Archive for the ‘Daily Reading’ Category

Morning Reading – December 27, 2010

*** FT BeyondBRICS: China: the long-awaited Xmas gift ***
*** FT BeyondBRICS: Asia markets wrap: Shanghai at 2-month low after rate rise ***
*** The Big Picture: The Only Constant Is Change (1881-2010) ***
*** The Big Picture: Job Offers Rising ***
*** The Big Picture: Going Bankrupt: 100 Bailed Out Banks ***
*** The Big Picture: Lessons from the Muni Bond Market in 2010 ***
*** Reuters: New claims may add to Nakheel’s legal woes: sources ***
*** The Slope of Hope: Some Musings ***
*** The Slope of Hope: My Morning’s Inbox ***

Morning Reading – December 23, 2010 *** XXL Edition

*** DEALBREAKER: Bank Of America Needs Help Coming Up With All The Domain Names A Brian Moynihan Hater Might Want To Buy ***
*** KID DYNAMITE’S WORLD: How Does Bank of America Suck? Let Me Count The Ways ***
*** ProPublica: The ‘Subsidy’: How a Handful of Merrill Lynch Bankers Helped Blow Up Their Own Firm ***
*** The Big Picture: Its All Greek to Me! ***
*** The Big Picture: Tonight I’m gonna party like its Oct 2007 ***
*** The Big Picture: Tonight I’m gonna party like its Oct 2007 ***
*** The Big Picture: Looking Into 2011, Everyone Is Bullish On Stocks ***
*** The Big Picture: Twitter mood predicts the stock market ***
*** The Big Picture: Scraping Twitter to Find the Mood of the Monkeys ***
*** The Big Picture: 10 Reasons I Am Thinking About Japan ***
*** The Big Picture: Update on the Chicago Fed National Activity Index of 85 indicators ***
*** FT Alphaville: Something familiar about this IPO preview ***
*** FT Alphaville: Normalisation of 5% at the BoE ***
*** FT Alphaville: Fitch brings Hungary a little bit closer to junk ***
*** The Slope of Hope: The Magic of Leveraged ETF Erosion ***
*** The Slope of Hope: Holiday Patterns (by Springheel Jack) ***
*** The Slope of Hope: This Simply Blows Me Away ***
*** Daily Options Report: VXX: Even Volatility of Volatility is Contracting ***
*** VIX and More: VIX and the Week Before Christmas ***
*** Bespoke Investment Group: MIA: 1% Days ***
*** Self-Evident: Default and bankruptcy in the municipal bond market (part two) ***

Morning Reading – December 22, 2010

*** FT Alphaville: ECB rollover day [updated with result] ***
*** FT Alphaville: Anything but rate hike policy in China ***
*** The Big Picture: Kass: Surprises for 2011 ***
*** The Big Picture: And in ETF News ***
*** The Big Picture: LEH: Its All Good Now! ***
*** The Slope of Hope: Truly Astonishing ***
*** The Slope of Hope: The Analog – Warped Surge or Death Knell? ***

Morning Reading – December 21, 2010

*** FT Alphaville: China’s bonded-warehouse copper mystery ***
*** FT Alphaville: UK fiscal fail ***
*** FT Alphaville: Rollover is all, Moody’s fears for Portugal edition ***
*** Distressed Volatility: Marc Faber: Emerging Markets To Fall 20-30% In Next 6 Months ***

Afternoon Reading – December 20, 2010

*** FT Alphaville: Eight bond markets a-sellin’ ***
*** FT Alphaville: Why commodities may not be a good bet ***
*** The Big Picture: My thought on the yr end 2011 price target ***
*** The Big Picture: Eastman Kodak Color ***

Morning Reading – December 20, 2010

*** China Financial Markets: Chinese growth in 2011 ***
*** The Big Picture: Winding Down with an Xmas Rally ***
*** The Big Picture: FusionIQ S&P 500 Technical Snapshot ***
*** FT Alphaville: Those crazy, crazy CACs ***
*** FT Alphaville: An audience with Lloyd Blankfein ***
*** FT Alphaville: Saxo’s outrageous predictions for 2011 ***
*** FT BeyondBRICs: Chinese train driver manual – in English? ***
*** Daily Options Report: VIX-Piracy Time! ***

