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Most Signs Point To A Significant Market Decline Ahead Comstock Post-monetarist Fed is sleepwalking into a trap (technical) Pritchard Americans Recover Home Equity at Record Pace BL Yellen takes big step toward becoming next Fed chair Reuters Stock Funds Lure Most Cash in 13 Years as Market Rallies BL The move marks a reversal from the four years through 2012, when investors put $1 trillion into fixed income Don't bet your shirt on a great 2014 for stocks AP S&P 2300? Give It Four Years Ritholtz Baby Boomers Could Cause Market Crash The Street A Touch-and-Go Status Quo Kass Cramer
Goldman Says Currency Unit Didn’t Post Third-Quarter Loss BL Paulson Said to Tell Clients He Wouldn’t Add More to Gold BL U.S. plans to exit GM stake by year-end, may lose $10 billion Reuters Settlement talks between Madoff trustee, investor collapse: WSJ Reuters 4 reasons gold is poised for a comeback MW
China's U.S.-Style IPOs Meets Get-Rich-Quick Culture BL Ten Predictions for China’s Economy in 2014 Silverstein Bad Loans Could Spark an Emerging-Markets Crisis BL Thanks to low rates, borrowing has outpaced economic growth in many developing nations The Taper Wolf at the Door Project Syndicate Will yen bears be rewarded for their patience? CNBC Near Zero:ECB Interest Rate Cuts Hit Savings Hard Spiegel Target's woes in Canada deepen as consumers give U.S. retailer the cold shoulder G&M European Banks’ Legal Tab Exceeds $77 Billion Amid Probes BL Helping the Philippines: What the World Should Learn From Disasters Past BL
U.S. 10-Year Yields Reach Two-Month High as Jobless Claims Fall BL Anxiety Over Asset Bubbles From Homes to Internet Rises BL Fed Taper Likely in “Coming Months” On Better Data BL Fed Is Shooting at a Moving Target Baum The Bubble in Bubbles Ritholtz Bubble Talk Rarely, If Ever, Coincides With Major Top In Stocks Ciovacco There is talk of revolution in the air Pritchard Four Fallacies of the Second Great Depression Skidelsky Real Jobless Rate 11.8% Excluding Labor Force Exodus Investors Central Bankers Considering Larry Summers' Desperate Idea For Ending The Depression HP Furious Gold Slamdown Leads To Yet Another 20 Second Gold Market Halt ZH Mish Fined 8,000 Euros for Quoting French Blog Mish
U.S. rejects Fairholme's proposal to recapitalize Fannie, Freddie Reuters A New Chapter Begins In "Too Big To Fail" Brookings Bank trading rule under fire, Fed says could delay Reuters Goldman Sees at Least 15% Losses for Gold, Iron Ore BL India’s Gold Industry Loses its Sparkle Inde Switzerland Rejects 'Save Our Swiss Gold' Initiative... IBD In China, a currency rises outside central bank control Reuters TV University in Cyprus Becomes First to Accept Bitcoin Payments TIME Virtual-Currency Craze Spawns Bitcoin Wannabes WSJ More bitcoins, more problems: How hackers are targeting bitcoins CNBC
China’s economy is heading for a hard landing Xie China manufacturing activity cools in November CNBC Are the cracks in the euro starting to show? CNBC Greek budget predicts higher primary surplus this year Reuters Bank of Japan keeps hefty stimulus in place CNBC Secular stagnation that crippled Japan the new spectre haunting Britain Warner Roadmap 'will curb local debts' China Daily No Property Bubble Yet in Australia, Says IMF WSJ
Wall Street slips; Fed minutes hint of taper in next few months Reuters Minutes Fed Suggests It Would Accept Treasurys Even if Government Missed a Payment WSJ
Fed’s Bullard Says Lower Jobless Threshold Might be “Dangerous” BL Sales of U.S. Existing Homes Fell in October to Four-Month Low BL Jeremy Grantham's Bullish Two-Year Outlook Barron’s Breaking News! U.S. Equity Market Overvalued! GMO Quarterly Bernanke Signals Fed Target Rate to Stay Low Long After QE BL Bernanke Dow 16,000 won't last Mirhaydari Is the muni bond market about to blow up? CNBC Gold pours into China to meet record demand Reuters “In the last few months we have seen a significant rise in gold travelling into both Hong Kong and China from all over the world” Gold Benchmarks Said to Be Reviewed in U.K. Rates Probe BL The Bankruptcy Of Modern Economics Forbes Duy - Fabius Maximus - Smith - Krugman The Stock-Bond Correlation PIMCO Warren Buffett: Stocks in 'zone of reasonableness' CNBC Superbear Marc Faber sees market opportunities CNBC
