge Jubak The Gold Problem Revisited Fekete Commodities Forecast Update - Oil price forecast revised higher Danske
Rising bond yields reflect European worries G&M Spain Is Not Out of the Woods Yet NYT Banks urged to raise fresh capital Telegraph Plans for 100-year bonds mark end of bull market, but equity bear still prowls Inde Japanese Yen: Bear-Market Rally Or Reversal? Barron’s Doh! 300 People Mistakenly Told They Were Billionaires Reuters
Apple Flash Crash: A Single Trade Causes 9% Plunge CNBC Gary Shilling: The Japan Train Wreck Is Accelerating DTicker Economic Growth Gauge Held 7-Month High Last Week: ECRI Reuters New Home Sales Slip, Prices at Eight Month High Reuters Secular Bear Market? Comstock Jim Rogers: China Slowdown Means Opportunity CNBC Money moves 5 doomsayers are making now MW Market’s long-awaited correction at hand Mevion Bernanke Says Low Interest Rate Didn’t Make Housing Bubble BL Fed officials clash on view of economy Reuters Fed Should Not Over-Commit to Easy Policy: Bullard Reuters What Gold Sees, and Ben Bernanke Does Not Forbes Does the latest spike in yields signal end of bonds' bull run? G&M FP: "We believe a long-term bear market has commenced." Anti-Bernanke Free Banking ZH - CS - What Isn’t for Sale? - Salmon Vital Signs: Slowing Global Manufacturing WSJ Beggar-thy-neighbours? Spillover effects of exchange rates VOX
U.S. Student Loan Debt Tops $1T WSJ The higher education bubble Mathbabe Fed's Dudley backs global push for more swaps oversight Reuters Where’s the Noise? Unraveling Wall Street’s Low-Volume Mystery FOX “If this is such a good party, why isn’t anyone here?” Etch A Sketch's Stock Soars on Romney Aide's Gaffe CNBC SEC Probes High-Frequency Trading Firms: Report Reuters Watchdog questions spending at Fannie, Freddie AP Obama tries to spread blame on Solyndra, Keystone FOX Gold loses lustre in face of US recovery FT “For virtually the first time this cycle, buying gold is a contrarian trade.” Gold stocks in deep bear market G&M Indian Gold: Its Worth and Its Wait WSJ (via Google) ”While the initial announcement has raised concerns over a drop in demand for gold, we would await the release of the final details before drawing any overly bearish conclusions” Turkey Targets Gold Stashes WSJ (via Google) Spring tea price higher than gold China Daily
Banks urgently need to raise more capital, says BoE risk watchdog Telegraph Portugal Town Halls Face Default Amid $12 Billion Debt BL Bundesbank Head Attacks Merkel's Budget Plans Spiegel Rating agencies found to be falling short according to EU regulator Telegraph China-Australia Agree on Bilateral Currency Swap Agreement CB GDP could slow further amid uncertainties China Daily Chinese sinks the latest target of US trade probes Shanghai Daily It was the fifth case in three days... Fall of 70% in homes for sale Shanghai Daily Canada February Core Inflation Rate Fastest in Three Years BL
Jobless Claims Fall to Lowest Level in Four Years BL Leading Economic Indicators Rise This Is the 'Weakest Recovery Ever': Rosenberg CNBC Masters of the Universe Start to Challenge Ben Bernanke Baum Ben Bernanke: Inflationist Jackass, Devoid of Common Sense, and Clueless... Mish Stocks Offer Best Opportunity of a Lifetime: Goldman CNBC Despite taking many reputational hits since the credit crisis (most recently by an exiting employee in an New York Times Op-Ed last week), Goldman Sachs still has fierce loyalty among its wealthy clients, who tend to follow its calls. China, Japan To Begin Selling US Treasurys? IBTimes Trade friction 'to intensify' China Daily Economy Set for a Long-Term Bull Run Cramer Bullish Sentiment Declines - Smith After the Housing Bubble, Get Ready for the Big Pharma Bubble Alertnet Vital Signs: Climbing Mortgage Rates WSJ
Eisman Said to Start With $22.9 Million From Friends, Family BL FedEx Profit Forecast in Line as Shipments Slow BL Is Wheaties Dying A Slow Death? CNBC Have Gold, Silver Entered a Bear Market? Philips Catching The "Silver Crusher" Algorithm In The Act via Zero Hedge Finance Council Should Speed Up Speculation Curbs, Chilton Says BL The new black gold: U.S. farmland Reuters China eyes Canadian uranium mines G&M China would most likely focus on buying Canadian “exploration companies with high-quality assets” because there are no ownership restrictions on early-stage firms..
Contagion Risk in Europe Is Back and Spain Is Top Worry CNBC A technical recession in the eurozone? FTA China Factory Activity Shrinks for Fifth Month: HSBC PMI Reuters Japanese manufacturers hit hard by falling profits due to plunging prices Asahi After Spain's Construction Bust, Gardens Bloom NPR Iranian oil buyers that could be subject to US sanctions Reuters
Long-Term Bond Bubble Getting Ready to Burst: Ross CNBC Existing Home Sales Fall Back But Post Best Winter in 5 Years AP Analysis: Turning point in the currency war Reuters Bernanke, as Professor, Tries to Buff Fed’s Image NYT Lecture - Watch Mr. Bernanke said that history was clearly on the side of flexible policy. Bernanke: China's Dollar Peg Like Being on Gold Standard WSJ Bernanke Says Europe Must Aid Banks BL Federal Funds Rate Changes Ubiquitously Useful? CXO Falling Treasuries: A Currency Perspective Merk Bear Market for Bonds Is on Its Way: Economist CNBC Good economic sign: Salon biz up USAT What if profit margins don’t keep rising? Hulbert A rally built on fairy tales Fleck Sheehan - Black Swan - Wieseman - Panzner - Keen The Japan debt disaster and China’s (non)rebalancing Pettis
Goldman Sachs traitor enrages Bloomberg MW Buffett Seizes Lead in Bet on Stocks Beating Hedge Funds BL Warren Buffett made a friendly bet four years ago that funds that invest in hedge funds for their clients couldn’t beat the stock market over a decade. So far he’s winning. Buffett Message Is ‘Do as I Say, Not as I Do’ Schroeder Schroeder Wrong... Johnson Students Meet Warren Buffett Johnson Trade Deals: Backdoor Financial Deregulation HP S&P 500 Dividend Yield to Reach at Least 3% TheStreet SM More companies buy back their stock USAT S&P 500 firms spent $404B last year, nearly double 2009 amount. US sets new duties on solar imports China Daily Firm sells solar panels - to itself, taxpayers pay Examiner Solar industry faces subsidy cuts in Europe WP IMF sees $160 oil risk despite Libyan boost Telegraph
Buy Land, Buy Property, Buy Britain Pritchard London Luxury-Home Prices Gain as Foreigners Seek Reduced Risk BL Stubborn inflation hits hopes of more QE Inde Portugal to Follow Greece: Roubini's Das CNBC Greece’s new bonds: Is another default coming? VOX Greece's Disgraceful Debt Default -- and Calls to "Euthanize" Bondholders Forbes How to blow away China's gathering storm-clouds FT (Wolf) China Quietly Relaxes Controls on Foreign Capital Bradsher Bank of China sets city as yuan-trading center Shanghai Daily Inside the Chinese Boom in Corporate Espionage BW Analysis: The AIJ scandal and Japan's pension time bomb Reu |