February 2012
- Video: Quantitative Easing Revisited
- Bernanke ‘Irresponsible’ to Compare US to Greece
- Rickards on Iran and QE3
- Majors Trading Flat ahead of the ECB
- News Links: Jeremy Grantham’s investing strategies for 2012
- Richard Nixon: 1971 Annual Message to the Congress on the State of the Union
- William K. Black explains control fraud at length
- Dollar Mostly Softer as Greek Deal Inches Closer
- News Links: Missouri Attorney General Files Criminal Lawsuit on Robosigning
- Chart of the day: 2012 sovereign risk compression
- Has the Euro Broken Out?
- The Elephant in the Room Is Spain, Not Italy
- The Fed Resumes “Printing”
- Intervention Risks Rise In Latin America
- Banks Paying Cash to Homeowners to Avoid Foreclosures
- Greek protests turn very anti-Germany
- Use of lower-rated debt in repos has returned to pre-crisis levels
- [Premium] Dow Transports lagging is a warning sign
- Tuesday’s Surprises from Australia and Japan
- News Links: Greek Default: Why Now May Be Best Time to Do It
- Quick note on updates at Credit Writedowns
- [Premium] Ireland’s Private Debt Problem
- Global Manufacturing Steadies as She Goes, or Does She?
- [Premium] Growth momentum shift to Emerging Markets continues
- An Update on Italian Sovereign Outperformance
- The Problem with Success
- [PREMIUM]: 2012 an inflection point toward S&P500 margin compression
- Is US democracy being bought and sold?
- Euro Dragged Lower on Greece Uncertainty
- News Links 02/04/2012
- Jobs data highlight huge potential for capital loss in Treasuries
- El-Erian on jobs: Headline bullish but structural issues remain
- Chart of the day: Labor force participation rate at 30-year low
- The Unlikely Bull Market
- [PREMIUM] If you were looking for a reason to be bullish, this jobs report is it
- Friday’s Thoughts and Seven Investment Themes
- News Links 02/03/2012
- Doug Casey on the Coming War with Iran
- Chart of the Day: Government Deficits as Far as the Eye Can See
- With heavy Greek exposure, three largest banks in Cyprus now junk
- Auerback: Austerity during recession is equivalent to medieval bloodletting
- Obama Administration propaganda on prosecuting elite financial frauds
- Dollar Mixed as Spain raises 4.5 bn euros in bond auction
- News Links: The perils of Mario Draghi’s €1.5 trillion blitz
- John Reed on Big Banks and Corporatism
- More on Banks Making Shed Loads But Fannie And Freddie “Losing Money as a Matter of Policy”
- Get Out of Jail Free, European Edition
- Is the Greek PSI Sweetener Enough?
- Economics in the Age of Deleveraging
- A Real Phony
- Short Note on ISM Manufacturing Survey
- The European Sovereign Debt Crisis, the US Savings and Loan Crisis and Regulatory Forbearance
- News Links 02/01/2012
January 2012
- European Sovereign Supply and LTRO
- Chart of the Day: S&P500 Up 4.36% in January
- The Fetish for Liquidity (and Reform of the Financial System)
- Dollar Heading Lower after Constructive Outcome of EU Summit
- News Links 01/31/2012
- On Canadian and Australian bank risk
- Functional Finance and Exchange Rate Regimes: The Twin Deficits Debate
- Dollar Pops Back
- News Links 01/30/2012
- Banking Wasn’t Meant to Be Like This
- Greek private sector involvement: So what?
- News Links 01/28/2012
- Chart of the Day: Permanent Zero and Personal Interest Income
- Headline 4Q-2011 GDP Growth of 2.75% Masks Mixed Signals
- The Twilight of the Leisure Class
- [PREMIUM] The Ultimate QE is the Fed’s Coming Purchase of Real Assets
- On how Portugal is the next Greece
- Stephen Roach on US, the Fed, China, and Europe
- I repeat: The Fed’s Permanent Zero rate policy is toxic
- [PREMIUM] More on the Fed – Obama stimulus plan
- Euro at the Crossroads
- News Links: Monetary Realism and why the Fed won’t tell the truth
- The stark contrast between European economic policy and US economic policy
- [PREMIUM] The Fed’s Rate easing and Obama’s Mortgage refi plan are bullish
- It’s Timmy Time
- Dollar Falls on Fed, Potential Greek Debt Deal
- News Links 01/26/2012
- Geithner tells Bloomberg that Obama will give him the sack if Obama is re-elected
- Will the ECB Take a Haircut?
- Chart of the Day: Gold reacts to FOMC rate easing
- Developments continue to be bullish for Mexico
- Why I am not optimistic about Europe
- Dollar Bid
- News Links: The debt hangover
- On building debt
- Not Too Late for Turn Around Tuesday
- News Links 01/24/2012
- Chart of the Day: Is Gold About to Get a Monetary Blast (Off)?
- Milton Friedman, Functional Finance and the Government Budget Constraint
- On the Collapse of the Shanghai Composite
- Seven Observations about Commitment of Traders in FX
- First Act of Greek Default Proceedings Drawing to a Close
- A Month In Spain That Didn’t Shake The World
- Euro Races Higher
- News Links 01/23/2012
- News Links: Portugal to need Greek style debt haircut
- Roubini: we will see a Greece credit event, regardless of deal