Uncategorized | timiacono.com - Part 30

Wednesday Morning Links

MUST READS
Second Texas Health Worker Tests Positive for Ebola – NY Times
Oil Prices Tumble, Posting Biggest One-Day Drop in Two Years – WSJ
Worrying for Saudi, U.S. oil output cuts could take a while – Reuters
Crashing oil prices could crush Vladimir Putin – CNN/Money
IEA 2014 oil-demand forecast at weakest since 2009 – MarketWatch
Toxic Mix for Fracking: Oil Price Collapse & Junk Bond Insanity – Wolf Street
If Oil Plunge Continues, “Now May Be A Time To Panic” For Shale Companies – Zero Hedge
Crumbling U.S. Fix Seen With Global Trillions of Dollars – Bloomberg
Fed Is Silent on Doomsday Book, a Blueprint for Fighting Crises – NY Times
Richest 1% own 50 percent of world wealth- Credit Suisse report – RT News
Where Do the World’s Wealthiest People Live? – WSJ
Why is Football More Popular than Ever? – Marginal Revolution
The rise of unretirement – LA Times

MARKETS/INVESTING
European stocks wallow, Asia gains amid oil slump – AP
Bond yields, oil prices fall as gloom persists – Reuters
Pillars of Equity Rally Fall Away – Variant Perception
These charts explain when to call a bottom for the S&P – MarketWatch
BIS warns on ‘violent’ reversal of global markets – Telegraph
Stock market scare: 3 key numbers to watch – CNN/Money
Treasuries Extend Gains as Retail Sales Fall More Than Forecast – Bloomberg
Gold Firmer, Hits 4-Week High, Amid Increasing Fear in Market Place – Kitco
Lawsuits Proceed: “Secret Scheme To Manipulate The Price Of Silver” – GoldCore
Expect big silver price surge if gold stays positive – Mineweb
Investors sold heavily into gold, silver price rally – Mining.com

ECONOMY/WORLD/HOUSING/BANKING
The State of Macro, Six Years Later – NY Times
The Inflation Imputation – Real Clear Markets
Why Can’t People Feel the Economic Recovery? – Atlantic
Is the Surge in Capital Goods Orders Due to Malinvestment? – Mises
The $11 Trillion Advantage That Shields U.S. From Turmoil – Bloomberg
Slow Rise in Prices Shows China’s Economy Is Still Struggling – WSJ
Schaeuble Says Germany Will Stay the Course in Difficult Times – Businessweek
German Bond Yields Drop to Records on Economy – Bloomberg
Triple dip for US housing is a questionmark for the recovery – Arabian Money
Mortgage Rates Plunge to Lowest Rate in 16 Months – Zillow Blog
Fed’s Williams downplays global risks, eyes U.S. inflation – Reuters
So Much for Rate Increases… – PragCap

 

Tuesday Morning Links

MUST READS
Ebola Patient Dies in German Hospital – NY Times
Islamic State seizes third Iraqi army base in Anbar – Washington Post
Mideast violence spreads as Turkey bombs Kurdish militants – Reuters
Draghi’s ‘Whatever It Takes’ Plan on Trial at EU Court – Bloomberg
Americans face post-foreclosure hell as wages garnished, assets seized – Reuters
Too-Big-to-Fail Banks Face Up to $870 Billion Capital Gap – Bloomberg
IEA sees oil demand growth lower, supply hitting prices – Reuters
Oil’s slide will pull more gas prices below $3 – USA Today
Japan’s Amazing 25-Year Post-Bubble Drama – Advisor Perspectives
Where America’s college grads are moving – Washington Post
How to Not Outlive Your Retirement Savings – RCM
The great Lira revolt has begun in Italy – Telegraph
Suddenly, We Have Problems – Dollar Collapse

MARKETS/INVESTING
Stock markets glum as confidence in recovery fades – AP
The Dollar And Now Stocks – Alhambra Investment Partners
Growth fears pushing fund managers from risky positions – MarketWatch
No Happy Ending for Investors in Central Bank Fairy Tale – Bloomberg
Why I’m adding more money to my favorite stocks – MarketWatch
No Stock Salvation Seen in Bank Results as VIX Surges – Bloomberg
Treasury 30-Year Yield Falls Below 3% as Fischer Warns on Growth – Bloomberg
Gold retreats from 4-week high as stocks rebound, dollar firms – Reuters
Silver Price At Historical Extremes Compared To Oil And Stocks – GoldSilverWorlds
Physical Gold Investment: The U.S. Ranks Worst In The World – SRSrocco Report
Swiss Gold Referendum “Propaganda War” Begins – GoldCore

ECONOMY/WORLD/HOUSING/BANKING
U.S. small business confidence declines – Reuters
German government slashes growth forecast – AP
IMF official: Growth slowdown welcome – China Daily
China Sept vehicle sales growth slowest in 19 months – Reuters
India wholesale prices fall to five-year low – BBC
Out of Balance? Criticism of Germany Grows as Economy Stalls – Spiegel
Toronto’s housing boom rolls on as some of the housing falls apart – Financial Post
Chinese continue to snap up properties in US – China Daily
Washington, D.C. Housing Market Rises in Bidding Wars – Curbed
Atlantic City’s housing market can’t catch break – Allentown Morning Call
Falling inflation ‘nail in the coffin’ for early U.K. interest rate rise – Telegraph
Fed’s ‘Doomsday Book’ written to save the market – NY Post

