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Arsonists Running the Fire Brigade Mauldin Pertinent Bubble Insights from the Roaring Twenties Noland Meltup Monitor G. Long Faber: 'We are in a massive speculative bubble' CNBC Back to Housing Bubbles Rouibini Default, Deflation and Financial Repression Whalen Stealth Bubble Swenlin Individual Investors Turn More Bullish BeSpoke Market Seasonality And The Fed Are A Powerful Combination Harding Global Views Scotia Global Equity BMO Weekly Focus: Low inflation and stronger growth to boost risky assets Danske Foreign Exchange Outlook Scotia Mortgages Without Risk, at Least for the Banks Norris The Forty Year Slump Prospect The Average American Is Broke MyBudget
A Trusting Couple, Now Thrown for Two Loops Morgenson Speed Traders, Meet Your Nightmare on Elm Street BL Hedge-Fund Fight Club Traded Illegal Tips Not Punches BL The Wolf of Wall Street Cant Sleep New Yorker Despite Outlaw Image, Hells Angels Sue Often NYT
Moody upgrades Greece's debt rating FT The Dovish Evolution of Bank of Canada Policy BMO
U.S. Making Daily Flights Into China`s Air Zone, Pentagon Says BL
Stores open early on Thanksgiving but shoppers in no rush Reuters Walmart's Black Friday Going About As Badly As You'd Expect HP Insight: No quick exit from West's economic malaise Reuters Christmas Time on Wall Street Whitney Too Much Money Chasing The Wrong Returns Welsh Mish The Biggest Stock Market Bubble in History? DShort
Unsentimental bitcoin doesn`t take a holiday, blasts past $1,100 MW Is Bitcoin a potential weapon of mass economic destruction? Guardian Buyer beware: Bitcoin's fate could rest with China CNBC Rembrandt, Chinese painters star in Sotheby's first major China sale Reuters Venezuela central bank denies transactions with Wall Street Reuters Scotiabank Commodity Price Index Scotia
Eurozone M3 money plunge flashes deflation alert for 2014 Pritchard Euro-Area Unemployment Unexpectedly Drops in Recovery BL S&P strips Netherlands of AAA credit rating Telegraph Upgrades Cyprus Mortgage approvals at six-year high a day after BoE acts to curb bubble Telegraph House prices rising at fastest pace in three years Inde Japan inflation accelerates, output points to recovery Reuters Japan Finances Worse Than at War`s End WSJ The central governmentâ€s debt-to-gross domestic product ratio stood at 204% at the end of March 1945. What Do China`s Trusts Want to Be When They Grow Up? WSJ Why Goldman Sachs recommends shorting the Canadian dollar G&M
China sends warplanes to newly declared air zone BBC China tells Japan it would consider cancelling air zone in 44 years SCMP
Fed Reveals New Concerns About Long-Term U.S. Slowdown BL US recession is nigh...and the Fed can't stop it: SocGen bear CNBC Don't panic till the last of the bears throws in the towel CNBC Has the dreaded taper already started? CNBC Dust to Dust: a man-made Malthusian crisis Pritchard We must wake up to the global land crisis or face a very real threat of famine Are Heloc defaults about to spike? Salmon Saft - Mish - Stockman US Housing Recovery: Its Different This Time (No, Really) Pretti US Investment Looking Weak In Q4 Scotia
The Dirty Secret of Black Friday 'Discounts' WSJ Whats different about this year`s``dootbusters` MW Bond kings face dismal 2013 returns Fortune Barclays Capital ordered to pay $2.1 million to NY trader Reuters Bitcoin breaks $1,000 barrier for the first time CNBC Marking a rise of over 7,600 percent so far this year Missing: hard drive containing Bitcoins worth £4m in Newport landfill site Guardian
German unemployment climbs to highest level since April 2011 Reuters Euro zone loans contraction increases pressure on ECB Reuters The Eurozone Balanced Budget Disaster Triple Crisis Debt 'could trigger next crash' Guardian Brazil raises interest rate by 50 bps to 10 pct BL The IPOs keep coming... Finance Asia Land Prices Rise in Japan's Cities WSJ BOJ Beat: Question Is ``When Not If` WSJ China's reforms to hit investment trust industry hard: study Reuters The Great Sell-Off - Milan Mired in Crisis of Money and Spirit Spiegel Rescue Plan for Danish Mortgage Market Puts Ratings in Doubt BL Moodys Sees Record Consumer Debt Hurting Banks: Russia Credit` BL
