» Tuesday
18/02/19 21:51 from Marc to Market
Overview:   Asia Pacific Europe America Disclaimer

» The Financial Crisis Was a Minsky Moment but We Live in Strange Times
18/02/19 20:45 from naked capitalism
Why has Susan Strange been reputationally short changed as an expert in financial instability?

» 2:00PM Water Cooler 2/18/2019
18/02/19 19:00 from naked capitalism
Today's Water Cooler: Open thread

» Why WOLF STREET is Still Free and Not Behind a Paywall Though You Have to Put Up with Ads and I Make (Maybe) Less Money
18/02/19 17:26 from Wolf Street
A no-brainer gets rejected. This is likely my last gig, and I want to do what I love doing. But the advertising-based model is teetering.

» Housing Bubble? What Bubble?
18/02/19 17:00 from The Big Picture
As real-estate buyers, lenders, and builders got swept up in speculation before the historic housing bust of 2006-09, prices soared even as a flood of new homes came onto the market. That unsustainable combination doesn’t exist today, as...

» Wellbeing Measurements, Easterlin’s Paradox and New Growth Models: A Perspective through Gross National Happiness
18/02/19 14:55 from naked capitalism
Examines new growth models, especially Bhutan's, which has pursued gross national happiness, rather than GDP, since the 1970s.

» The Housing Bubble, Mortgage Debt as Percent of GDP
18/02/19 14:50 from Calculated Risk

» Canada's educational exposure to China
18/02/19 12:00 from FT Alphaville

» 10 President’s Day AM Reads
18/02/19 12:00 from The Big Picture
My President’s Day morning train reads: • Amazon’s grave HQ2 mistake: The political landscape changed but the company’s playbook didn’t (Slate) • Worry About Debt? Not So Fast, Some Economists Say (WSJ) • Blackstone’s Byron W...

» Links 2/18/19
18/02/19 11:55 from naked capitalism

» Dollar Drifts Lower
18/02/19 11:14 from Marc to Market
Overview:   In quiet turnover, the US dollar slipped lower against most of the major currencies to start the new week.  The news stream is light and the US markets are closed today.  The MSCI Asia Pacific Index was up five...

» Do we need a global technology regulator for financial services?
18/02/19 10:38 from FT Alphaville

» How Imperfect Knowledge Shapes Financial Markets
18/02/19 10:27 from naked capitalism
A discussion of various theories of how financial markets set prices.

» Has America Always Embraced Capitalism?
18/02/19 09:11 from naked capitalism
History shows that capitalism isn’t natural or normal, strengthening the belief that we can create something better.

» Further reading
18/02/19 05:00 from FT Alphaville

» Oil: Rig Counts Rose Again
18/02/19 04:10 from Calculated Risk

» THE WOLF STREET REPORT
18/02/19 02:54 from Wolf Street
What’s Causing the Subprime Auto Loan Fiasco?

» Podcast: Conan O’Brien with Guest Stephen Colbert
17/02/19 22:00 from The Big Picture
  Comedian, writer, and television host Stephen Colbert feels cool about being Conan O’Brien’s friend. Stephen and Conan sit down this week to chat about bonding like brothers, growing a sustainable farm, silliness as a religion, th...

» Hotels: Occupancy Rate Increased Slightly Year-over-year
17/02/19 16:24 from Calculated Risk

» Drivers, While Marking Time
17/02/19 15:23 from Marc to Market
The main issues for investors have not changed. There are three dominant ones: Trade, growth, and Brexit. Unfortunately, there won’t be any closure in the week ahead, and that may make short-term participants reluctant to turn more aggre...

» Even More on “Is CalPERS Private Equity Architect John Cole So Clueless He Doesn’t Know He’s Lying?”
17/02/19 14:19 from naked capitalism
It has taken three posts to unpack all the lies that John Cole told CalPERS' board in December about its new private equity scheme.

» Next Chapter in Bankruptcy & Restructuring Saga of European and Asian Airlines
17/02/19 13:09 from Wolf Street
The fate of the A380 is sealed.

» Next in the Bankruptcy & Restructuring Saga of European and Asian Airlines
17/02/19 13:09 from Wolf Street
The fate of the A380 is sealed.

» Dollar Bulls may Turn Cautious
17/02/19 12:59 from Marc to Market
While we expect that the broad economic and monetary divergence will allow the dollar's uptrend to resume, more immediately we have been expecting the recent ranges to remain intact.  The ranges may have frayed, but the pre-weekend ...

» 10 Sunday Reads
17/02/19 12:00 from The Big Picture
My easy like Sunday morning reads: • Michael Bloomberg’s $500 million anti-Trump moonshot (Politico) • The plan to keep Trump’s taxes hidden (Politico) see also How Democrats Plan On Getting Trump’s Tax Returns (Talking Points Memo...

» Links 2/17/19
17/02/19 11:55 from naked capitalism

» The Green New Deal’s Huge Flaw
17/02/19 10:55 from naked capitalism
Unsprawling America isn’t as hard as it sounds.

» I Was Asked About J.P. Morgan’s Blockchain-Based “JPM Coin.” I Ruthlessly Expand it to Other Payment Systems
16/02/19 22:45 from Wolf Street
Are banks trying to send credit-card-processing fee-gougers Visa, MasterCard et al. the way of Friendster?