Morning Reading – December 17, 2010

*** The Big Picture: The Bond Herd, 6% and Gold ***
*** The Big Picture: Uh-Oh: Facebook’s Zuckerberg is Time Man of the Year ***
*** The Big Picture: RealtyTrac: Foreclosures To Roar Back in 2011 ***
*** Macro Man: Order of Service ***
*** FT Alphaville: The rise in Fed funds futures rates ***
*** FT Alphaville: The luck of Lloyds ***
*** FT BeyondBRICs: A carrier? What else are we missing? ***
*** Calculated Risk: Moody’s Downgrades Ireland’s Credit Rating ***

Morning Reading – December 16, 2010

*** Macro Man: More on Ratings Agencies and Consultants – What a bunch of quants! ***
*** The Big Picture: 10 Questions for GOP Members of Financial Crisis Inquiry***
*** The Big Picture: Benign inflation? Not as I see it ***
*** The Big Picture: Inflation expectations spiking today ***
*** FT Alphaville: The (not so) curious case of the 9.85m bbl crude oil draw ***
*** FT Alphaville: Europe’s stress test was RIGHT ***
*** FT Alphaville: Waltzing towards the next, inevitable implosion ***
*** FT Alphaville: Could Exxon bid for BP? ***
*** FT Alphaville: FCIC-ya later ***
*** Calculated Risk: Commentary: Subprime Thinking ***
*** The Slope of Hope: Cramer the Bear ***

Morning Reading – December 15, 2010

Real Time Economics on retail sales and GDP growth *** Economix on economic inequality causing crises *** Green on China “peak coal” *** FT Alphaville on private exchanges and private placements *** FT Alphaville on Spain *** FT Alphaville on Bill Gross municipal bond investments *** FT Alphaville on Mervyn King Wiki Leaks adventures *** FT Alphaville U.K. government bailout exit *** Calculated Risk on mortgage rates *** The Big Picture on Bernie Madoff, Uncle Sam, Charles Ponzi and current economic picture *** The Big Picture interest rates ***The Big Picture on foreclosuregate *** Felix Salmon on missed opportunities in history of internet ***

Afternoon Reading – December 14, 2010

FT Alphaville on Belgium debt problems *** Macro Man on Squeezes, Ratings Agencies, Lawyers and Haircuts *** The Big Picture on FED ownership of the U.S Treasury Curve *** The Big Picture on small business optimism *** The Big Picture on who mortgage documentation flow ***

Morning Reading – December 14, 2010

FT BeyondBRICs on Google and Baidu China popularity contest *** FT Alphaville on todays Spanish debt auction *** FT Alphaville on ECB technical insolvency *** FT Alphaville on Hungary legislative adventures *** Self Evident on municipal bond bankruptcies and defaults ***

Evening Reading – December 13, 2010

*** Slope Of Hope on equity market prospects *** FT Alphaville reviews BIS data on European banks peripheral exposure *** FT Alphaville on BIS European banks peripheral exposure again *** FT Alphaville on ECB European peripheral bond buying *** FT Alphaville on Ireland GDP growth *** FT BeyondBRICs on China – Africa trade flows *** Calculated Risk on U.S. negative equity properties ***

Morning Reading – December 13, 2010

*** The New York Times on derivatives trading monopoly *** The Economist pools forecasters *** The Economist on nuclear power reactors *** FT Alphaville on EFSF *** FT Alphaville on POBC not raising interest rates *** CLSA via. Zero Hedge on China 2011 outlook *** CLSA via. Zero Hedge on Chinese inflation *** Can Turtles Fly? on John Maynard Keynes as an investor *** The Big Picture on credit collapse *** The Big Picture on FDIC bank failures *** The Big Picture on other people opinions *** The Big Picture on Irish bankers *** FT BeyondBRICs weekly calendar ***

Afternoon Reading – December 9, 2010

*** The Big Picture on overbought market *** The Big Picture on Google Maps Foreclosure Features *** Calculated Risk on rising mortgage rates *** FT Alpahville on Italian banks’ subordinated debt *** FT Alpahville on U.S. treasuries sell-off *** Reuters on Orszag’s new job ***

Early Morning Reading – December 9, 2010

Econbrowser on impact of rising crude oil prices * FT Alphaville on U.S. treasury bonds * The Big Picture on consumer deleveraging * Calculated Risk on office vacancy rates

 

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