*** Streetwise Professor: The Gambler’s Fallacy ***
*** FT BeyondBRICs: Fund file: emerging market bond warning ***
*** FT BeyondBRICs: India: inflation “surging” says Subbarao ***
*** JESSE’S CAFÉ AMÉRICAIN: Is JPM Covering Up a Naked Silver Short Held By China As a Claim Against the Yanks? ***
*** JESSE’S CAFÉ AMÉRICAIN: An Interpretation of the China Silver Short Theory and Fractional Reserve Bullion ***
*** FT Alphaville: Record-breaking, forecast-busting UK inflation ***
*** The Big Picture: QOTD: On the Real Economy ***
*** The Big Picture: BoE has big problem on its hands, Euro rates higher ***
*** The Big Picture: Shanghai Breaks 200-day, Commodities Next to Roll? ***

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*** FT Alphaville: Oil shock-ed ***
*** FT Alphaville: An €80bn mega-inyección for Spanish banks? ***
*** FT BeyondBRICs: China raises bank reserve requirements by 50bps ***
*** FT BeyondBRICs: Indian inflation: more bad news ***
*** The Big Picture: Time to Defang Moody’s and S&P ***

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*** FT Alphaville: Vox populi, vox stulti — US-China datapoint ***
*** FT Alphaville: The graphic, gigantic, European bailout fund ***
*** FT BeyondBRICs: S Korea: a small surprise ***
*** FT BeyondBRICs: Indian equities: cause for concern? ***
*** The Big Picture: Gross Says Pimco Not a Buyer of Portugal’s Debt at Sale ***
*** Daily Option Report: VIX Volatility Still On Hold ***
*** Calculated Risk: Trade Deficit declined slightly in November ***
*** Calculated Risk: NAHB Forecast: Single Family Starts to increase 21% in 2011 ***

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*** FT Alphaville: Indonesian equities warning du jour ***
*** FT Alphaville: A gasoline snow print ***
*** FT Alphaville: On the implications of a widening WTI-Brent spread ***
*** FT Alphaville: Happy Portugal – market takes down €1.25bn of debt ***
*** FT Alphaville: Save Europe, tax the banks? ***
*** FT Alphaville: EFSF 2.0 ***
*** FT Alphaville: A Fed on hold ***
*** China Financial Markets: China’s lending quota? ***
*** The Big Picture: The Bid Abides (48% Cash) ***
*** The Big Picture: Import prices reflect growing inflation pressure ***
*** Macro Man: 2011 Non-Predictions 5 – FX ***

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*** The Big Picture: Inside the Paradox of Forecasting ***
*** Zero Hedge: The US-Japan Congruity Explained By David Rosenberg In Ten Easy Pictures ***
*** Zero Hedge: Who Leaked Last Week’s (Irrelevant) ADP Number? ***
*** Macro Man: Kings and Queensland ***
*** FT Alphaville: Go north, jaded government bond investor? ***
*** Visualizing Economics: Effect of Dividends Reinvested on US Stock Returns since 1871 ***
*** Paper Economy: Beveridge Curve Balancing Act: November 2010 ***
*** Calculated Risk: CoreLogic: House Prices declined 1.6% in November ***

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*** Web Urbanist: The Empty City of Ordos, China: A Modern Ghost Town ***
*** FT BeyondBRICs: Bangladesh stocks: a rollercoaster ride ***
*** FT BeyondBRICs: China bears should look to the skies ***
*** FT BeyondBRICs: Chart: the Chinese renminbi’s hidden descent ***
*** FT Alphaville: The illustrated, erstwhile, safety of senior bank debt ***
*** FT Alphaville: P-p-p-ick up a Portuguese private placement ***

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*** FT Alphaville: The economic impact of the foreclosure slowdown ***
*** FT Alphaville: Commerzbank fact du jour ***
*** FT Alphaville: QE counter-factuals and counter-arguments ***
*** FT Alphaville: Smouldering in Belgium ***
*** The Slope Of Hope: COT Report Week Ending 1/4 ***
*** Calculated Risk: Lawler: Early Read on December Existing Home Sales ***

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*** FT BeyondBRICs: Guest post: bubble trouble in Bangladesh ***
*** FT BeyondBRICs: China car sales up 33 per cent, official ***
*** FT Alphaville: There will be no UK house price fall in 2011 ***
*** FT Alphaville: Timeline Portugal ***
*** The Big Picture: QOTD: A Bull on Your Business Card ***
*** The Big Picture: Greenspan: ‘Prove I Was Wrong’ ***
*** The Slope Of Hope: Looking For Tops is as Easy as 1-2-3 ***
*** The Slope Of Hope: Are We There Yet? ***
*** The Slope Of Hope: What Do the Last 4 Tops in the S&P Have in Common? ***
*** Visualizing Economics: Effect of Inflation on S&P Price Return (1871-2010) ***

