Uncategorized | timiacono.com - Part 30

Thursday Morning Links

MUST READS
Fed Will Be ‘Patient’ on Interest Rate Timing – NY Times
Fed calls time on $5.7 trillion of EM dollar debt – Telegraph
Oil prices carry on rebounding after the Fed – MarketWatch
Putin accuses West of trying to sideline Russia – AP
Putin seeks to ease fears over Russian economic crisis – BBC
Russia may seek China help to deal with crisis – SCMP
Switzerland surprises with negative interest rate – Reuters
Obama opens relations with Cuba, easing half-century standoff – McClatchy
Wall Street Salivating Over Further Destruction of Financial Reform – Mother Jones
How Inside Traders Are Rigging America – Robert Reich
The American Revolution Was Not a Party – Mises
12 Great Gifts for the Super Rich – Fiscal Times

MARKETS/INVESTING
Fed rate wording boosts world stock markets – AP
Don’t wait for the Santa Claus Rally – Financial Post
The Secular Extinction Of Stock Market Bears – Zero Hedge
I’m Not Buying the Wall Street Rip, Nor the Keynesian Rap – Contra Corner
Treasuries Drop as Stocks Gain After Fed Rates Pledge – Bloomberg
Gold rises 2 pct as Fed takes patient stance on rate hike – Reuters
U.S. Gold Exports Jump 70% In September – SRSrocco Report
Mining stocks rally across the board – Mining.com
Grandmaster Putin’s Golden Trap – Gold Eagle
Money, trust and gold – Gold Chat

ECONOMY/WORLD/HOUSING/BANKING
Public-Sector Workers Are Well Paid And Hard To Fire – IBD
Teen Jobs and the Dog that Didn’t Bark – Political Calculations
German business more bullish as euro weakens – MarketWatch
Greek Markets Suggest Government May Fall – Bloomberg
A Glimpse Into How Chinese Smartphone Maker Xiaomi Works – WSJ
Russians Quit London Luxury Homes as Only Super-Rich Stay – Bloomberg
Least Expensive Homes Languish Underwater Even As Equity Rises – WSJ
How the Fed has Wall Street addicted to cheap credit – NY Post
Fed’s Most Interesting Man Exits – Bloomberg
The Fed and the best of all worlds – Economist

 

Wednesday Morning Links

MUST READS
Russia Is So Screwed – Slate
Russia’s rouble crisis: Going over the edge – Economist
Ruble rebounds on report Russia is selling foreign currency – MarketWatch
Rouble turmoil leads to Apple halting online sales in Russia – Bloomberg
Wrecking Russia’s economy could be a disaster for the west – Guardian
Putin vs. FOREX Markets: What to Know About the Ruble’s Collapse – Washington Post
Fed likely to signal rate hike on track despite global woes – Reuters
Hilsenrath: A ‘Strong Possibility’ Fed Will Drop ‘Considerable Time’ – WSJ
Great Unwind of Oil-and-Gas Junk Bonds to Defund Fracking? – Wolf Street
Humans May Be Causing the Sixth Great Extinction in Half a Billion Years – Vice News
New York Mag says ‘we were duped’ by $72 million teen trader – CNN/Money
How We Got Here – Alhambra Partners

MARKETS/INVESTING
Stock futures higher; focus on inflation, Fed – MarketWatch
Oil holds below $60 as OPEC, Russia keep pumping – Reuters
Eight Things I Wish for Wall Street – Lewis, Bloomberg
What Wall Street’s big-money managers predict for 2015 – MarketWatch
Treasuries Decline Before Inflation Data as Fed’s Decision Looms – Bloomberg
Gold edges back above $1,200 ahead of Fed statement – Reuters
Traders Betting Russia’s Next Move Will Be to Sell Gold – Bloomberg
Opposing Forces At Play In The Precious Metals Complex – GoldSilverWorlds
Europeans want their gold back, and why that’s bad for the euro – MarketWatch
This Is What Gold Does In a Currency Crisis – Dollar Collapse