» MIB: Joe Davis, Vanguard’s Chief Economist
16/02/19 16:30 from The Big Picture
This week, we speak with Joseph H. Davis, Ph.D. He is Vanguard Group’s global chief economist and head of Vanguard Investment Strategy Group; he is also a member of the senior portfolio management team for Vanguard Fixed Income Group. (V...

» Schedule for Week of February 17, 2019
16/02/19 13:11 from Calculated Risk

» Drivers, While Marking Time
16/02/19 12:53 from Marc to Market
The main issues for investors have not changed. There are three dominant ones: Trade, growth, and Brexit. Unfortunately, there won’t be any closure in the week ahead, and that may make short-term participants reluctant to turn more aggre...

» 10 Weekend Reads
16/02/19 12:30 from The Big Picture
The weekend is here! Pour yourself a mug of Danish blend coffee, grab a seat by the window, and get ready for our longer form weekend reads: • Super-tall, super-skinny, super-expensive: the ‘pencil towers’ of New York’s...

» Links 2/16/19
16/02/19 11:55 from naked capitalism

» Hubert Horan: Can Uber Ever Deliver? Part Seventeen: Uber’s 2018 Results Still Show Huge Losses and Slowing Growth as IPO Approaches
16/02/19 08:23 from naked capitalism
It is hard to see how Uber's IPO story will hold up to scrutiny, particularly at a planned valuation of $120 billion.

» Can Shareholder Activism Tame the Financial System?
16/02/19 08:00 from naked capitalism
Is shareholder activism capable of achieving lasting change?

» Payless ShoeSource Goes for Plan B: Largest Liquidation by Retail Stores in the US & 2nd Bankruptcy
15/02/19 23:15 from Wolf Street
Brick-and-Mortar Meltdown for its new shareholders: Alden Global Capital, Blackstone’s GSO Capital Partners, Axar Capital, Credit Suisse Asset Management, and Octagon Credit Investors.

» This Time, Bankruptcy Will Lead to the Largest Liquidation by Retail Stores in the US. Liquidation Sales to Start Next Week
15/02/19 23:15 from Wolf Street
Brick-and-Mortar Meltdown for its new shareholders: All of them PE firms.

» This Retailer Bankruptcy Will Lead to the Largest Liquidation by Store Count in the US. Liquidation Sales to Start Next Week
15/02/19 23:15 from Wolf Street
Brick-and-Mortar Meltdown for its new shareholders: All of them PE firms.

» Succinct Summations for the week ending February 15th, 2019
15/02/19 22:30 from The Big Picture
Succinct Summations for the week ending February 15th, 2019 Positives: 1. Markets gain on the week, as Administration cuts a budget deal; 2. Vehicle sales, not really part of the holiday season, contributed strongly to December’s R...

» Auto Exports from Mexico to the US Surge Nearly 10%, Second Year in a Row
15/02/19 19:12 from Wolf Street
GM's Mexico vehicles account for 23% of its US sales. But Ford's Mexico-US exports continue to drop. The Japanese automakers have massively discovered Mexico's cheap labor.

» The Fruits of Cheap Labor: US Auto Imports from Mexico Surge Nearly 10% Second Year in a Row
15/02/19 19:12 from Wolf Street
GM's Mexico vehicles now are 23% of its US sales. And the Japanese have massively discovered Mexico's cheap labor.

» US Auto Imports fr. Mexico Surge Nearly 10%, 2nd Year in Row
15/02/19 19:12 from Wolf Street
GM's Mexico vehicles now are 23% of its US sales. And the Japanese have massively discovered Mexico's cheap labor.

» Just How Huge Are Mexico’s Auto Export to the US? How Fast Have they Grown?
15/02/19 19:12 from Wolf Street
GM's Mexico vehicles now are 23% of its US sales. And the Japanese have massively discovered Mexico's cheap labor.

» Just How Huge Are Mexico’s Auto Exports to the US? How Fast Have they Grown?
15/02/19 19:12 from Wolf Street
GM's Mexico vehicles now are 23% of its US sales. And the Japanese have massively discovered Mexico's cheap labor.

» 2:00PM Water Cooler 2/15/2019
15/02/19 19:00 from naked capitalism
Today's Water Cooler: China trade, Harris, Buttegeig, Sunrise Movement, industrial production, manufacturing, consumer sentiment, import and export prices, auto, Wall Street and infrastructure, nuclear power, medical bankruptcy, predicti...

» BBRG: Life Is Nasty, Brutish and Short for a New ETF
15/02/19 17:15 from The Big Picture
Life Is Nasty, Brutish and Short for a New ETF The mortality rate for exchange-traded funds is high. A catchy ticker symbol can help. Bloomberg, February 15, 2019       One of the takeaways from the Inside ETF conference w...

» Q4 GDP Forecasts: High-1s, Low-2s, 2018 Annual GDP around 2.8%
15/02/19 16:58 from Calculated Risk

» MBA: "Mortgage Delinquencies Dropped to 18-Year Low in the Fourth Quarter of 2018"
15/02/19 15:44 from Calculated Risk

» How Energy Efficiency Delivers Green Dividends in Red and Blue States
15/02/19 14:55 from naked capitalism
Promoting and rewarding energy efficiency is popular even in conservative states, and is an important way to get the green ball rolling and have some near-term impact.

» Industrial Production Decreased 0.6% in January
15/02/19 14:20 from Calculated Risk

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