JPMorgan $13 Billion Mortgage Deal Seen as Lawsuit Shield BL Not nearly enough Why Believe What the Government Says About JPMorgan? Weil J.P. Morgan Is Haunted by a 2006 Decision on Mortgages WSJ FX Dealers Said to Use Day Traders to Make Personal Bets BL “It’s almost impossible for banks to have a lid on it - unless they find a way of controlling all forms of communication out of the trading floor” Investigation Planned Into Jobs Data Collection, but Systemic Manipulation Unlikely WSJ Coal Seen as New Tobacco Sparking Investor Backlash BL
Japan economy gets fresh impetus as exports log biggest rise in three years Reuters Britain's Ł1.43 trillion personal debt timebomb Inde PBOC to let yuan float more freely China Daily China makes right noises on yuan, but doubts remain CNBC Cheap loans a growing draw for Asia's blue chips Finance Asia Police search home of former Co-op Bank boss Guardian Japan's solar dream shatters as projects fail Reuters Declassified Documents - NSA Wanted To Collect Geolocation Data Spiegel
Larry Summers at IMF Economic Forum YouTube OECD Cuts Global Forecasts on Emerging-Market Slowdown BL OECD Levitate: Dismiss Bubble Talk - for Now Sonders Fed Largess Aids U.S. Financial Strength BofA Deems Unrivaled BL Census “faked” 2012 election jobs report Crudele 5 reasons to expect a correction Reeves Carl Icahn says he’s very cautious on equities and that they could see big drop MW Junk Glistens Under “Bernankecare” as Worst Win in Stocks, Bonds BL The New World Order Part 1. The Betrayal of the Nation Golem XIV IMM positioning - Neutral EUR/USD positioning Danske Could World War I happen again? Hutchinson Embry - Smith - Krugman Fed Ponders How to Temper Tapering Without Rate Increase BL Bond Investors, Brace for Higher Rates WSJ US fiscal 'fiasco' biggest threat for 2014: Nomura CNBC
JPMorgan Said to Agree to Details of $13 Billion Accord BL U.K. Said to Probe Private Accounts of Currency Traders BL Golden Hellos Surge as CEOs Get Signing Jumbo Bonuses BL Walmart Store Holding Thanksgiving Food Drive For Its Own Workers HP This Graphic Of The Social Security Fight Will Disgust You HP Bitcoin Gains Validity, Fuels Rally in Virtual Currency BL Where in the Bitcoin Bubble Are We? Just Starting or About to End? M Faber Beyond bitcoin: 5 other virtual currencies MW Gold futures reverse from one-week low Reuters Maria Bartiromo leaving CNBC CNN
Bundesbank says Italian and Spanish banks still hooked on home state debt Pritchard Reality check: we cannot consume our way to balanced recovery Warner Credit-Driven China Glut Threatens Surge Into Bank Crisis BL Asia stumble a major global risk CNN London Lures Billionaires as Mansions Seen as Safe Haven BL India's Onion Problem Pesek Philippines could issue typhoon debt Finance Asia Japan's solar dream shatters as projects fail Reuters
Chumps, Champs, and Bamboo Hussman Yellen's easy money spells trouble: Opposing view USAT It’s Fed Versus Moody’s for “Most Wrongâ” Crown BL Bond Investors Should Brace for Higher Rates WSJ Markets are partying like it’s 1999 G&M Take It To The Bank Jim Q Hey, Is It a Problem That We're All on One Side of the Boat? Smith Are we following Japan... Fabius Maximus Mish - Dr. HB In Currency War Now, Could Last a Decade: Rickards BL Video Debt and growth: No “tipping point” VOX Federal Reserve mulls a delay to Volcker rule FT
Geithner Went Easy On The Private Equity Industry; Now He's Going To Work For It HP FX Traders Called for Interviews by U.K. Regulators BL J.P. Morgan could pay $4.5 billion to settle suits MW Gold Bears Return Before Yellen Signals More Easing: Commodities BL Gold is heading for the first annual loss since 2000... Why No Bankers Go to Jail BL Crash: The Decline of U.S. Driving in 6 Charts Atlantic Couple travels the world using only bitcoins MSN
Draghi’s Rate Cut Puts ECB Into Holding Pattern Until 2014 BL Spain's bad loans ratio rises to 12.7 percent in Sept Reuters Sensex surges 451 points on U.S. Fed, China hopes Reuters UK looks ill-prepared if a global currency war breaks out Guardian Help to Buy will distort housing market, warn bank chiefs Telegraph Iceland Tells Hedge Funds Not to Bet on 75% Claims Writedown BL China's new home prices rise at a record pace CNBC Beijing opens muni bonds to local governments Finance Asia Japan's Mammoth Pension Fund Set to Evolve WSJ
The Global Week Ahead Scotia Tech exuberance feeds stock-market bubble talk MW The Unintended Consequences of ZIRP Mauldin Hearing Janet Yellen Noland Yellen Strikes Out NY Sun What Yellen didn't tell Congress and why it matters Reuters Life, but not as we know it Price Bubbles Are Not Funny Baker Krugman Cashin: I'm worried about return to dot-com bubbles CNBC Percent Buy Index (PBI) Fails to Confirm Swenlin 5 ways to know you’re in a bubble Hulbert Yellen sounds a lot like Bernanke FP Forget data and rhetoric, Fed liquidity's the only show in town Reuters Keep Your Eyes on Bonds Browne Global Views Scotia Global Equity BMO Weekly Focus: Diverging paths for central banks Danske FX Forecast Update - December: EUR underperformance expected in 2014 Danske Probe targets rigging in $5.3T currency market USAT A Limited Central Bank Plosser