ECONOMY/WORLD/HOUSING/BANKING
Yes, Japan Lost a Decade. So Did U.S. – Bloomberg
Oil, Employment, and Growth – Mauldin Economics
Saving America’s malls from the brink of death – CNN/Money
As China’s Economy Slows, So Too Does Growth in Workers’ Wages – WSJ
Mortgage Rates Back to Pre-Taper-Tantrum Levels – Mortgage News Daily
Bay Area housing market throttles back but San Francisco still red-hot – LA Times
Yellen’s Fed Cavalry Low on Ammo as Global Concerns Spread – Bloomberg
Now it’s the Fed’s turn to pour grease on the market fire – Marketwatch
Fed’s Forward Guidance Amounts to a “Considerable (Waste of) Time” – e21
What is China’s Banking System Telling Us? – Capitalist Exploits

 

Tuesday Morning Links

MUST READS
China’s Manufacturing Shrinks. Stimulus, Please! – Barron’s
Rouble dives to fresh low despite shock 17% rate rise – BBC
Sorry, Putin. Russia’s economy is doomed – Washington Post
Putin vs Currency Markets: What to know about the rouble’s collapse – Economic Times
There’s No Saving Russia’s Imploding Economy from the World’s Hurt Feelings – Vice News
Fed’s Big Decision: World Markets Hang on The Words ‘Considerable Time’ – Bloomberg
Oil slumps near $59 for first time since 2009 on oversupply – Reuters
Big trouble for the Bakken: Has The Bust Begun? – SRSrocco Report
Icahn: Oil’s woes may be proof of junk-bond bubble – MarketWatch
Ambrose Evans-Pritchard: Why Paul Krugman is wrong – Telegraph
Watch Out for Your Eyeballs! – Capitalist Exploits
Pigmen win again – Burning Platform

MARKETS/INVESTING
World stocks slip, China surges on stimulus hopes – AP
A Lesson in Market Crashes – A Wealth of Common Sense
Dearth of Airline ETFs Sends Investors to Transport Funds – ETF Trends
Japan stocks slide to six-week low as yen advances – MarketWatch
Treasuries Climb as Russia Rate Increase Spurs Demand for Safety – Bloomberg
Gold up on weak dollar after worst day in a year, Fed eyed – Reuters
Indian gold imports in November close to 150 tns – BullionDest
UK company sells gold, silver refineries after 162 years – Mining.com
France and the Gold Standard – voxeu
Signs of Optimism in Gold – Barron’s

ECONOMY/WORLD/HOUSING/BANKING
Economic Recovery Spreads to the Middle Class – NY Times
How Fiscal Policy Failed During the Great Recession – Fiscal Times
This Is Why the Oil-Price Crash Will Maul the US Economy – Wolf Street
Spain’s Brief Flirtation with Democracy Comes to Brutal End – Raging Bull
UK inflation slumps to 12-year low as oil prices crash – Telegraph
What can home buyers learn from stock market jitters? The 10-year rule – Globe & Mail
US Real Estate Market Is Edging Closer To Full Recovery – NuWire Investor
Dick Bove: Fed ‘Forcing Bank Transactions Into Shadow Market’ – MoneyNews
Peter Boockvar: Dear Federal Reserve… – Reformed Broker
Industrial Production, Russia – Fed Watch

 

Monday Morning Links

MUST READS
Fed faces big decision over a few choice words – Reuters
JPMorgan CEO Jamie Dimon helped whip votes – The Hill
Wall Street’s Win on Swaps Rule Shows Washington Resurgence – Bloomberg
Dodd-Frank Budget Fight Proves Democrats Are a Bunch of Stuffed Suits – Rolling Stone
Wall Street’s Revenge: Dodd-Frank Damaged in the Budget Bill – Krugman, NY Times
Suspected Islamist Gunman Takes Hostages in Sydney Coffee Shop – Vice News
US stripper well operators eye closures amid low oil price – Financial Times
Gulf markets plunge as OPEC says ‘no set price’ for oil – USA Today
Bakken oil pipeline project slammed shut – CNBC
Junk-Bond Worries Spread Beyond Oil – WSJ
Well Played, Wall Street! – Dollar Collapse
A Sensible Proposal and a New Adjective – Hussman Funds
The Collapsing Periphery – Noland, Prudent Bear

