Uncategorized | timiacono.com - Part 30

Friday Morning Links

MUST READS
Russian shares fall over sanctions- BBC
Putin orders Russian CB to help sanctions-hit bank – AP
Investors retreat from housing market as prices heat up – MarketWatch
Whalen: The single biggest question facing the mortgage space – Housing Wire
Yellen Drives Dollar Toward Strongest Week in Two Months – Bloomberg
Fed to Entrepreneurs: Party Like It’s 1999 (While You Still Can) – Inc.
Emerging markets face ordeal by fire as Fed’s Janet Yellen turns tough – Telegraph
How the Fed hurts seniors: Policies do more harm than good – Marketwatch
Mt. Gox says it found 200,000 bitcoins in ‘forgotten’ wallet – Reuters
Can the Bloomberg terminal be toppled? – CNN/Money
Fitch takes US off negative ratings watch – AP
The Timidity Trap – Krugman, NY Times

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MARKETS/INVESTING
World markets bounce on upbeat US data – AP
U.S. Sanctions Over Crimea Sting Russian Shares – WSJ
Buttonwood: Peering into the entrails – Economist
Emerging-Market Stocks, U.S. Futures Rise as Dollar Drops – Bloomberg
Fleckenstein Reopening Short Fund; Sees Opportunity Later this Year – FSO
China Funds Post Record Outflows as ETF Money Exits Bear Market- Bloomberg
Gold heads for biggest weekly fall in four months – Reuters
Why Copper Could Be A Challenge To The Gold Price – GoldSilverWorlds
Yellen knocks gold. Will Putin drive it back up again? – Mineweb
Gold & The Last Financial Advice John Templeton Gave Me – King World News
Gold’s Biggest Slump in Five Months Underscores Goldman Forecast – MoneyNews

ECONOMY/WORLD/HOUSING/BANKING
For Janet Yellen, a single mandate now – MarketWatch
Russia-Ukraine Crisis Threatens Europe Economy – Bloomberg
The myth of Britain’s ‘credit-fuelled’ recovery – Telegraph
Harper Visits Ukraine Amid Russia Moves Ahead of G-7 Meet – Bloomberg
China housing crash could be more disastrous than America’s – Quartz
Housing markets: Double bubble trouble – Economist
Investors see decade of risk ahead for real estate – China Daily
Private landed property transactions fall to lowest since 1995 – Channel News Asia
Hanson … Why we could be back in a housing bubble right now – Mark Hanson
Low Inflation Gives Yellen Room to Retreat From Key Rate Outlook – Bloomberg
The Fed: Masters of the Universe or Trapped Incompetents? – of two minds
The Fed’s Futile Quest For Transparency – Comstock Funds

 

Thursday Morning Links

MUST READS
Stocks hammered by Fed – USA Today
Yellen and the Fed Go Dark – Bloomberg
Yellen Debut Rattles Markets – WSJ
An Unintentionally Hawkish Fed – Fed Watch
What Janet Yellen Really Said About Rate Hikes – Fiscal Times
What does “around six months” mean? – Calculated Risk
Dissenter: Kocherlakota Claims Title of Fed’s Highest-Flying Dove – WSJ
4 Reasons Why Obamacare Premiums May ‘Double In 2015 – Forbes
3 Reasons To Tap Into Home Equity To Buy Stocks – Benzinga
In Hong Kong, Betting Big on Bitcoin – NY Times
EU reaches deal on banking union – AP
Silent Minority or Majority? – aucontrarian

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MARKETS/INVESTING
World stocks fall on Fed interest-rate message – AP
At financial news sites, stock promoters make inroads – Fortune
Asia Stocks Drop on Fed; H-Share Index Enters Bear Market – Bloomberg
Dollar upbeat on rate rise expectations, bonds fall – Reuters
Likelihood of First Market Correction in Two Years Developing – FSO
Dr. Copper can’t find a cure for ongoing Chinese flu – Mining.com
Treasury Yield Premium to G7 Near Highest in Four Years on Fed – Bloomberg
Gold Solidly Lower, At 3-Week Low, As Bulls Losing Technical Control – Kitco
How Gold Performs During FOMC Weeks (Spoiler Alert: Not Good) – Zero Hedge
Gold Stable For Now Amid Strong Bearish Momentum – Investing.com
Yellen Whacks the Gold Market, Too – Barron’s

ECONOMY/WORLD/HOUSING/BANKING
Capital Ownership and Inequality – House of Debt
Starbucks CEO backs minimum wage raise – CNN/Money
5 Reasons Why Long-Term Employment Is Dead – Forbes
Britain’s recovery is a credit mirage, unlike real one in US – Telegraph
China to Accelerate Measures to Stabilize Growth – Bloomberg
Japan passes record US$937 billion budget – Channel News Asia
Goldman Sachs slashes China economic growth outlook – CNBC
Latest default ’sign of stress’ in property sector – China Daily
SoCal is a real estate seller’s market this spring – LA Times
US monetary policy moving in the right direction – Sober Look
The Fed and Return to Ad Hocery – Marc to Market
Ex-Communication Policy – E-piphany

 

