Uncategorized | timiacono.com - Part 30

Tuesday Morning Links

MUST READS
The Fed in denial – CNBC
A third of Americans delinquent on debt – USA Today
Geopolitical Risk Rises for Global Investors – Bloomberg
Israel Strikes Fuel Tanks at Gaza’s Only Power Plant – NBC News
Significant new EU sanctions on Russia expected – Washington Post
Argentine Default Drama Nears Critical Stage – WSJ
Social Security – The Train Wreck That Doesn’t Need to Happen – Fiscal Times
Medicare, Social Security Disability Fund Headed in Different Directions – WSJ
Is This The Chart That Has High-Yield Investors Running For The Hills? – Zero Hedge
I quit working full-time years ago—here’s why I recommend it highly – Quartz
Grieving parents hit with $200,000 in student loans – CNN/Money
Our Totalitarian Future – Part One – The Burning Platform
And That’s a GOOD Thing?? – Dollar Collapse

MARKETS/INVESTING
Europe, Asia stocks up ahead of US data – AP
Markets: Exuberance is not always ‘irrational’ – Reuters
Japan stocks close at six-month high on upbeat earnings – MarketWatch
China Stocks Rise for 6th Day in Longest Winning Streak in Year – Bloomberg
Here’s What Wall Street Bulls Were Saying In December 2007 – Contra Corner
Why the 10-year Treasury could yield 4% by Thanksgiving – MarketWatch
Bund Yield Falls to Record, Surpassing Euro-Crisis Levels – Bloomberg
Gold rises on Ukraine, Middle East conflicts; Fed eyed – Reuters
Gold Price Projection Based On Elliott Wave Since 1970 – GoldSilverWorlds
Gold retailers wind down installment schemes in India – Mineweb
Three Signals For A Huge Silver Spike In 2014 – SRSrocco Report

ECONOMY/WORLD/HOUSING/BANKING
Inflation OCD – Krugman, NY Times
Shilling: U.S. may fall back into recession – Financial Post
U.S. Economic Confidence Down Sharply From Last Week – Gallup
Inflation Hawks Have Been Wrong for Years. Should We Listen Now? – New Republic
Modi’s New Indian Government Is Off to a Bad Start – Bloomberg
Keep UK interest rate low for now, IMF tells Bank of England – Guardian
South Korea posts largest current account surplus in H1 – xinhuanet
U.S. housing market still isn’t all fine and dandy – MarketWatch
Goldman unit eyes foray into China amid metals financing scandal – Reuters
China’s Banks Pose World’s Largest Systemic Risk – WSJ
Tame inflation expectations a trump card for Fed doves – WSJ
Don’t Be Fooled by the Fed’s Facade – Bloomberg

 

Monday Morning Links

MUST READS
Banks accused of rigging silver price – BBC
The Danger of Too Loose, Too Long – WSJ
Is the Fed fueling a giant stock market bubble? – Motley Fool
Ultrawealthy pile into private equity, hold line on stocks, cash – CNBC
EU Agrees to Russia Sanctions; US Could Arm Ukraine – Fiscal Times
Reports: Ukrainian Fighter Jets Were with Malaysian Flight 17 – Washington’s Blog
Secret Tunnels Under Israel Reveal Threat From Gaza – Bloomberg
Why the super rich are running scared of inequality – Business Spectator
California High-Speed Rail—Some Views from the Valley – Atlantic
China food crisis spreads to foreign brands – MarketWatch
Yes, This Is An Equity Bubble – Hussman Funds
Bubbles & Schemes – Prudent Bear
No Decency – aucontrarian

MARKETS/INVESTING
China profits boost Asia stocks, Europe unenthused – AP
Even modest GDP bounce may support market – Reuters
Heads or Tails? Either Way, You Might Beat a Stock Picker – NY Times
The Case for a Bull or Bear Market in Two Charts – of two minds
An Emotional Gut Check For An Aging Bull Market – Forbes
How investors should react to a nervous bond market – Telegraph
Treasuries Fall Before Fed Policy Makers Meet, Bond Sales – Bloomberg
Gold slips on steady dollar ahead of U.S. data, policy meeting – Reuters
Gold for bitcoin new fad as e-currency count nears 500-mark – Business Standard
Gold Bugs Meet Bitcoin Believers to Supplant the Dollar – Bloomberg
A Chinese Gold Standard? – NY Sun

ECONOMY/WORLD/HOUSING/BANKING
Get ready for 48 hours of economic fury – MarketWatch
The Typical Household, Now Worth a Third Less – NY Times
Swedes in Household Debt Binge Seen Provoking Policy Slap – Bloomberg
No meeting scheduled between Argentina and court mediator – Reuters
China’s industrial profit surges, headwinds lurk – MarketWatch
China’s financial risk – Econbrowser
No plan to ease property curbs in Beijing – China Daily
U.K. homebuyer confidence tumbles over high prices – Telegraph
Cities Reacting to Drought, SoCal’s Tough Housing Market – LA Curbed
3 reasons Yellen’s FOMC remains dovish – Sober Look
Financial stability and monetary policy – voxeu
In praise of… Janet Yellen – Guardian

 

