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Central Banks Risk Asset Bubbles in Battle With Deflation Danger BL 'I'm sorry for QE,' former Fed official says CNBC Treasuries Rise Before Yellen Hearing as Gross Raises Holdings BW Yellen’s Challenge at the Fed: Speaking Persuasively to Investors NYT Why I Sell the Dollar: From Dollar Strength to Dollar Weakness Merk The Language of Inflation Outside The Box The Latest Measures of a Bid-Up Stock Market Barron’s 10 Laws of Stock Market Bubbles Kass Everything You Need to Know About Stock Market Crashes RB 3 signs the market is primed for a fall MSN 10 reasons to be a bull today, a bear tomorrow Farrell Crisis Chronicles: The South Sea Bubble of 1720—Repackaging Debt and the Current Reach for Yield FRBNY Aging Population Isn’t the Timebomb Many Make It Out to Be WSJ
Investors prepare bid for much of Fannie and Freddie FT Prospect of a deal on Volcker rule worries banks FT (via Google) Warren challenges Obama to break up 'too-big-to-fail' banks Guardian Wall Street Watchdog So Broke, Even Elizabeth Warren Couldn't Run It Effectively HP Attack on Junk-Loan Excess Risks LBO Profits as U.S. Cracks Down BL Hedge Funds Cut Bullish Gold Bets on Fed Stimulus Outlook BL U.S. to become top oil producer by 2015 CNN State Dept. memo describes gold suppression, but State denies having any gold records GATA
UK unemployment rate falls to 7.6% but wages still lag inflation Guardian Pound surges as BOE Inflation Report is released MW WSJ China's Plenum Flops Pesek 3 things missing from China's reform plan CNN Beijing property sales decelerate China Daily How a Jump in Home Ownership Boosted Entrepreneurship in China Wharton Japan machinery orders fall, BOJ warns of overseas risks Reuters Controversy as Vodafone books £18bn credit from tax losses Inde Nazi Trove Reveals Dresden Holocaust Survivor’s Lost Art BL
Free the Fed. And Watch It Closely BL White House Takes Lessons From Bernanke Close Call BL How will Janet Yellen do on the big stage? Irwin The enigma of Janet Yellen PPG The key to understanding the future of QE3 Fabius Maximus The Uncertain Future of Central Bank Supremacy El-Erian Huszar: Confessions of a Quantitative Easer WSJ We went on a bond-buying spree that was supposed to help Main Street. Instead, it was a feast for Wall Street. Fed's Richard Fisher: QE won't go on forever CNBC Biggest beneficiaries of low rates? Shadow banks FT Is the shoeshine boy indicator flashing red? CNBC Which Bubbles Will Burst Worst? Hutchinson Dennis Gartman sees 'massive top' in bond market CNBC Real-estate bubble seen bursting in China, US China Daily Want 18% returns? Become a subprime lender MW Where else can you find [these] returns? The Big Lie: Lunch (and Debt) Are Free Smith Mish - RB Macro Strategy Review November 2013 via BIG Picture Major U.S. Cities Still Not Recovered From Crisis WSJ
U.S. authorities probing New York SEC staff investments: WSJ Reuters Will Individuals Ruin the Stock Market? Morningstar What Is Behind the Bitcoin Boom? BL Video Fortress: Bitcoin is only in the 3rd inning MW BofA, Freddie Mac in talks to settle mortgage dispute: WSJ Reuters Why Internet Stocks Are Getting Too Pricey, in Three Charts WSJ EU Probes Similar Benchmark-Manipulation for Currency Than Libor BL
Monitor - Chinese credit crunch Danske Easy Money - ECB Embarks on Risky Experiment Spiegel Don't blame Germany for the eurozone's travails, blame the euro itself Warner Norwegian Housing Bubble Seen by Shiller Deflating: Mortgages BL OSX becomes second Batista company to file for bankruptcy Reuters Australian Parliament divided over debt ceiling AP Wrecked Japanese nuclear plant to double pay after criticism Reuters
