The Mess That Greenspan Made - Part 9

Thursday Morning Links

MUST READS
Obama’s 6-point plan for defeating ISIS – Vox
Obama’s rationale for Isis strikes: shoot first, ask Congress later – Guardian
Russia, China agree to settle more trade in yuan and rouble – Reuters
155,000 Americans Had Social Security Benefits Cut Due to Student Debt – WSJ
Student Loan Debt Isn’t Just A Problem For Millennials – MFI Miami
The Big Lie in the ‘News’ ‘Reporting’ About Ukraine and Russia – Washington’s Blog
Report: NY Golf Courses Rejected Obama Holiday Weekend Visit – NewsMax
DB: Bubble Must Go On To Sustain “Current Global Financial System” – Zero Hedge
Quantifying the macroeconomic effects of large-scale asset purchases – voxeu
Stop the Anti-Obamacare Shenanigans – NY Times
Transacting in Gold Can Shaft The IRS – Forbes
Features Of The New Apple Watch – Onion
Grade expectations – Economist

MARKETS/INVESTING
Stocks down as Fed’s next policy move mulled – AP
The Virtues of Inactive Investing – Barron’s
The Nasdaq is poised to top 5,000 within months – MarketWatch
The Secret to Investing Success: A Good Case of Amnesia – Daily Finance
Almost no one believes the stock market will fall – MarketWatch
Treasuries Advance as Geopolitical Tensions Boost Haven Demand – Bloomberg
Gold falls to 7-1/2 month low as strengthening dollar, shares weigh – Reuters
China Positions Itself As Global Gold Hub, “In China, Gold Is Money” – GoldCore
Iron ore price bears come out in force – Mining.com
Gold Prices Dropped? I Don’t Care – Outsider Club
Gold Falls for Third Straight Session – Barron’s

ECONOMY/WORLD/HOUSING/BANKING
The Great Inflation – Money Illusion
Full Frontal Inflation – Dollar Collapse
Europe’s Juncker Revolution – Project Syndicate
China Inflation Subdued as Producer Prices Fall – Bloomberg
RBS would leave Scotland in case of independence – AP
Why big banks fear an independent Scotland, in their own words – Quartz
Scotland Nationalists Claim U.K. Oil in 40-Year Campaign – Bloomberg
Scottish housing market ‘more resilient than elsewhere in UK’ – BBC
Luxury Homes Goosed by Stock Prices, Rest of Housing Market Teeters – Wolf Street
Can The Fed Drop “Considerable Time” Without Spooking Markets? – WSJ
The Fed’s Worst Nightmare: What If ZIRP And Asset Bubbles Retard Growth? – Contra Corner
Fed’s rate guidance on chopping block, new exit plan nears – Reuters

 

Wednesday Morning Links

MUST READS
Venezuela’s annual inflation rises to 63.4% – BBC
Mortgage applications plunge to 14-year low – CNBC
Japan, U.S. discussing offensive military capability for Tokyo – Reuters
Apple Watch and iPhone 6, in Pictures – Bloomberg
Apple, Under Tim Cook, Is Back and Better Than Ever – NY Times
Apple stock downgraded on iPhone 6, Watch concerns – CNBC
Tim Cook, Apple Watch fails to impress investors – FP
Draghi Gives Banks Chance to Reload Bond Bets: Chart – Bloomberg
Steve Forbes: “You’ve Got To Get The Money Right,” Steve Lonegan: “Fix The Dollar” – Forbes
How Long Can the Economy Absorb Excessive Government Spending? – Real Clear Markets
More car owners fall behind on auto loan payments – USA Today
Government Debt Isn’t the Problem—Private Debt Is – The Atlantic
America’s new class system – USA Today

MARKETS/INVESTING
Growth worries, Fed jitters weigh on markets – AP
Bull ups call to 2350 on S&P 500 – USA Today
Why Do Stocks Keep Rising? – First Trust
Goldman Calls End to Iron Age After ‘Dramatic’ Drop in Ore Price – Bloomberg
Commercial Traders No Longer Tailwind For Higher Stock Prices – GaveKal
Treasuries World’s Worst Performers on Fed Rates Outlook – Bloomberg
Gold eases towards 3-month low as dollar holds near highs – Reuters
Gold shackled by strong dollar, PGMS at new lows – Mineweb
Gold Could Fall Further If Next FOMC Statement Hawkish – Kitco
German Gold Repatriation Accelerating – BullionStar
Currencies Break, Gold Does Not – Alhambra Partners

