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Links: 2013-08-27 27 Aug 2013 | 05:29 pm
Links posts are now available to registered users. Please register for the site to view this content. More About: Daily, finance news, News The most in-depth research and analysis is on Credit Write...
Links: 2013-08-26 26 Aug 2013 | 06:54 pm
Links posts are now available to registered users. Please register for the site to view this content. More About: Daily, finance news, News The most in-depth research and analysis is on Credit Write...
Tapering claims another victim: Indonesia 26 Aug 2013 | 04:58 pm
By Sober Look In a fashion similar to what became known as the “Asian Contagion” in the late 90s, the current stress in emerging economies has been spreading. One of the nations to experience financi...
Equity multiples growing at fastest rate since dot-com bubble 26 Aug 2013 | 04:50 pm
Today’s commentary Summary: The gain in equity prices is now outpacing profits at a rate not see since the heady dot-com days. In fact, on a GAAP accounting basis, profits have been falling. I believ...
Links: 2013-08-23 23 Aug 2013 | 10:53 pm
Links posts are now available to registered users. Please register for the site to view this content. More About: Daily, finance news, News The most in-depth research and analysis is on Credit Write...
Sallie Krawcheck on the Fed Chair selection process 23 Aug 2013 | 10:05 pm
As major central bankers meet in Jackson Hole, Wyoming, Bloomberg, Bloomberg Surveillance was talking about who is going to replace Bernanke as the head of the Federal Reserve. I especially like the w...
The market is not the economy 23 Aug 2013 | 09:00 pm
Today’s commentary Summary: One often hears the refrain “the market is not the economy”, but what does that really mean? I am going to explain it in my terms here in the context of the global reflati...
Why the EM meltdown doesn’t change my positive macro view 22 Aug 2013 | 06:25 pm
Today’s commentary Summary: I am alarmed at how quickly economic and market volatility has spread throughout the emerging markets. However, I remain positive about the big picture global macro outloo...
How QE’s potential unwind reveals the existence of the currency wars 22 Aug 2013 | 07:41 am
By Sober Look Emerging markets currencies are getting hammered across the board today on the back of the FOMC minutes. Many are touching multi-year or even all-time lows. Here are some examples of th...
The NSA’s chilling effect on freedom, privacy, and democracy 22 Aug 2013 | 06:36 am
This is my tech links post that I am putting up outside the paywall and free for non-registered users. The only tech links in today’s post are on the NSA. I hadn’t intended to write this post but I de...