A Textbook Pre-Crash Bubble Husssman The Subprime Final Solution JimQ Why central bankers' composure is pure theatre Elliott Federal Reserve in Uncharted Waters via Triple Crisis Signs Multiply That Sentiment Is Too Upbeat WSJ (via Google) Global Economy: Surprise tactics sweep central banking Reuters Currencies' Race to Bottom Resumes as Banks Ease Anew BL S&P 500 is going nowhere, except down: SocGen CNBC Stockman: Fed Is Creating the 'Mother of All Bubbles' FOX Michael Pettis Cautions Abe (And Krugman): "Debt Matters" ZH Asia Confidential - Smith ECB Following Path of Japan, Including Similarly Ridiculous Statements Mish Is QE Broken? Bonner EB - RB God tapping us on the shoulder Price "That Was the Week That Was?!" Saut US creates jobs out of nowhere Crudele Summers IMM positioning - Long EUR positions nearly halved ahead of ECB meeting Danske
Fed Really, Really Wants to End Too Big to Fail Ritholtz Is Eric There, Please? New Yorker Ex 'Wolf of Wall Street' says he's a changed man AP Companies that lower their share count: Why they're worth looking for G&M Peter Munk to step down as Barrick chairman G&M
China Credit Trails Estimates as Officials Check Debt Risks BL Euro Zone’s Fizzling Growth Seen to Back Draghi Cut Case BL Is the sun rising on Japan – or is this just another false dawn? Inde Australia's rising debt: what happened to the Coalition's budget emergency? Guardian Canada’s housing market ‘teeters precariously’, Financial Times warns G&M Bloomberg accused of censoring itself in China Telegraph Australia Spies On its Own Citizens Asia Sentinel Paradise Lost - Paranoia Has Undermined US Democracy Spiegel
Stubborn Streak Pictures of a Stock Market Mania M-Fund Cash Levels What Would Yellen Do? Mauldin Fundamental and Technical Signs Of A Vulnerable Market Comstock Asset Bubbles: Here We Go Again? BMO The New Depression Long & Duncan Don't Worry So Much About The Record U.S. Government Debt. Harding Uh-oh: Buffett's favorite market tool is flashing red Street Authority Global Views Scotia Global Equity BMO Weekly Focus: ECB got nervous but don't fear deflation Danske More bad borrowers are getting car loans in the US, making regulators nervous Quartz MB How to Find Trading Opportunities in ANY Market Using Candlesticks (Video) EW Gold-Futures Buying Returns ZEAL
Earnings, but Without the Bad Stuff Morgenson Treasure Hunters of the Financial Crisis NYT Little Big Man Vanity Fair Billionaire hedge-fund manager Dan Loeb calls himself an “activist investor,” but even in the rough-and-tumble financial world, his tactics—nasty, personal attacks on C.E.O.’s and colleagues—are considered extreme Market for Office Properties Is Heating Up Norris Health Care After Obamacare Swenlin Think money can't buy happiness? Think again MSN Storing solar energy for a rainy day Fortune
China inflation hits eight-month high amid tightening fear BL Chinese Obtain 80% of Portugal Visas Given to Property Investors BL Chinese Industrialization and its Discontents Eichengreen Searching for China's Steve Jobs Pesek France’s 'AA' Hollande pays price for kowtowing to EMU deflation madness Pritchard Is it “hasta la vista baby” time for the euro? Black Swan
The Crisis as a Classic Financial Panic Bernanke
Fed Anxiety Rises as QE Increases Risk of Loss With Costs BL Fed’s Lockhart Says Fed Can’t Rule Out QE Tapering Next Month BL Job Growth Beats Forecasts as U.S. Weathers Shutdown: Economy BL Consumer Spending Cools in U.S. as Households Boost Savings BL Euthanasia of the economy? Absolute Return Fed Anxiety Rises as QE Raises Risk of Political Cost BL Faber: China could spark a bigger crisis than in 2008 MW CNBC U.S. Manufacturing Only Has Jobs for the Skilled Few Shilling Twitter and the coming crisis Saft The global economy - The perils of falling inflation Economist Could Bitcoin (or equivalent) Become a Global Reserve Currency? Smith Who Will Run the World’s Deficits? Project Syndicate Central banks are making a terrible mistake - Jim Rogers Reuters Kohn: Central Banks Can’t Stop Bubbles WSJ World’s First Bitcoin ATM Processes $100k In Transactions In Its First 8 Days ZH