U.S. affirms support for Japan in islands dispute with China Reuters Fears grow of clash as Japan and US stoke war of the skies with China Inde
Greenspan Sees No Bubble as Dow Tops 16,000 BL Janet Yellen Is Close to Making History in Two Ways EW Janet Yellen's 2014 Nightmare; "Cornering" the Treasury Market Lenzner Madness, and sanity Price Stocks could see new volatility in 2014 CNBC Is stock bubble about to pop? Kellner China Gold Imports From Hong Kong Rise on Stockpiling BL Insight: A new wave of U.S. mortgage trouble threatens Reuters Robert Shiller on housing: Don't trust momentum CNBC Foreclosed Sales at U.S. Auctions Double as Prices Gain BL The new American retirement nightmare MyBudget Paul Craig Roberts - Smith - Crossing WS Bitcoin vs. South Seas Stock MF Ciovacco Nowhere Near The Exit Krugman Monetary policy will never be the same VOX
Exclusive - JPMorgan tried but failed to satisfy Fed on metals warehousing: letters Reuters JPMorgan Pressured to Reveal $13 Billion Accord Complaint BL Will Google soon pass Exxon in market value? La Monica Buffett Makes Bold Detroit Prediction Reuters Pope calls unfettered capitalism 'a new tyranny' Reuters Nobel Winning Economist Calls Minneapolis Fed Shakeup`Crazy` WSJ Bitcoin, not gold, has the Midas touch for traders Lynn China's gold imports jump to second highest on record in October Reuters
China-Japan rearmament is Keynesian stimulus, if it doesn't go horribly wrong Pritchard Record Spread Blowout in China Sparks Mini-Crisis Warning BL Borrowing ratios at some Chinese corporations are already relatively high, and rising interest rates may cause a ``partial debt crisis to explode``... Chinese Scholar Calculates That China`s Rise Is 65.3% Complete BW Chinese Cities Raise 2nd Home Down Payment to 70% BL Why Growth in Emerging Economies Is Likely to Fall IIE Hedge Funds See Repeat of Yen Slide That Paid Soros: Currencies BL German government deal lifts euro and shares Reuters Mark Carney: RBS allegations 'deeply troubling and serious' Guardian Carney calls for full powers to set bank leverage ratios Inde China to support Paris yuan market China Daily The Great Sell-Off:Milan Mired in Crisis of Money and Spirit Spiegel
U.S. Sends Two B-52 Bombers Into Air Zone Claimed by China NYT Pentagon officials said Tuesday that the B-52s were on a routine training mission planned long in advance of the Chinese announcement... China says monitored U.S. bombers' flight through airspace zone Reuters China seeks territory and status with air zone: experts AFP
Surging Nasdaq Pierces 4000 WSJ US Consumer Confidence Continues To Fall Scotia Avenomics Things That Make You Go Hmmm... Faucets at $1,000 Abound as Home Equity Spigot Opens BL The difference between today and 2007, besides volume, is the quality of loans...Banks were making really bad loans back then, with very loose standards. Today, they`re being more cautious`` The Recent Boom in House Prices: Why Is This Time Different? FRBSL Analysis - What taper? Low rates for longer is key Fed theme for 2014 Reuters Ben's Rocket to Nowhere Schiff How China's Stunning $15 Trillion In New Liquidity Blew Bernanke's QE Out Of The Water ZH Martin Armstrong: Expect Cashless Society, Not Hyperinflation Financial Sense When are markets rational Pettis Putting Nasdaq 4,000 in perspective Hulbert The shakeup at the Minneapolis Fed is a battle for the soul of macroeconomics again Quartz Heritage Foundation Opposes Yellen, Says It Will `Score`Votes WSJ IMM positioning: Markets added to net long USD ahead of FOMC minutes Danske
Horse-Gambling Frenchman Parlays System Into Best U.S. Forecasts BL The new subprime loan magnet: Your car Fortune Here's why Wall Street has a hard time being ethical Guardian Dirty Secret of Black Friday 'Discounts' WSJ Yahoo Hired Katie Couric, but Is She Worth the Money? BW London Gold Fix Draws Scrutiny of Call Knowledge BL ``Traders involved in this price-determining pocess have knowledge which, even for a short time, is superior to other people`s knowledge``
