June 8th, 2011 by Belisarius
*** The Big Picture: Behind Ben’s psyche says ‘QE more’ always possible again ***
*** Thin Progress: The Myth Of The Jobless Recovery ***
*** FT Alphaville: China has ‘upped the ante’ in financial suppression, Dylan Grice says ***
*** FT Alphaville: Oxymoronic LME stocks ***
*** FT Alphaville: Sino-Forest: the case for the prosecution ***
*** FT Alphaville: Sino-Forest: the case for the defence ***
*** FT Alphaville: Nomura says not a lot of cash growing on Sino Forest’s trees ***
*** Financial Post: Muddy Waters Sino-Forest research ‘pile of crap’: Dundee ***
*** DealB%k: A Trader, an F.B.I. Witness, and Then a Suicide ***
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June 6th, 2011 by Belisarius
*** The Big Picture: ECRI Leading Indicators: Slowing Growth ***
*** The Big Picture: Felix Zulauf: Storm clouds over markets ***
*** The Big Picture: Oh, No, Not the End of the World (Again) ***
*** The New York Times: When a Nobel Prize Isn’t Enough ***
*** JESSE’S CAFÉ AMÉRICAIN: Comex Silver Inventories Reach New Lows As a Forced Resolution Approaches ***
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May 24th, 2011 by Belisarius
*** The Big Picture: Greece’s last stand ***
*** FT Alphaville: Rejoining Club Med ***
*** FT Alphaville: Beware the ‘Splash Crash’ ***
*** FT Alphaville: Terry Smith doesn’t like ETFs ***
*** FT Alphaville: Goldman warns of significant China slowdown ***
*** The Atlantic: Chart of the Day: How Much Is the U.S. National Debt in Gold? ***
*** The Big Picture: Richards: “Gold is Not an Investment” ***
*** The Big Picture: Federal Reserve Posters (1920′s) ***
*** The Big Picture: Washington Post: “Five Disciplines To Be A Great Investor” ***
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May 23rd, 2011 by Belisarius
*** Macro Man: Dam Breach! ***
*** The Big Picture: Puru Saxena on Why QE3 is Inevitable ***
*** The Big Picture: A Losing Bet: The End of the World ***
*** FT Alphaville: Meanwhile, in the Spanish periphery… ***
*** FT Alphaville: Iceland’s second volcano e-raptures ***
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May 20th, 2011 by Belisarius
*** FT Alphaville: Competition time! LinkedIn valuation edition ***
*** FT Alphaville: Silver and short covering – a theory ***
*** FT Alphaville: Japan’s ‘temporary’ recession? ***
*** FT BeyondBRICs: China sets new standard in gold ***
*** The Big Picture: First Day IPO Pops ***
*** The Big Picture: Understandings Earnings Estimates ***
*** Gawker: Jon Stewart Takes Down Ben Stein’s Defense of Dominique Strauss-Kahn ***
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May 18th, 2011 by Belisarius
*** FT Alphaville: Please wait 10 months for your aluminium. Thank you ***
*** FT Alphaville: The ‘Asia connection’ to the commodity rout ***
*** FT Alphaville: China’s trusts – still booming ***
*** The Big Picture: China’s Ghost Cities ***
*** The Big Picture: Sloppy Market? Blame the Financials ***
*** The Big Picture: Japan shows up in April IP ***
*** The Big Picture: Trading as a “Massive Multiplayer Experience” ***
*** The Big Picture: Religion vs Education vs Income? ***
*** Econbrowser: F for Fail ***
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May 11th, 2011 by Belisarius
*** The Big Picture: How Microsoft Caused the DotCom Bubble and why their Skype ‘Hail Mary’ is irrelevant ***
*** The Big Picture: Please Take My Money for a 1% Return Back ***
*** FT Alphaville: From Quito, to Kingston, to Athens? ***
*** FT Alphaville: Chinese commodity imports are falling ***
*** Streetwise Professor: No Margin For Error ***
*** The Source: Silver’s Modern Day Panic ***
*** The Atlantic: The World’s 26 Best Cities for Business, Life, and Innovation ***
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May 10th, 2011 by Belisarius
*** FT Alphaville: Roubini’s guide to a Greek debt restructuring ***
*** FT Alphaville: A proclamation from the Spanish Ministry of Public Works… ***
*** FT Alphaville: There’s no change for the US driver… ***
*** Zero Hedge: Reuters Special Report On What Caused The “Causeless” Crude Crash; Other Hedge Fund Casualties Identified ***
*** Zero Hedge: Sprott Launches Physical Silver Mutual Fund, Will Likely Soak Up Much Marginal Silver Inventory ***
*** The Slope Of Hope: How Long to Hold Silver? ***
*** Econompicdata: Secret Sauce Continues to Grip It and Rip It ***
*** Phil Pearlman: The Rise of the Market Participant Editor in Finance Media ***
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May 9th, 2011 by Belisarius