Twitter helps push new U.S. share listings to 13-year high Reuters Your Twitter investment is doomed — here’s why Weidner New York Fed Chief Levels Explosive Charge Against Big Banks HP JPMorgan Banker Backed $200 Million Madoff Loan in 2008 BL Holder’s Credit Grab at JPMorgan Weil Credit Suisse Said to Dismiss London ETF Trader Over Loss BL “We are confident the trader acted alone and that the matter has been contained” FDA action would effectively ban trans fats LAT LME beefs up powers to tackle long warehouse queues Reuters
Czechs Play Koruna Hardball With Unlimited Interventions BL “The power is unlimited. They can theoretically print as much koruna as they want.” France downgraded by ratings agency Standard & Poor's Telegraph Euro Slides Draghi running out of bazookas from ECB's arsenal CNBC Italy to join deflation club? Pritchard China Exports Rise More Than Estimated After September Drop BL China Muni-Bond Stalling Shows Debt Threat as Party Meets BL Chinese Back to Buying Japanese Cars as Territorial Tensions Ease BW Australia’s Central Bank Tries Again to Talk Down the Local Dollar WSJ Moody's cautions against Korea's debts Korea Times
Consumer Confidence in U.S. Drops for Sixth Consecutive Week BL Economy in U.S. Expands at a 2.8% Rate on Inventories BL ECB Cuts Rates BMO Let’s Not Overstate the U.S. Manufacturing Revival Shilling World central banks to hold fire in face of weak dollar: analysts Reuters Drunk on Debt, U.S. Tells Teetotaler to Sober Up Baum Greenspan’s Bequest to Yellen Is Board Harmony Shown in Records BL Nomura bear sees global stocks tumbling 25% to 50% by 2015 MW Shiller’s hot P/Es powering a ‘Roaring Bull’ till 2017 Farrell Is Economics a Science? Shiller Gold: Hold It or Fold It? Schiff Mish - Krugman - Duy Roubini: Kill recovery or risk bubbles MW
Twitter Raises $1.82 Billion, Pricier Value Than Facebook BL Investors are all a-Twitter Five Twitter insiders cashing in on IPO MW Currency Traders Bemoan Slump Squeezing Banks BL CFTC Sues Firm That Sued CFTC to Stop CFTC From Suing It BL Fired Deutsche Bank Traders Win About $500,000 in Back Pay BL Tax Loophole Stays Wide Open For JPMorgan HP Blockbuster Video-Rental Chain Will Shut All U.S. Stores BL Brent Crude Traders Claim Proof BFOE Boys Rigged Market BL Four longtime traders in the global oil market claim in a lawsuit that the prices for buying and selling crude are fixed -- and that they can prove it Starved of gold, Indians may import record volumes of silver Reuters Bitcoin is back: Online currency gaining traction CNBC
Why China may change forever this weekend MW China's Communists want unattainable goal of affluence without freedom Pritchard China Is Choking on Its Success Pesek Neither London in the 1850s or 1950s nor Pennsylvania in the 1940s was at the mercy of a paranoid authoritarian government whose legitimacy relies on 8 percent growth Shanghai a haven for investment China Daily My day in the world's biggest building—a Chinese mall you've never heard of New Republic The Euro Seems Poised for a Fall Omnivest Nazi Art Trove Surprises Family Searching for 70 Years BL
U.S. planned layoffs rise in October: Challenger Reuters China seeks world role for 'people's money' AFP Emotion Begets More Volatility Kass SF Fed’s Williams: ‘it’s not obvious that the stock market is overvalued’ MW Why you need to look beyond the market’s euphoria FP Of Debt, Growth, Interest Rates and History Reinhart How Washington Is Wrecking the Future, in 2 Charts Atlantic Two Papers That Could Persuade the Fed to Prolong Stimulus BW Bernanke Giving Homebuyers Second Chance With Pledge: Mortgages BL “Bernanke wanted to exit the stimulus before his goodbye, and now the Fed is in a no-man’s land where they’re stuck buying” The plunging housing stat you need to watch CNBC Livermore: The Greatest Trader Who Ever Lived Crossing Wall St. The Problem with Pay-As-You-Go Social Programs Smith Business Cycle Monitor: Global growth close to trend in Q4 Danske