Who Has Your Back? Hard to Tell Morgenson Chase's Twitter Gambit Devolves into All-Time PR Fiasco Taibbi Number of the Week: U.S. Producing More Oil Than It Imports WSJ
China pledges free-market blitz but necessary freedom lags Pritchard Weale warns BoE may need to raise rates to curb inflation expectations Telegraph Economist With German Wise Men Wins Roubini Bet BL Don't laugh: Lack of toilets signals deadly crisis CNBC A Russian GPS Using U.S. Soil Stirs Spy Fears NYT
The Same Old Speculation In A New Guise Comstock Message From Yellen Is Full Speed Ahead on the Stimulus NYT A belief in central bankers as a cure-all for economic ills is not confined to Britain Warner We’ll Print Until You Go Blind … Acting Man Avoiding the Next Crisis: Can Central Banks Learn? CATO How to predict the outcome of this great monetary experiment... Fabius Maximus The Capital-Flow Conundrum Brookings Bundesbank's Dombret warns on bubble from low rates CNBC
Moody’s cuts ratings of three big US banks FT Buffett takes $3.7 billion stake in Exxon CNBC U.S. Investigates Currency Trades by Major Banks Dealbook When a Deal Goes Bad, Blame the Ratings Norris Are There Cockroaches Under Tesla's Hood? Weil Billionaire Paulson Sticks With Gold Wager as Prices Rebound BL
ECB ready to print, Germany ready to scream Pritchard Greek government prepares for another storm CNBC New Canary Wharf tower signals shift in London property market Guardian Ireland Is to Exit Its Bailout, and Without a Safety Net NYT New housing rules may crimp demand Shanghai Daily Middle East tension the top concern for 2014: WEF CNBC
Yellen to defend Fed's ultra-easy monetary policy Reuters “I believe that supporting the recovery today is the surest path to returning to a more normal approach to monetary policy” Treasury 10-Year Yield Holds Decline as Yellen Damps Taper Bets BL The Return of the Bond Zombies Yardeni Russian lawmaker wants to outlaw U.S. dollar, calls it a Ponzi scheme WT “If the U.S. national debt continues to grow, the collapse of the dollar system will take place in 2017” Handcuffing the Fed Baum QE and ultra-low interest rates: Distributional effects and risks McKinsey Global Institute Is a Currency War Just Around the Corner? BL Video Is a currency war coming? It may already be here G&M Currency Crises in Emerging Markets CFR The anniversary no market timer should ever forget Hulbert Breaking Good BMO NA Outlook Zen and the hell of low returns Saft Sheehan - Sprott - Abbey Joseph Cohen - Ciovacco Featured Article: How to Find Trading Opportunities in ANY Market EW
Microsoft Is About to Dethrone Apple as the S&P 500's Power Stock BL Starbucks to Pay $2.79 Billion to Settle Coffee Dispute BL Will Google Docs kill off Microsoft Office? CNN Potbelly satisfies the IPO crowd MW Turning garbage into gold Fortune Why Have No...Executives Been Prosecuted In Connection With The Crisis? Judge Rakoff Lloyd Blankfein Admits He Regrets Problematic Pre-Crisis Trades Reuters Warhol painting fetches record $105M at NY auction AP Gold demand slumps as Indian consumption shrinks CNBC WGC Why Gold Isn't Going Up TheStreet Gold Vault Opens in China as Bullion Goes From West to East BL GFMS Sees Silver-Fabrication Demand Advancing 3.9% This Year BL US oil production tops imports; first time since '95 AP
Japanese Shares Advance as Yen Weakens on Aso Comments BL Taro Aso said the nation must retain the option to intervene in currency markets Japan Slowdown Flashes Warning to Abe as Reforms Await BL “Warning lights are flashing for Abenomics. With the absence of further weakening in the yen and a clear global recovery, Japan’s recovery is losing momentum.” French Economy Shrinks as Businesses Hold Off on Investment BL German Growth Slowed in Q3 as Net Trade Damped Output BL Deflation fears stalk eurozone as Spain reports fall in prices Guardian BoE's Fisher says no plans to resume QE push Reuters Tiger Tunisia can still be saved as a beach head of Arab democracy Telegraph Yuan for payment offers scope for cooperation Shanghai Daily China’s Speculation Problem Triple Crisis Bad loans grow as asset quality worsens |
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