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August 25, 2010 The senseless slander of austerity FallStreet August 19, 2010 Krugmanism Explained FallStreet August 18, 2010 The Best ETF In Crisis Times FallStreet August 12, 2010 Hey Delong! Bubble prices do not justify bubble prices! FallStreet August 6, 2010 Until Debt Does Them Part FallStreet
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- Mayor Linda D. Thompson: “Now the chickens have come home to roost.” - WSJ: “the second-largest general-obligation municipal-bond default this year” - Harrisburg Default Will Be Covered by Ambac, Insurer Says BL - Will Other Muni Bond Deadbeats Join Harrisburg? Forbes - Tip of the Iceberg or nothing to worry about? SFHFM The Deficit Is a Symptom, Spending Is the Disease CATO
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Island evacuations start as Earl nears East Coast AP Powerful - Enormous
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Gulf oil platform explodes, burning off La. coast AP Bernanke cites "sadness" in letting Lehman fail Reuters Testimony “If the crisis has a single lesson, it is that the too-big-to-fail problem must be solved.” House prices are still 10% too high: Ritholtz Mortgage rates hit decades-low of 4.32 percent Pending Sales of Existing Homes Unexpectedly Increase in July Jobless Claims in U.S. Decreased to 472,000 Last Week - Productivity Falls Consumer bankruptcies fell 8 percent in August Keys to Sustainable Recovery I Renounce Monetarism (with apologies to Mr. Lippman of Pendant Publishing) Summer of Economic Discontent Moving Public Debt onto a Sustainable Path The IMF cautioned that governments need to avoid complacency when their debt is close to its maximum sustainable level because there may be little warning from markets ahead of a very sharp spike in borrowing costs Economy Avoids Recession Relapse as Data Can't Get Much Worse Could investors fleeing stocks become a lost generation? The Cult of Equity is dead. Long live bonds Why America Isn’t Working Jobs deficit lays bare failure of Obamanomics Obama was too cautious in fearful times Bernanke Meets Buffett in Role Conceived to Protect Markets A Dream House After All Banks Playing 'Foreclosure Roulette' With Delinquent Homeowners Research US: Fed up with QEII - Business Cycle Monitor
Burger King buyout seen at $24/share: report Retailers Post Surprisingly Strong August Sales Ex-Hedge Fund Manager Settles SEC’s MedImmune Claims Regulators Looking Into Role 'Quote Stuffing' May Have Played in Flash Crash Bruised Quant Funds Seek a Human Touch Ultra-Rich Clients Make Unreasonable Demands, Barclays Wealth Chief Says Funds of hedge funds face up to bleak future Low interest rates squeezing pension funds How I Learned to Love Farmed Fish Americans in the dark about energy use
Trichet Says ECB Will Continue Unlimited Loan Offerings to Banks Into 2011
Yen Needs Help, Standard Says “The yen is criminally expensive...At this level, they are going to be totally destroyed by Korea.” BOJ Should Use ‘Unsterilized’ Intervention on Yen, Barclays Says Mrs. Watanabe corners global currency market Zen and the art of economy repair Germans show signs of taking the risk-averse route of Japan This Time It's Different, as Emerging Stocks Top World US moves won't cease trade rows Investigators Look into Frameups and Iniquity at German Bank Britain's deficit is constraining public finances, says IMF report Ponzi scheme shakes tiny Benin Hu 'Told Kim Jong-il It's Time for Economic Reform'
Preliminary Report on U.S. Portfolio Holdings of Foreign Securities Treasury You Dream Of Columbus Contrary Investor The Us versus Them Depression GM Sales Plunge 25% on Weak Job Marke Manufacturing Index for U.S. Increased in August BL ISM ADP Estimates Companies in U.S. Unexpectedly Cut Jobs BL Planned Layoffs Hit 10-Year Low, First Drop Since April Monthly Economic Monitor NB Financial U.S. turns down China currency probes "The allegations made by domestic producers do not meet the statutory standard for initiating an investigation” Tax Rates, Business Investment, Personal Saving Rates: We Report, You Decide Titan Capital Joins Black Swan's Taleb in Raising Bets on Crash Little statistical hope that stocks will beat month's bad reputation
Who Wants To Be a Central Banker? They can't fix economy's problem but get the blame Bernanke Out Of Bullets But Not Bombs The Jackson Hole papers (finally) Changing Our 2H US Growth Outlook Sovereign Debt Worries Will Last 10 Years: Strategist Bond Bubble BI PragCap - Salmon - Panzner - Bronte - Whitney - Ritholtz - EB - Baker Triennial Central Bank Survey of Foreign Exchange and Derivatives Market Activity BIS U.K. keeps title as world forex trade hub Quarterly Banking Profiile America’s Saving Surprise Real Estate Premium Near Record to U.S. Bonds Signals Time to Buy Property
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Corporate stock buybacks surge in August from prior month The bedridden banking recovery SEC says it lacked authority to charge Moody's JPMorgan Said to End Proprietary Trading to Meet Volcker Rule An Investment Strategy for the Next Depression US large-cap stocks are bargains of a lifetime E Fund Management to Set Up China's First Officially Registered Hedge Fund Citigroup to Increase China Workforce to 12,000 in Three Years Back-to-School Shopping Bust Heralds Holiday Woes Retail data: Americans still cautious in August Staff Losses and Dissent May Hurt Crisis Panel Fuld: Government Denied Lehman, but Helped Wall Street
Gold Gains to a Two-Month High as Investors Increase Purchases Barclays: Global Silver, Gold ETF Holdings Hit Record Gold and Silver Market Suppression Failures Flash Buy Signal Silver and gold showing upside promise and still the best safe havens Gold: is it really a safe haven?
China: Rumors of the Central Bank Chief's Defection Rumor: Because of an approximately $430 billion loss on U.S. Treasury bonds, the Chinese government may punish some individuals within the PBC, including Zhou. If Only China Were More Like Japan China Manufacturing Quickens From Weakest Since 2009 China auto sales rebound to grow 56 percent in Aug Bank regulator to curb speculative property investment HK land auction draws high price Hong Kong sold a piece of land yesterday at a price that was a third above forecasts, indicating that the city's property sector could still be frothy... House prices set to slump even further as home loans stay scarce Canada: The Power To Decouple? It’s Not Just about Flavour and Aroma, It’s Good Business Too U.S. Announces More N.Korea Sanctions
Worst August since 2001 MW Gold, silver post solid monthly gains Back to the Future for Dividend and Bond Yields BW
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