Gross Loses World’s Largest Mutual Fund Title to Vanguard BL Report: Rich families are hoarding cash MSN Top condom maker lists on Malaysia stock market AP Twitter IPO investors: Don't say we didn't warn you Fiscal Times Silicon Valley Has an Arrogance Problem WSJ Half Of The World's Richest People Come From Just 2 Families HP China set to hold onto golden title Shanghai Daily Financial interests finally get rid of CFTC's Chilton via GATA
With Western Demand Weak, Asia Relies More on Itself WSJ Analysis: Financial markets question value of ECB rate cut Reuters Anti-austerity strike brings Greece to a halt during troika visit Reuters Bubble Trouble Seen Brewing in Australia Home Prices BL China faces tough balancing act as plenum looms CNBC Why High Land Prices in China Are Not a Bubble Wharton China’s Richest Man Buys $28 Million Picasso at Auction BL Too big to fail, too big to rate Finance Asia Anger Grows over British Spying in Berlin Spiegel
Heading toward a Cliff Xie The global economy is likely experiencing a bigger bubble than the one that unleashed the 2008 crisis, and should it burst the ensuing recession would be mammoth Deflating the Inflation Myth Barron’s "Permabull?" Saut Home truths from abroad Price 'Definitely a bubble brewing' in stock market CNBC Why Worry … About a Melt-Up? Sonders Banks offering mortgages with only 5% down payments CNN Grant: “Bull Cases Are Always Hypothetical. Bear Cases, Self-Evident.” (Video) CFA The Fed has no endgame Jubak The Rabbit Hole Deepens Alhambra Why Wealth Taxes Are Not Enough Rogoff The Uses of Economic Complexity Hutchinson Squeezed middle class flock to dollar stores CNN Volatility lowest since 2007 Sober Look RB - Salmon
Twitter just one symptom of IPO fever's return AP BlackBerry-Fairfax takeover dies; Thorsten Heins out G&M RIP, BlackBerry? Why things will only get worse CNBC SAC Capital Settles Its Insider Trading Case, Again Levine Cohen’s Dream of Soros Status Dies as SAC Pleads Guilty BL Has Steven A. Cohen Bought Off the U.S. Government? Cassidy The U.S. Attorney Who Prosecutes JP Morgan Will Be Its First Witness Black Is Tesla a bubble or bargain? CNN The U.S. Military Is Building an Iron Man Suit BW Bitcoin could have a fatal flaw CNN Will Indians Keep Buying Gold? Sprott
Italy urges Latin Front, warns Germany won't sell another car in Europe Pritchard BOJ Struggles to Convince on 2% as Abenomics Shine Fades BL Japan's Missing Wall of Money Liberty Street Financial regulators re-inspecting Mizuho Bank NHK China premier warns against loose money policies Reuters China to tackle industrial overcapacity China Daily Chinese woman sentenced to death in $200M fraud AP Australian Central Bank Faces Dilemma on Dollar WSJ Many Americans see China as dominant economic power CNBC Merkel Spying:It's 'Unlikely' White House Didn't Know Spiegel
Leash the Dogma Hussman Lighthouse - Letter to investors via ScibD Hot property markets reignite bubble fears Shanghai Daily “We’re stoking up a huge bubble. It’s quite extraordinary. We virtually ruined the Western world by having high house price inflation and now we’re determined to do it again” Cloud hangs over U.S. economy, hiring plans MW Fed Confusion; FOMC's Wrong-Footed Comments Kass The markets will crash, the question is ‘when?’ Crudele Why Is Predicting Crisis/Reset So Difficult? Smith Keen - Krugman - Acting-Man Are the bears right about a November correction? MW The Outsiders Who Saw Our Economic Future WSJ
HSBC adds name to banks in currency investigation Telegraph Barclays suspends traders as currency trading probe widens G&M Fed Gives Banks New Dire Scenarios for 2014 Stress Tests BL Cheaper Chickens Seen in Record Corn Cutting Costs: Commodities BL Iran Burning Gas Worth Billions Set to Lead Exporters BL Who Are The Greatest American Entrepreneurs Ever? Forbes