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*** Fortune: Is Fannie bailing out the banks? ***
*** New York Magazine: Lloyd Blankfein’s Secret Facebook Feed ***
*** The Slope of Hope: Everything is Just Super! ***
*** FT Alphaville: Bernanke bashes the budget ***
*** FT Alphaville: Sovereign CDS, un petit complexe de Napoléon ***
*** FT Alphaville: And the financials all went down on Massachusetts ***
*** FT Alphaville: Peak smokes ***
*** FT Alphaville: Ill(inois) behaviour in the municipal markets [updated] ***
*** FT Alphaville: The Irish covered bond exception ***
*** FT Money Supply: PBIGS? ***
*** The Big Picture: Top 10 greatest trades of all time (?) ***
*** The Big Picture: A Victory for Rule of law, Property Rights ***
*** The Big Picture: Succinct Summation of Week’s Events ***

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*** The Big Picture: What Does Today’s NFP Mean to Markets? ***
*** The Big Picture: Would a Time Machine Help Investors? ***
*** Calculated Risk: Employment Report Preview ***
*** Calculated Risk: Survey: Small Business Hiring Likely to Improve in 2011 ***
*** FT Alphaville: Happy new year from the Eurozone ***
*** FT Alphaville: Ashes to Ashes for the UK stock market? ***
*** FT Alphaville: The uncertainty premium in Spanish, Portuguese banks = 12 ratings notches ***
*** FT Alphaville: The Fed in 2011 ***

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*** FT Alphaville: Burdensharing for bank bondholders is here! ***
*** FT Alphaville: President Trichet are you watching? ***
*** FT Alphaville: The Belgians are still waffling ***
*** FT Alphaville: Shadow inventory backlog still growing ***
*** FT Alphaville: What the China risk is ***
*** FT Alphaville: Lowering claims, lowering expectations ***
*** FT Alphaville: Japan: land of rising contrasts ***
*** FT BeyondBRICs: Brazil: another currency salvo ***
*** The Big Picture: Volcker Resigns ***
*** The Big Picture: Can Banks Foreclose on Mortgages They Do Not Own? ***
*** The Big Picture: SPX Index Secular Markets (1900-2010) ***
*** Macro Man: 2011 Non-Predictions 3 – Rates ***
*** The Slope of Hope: Weekly Commitment of Traders Report – Week Ending 12/28 ***

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*** PIMCO //William H. Gross: Off With Our Heads! ***
*** The Wall Street Journal // Deal Journal: You Decide: Goldman’s Facebook Pitch or Nigerian Email ‘Opportunity’ ***
*** The Big Picture: Surprise! Ratings Agencies Still Suck! ***
*** Mandel on Innovation and Growth: A Bizarre Labor Market (with data) ***
*** FT Alphaville: Europe’s 2011 pressure points ***
*** FT Alphaville: Waiting for a senior bank bond haircut… ***
*** FT Alphaville: Does RBS need to take an Irish hit? ***
*** FT BeyondBRICs: Indian food: even more expensive ***

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*** The Street: Kass: The Risk Remains ***
*** Wall Street Cheat Sheet: Ten Themes to Watch in 2011 ***
*** The Big Picture: Was 2010 Commodity a Rally in a Bear Market ? ***
*** FT Energy Source Blog: Barclays: Oil will hit $100 per barrel this year ***
*** FT Alphaville: Forget non-performing loans, how ’bout performing ones? ***
*** FT Alphaville: Casualties of the currency war ***
*** FT Alphaville: Presenting the Irish bailout bond… ***
*** Paper Economy: Reading Rates: MBA Application Survey – January 05 2010 ***
*** Distressed Volatility: SP Future Large Specs Vs. ES Future Large Specs (COT Charts 12/28/2010) ***

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*** The Economist: Grounded PIIGS ***
*** The Big Picture: Long Term Stock Market Growth (1871-2010) ***
*** The Big Picture: According to the Fed, it’s everything but inflation ***
*** Economix: Fearing (Another) U.S. Debt Default ***
*** FT Alphaville: SNB collateral, an Irish and BP non-love story ***
*** The Slope of Hope: Weak Precious Metals ***

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*** The Big Picture: Retail Sales Increase Most in 5 years ***

*** The Big Picture: Chinese stocks lower again ***

*** Calculated Risk: Dallas Fed: Manufacturing Activity Continues to Grow ***

*** Calculated Risk: Freddie Mac: 90+ Day Delinquency Rate increases in November ***

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