Friday Morning Links

MUST READS
181 bodies found at Malaysia crash site in Ukraine – AP
Putin: If MH17 Crashed in Ukraine, It’s Ukraine’s Fault – Time
European Stocks Drop for Second Day on Ukraine Conflict – Bloomberg
‘Further Escalation Not Out of the Question’ in Ukraine – Spiegel
Israel ready to widen Gaza ground offensive – PM – BBC
Netanyahu Orders Military to Ready Wider Gaza Incursion – Bloomberg
Value of worldwide mergers and acquisitions hits $2 trillion this year – Reuters
What a pet insurer’s IPO tells us about America’s dog and cat obsession – Quartz
APNewsBreak: Shipwreck’s gold inventory released – AP
The Real Message of the BRICS Summit – Bloomberg
We Now Know Janet Yellen Is Not Very Bright – IRD
7 reasons the gold standard is a terrible idea – Vox
Trust Will Kill Bitcoin – Bloomberg

MARKETS/INVESTING
World stocks shaky as jetliner downed over Ukraine – AP
Market reaction could be harsh but short-lived – CNBC
6 events that spooked the market in 2014 – CNN/Money
Bull market sends 401(k)s soaring to record highs – USA Today
VIX Jumps With Gold Bets as Ukraine Ignites Stock Selloff – Businessweek
Russian stocks slide for fifth day after MH17 crash – MarketWatch
Treasuries Fall for First Time in Three Days as Safety Bid Wanes – Bloomberg
Gold dips after spike on Ukraine crash, set for first weekly fall in 7 – Reuters
Amid economic revival, gold duty cut unlikely – Mineweb
After winning the silver fix, CME goes for the gold – Mining.com
Commerzbank neutralises outlook, may fall to 1286 levels – BullionStreet

ECONOMY/WORLD/HOUSING/BANKING
Addicted to Inflation – Krugman, NY Times
Another Nail In The Payroll Coffin? – Alhambra Partners
Kuroda Softens Yen Stance as Export Pain Evaporates – Bloomberg
Growth slightly lower than 7.5 percent ‘acceptable’: China’s Li – Reuters
China Bailouts Questions as Second Company Faces Default – Bloomberg
Canada housing market skewed by handful of hot markets – FP
Home prices continue to fall in more cities – China Daily
Is a Housing Crash Coming to the U.S.? – Investor Place
The Debate Over FHA’s Growing Role in the Housing Market – WSJ
Bullard Says Fed May Need to Move Forward Start of Exit – Businessweek
Janet Yellen Uses Fed Failures to Expand the Fed’s Mandate – RCM
The Fed in Danger – NY Sun

 

Thursday Morning Links

MUST READS
Microsoft set to axe 18,000 jobs – BBC
Two Camps in the Fed’s Rate Debate – WSJ
Fed hawks: Start draining the punch bowl! – CNN/Money
Fed kicks off global dollar squeeze as Yellen turns hawkish – Telegraph
Yellen Balks at Proposal to Tie Rates to Formula – WSJ
Should Janet Yellen Be Giving Us Stock Picks? – NY Times
Bubble Paranoia Setting in as S&P 500 Surge Stirs Angst – Bloomberg
India to head the BRICS Bank for first five years – Economic Times
The Buzz in Berlin: Is Merkel Thinking of Stepping Down? – Spiegel
Record 57 Million Americans Living in Multi-Generational Households – WSJ
What Happens When Detroit Shuts Off the Water of 100,000 People – Atlantic
U.S. gold dealer launches first digital currency backed by bullion – Reuters
Downtown L.A. is now driest since rain records started in 1877 – LA Times

MARKETS/INVESTING
Global stocks down ahead of US data, earnings – AP
Here’s why stocks could keep hitting new highs – CNBC
China Rallying for All Wrong Reasons to Top-Rated Analyst – Bloomberg
Russian stocks drop as Putin hints at sanctions revenge – MarketWatch
Treasuries Rise on Safety Demand as U.S. Adds Russian Sanctions – Bloomberg
Gold edges above $1,300/oz as price drop draws buyers – Reuters
How Eastern Gold Demand Is Transforming The Gold Market – GoldSilverWorlds
Bulls might take heart from latest gold smashdown failure – Mineweb
India Imported 713 MT Of Silver In April, 1921 MT YTD – BullionStar
Gold Should Rise if Stocks Fall — But Here’s When It Didn’t – Barron’s
Scorching June for gold imports in India – Mineweb

ECONOMY/WORLD/HOUSING/BANKING
The Rise of the Non-Working Rich – Robert Reich
Why Amity Shlaes is dead wrong about inflation – AEIdeas
The Post-1979 Shortfall in American Economic Growth – WCGC
Euro zone June inflation unchanged at low levels as expected – Reuters
Yes, China is Beginning to “Rebalance,” But There’s a Long Way to Go – WSJ
Services sector offsets gloom in manufacturing – China Daily
Scotland’s economy stands above pre-recession peak – xinhuanet
Eight biggest mistakes first-time homebuyers make – CNBC
States with the biggest house price discounts – MarketWatch
Bay Area housing market keeps surging, but lending remains tight – LA Times
PBoC follows other central banks in suppressing volatility – Sober Look

 
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