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Trying a new format here, I think readers will like it better. Most things are better after additional effort. Think of this as a news links by subject post. Economics If you look in the back, it seems that there were 58 respondents. From page 13: Methodology & Panel Selection Invi… Feb 06, 2012 [...]

Trying a new format here, I think readers will like it better.  Most things are better after additional effort.  Think of this as a news links by subject post.


  • If you look in the back, it seems that there were 58 respondents. From page 13: Methodology & Panel Selection Invi… Feb 06, 2012
  • Will the great interest rate gamble pay off? People want to believe that you can get something for nothing; ain’t true. Feb 05, 2012
  • Central Planning at the Federal Reserve Fed: we can create prosperity by holding interest rates down, right? $$ #wishes Feb 05, 2012
  • Labor Force Participation Rate: 28-year Low Everyone still happy about the lower unemployment rate? $$ Feb 05, 2012
  • Bill Gross: Free Money Ain’t Really Free It will lead to stagflation, IMO, depending on what fiscal policy does $$ Feb 05, 2012
  • Life & Death Proposition Where does credit go when it dies? Back where it came. It delevers, slows & inhibits ec growth Feb 02, 2012
  • US unemployment “progress” If you add back the discoraged workers, all of the improvement in U-3 goes away $$ Feb 02, 2012
  • The Perniciousness of ZIRP Gonzalo Lira on how ZIRP loses effectiveness b/c people think it’ll b there a long time $$ Feb 01, 2012
  • Why Neoclassical Economics Doesn’t Work In The Age Of Deleveraging Steve Keen explains y Krugman & others r wrong $$ Feb 01, 2012
  • Warning: Goat Rodeo Hussman makes his case that equities are overvalued and could pull back 25% $$ Feb 01, 2012
  • Who Owns World’s Financial Assets? & Why R US Households So Fascinated W/Stocks? American Exceptionalism in investing Feb 01, 2012
  • As an aside, that is one reason why the US net foreign debt hasn’t spiraled up. We own equities abroad & they own our debt. $$ declines + Feb 01, 2012
  • $$ declines reduce the value of our debts, but not the value of r foreign holdings. I think the US will come out of this crisis rel well $$ Feb 01, 2012



  • Home Prices Tumble No surprise here with all of the dark supply; houses come onto mkt when ppl can bear loss $$ Feb 01, 2012
  • Too lazy to be knowns I know many who understood what would happen if home RE prices fell, but none who got the size $$ Feb 01, 2012
  • Freddie Mac’s “inverse floater” allowed more loan origination Other side to the Propublica story Feb 01, 2012
  • I’m no fan of the GSEs; I think they should be abolished, but the GSEs have always made a variety of bets on prepayment over time. $$ Feb 01, 2012



  • On China, Henry Kissinger and Fareed Zakaria see Domestic Tension and Risk of Geopolitical Conflict Ferguson is wrong. Feb 05, 2012
  • Tightening lending standards vary materially across the Eurozone Conditions tight in Italy & France, but not Germany $$ Feb 02, 2012
  • Japan Auto Sales Notch Record Jump Another small bright spot. Of course, bouncing back from a low level $$ Feb 02, 2012
  • Socialist Hollande, Who Wants Full European Treaty Renegotiation, Increases Lead Over Sarkozy Eurozone Wild Card $$ Feb 01, 2012
  • Hong Kong Homes Face 25% Drop as Loans Fall in Year of Dragon And this is with wealthy mainlanders fleeing China. $$ Feb 01, 2012



  • RBC Takes On High Frequency Predators Where there is offense, there will b defense; nothing goes unanswered in the mkts Feb 05, 2012
  • Global Strategists Abandoning Bearish Views Makes me think we r getting close to a turning point. Feb 02, 2012
  • Dividend stocks: Buyer beware Makes the valid & missed point: high qual div paying stocks r stocks & can lose $$ #yeah Feb 01, 2012



  • 6 High-Yield Canaries-in-the-Coalmine 6 reasons y high yield is overheated & Feb 02, 2012
  • QOTD: Regulators Watching Aggressive Yield Chasing FINRA warns of undue risk in income seeking. Advisors take note $$ Feb 02, 2012
  • Contra: The Safest 7% Yield in America Poor analysis does not take into account the highish leverage on mtge repo $$ Feb 02, 2012
  • Shipping Loans Go Bad for European Banks Highly glutted area w/many dead firms walking; how far down will the losses go Feb 02, 2012




