Daily Reading – Friday, March, 2011

The Big Picture: Save the Date: Ben to Hold Regular Pressers

In a move that I think is long overdue, the Fed announced that chairman Ben Bernanke will hold press briefings four times per year…

FT Alphaville: John Kemp dismantles the commodities vs global demand chart

Well, Kemp spotted the San Fran Fed’s chart too, and his column this morning includes a devastating critique of the way it was constructed.

FT BeyondBRICs: Fund flows: Investors not so hot on EM

Spring is not quite here yet for emerging market funds. Money flowed out of emerging market funds at a faster rate this week than last, as investors continued their move into developed market equities.

FT Alphaville: Dear RepoClear Member, Re: Portugal

We were worrying recently that LCH.Clearnet would hike margin requirements for trading Portuguese bonds (hence, a sell-off).

Something else has come up…

FT Alphaville: To value a caja, correctly

Recapitalise, write down, rebuild.

Oops. Hang on. Not sure about this.

Write down, recapitalise, rebuild?

FT Alphaville: So long, Saleh

Which means we’ll soon know the answer to the question everyone has been asking in recent days as it became increasingly clear that Saleh’s reign was coming to a close: who and/or what will replace him?

Seth’s Blog: The triumph of coal marketing

For every person killed by nuclear power generation, 4,000 die due to coal, adjusted for the same amount of power produced…

Foreign Policy: The paintings of Saif al-Qaddafi

Saif al-Qaddafi is not just a dictator’s son turned international party boy turned charismatic reformer turned brutal paranoid headcase, he’s also a painter.

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