by dionysus on 2010/08/05
Here is your Thursday linkfest, pour a cup of coffee and fire up your iPads.
What should we make of the record spread between the 10 and 30-year Treasury bond? dshort
Companies may be loaded with cash, but still borrowing at record levels EconomPic
Making sense of the Muni Bond Market Forbes
Stan Collender thinks the Bond Market wants higher deficits and more stimulus TheAtlantic
Europe Junk Bonds set to overtake U.S. as debt woes recede Bloomberg
Treasuries decline after ISM numbers release Marketwatch
That’s six folks, have a profitable day!
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by dionysus on 2010/08/03
On the heels of Mr. Bernanke’s “non-pronouncement” it would seem that the bond market has some interesting times ahead of it
Big investors are worried about deflation WSJ
The return of Money Fund fees The Bond Buyer
How Quantitative Easing could change market dynamics Seeking Aplpha
Condos that cost less than cars Yahoo Finance (source CNN Money)
Companies storm debt markets Barrons
Money supply confuses deflations already confused proponents Value Expectations
That’s a thought provoking six folks, have a profitable day!
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by dionysus on 2010/08/02
It’s Monday, which means it must be time for a Monday linkfest!
Why PIMCO likes stocks Bloomberg (long read)
Questions for Mr. Market Barrons
A look at July Asset Class Performance – including – corporate bonds Bespoke
Is the correlation of stocks to other assets breaking down? WSJ
Big banks may come to fear Banksimple Mashable
Is the Fed complacent about disinflationary expectations? Economistsview
That’s six folks. Have a profitable day.
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by dionysus on 2010/07/29
Another Thursday morning, another coffee time linkfest!
Ambrose Evans-Pritchard on the death of paper money Telegraph
(Reflections) The men who ended the Goldman war NYT
Bill Gross: deleveraging in a world fraught with declining world population growth rates CNN/Fortune
Arguments for a second half slowdown Calculated Risk
Thoughts on Equilibrium Analysis Rajiv Sethi
The Belgian Mess Naked Capitalism
That’s six! Have a profitable day everyone!
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by dionysus on 2010/07/28
It’s our Wednesday midweek linkfest! Pour yourselves some coffee, pull up your iPad, and let’s go!
Daniel Indiviglio wonders about whether (hyper) rational consumers really exist Atlantic Business
The fiscal multiplier effect debate rages on unabated WSJ and also FT
The political genius of supply-side economics Martin Wolf
Does a Federal debt default sound like a good idea to you? Good, because it isn’t. Capitalgainsandgames
“Systemic risk” theory gains in stature as a way to prevent the next bubble Washington Post
We had to burn the Euro, in order to save it Reserved Place
OK folks, that’s six. Now go forth, take no prisoners, and have a profitable day!
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by dionysus on 2010/07/27
A good Tuesday morning to everyone. Here’s some stuff for you to read over your morning coffee:
There’s no substitute for cash in a disaster Aleph
Filtering noise in order to make reasonable investment decisions Ivanhoff Capital
Too bad not to fail American Scholar
“Economic activity consists of sustainable patterns of specialization and trade” Econlog
Investors seek currency safe heavens Reuters
Economists have no clue how deflation works in practice! WSJ
That’s six. Have a profitable day everyone!
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by dionysus on 2010/05/07
It’s Friday! So pour some coffee, pull up your iPad, and enjoy our last linkfest of the week.
Was yesterday’s bloodbath no more than one massive fuckup? (Marketwatch)
Are we overSOLD yet? (Bespoke) Ed: By the closing bell yesterday it was a lead pipe cinch!…arf
Are we overBOUGHT yet? (MarketBeat) Ed: We always try to show both sides…arf
Oooh, is the capital window closing? (eFinancialNews)
Companies gradually increasing dividends (WSJ)
and finally, why Newsweek is worth saving (Atlantic Business)
That’s six you folks. Have a profitable day and a relaxing weekend.
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by dionysus on 2010/05/06
Welcome to the Thursday “I’m as sick as a dog and feel like crap” linkfest
Martin Wolf wonders if large capital inflows must always end in crisis (FT-Wolfexchange)
Frankfurt reconsiders turning on quantitative easing measures (WSJ)
The Fed can’t delay the coming market storm (Marketwatch)
Can the Fed clean up its balance sheet without crashing Wall Street again? (Slate)
A look back on how Greece joined the EU, and the Euro (NYT)
and finally….
When the going gets tough, the tough head into US Treasuries (24/7 Wall St)
OK, that’s six sports fans. Have a profitable day!
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by dionysus on 2010/05/05
Defenders of Goldman begin to speak out (Felix Salmon)
Is the Fed’s long term inflation goal 2.5%? (Boston Fed) Ed: pdf
Trashing the Rating Agencies centralized platform proposals (Macro Resilience)
How to profit from a break-up of the Euro (Bloomberg)
Mark Hulbert: Are Oil-Service stocks a contrarian buy? (Marketwatch) Ed: yes
last but not least, since I’m an unapologetic Steve/iWhatever fan
iPad vs iPhone: Which had the better launch? (LATimes)
That’s six you guys. Have a profitable day everyone!
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by dionysus on 2010/05/03
It’s the start of a new week, and a new Monday morning linkfest!
Markets rally in parallel with the prospect of a GOP takeover of the House in Nov (Crossing Wall St)
As early as 2007, Paulson saw risks at Big Bokers (Forbes)
Goldman’s “no big deal” defense rests on Paulson’s obscurity – at the time (WSJ)
Let’s take a closer look at the GDP report (Five Thirty Eight) Ed: I’d rather wait for revisions 1,2 &3 for the real deal
China imposes further liquidity restraints (Marketwatch)
Blaming Rubin (Felix Salmon) Ed: From the “sure-why-not?” dept
That’s six for your Monday morning. Have a profitable day and week, everyone!
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