Wednesday Morning Links

MUST READS
Janet Yellen meets the press – Politico
What to Watch From the Fed Meeting – WSJ
Putin Reclaims Crimea, Bitterly Denounces West – NY Times
Financial advisors aim to rein in risk-hungry clients – CNBC
Financial Crisis Was Worse Than the Great Depression – Fiscal Times
Congress and the Fed Need to Think Inside the Same Box – NY Times
Banker leaps to his death in finance world’s 8th suicide this year – NY Post
What the world will look like if Elon Musk is the next Henry Ford – Quartz
Meet The Shocking Third Largest Foreign Holder Of US Treasurys – Zero Hedge
Morningstar worried about Pimco corporate culture – CNN/Money
Space Ripples Reveal Big Bang’s Smoking Gun – NY Times
Gold vs. bitcoin: An apocalyptic showdown – Fortune

To find out what Tim thinks of today’s news, subscribe to Iacono Research

MARKETS/INVESTING
Stocks Refocus on the Fed – CNN/Money
A Reason to Worry – Above the Market
Street eager for Yellen’s first Fed announcement – USA Today
The market’s inscrutable reaction to the Crimea crisis – MarketWatch
JPMorgan to sell physical commodities business to Mercuria – Reuters
Treasuries in Tightest Range Since 2007 Before Fed Decision – Bloomberg
Gold falls on investor caution ahead of Fed policy review – Reuters
China’s Secret Vaults: Where Is All The Missing Gold? – Forbes
Gold Sink to “Immediate Support” as Moscow Mocks Sanctions – BullionVault
Gold-Mining ETF Outshines Bullion Fund as Haven Bet – Bloomberg
Defragmenting GLD – Screwtape Files

ECONOMY/WORLD/HOUSING/BANKING
The Dismal Art – Democracy
Beef Prices Post Biggest Surge in a Decade – WSJ
North Dakota wants you: Seeks to fill 20,000 jobs – CNN/Money
Milk Price Hits Record on Surging Demand for Dairy Exports – MoneyNews
BOE governor announces major shake-up of central bank – xinhuanet
Japan trade deficit expands to US$7.9b in February – Channel News Asia
Looming property default in China raises fears of broader crisis – Telegraph
PBOC denies bailout talks with property developer – China Daily
Borrowers paying mortgages over credit cards again – CNN/Money
Affordable housing out of reach for many New Yorkers – Times Union
Fed Shouldn’t Use Rates to Target Bubbles, Paper Says – WSJ
Rethinking the Monetization Taboo – Project Syndicate

 

Tuesday Morning Links

MUST READS
France: Russia suspended from G-8 – AP
Defiant Putin says Crimea will become Russian – Reuters
Crimea nationalizes Ukrainian state property – Press TV
Former Advisor: Putin Has Already Declared War On Kiev – Forbes
Putin’s Motives Rooted in History Remain a Mystery Abroad – Bloomberg
Geopolitical uncertainty clouds view on Fed outlook: CNBC survey – CNBC
Fed Seen Adopting Qualitative Rate Guidance as Job Market Gains – Bloomberg
Why Congress Wants to Kill Moneymakers Fannie and Freddie – Fiscal Times
Tangible Versus Financial Assets: The Great Migration – Dollar Collapse
The Truman Show of Bubble Finance, 1987-2014, RIP – Contra Corner
High-Speed Trading Said to Face N.Y. Probe Into Fairness – Bloomberg
Raging Against Hacks With Muckraker Turned Magazine-Maker Matt Taibbi – NY Mag
The Coming Real Estate Bubble – Bloomberg

MARKETS/INVESTING
Asian stocks gain on US data, Russia sanctions – AP
Investors lunge at ‘buy-the-dip’ opportunity – USA Today
‘Summer of discontent’ brewing for market: Pro – CNBC
Will The Last Bear Please Turn Out The Lights – Testosterone Pit
Jeremy Grantham: Learning to Live With a Stock Bubble – Barron’s
Treasuries Rise on Support for Crimea Secession Decision – Bloomberg
U.S. gold down 1 pct; traders cautious ahead of Fed meet – Reuters
Gold Snaps 5-Session Win Streak, US Silver Eagles Top 11M – Coin News
Jeff Christian: Computerized Trading Manipulates All Markets – FSO
Gold pricing scrutiny widens – Financial Times
Gold Price vs Hedge Fund Activity – Trader Dan

ECONOMY/WORLD/HOUSING/BANKING
Has Food Stamp Enrollment Finally Peaked? – WSJ
Money in Hyping the Generational War Story – truthout
Government policies have widened Canada’s income gap – Globe & Mail
GDP of G20 slowed slightly to 2.8 pct in 2013: OECD – xinhuanet
Who’s to blame for UK’s ‘cost of living crisis’? Labour, of course – Telegraph
Economic War with Russia: A High Price for German Business – Spiegel
Rupee Gains of 35% Seen in Decisive Victory for Modi – Bloomberg
Default risks trigger fresh China property market fears – CNBC
Where Can a Teacher in the U.S. Afford to Buy a Home? – WSJ
Retirees return to reverse mortgages, big banks stay away – Reuters
BoE has ‘no confidence’ a failing big bank could be saved – Telegraph
Fed set to roll out new low-rate pledge – MarketWatch
Yellen and the Fed, a WSJ Briefing – WSJ

 
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