  • Group lists top stock investments by members of Congress Top 50 hldgs -> in top 100 cos by mkt cap. Hard2manipulate $$ Feb 05, 2012
  • Obama Re-Election Odds Versus the Stock Market Example of 2 variables that r correlated b/c they anticipate GDP changes Feb 05, 2012
  • RE: @abnormalreturns Gold is mostly political philosophy. How much control do you want the government to have over mo… Feb 03, 2012
  • Getting back to the gold standard Gingrich & Ron Paul have said they would like to appoint James Grant as Fed Chairman Feb 02, 2012



  • Carlyle’s proposed IPO disaster So there’s no board. Most boards don’t do much. Mgmt will have no board 2 shield them Feb 05, 2012
  • For These Fans, a Day With Buffett Offers Wealth of Photo Opportunities I think Buffett is enjoying life more now. Feb 05, 2012
  • Buffett Railroad Boosts Capital Plan to $3.9B Buffett changes; organic investment in capital-intensive biz $$ #olddog Feb 01, 2012
  • Pep Boys Seen Gaining 27% as Cheapest Value Lures Bids Could a bidding war start? Company is undermanaged $$ Feb 01, 2012
  • Jefferies Allows Bonus Recipients to Swap Stock 4 Cash With 25% Discount Fair way2 let employees disconnect from $JEF Feb 01, 2012


Financial Services

  • I’ve just started “Acts of God and Man,” by Michael Powers. In the intro, he goes through the various meanings of th… Feb 05, 2012
  • When evaluating Investment Funds, use Dollar-weighted Returns This is a neglcted concept that is enjoying a rebirth $$ Feb 02, 2012
  • After a Delay, MF Global’s Missing Money Is Traced Investigation moves to how to recover the $$ and who is at fault. Feb 01, 2012
  • FINRA Alert: Do you use complex products? What additional work do you do 2 assure that they are being used properly? $$ Feb 01, 2012
  • Banks Need Higher Interest Rates to Start Making Money Flat front end of yield curve squishes bank interest margins $$ Feb 01, 2012
  • 401(k) Plans Step Into the Sunshine But as with DB plans, as costs rise, companies will offer them less. $$ Jan 31, 2012


Value Investing

  • The SEC’s “90% Convergence” Fantasy US GAAP has many flaws, but we know them. IFRS will introduce abusable flexibility Feb 02, 2012
  • But on the bright side, value investors may do relatively better as financials become less trustworthy; the accruals anomaly will sing $$ Feb 02, 2012
  • Need to consider (Cost of goods sold)/user $$ RT @ErikSchatzker: Facebook gets $4.39/yr of revenue per user. ESPN gets $4.69/mo. Feb 02, 2012
  • Berkowitz: Fund Plunge ‘Makes Little Sense’ BB, appoint someone in your group 2 seek out opinions contrary 2 yours $$ Feb 01, 2012
  • @ADayforRabbit I have argued in the past that BB is not paying attention to the delevering, which is a real headwind for the banks. $$ Feb 02, 2012
  • New Fund Hopes to Prove Outspoken Analyst’s Thesis I bet @rcwhalen does well like my friends @ Hovde or M3 Partners $$ Feb 01, 2012


Hedge Funds

  • Are Hedge Funds Worthwhile Investments? Yet another “Hedge Fund Mirage” citation; the book is having a lot of influence Feb 02, 2012
  • Are the hedge fund and private equity boys pulling a fast one? Beginning 2c the args of “Hedge Fund Mirage” everywhere Feb 02, 2012
  • Did Hedge Funds Trigger the Financial Crisis? Secured asset classes can be overlevered; when they collapse, big mess $$ Feb 01, 2012



  • Do the Job You’re Meant to Do LIfe is too short to work with people you don’t respect, or tasks unfit for you $$ Feb 02, 2012
  • Millionaire adopts girlfriend as daughter Asset shelter. Does incest rely on consanguinity or on legal relationship? Feb 02, 2012
  • Charles Murray Reiterates Willpower Lack of self-control can destroy relationships, jobs, firms & lives $$ Feb 02, 2012
  • I ran into @twitalyzer today. Lots of interesting analytics for tweeting. Here are some for me: & Feb 01, 2012
  • At the first blogger summit at the UST, I recommended to the powers that be that they issue floaters. I also recommen… Feb 01, 2012
  • California Faces Cash Shortfall by March on Low Receipts, Controller Says Could be interesting given the elections $$ Feb 01, 2012

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