Growing Risks:Government Bond Holdings Could Burden Banks Spiegel Foreign-currency loans and systemic risk in Europe VOX Bank of Japan minutes show dissent on statement MW U.S. Won't Comply With China's New 'Destabilizing' Air Zone BL Is the Russian economy about to implode? Bootle In Australia, Central Bank Intervention Can`t Be Ruled Out WSJ OSFIs Job Isn`t to Say Whether a Housing Bubble Exists: Dickson WSJ
An Open Letter to the FOMC: Recognizing the Valuation Bubble in Equities Hussman Madness, and sanity Price Chairman Bernanke and Vice Chair Yellen Have Supported an Economic Time Bomb Auerbach 'Dirty Harry`choice for investors Farrell China at a crossroads Samuelson Move over Rosenberg, there`s a new bear in town FP Hugh Hendry Capitulates: "Can't Look At Himself In The Mirror" As He Throws In The Towel, Turns Bullish ZH Bubblephobia and Monetary Policy Krugman Dr. HB Forward rates and monetary tightening EB Smith Yellen should expect challenges early in her tenure NYP Dark side of housing-price appreciation VOX
The envelope please: The turkeys for 2013 are... Keenan Who needs Wall St.? Rochester-based investor scores Buffett-like returns G&M 10 Corporations Control Almost Everything You Buy PolicyMic Wolff: At 'Business Insider,' it's time to sell USAT Why are so many people paying so much money for art? New Yorker 5 Signs the Rich Have Way Too Much Money Alternet The Transformation of Black Friday NYT
China Trades Barbs With U.S. Over China Sea Defense Zone BL “The step is highly provocative, a new development, and undoubtedly raises the prospect of conflict” China-Japan Flareup Pesek China local govt debt at manageable levels, though some risks... Reuters China Developers Owe 3.8 Trillion Yuan in Land Taxes: CCTV BL Muddy Waters NQ Short Call Fails to Freeze Chinese IPOs BL ECB's Noyer: Rates must remain low, could go lower if needed Reuters Japan on track to meet 2 percent price target Reuters Great Australian dream of home ownership becomes a fantasy Guardian Pierre Trudeau`s war on economics NP
Fisk: He may huff and puff but Benjamin Netanyahu is on his own now as nuclear agreement isolates Israel Inde Iran Is Playing Obama, Says Savvy Saudi Prince BL Saudi wild card looms as Iran deal boosts oil supply Telegraph
The Global Week Ahead Scotia Game of Thrones - €European Style Mauldin Plosser’s Limited Fed: A Statesman Takes a Stand Noland The Fed Is Backed Into a Corner Harding Janet Yellen and the Fed’s Boom-and-Bust Problem New Yorker In Fed Policy, the Exit Music May Be Hard to Hear Mankiw Buying Stocks at Record Highs: Will You Be Sorry? WSJ A Record Market Is Not All That It Seems Norris Stocks Overvalued but No Bubble Swenlin Bubble fears as US stocks break records FT (via Google) Cascading Separation Signals G. Long Follow the Curve Puplava Are We Suffering from “Secular Stagnation”? Bartlett Global Views Scotia Global Equity BMO Weekly Focus: Euro deflation scare set to continue Danske If bubbles are out there these 10 sages will warn us MW The next 10 investment bubbles MW False job numbers: Did the White House know? Crudele
$13 Billion, Yes, but What Took So Long? Morgenson Wages Stagnate as U.S. Manufacturers Reap Record Profits BL Ackman Vows to Take Bet Against Herbalife “to the End of the Earth” Dealbook Jefferson County’s Bankruptcy Left Few Winners BL Gensler Rushes to Lock in Swap Rules as Wall Street Pushes Back BL Sir Richard Branson's Out of This World Plan for Bitcoin Yahoo Manias, Panics and ObamaCare Crashes WSJ Minneapolis Fed Shakes Up Research Department WSJ Want to get rich? Read fiction MW
China Declares Defense Zone in East China Sea on Islands Row BL Kerry: “Escalatory action will only increase tensions in the region and create risks of an incident” German finance minister says no more risks of contagion in euro zone Reuters Warned on Budget, Italy Is Given Leeway by E.U. NYT Canada’s trouble with investment advisers G&M Crack-Smoking Mayor Rob Ford More Popular Than Obama, Congress HP Hagel: U.S. 'deeply concerned' with China air defense map Politico
Investors wary of U.S. stock surge, even as money piles in Reuters
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