MARKETS/INVESTING
Ruble hits ecord low; Europe stocks higher – AP
Barron’s Couldn’t Find a Bear – Reformed Broker
Oil hits new five-year low before rallying to $63 – Reuters
Yet Another New Phase For The New Normal? – Capital Spectator
Treasuries Drop on Speculation Fed Will Abandon Low-Rate Pledge – Bloomberg
Gold slips 1 percent as dollar firms before Fed meeting – Reuters
Why Austria Is Likely To Repatriate Its Gold From London – BullionStar
The Golden Age – NY Times

ECONOMY/WORLD/HOUSING/BANKING
Fake Jobs, Fake Growth, and a Two Class Society – Dark Bid
Oil prices as an indicator of global economic conditions – Econbrowser
Median wealth for whites in the US is $142,000. For blacks, it’s $11,000. – Vox
Japan’s Abe must deliver on economy after victory – CNN/Money
BOJ survey shows Japan business mood fragile, highlights Abe’s challenges – Reuters
Bundesbank backs ECB line on possible further measures – Business Times
Subprime lending market in Canada skyrockets to record as banks tighten reins – FP
Just how big a threat is Canada’s frothy housing market? – Globe & Mail
Mortgage Binges and Painful Hangovers – reason.com
More Questions for Yellen – Fed Watch
A Considerable Period – Alhambra Partners

 

Thursday Morning Links

MUST READS
Russia raises interest rates to 10.5% – BBC
China Pumps $65 Billion Into Banking System – WSJ
Fed’s debate shifts from lift-off to long march to normal – Reuters
Fed Bubble Bursts in $550 Billion of Energy Debt – Bloomberg
Oil price drop a conspiracy, Iran’s president says – UPI
It’s Different This Time… Rig-Count Edition – Zero Hedge
Canada Heavy Oil Nearing $40 Threatens New Oil Sands Projects – Bloomberg
Chart Of The Day: Crude Oil… How Bearish Are You? – Short Side of Long
Duck And Cover——-The Lull Is Breaking, The Storm Is Nigh – Contra Corner
The Spending Bill Giveaways To Wall St. and the Wealthy – Commond Dreams
Atheists Are Banned From Holding Public Office In Seven US States – Vice News
Jean-Claude Yellen – Krugman, NY Times

MARKETS/INVESTING
Asia stocks down on global economy jitters – AP
Sometimes Markets Are Stupid – Bloomberg
Plunging Oil is Bleeding into U.S. Stocks – Barron’s
S&P 500 Selloff Accelerates – Advisor Perspectives
6 decisions every investor must make – MarketWatch
U.S. 30-Year Bond Return Tops 25% in 2014 – Bloomberg
Gold falls from 7-week high as dollar, shares recover – Reuters
Indian households spend 8% of its daily consumption on gold – India Times
Gold forecasts for 2015 – Scotiabank mining panel – Mineweb
Expect Higher Gold Prices In 2015 – GoldSilverWorlds

ECONOMY/WORLD/HOUSING/BANKING
This is what it feels like to be unemployed for years – Vox
The myth of self-reliance is fueling income inequality – Washington Post
The Rise of the Economic-Policy Truthers – New York Magazine
Yuan Has Real Shot at IMF Blessing on Reserve Status – Bloomberg
Bank of Canada warns house prices are overvalued by up to 30% – Financial Post
D.C. region’s housing market remains stalled – Washington Post
Where Will Aging Baby Boomers Buy Homes? – WSJ
Elizabeth Warren is really angry about Dodd-Frank change – CNN/Money
Central Banks Have Failed Because They Can’t Push Wages Higher – of two minds
Challenging the Fed – Fed Watch

 
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