*** FT Alphaville: Kicking the Greek debt can further down the road ***
*** FT Alphaville: A (hard) Greek restructuring by the numbers ***
*** FT Alphaville: The underlying trend in UK house prices ***
*** Calculated Risk: Employment: A comment on the Birth/Death Model ***
*** Zero Hedge: Silverfinger – The True Story Of Nelson Bunker Hunt ***
*** The Aleph Blog: Why Amateurs Should Invest in Common Stocks ***
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May 4th, 2011 by Belisarius
*** The Big Picture: Things To Be Concerned About Regarding This Market ***
*** FT Alphaville: Cash is king ***
*** FT Alphaville: Glencore IPO term sheet ***
*** FT BeyondBRICs: Renren IPO: over the top? ***
*** self-evident: An intriguing potential problem with CDS ***
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May 3rd, 2011 by Belisarius
*** Gavyn Davies: Anglo Saxon GDP not as weak as it appears ***
*** The Big Picture: When Will S&P500 Regain All Its 2007-09 Losses? ***
*** FT Alphaville: Volatile silver ***
*** JESSE’S CAFÉ AMÉRICAIN: Gold Daily and Silver Weekly Charts – Fool Me Once Shame On You… ***
*** JESSE’S CAFÉ AMÉRICAIN: CME Announces Third Margin Increase For Silver in a Week – Karma? Ain’t It a Bitch. ***
*** BeyondBRICs: Brazil’s misleading trade surplus ***
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May 2nd, 2011 by Belisarius
*** Alphaville: El-Erian: Implications for global markets of Bin Laden’s death ***
*** FT Gideon Rachman’s blog: Conspiracy theories about Osama’s death ***
*** The Big Picture: The Destruction of Economic Facts ***
*** The Big Picture: Uh-Oh: Is Shiller Defending the Failures of Economists? ***
*** JESSE’S CAFÉ AMÉRICAIN: Portrait of Desperation ***
*** CAFÉ AMÉRICAIN: Open Letter From Ted Butler to Custodian of SLV Silver ETF ***
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April 28th, 2011 by Belisarius
*** Econbrowser: Economy still growing and still disappointing ***
*** The Big Picture: Q1 GDP medicore ***
*** The Big Picture: Bank Arbitrage (JPM, C) ***
*** Reuters: What’s on Ben’s mind? ***
*** FT Alphaville: Meanwhile in China… ***
*** FT Alphaville: And now for Chinese zinc shenanigans ***
*** FT Alphaville: Chinese bonded warehouses’ copper inventories still rising ***
*** FT Alphaville: Copper, the re-export factor ***
*** FT BeyondBRICs: China property: to burst, or not to burst? ***
*** Pragmatic Capitalism: DAVID ROSENBERG TURNS BULLISH…. ***
*** WSJ The Source: Is It Different This Time Round? ***
*** MarketWatch: Buy gold ***
*** The Economist: Daily chart: which countries hoard the most gold? ***
*** New York Post: From rags to Internet riches, in 3 months ***
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April 27th, 2011 by Belisarius
*** FT Alphaville: Markets Live – Fed press conference special, featuring Gavyn Davies ***
*** FT Alphaville: The United States of pension shortfalls ***
*** FT Alphaville: S&P has another go at Japan ***
*** FT Alphaville: Putting the ‘stag’ in stagflation ***
*** FT Alphaville: On the scale of hidden copper stocks ***
*** JESSE’S CAFÉ AMÉRICAIN: Eisenbeis: What’s A Central Bank To Do Besides Printing Money (And Pursue A Hidden Agenda?) ***
*** JESSE’S CAFÉ AMÉRICAIN: The Bankers’ Silver Scam Is Unwinding ***
*** Silver Monthly: Bunker Hunt’s Attraction to Silver: A History of Cornering the Silver Market ***
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April 26th, 2011 by Belisarius
*** FT Alphaville: What to expect from Chairman Bernanke ***
*** Gavyn Davies: Why has the American economy slowed down? ***
*** FT Alphaville: Grantham comes face-to-face with a paradigm shift ***
*** Reuters: China raises bar for polluters in restructuring plan ***
*** Calculated Risk: Timing: New Home Sales and Home Builder Reports ***
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