ECONOMY/WORLD/HOUSING/BANKING
The Jobs Report Disappointed On Many Dimensions – RCM
China’s premier promises a more open economy – AP
More Canadian workers are living paycheque to paycheque – FP
France to miss deficit target, lowers growth projections – BBC
In Japan’s Economic Folly, A Lesson For U.S. – IBD
Too-Goat-to-Be-True in India Spurs $11 Billion Crackdown – Bloomberg
S&P warns of risk from rising debt among ASEAN firms – CNA
Chinese premier reassures world CEOs of growth – China Daily
Housing Market Not ‘Too Big To Fail,’ But ‘Too Regulated To Succeed’ – Federalist
Are Subprime Mortgages Coming Back? – NY Times
Why housing might be ready for downturn – SD Union Tribune
Fed Weighs Change to Rate Guidance for Added Flexibility – Bloomberg

 

After watching this segment on John Oliver’s Last Week Tonight, student loans are sounding more and more like 2005-era mortgage lending and we all know how that ended.

I started watching Last Week Tonight early on and didn’t know quite what to think of it at first, sometime not watching it for days later (it’s somewhat timely), but I’m quickly warming up to it and now get to it much sooner in the week.

Some have called it, basically, a Daily Show/Colbert Report that’s done only once a week, but as discussed by Oliver during a recent round of interviews, they always take on one topic that, on the surface, doesn’t sound like it’s going to be very funny and make it so, the above clip being a good example.

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Tuesday Morning Links

MUST READS
As Scots eye independence, rest of UK gets nervous – AP
Scotland’s vote on independence: What you need to know – CNN
Scottish referendum risk sees investors head for the door – Telegraph
Ownership of UK gold up for negotiation if Scotland votes “Yes” – Reuters
Ukraine crisis: EU adopts new sanctions on Russia – BBC
Crude oil falls below key price levels. Are gas prices next? – USA Today
Showtime for Apple: Big phones, smart watches and high expectations – Reuters
The Seeds of U.S. Inflation Have Sprouted and Could Be in Full Flower in 2016 – FSO
Trump Entertainment Files for Bankruptcy in Delaware – Bloomberg
The U.S. Student Loan Debt Crisis Will Dwarf The Mortgage Crisis – MFI Miami
Report: Flight 17 Likely Downed By Outside Impacts – AP
Who’s Afraid of Deflation? – Macro Mania
William Jennings Krugman – NY Sun

MARKETS/INVESTING
World stocks muted, dollar at 6-year high vs yen – AP
Being a stock-market bull just got a lot harder – MarketWatch
Emerging Currencies Fall  Amid Fed Rate-Increase Bets – Bloomberg
Emerging Markets Aren’t a ‘Buy and Hold’ Asset Class – RCM
Bond Bears May Be Right for Wrong Reasons – Bloomberg
Treasuries Decline as BlackRock Warns on Fed – Bloomberg
Gold hovers near 3-month low as dollar strength hurts – Reuters
Macro Factors,Strong Dollar Dominating Gold Price – GoldCore
Is Euro Gold Decoupling From Dollar Gold? – GoldSilverWorlds
Investors, speculators leaving gold market in droves – Mining.com
Gold at $1,500 by Christmas? – Mineweb

ECONOMY/WORLD/HOUSING/BANKING
World Bank warns of global jobs crisis – CNA
U.S. consumer credit soars in July with biggest gain since ‘01 – Reuters
The slow decay of American economic competitiveness – Fortune
China’s Military Gets More Bang for the Buck – Bloomberg
Draghi Plea for ABS Support Rebuffed by France, Germany – Bloomberg
Hong Kong, an aspirational society to emulate – Washington Times
What Does It Mean When a House Sells for $50 Million? – Bloomberg
Why the Housing Market Hasn’t Recovered From the Financial Crisis – Nasdaq
Why Aren’t More Renters Becoming Homeowners? – NY Fed
Fed Frets About Market Rate Expectations – WSJ
Assessing Expectations of Monetary Policy – SF Fed
Carney points to spring rate rise – Telegraph

 
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