China's non-manufacturing PMI rises in October Shanghai Daily China prepares to liberalise finance as hedge funds and estate agents salivate Guardian Euro zone factory PMI points to broad-based economic recovery Reuters ECB may soon join the flight of the doves Reuters Co-op to close 50 branches as hedge funds rescue deal Guardian Co-op Bank rescue: lender could take five years to return to profit Telegraph U.K. Banks Retaking Property-Loan Turf Punish Newcomers BL Japan out of puff after public works stimulus wears off SMH Dirty Money: Will Singapore Clean Up Its Act? Spiegel Toronto Mayor Ford Apologizes, Demands Video Release BL India a day away from ambitious Mars mission CNBC
The Global Week Ahead Scotia Bubbles, Bubbles Everywhere Mauldin The May/June Dynamic Noland The many dangers of a stock market melt-up NYT The Way Things Are... Schwab It's Still Too Early To Worry About the Fed Tapering Harding. Positive Seasonality Period Begins Swenlin For signs of bubble, look no further than LBOs CNBC Four graphs showing a nation in decline. An unnecessary and easily fixed decline FM Global Views Scotia Global Equity BMO Weekly Focus: ECB under added easing pressure Danske Is Paul Krugman a Voodoo Economist? Paul Craig Roberts Is Student Debt Jeopardizing the Short-Term Financial Health of U.S. Households? FRBSL Fed’s Lacker Admits Inflation Fears Proved Unfounded WSJ Why Is America Turning To Shit? The Awl
At Sears, Those Big Losses Get in the Way Morgenson JPMorgan Discloses Eight DOJ Probes From Asia to Madoff BL Gorman on Dimon, ‘House of Cards’ MW GATA Addresses CPM’s Allegations Kitco U.S. Gold-Coin Sales This Year Top 2012 in Futures Bear Market BW Gold-loving India turning to the other metal CNBC What happens if athletes become stocks? Fortunes
China Services Index Rises to Year’s High in Rebound Sign BL China in Africa - New challenges beyond the commodities supercycle DB Research The World's Next Gold Standard Will Come Through China And Africa, Not America Forbes
Scrooge McDucks Gross Having gotten rich at the expense of labor, the guilt sets in and I begin to feel sorry for the less well-off Current Conditions Are A Recipe For An Important Market Top Comstock Bubbles in the Broth Roubini Fed’s Bubble Alarm Stuck on Snooze Weil Insight: Property hot spots renew easy-money bubble fears Reuters Will the Federal Reserve Disprove Sir Isaac Newton? Harrison Bullish Sentiment Declines For First Time in Five Weeks BeSpoke Nix the VXX Kass Grant Williams - RB - EB - 'Severe risk' of 'financial crisis': Paul Singer CNBC Interest rates are poised for a move higher MW Foreign Exchange Outlook Scotia
Fannie Mae sues nine banks for rigging Libor Reuters What Will Berkshire Hathaway's Warren Buffett Invest in Next? BL Buffett - still not crazy after all these years MW America's Genetically Modified Foods - The Infographic via ZH What an ATM Machine Says About the Future of Bitcoin Slate Behold the power of Bitcoin NP This software-enforced scarcity, along with users’ belief that Bitcoin is money, is what gives Bitcoins their value (the same is true, incidentally, of the Canadian dollar). Ex-Madoff Trader Says He Made Fake Trades With Co-Workers HP India's gold fever cools this festive season CNBC Obama halted NSA spying on IMF and World Bank Reuters
Freer RMB movement 'can answer US claims' China Daily China factory activity picks up in October, recovery seen gradual Reuters Insight - Chinese investors sour on Brazil, and projects melt away Reuters Economists Predict: China’s Third Plenum WSJ Harsh truths about the decline of Britain Warner Europe faces deflation threat Saft Deflation Risk Facing Draghi Complicates European Recovery BL Consumer borrowing raises concerns Guardian Unsecure lending growing at fastest rate since 2008 crash, adding to fears UK is relying on debt-fuelled recovery Japan lawmaker breaks taboo with nuclear fears letter for emperor Reuters BOJ says Japan will hit 2% inflation Jiji RBS avoids break-up with 38 billion pound 'internal bad bank’ Reuters Raw Nerve:Germany Seethes at US Economic Criticism Spiegel Is New RBI Bond as Good as Gold? WSJ |
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