 

Monday Morning Links

MUST READS
Can all US hospitals safely treat Ebola? – AP
CDC criticized for blaming ‘protocol breach’ as nurse gets Ebola – Reuters
War against Isis: US air strategy in tatters as militants march on – Independent
Dollar Drops as Fed Officials Warn on Slowing Growth – Bloomberg
I.M.F. Warns of Global Financial Risk From Fiscal Policies – NY Times
U.S. regulators press banks for more on auto loan risks – Reuters
China’s Zhou Says Some Countries Using Yuan in Reserves – Bloomberg
In GM bankruptcy, an ex-con and hedge funds find common ground – Reuters
Russia Spending $6B Not Enough to Stop Ruble Rout on Oil – Bloomberg
A Trip to Kuwait (on the Prairie) – Huffington Post
Air-Pockets, Free-Falls, and Crashes – Hussman Funds
Derivatives Story 2014 – Noland, Prudent Bear
How Scared Should Investors Be? – WSJ

MARKETS/INVESTING
World stocks recover in European trading – AP
It’s reality check time for stocks – CNN/Money
Investors gird for scarier days in markets – Reuters
The Dollar and the Investment Climate – Marc to Market
What the Heck just Happened in Global Stock Markets? – Wolf Street
Treasuries at 11-Month High on Global-Growth Concern – Bloomberg
Gold rises on lower dollar, Fed rate hike uncertainty – Reuters
Gold: ‘near-term uncertain…long-term prospects glorious’ – Mineweb
SGE Chairman: 2013 Chinese Gold Demand Was 2000t – Bullionstar
Making sense of Chinese gold demand – Mineweb
Asian Market Hubs Move Into Gold – WSJ

ECONOMY/WORLD/HOUSING/BANKING
Do we dare to question economic growth? – Guardian
U.S. TIPS market signals rising concerns about disinflation – Reuters
Price Deflation and Price Inflation Are Always “Optimal” – Mises
China’s Exports Buoy Growth as IPhone Inflates Imports – Bloomberg
Economists Voice Caution Over Strong China Trade Data – WSJ
Draghi Asset Plan Seen Falling Short as QE Bets Rise – Bloomberg
Germany shrugs off call for greater spending – AP
Finland is in trouble, and it blames Apple for everything – Quartz
Why retirement savers should track the housing market – MarketWatch
Will the Fed Let the Stock Market Crash Before an Election? – of two minds
Fed Can’t Keep Falling Short of Inflation Goal, Says Evans – WSJ
The Methodical Fed – Fed Watch

 

Friday Morning Links

MUST READS
The Secret Goldman Sachs Tapes – Bloomberg
Hungary suspends gas supplies to Ukraine – BBC
Ukraine prime minister says Russians ‘want us to freeze’ – Reuters
After selloff, stock market in search of stability – USA Today
Winners and losers from the dollar’s recent rally – CNBC
Alibaba options set for strong demand on market debut – Reuters
The solution to Italy’s woes is quite simple – leave the euro – Telegraph
Draghi’s Trillion-Euro Pump Finds Blockage in Spain – Bloomberg
US public pension gap at least $2 trillion: Moody’s – Reuters
Gas prices headed below $3 a gallon – USA Today
Bad loans pose worsening risk – China Daily
The Show-Off Society – Krugman, NY Times
Being Wrong – Alhambra Partners

MARKETS/INVESTING
Stock markets turn higher after Wall Street drop – AP
First take: Did Alibaba IPO mark a top for stocks? – USA Today
This stock selloff has everyone talking about ‘divergence’ – MarketWatch
Correlations Revive as China’s Slowdown Beats Rates – Bloomberg
Bonds Worldwide Pull Out of Tailspin on Growth Concern – Bloomberg
Gold down on strong dollar, but set to snap 3-week losing streak – Reuters
The Workings Of The Shanghai International Gold Exchange, Part One – BullionStar
Junior miners ‘starting to disappear’ as grim market reality takes hold – FP
Gold markets waiting for the Asian festive demand – BullionStreet
Death Of ‘Safe Haven’ Gold Greatly Exaggerated – GoldCore
Falling Out of Love With Gold – Bloomberg

ECONOMY/WORLD/HOUSING/BANKING
Decelerating Money Supply Increases Risk of a Bust – Forbes
China official PMI seen steady at 51.2 in September but pressures remain – Reuters
China’s slower GDP growth worthwhile for long-term sustainability: IMF – xinhuanet
UK cuts to last five more years, ex-civil service boss says – BBC
Conflicts weighing on German consumer confidence – AP
Japan consumer inflation up 3.1% on-year in August – CNA
Singapore is top foreign investor in Australian commercial properties – CNA
London Home Prices Post First Fall Since 2012 on Demand Drop – Bloomberg
House prices have finally started to fall after two years – Telegraph
2015 Prediction: California Housing Markets Will Post Biggest Gains – HBI
PBOC official sees bright side of shadow banks – China Daily
Low inflation fuels caution at Fed over rate rises – Reuters

 
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