Global Macro Perspectives
*** FT BeyondBRICs: Gulf: no escape from contagion fears ***
*** Roubini Global Economics: Why Portugal Needs a Bailout in One Chart ***
*** FT Alphaville: Portugal, a broken debt market ***
*** Felix Salmon: When Goldman’s board meetings leaked ***
*** The Big Picture: Marc Faber Interview ***
*** FT Alphaville: Brazil’s balance sheet, oil, and the BRL ***
*** FT BeyondBRICs: Saudi stocks plunge 7.4% ***
*** FT Alphaville: Saudi contagion shivers ***
*** Zero Hedge: Jim Rogers: “Saudi Arabia Is Lying About Being Able To Increase Its Oil Production” ***
*** FT Alphaville: Madoff, father of the automated trade ***
*** The Atlantic: The Myth of Japan’s ‘Lost Decades’ ***
*** The Wall Street Journal Law Blog: The Big Suit? Michael Lewis Sued Over Mortgage Meltdown Book ***
*** The Big Picture: “Trade the First Day, then Stay Away” ***
*** The Slope Of Hope: No Ship, Sherlock ***
*** JESSE’S CAFÉ AMÉRICAIN: Gold Daily and Silver Weekly Charts – Bear Raid Confirmed and the Silence of the Lambs ***
*** Calculated Risk: Buffett on Housing ***
*** The Slope Of Hope: This Market Is All Long ***
*** FT Alphaville: What Libya crude cuts mean for tanker rates ***
*** FT Alphaville: It’s an Irish bank eat Irish bank world ***
*** FT BeyondBRICs: China’s airport overkill ***
*** The Reformed Broker: Recipe for a Trading Blog ***
*** JESSE’S CAFÉ AMÉRICAIN: Silver Market Hit Hard With Bear Raid – The Infamous Dr. Evil Strategy ***
*** Macro Man: Is that a Pink Flamingo I See? ***
*** The Big Picture: Soc Gen’s Economic Surprise Indicator ***
*** The Big Picture: Crude Oil = $100 ***
*** FT Alphaville: Swinging on an oil VaR ***
*** FT Alphaville: Libyan oil supply, and short-term whiplash ***
*** FT Alphaville: Oily shadows of 2008 ***
*** The Slope Of Hope: AAII Sentiment Survey – Week Ending 2/22 ***
*** Gregor.us: Spare Capacity Theory ***
*** FT Alphaville: Why you really can’t swap Libyan oil for Saudi ***
*** FT Alphaville: Scrambling to swap Libyan crude for Saudi ***
*** FT Alphaville: Nomura’s $220-a-barrel crisis oil call ***
*** FT Alphaville: Eurozone bond buybacks, unmoored ***
*** FT BeyondBRICs: Asian emerging markets and $120 oil ***
*** China Financial Markets: Zaiteku and China’s January inflation ***
*** FT Alphaville: The third dissenter ***
*** Business Insider: Merrill: Here’s When Surging Oil Starts To Break The Global Economy ***
*** Infectious Greed: Japan’s Phillips Curve Looks Like Japan ***
*** The Reformed Broker: Inequality Illustrated ***
*** JESSE’S CAFÉ AMÉRICAIN: Gold Daily and Silver Weekly Charts – Empire Strikes Back ***
*** JESSE’S CAFÉ AMÉRICAIN: SP 500 and NDX March Futures Daily Charts ***
*** FT Energy Source Blog: Revolutions could rob Opec of its ability to manipulate supply ***
*** FT Energy Source Blog: If Libya revolts, Saudi Arabia could be next ***
*** FT BeyondBRICs: Libya’s threat to oil supplies ***
*** FT Alphaville: Michael Pettis on China’s very own zaiteku ***
*** FT Alphaville:China bears and creative shorting ***
*** Macro Man: Flatulent dictators and the Fed ***
*** The Slope Of Hope: Heigh Ho, Channel! ***
*** Al Jazzera: Live Blog – Libya ***
*** JESSE’S CAFÉ AMÉRICAIN: Silver Bankers May Be Sitting on Big Derivatives Losses and the Fed May Be Funding Them ***
*** JESSE’S CAFÉ AMÉRICAIN: Gold and Silver Options Expiration At the Comex This Week ***
*** Macro Man: Once more unto the breach, dear friends, once more… ***
*** FT Alphaville: A problem for Portugal, charted ***
*** Business Insider: The Simple Reason A Bahraini Revolution Could Trigger A Brand New Financial Crisis ***
*** Business Insider: Meredith Whitney’s Massive Gift To Jeff Gundlach ***
*** macrofudge: Intermezzo: Fun with the Big Mac Index ***
*** Deal Breaker: Hedge Fund Manager’s Decision To Take Blame For Performance Is Slightly Alarming ***
*** Stone Street Advisors: John Paulson’s Interview With the Financial Crisis Inquiry Commission: The Signs Were There ***
*** The Spectator Blog: How the West became so dominant ***
*** The Slope Of Hope: Perhaps There’s Hope Now ***
*** FT BeyondBRICs: The end of the EM affair? ***
*** The Big Picture: Did Goldman Sachs Kill AIG ? ***
*** The Big Picture: Other central banks try to fight the Fed ***
*** Calculated Risk: The NAR Reponds to Questions of Overstating Sales ***
*** FT Alphaville: The hidden message in Asia’s FDI flows ***
*** The Reformed Broker: The Number One Rule of Market Punditry ***
*** Crossing Wall Street: “Weird Begets Weird” ***
*** The Aleph Blog: Goes Down Double-Speed ***
*** Bloomberg: Google Goes After Content Firms Again ***
*** Dealbreaker: John Pauslon’s Friends Thought His Subprime Trade Was So Stupid They “Felt Sorry” For Him ***
*** The Big Picture: Judge: MERS Invalid ***
*** The Big Picture: Not Quite Overbought Yet, But . . . ***
*** The Big Picture: UltraShort Indices ***
*** JESSE’S CAFÉ AMÉRICAIN: James Turk On Silver, and A Possible Twist of My Own ***
*** FT Alphaville: Dear Chancellor… ***
*** FT Alphaville: Household deleveraging continues, sort of ***
*** FT BeyondBRICs: Indian inflation: mixed signals ***
*** JESSE’S CAFÉ AMÉRICAIN: Silver in Backwardation and the Emperor, Once Again, Nearly Naked ***
*** FT BecondBRICs: It’s official: China has overtaken Japan ***
*** FT BecondBRICs: Fund file: EM debt boost for active managers ***
*** FT Alphaville: Japan’s savings rate about to go negative, Goldman says ***
*** FT Alphaville: Philly Fed forecaster survey catches up to reality ***
*** FT Alphaville: China’s vanishing forests? ***
*** WSJ Blogs / Deal Journal: Explaining Why Goldman is the Biggest Investor in Its Own Client ***
*** Daily Finance: Is Oil Output Peaking or Not? Either Way, Cheap Oil Is Gone for Good ***
*** The Slope of Hope: Bear Capitulation? ***
*** The Slope of Hope: COT Report Week Ending 2/8 ***
*** Pragmatic Capitalism: The bond vigilantes await Portugal with open arms ***
*** The Big Picture: Once More Unto the Breach . . . ***
*** FT Alphaville: Man strolls back into burning platform ***
*** FT Alphaville: Monthly foreclosures start climbing again ***
*** FT Alphaville: Prepare for a major market over-reaction ***
*** China Financial Markets: Chinese stock markets and European politics ***
*** FTBeyondBRICs: Vietnam’s dong: what next? ***
*** The Big Picture: The Battle of Bull vs Bear ***
*** The Big Picture: Risk Management: Watch the Hang Seng ***
*** FT Alphaville: Conspiracies and a lack of contango in silver ***
*** FT Alphaville: SEC probes ‘ETF-stripping’ by insider traders — FT ***
*** FT Alphaville: Portugal, unmoored ***
*** FT Alphaville: Return of the ECB bond purchases… ***
*** Macro Man: How to Catch Knives and Weekend at Abdullah’s ***
*** JESSE’S CAFÉ AMÉRICAIN: Showdown in the Metals Markets: Let’s Get Ready to Rumble ***
*** The Big Picture: 90/10 Day Was 7 Days Ago, and That Means . . . ***
*** The Big Picture: Are Companies Now Gaming Revenue Estimates? ***
*** FT Alphaville: ‘Nokia, our platform is burning.’ ***
*** FT BeyondBRICs: Chart of the week: the “Arab moment” ***
*** Calculated Risk: A Dab of Color: Transportation ***
*** Calculated Risk: CoreLogic: House Prices declined 1.8% in December ***
*** The Economist: Can we trust TIPS? ***
*** FT Alphaville: China’s lunar rates rise ***
*** FT Alphaville: From the FT mailbag ***
*** FT Alphaville: Subprime metals ***
*** FT Alphaville: In Pharaoh’s currency markets ***
*** The Big Picture: Surprisingly Strong Q4 2010 Revenues ***
*** The Big Picture: Nonrevolving consumer credit outstanding at record high ***
*** The Slope of Hope: The Ongoing Bear Wedgie ***
*** The Slope of Hope: Broken Metal ***
*** The Slope of Hope: Picking Off the Sissies, Again ***