» A comment on Professor Shiller's "The Housing Boom Is Already Gigantic. How Long Can It Last?"
11/12/18 20:52 from Calculated Risk

» China Auto Sales Plunge, Face First Annual Decline in 30 Years
11/12/18 20:38 from Wolf Street
Industry panics, overcapacity spreads, but government brushes off the wailing and gnashing of teeth, looks to EVs.

» 2:00PM Water Cooler 12/11/2018
11/12/18 19:00 from naked capitalism
By Lambert Strether of Corrente. Trade “As Battle Over NAFTA 2.0 Heats Up, New Report Documents 25 Years of NAFTA’s Disproportionate Damage to U.S. Latino and Mexican Working People” [Eyes on Trade]. “‘While...

» Goldman Forecast on 2019 Rate Hikes
11/12/18 18:49 from Calculated Risk

» Alphachat is back! Vol. 1
11/12/18 17:16 from FT Alphaville
MIT's David Autor on about what we now know about trade

» MIB: Grantham and the Zero-Sum Game
11/12/18 17:00 from The Big Picture
Investors should think about markets as if they were spectators watching players at a poker table. Some will win, some will lose, but the net takeaway for the table is zero. Jeremy Grantham of GMO concluded that for most investors, buyin...

» Public and Private Sector Payroll Jobs During Presidential Terms
11/12/18 16:59 from Calculated Risk

» French Credit Risk Soars As Macron Bailout Blows-Out Deficit
11/12/18 16:22 from Raging Bull-shit
Having bitched and moaned at the utter temerity of the Italians to suggest a growth budget that busts Brussels' mandated deficit limits, the French are about to make Milan's defiance look like child's play.… Read More French Credit...

» Bill Black: Douthat’s Mendacious Meritocracy Myth
11/12/18 14:55 from naked capitalism
Debunking the notion of meritocracy.

» Small Business Optimism Index decreased in November
11/12/18 14:10 from Calculated Risk

» Pillar 3 disclosure requirements - updated framework
11/12/18 14:00 from BIS research papers
The Basel Committee is publishing "Pillar 3 disclosure requirements - updated framework ", December 2018.

» Proportionality in the application of insurance solvency requirements
11/12/18 13:30 from BIS research papers
Proportionality in the application of insurance solvency requirements, FSI Insights No 14, December 2018.

» 10 Tuesday AM Reads
11/12/18 13:00 from The Big Picture
My Two-for-Tuesday morning train reads: • ‘I don’t feel like I’m doing something wrong’: Yuppies have discovered pot — and they like it (Washington Post) • How Subscriptions Are Remaking Corporate America (Barron’s) see also Volvo’...

» Links 12/11/18
11/12/18 11:55 from naked capitalism

» Brexit: All About May
11/12/18 11:35 from naked capitalism
Why May oddly matters even more than before.

» Fragile Calm Threatens to Break Out
11/12/18 11:27 from Marc to Market
Overview: Indications that US and Chinese trade talks are proceeding, coupled with a dramatic reversal in the S&P 500 yesterday is helping stabilize the capital markets today. Asian equities were mixed, but the Greater China (China, ...

» Supply of New U.S. Housing
11/12/18 11:00 from The Big Picture
This is fascinating: Consider this: from 1968 to 2008, a span of 40 years, there was only one year in which fewer new housing units were built than in 2017 (Exhibit 1)—and this despite rising demand in a growing economy. In a recent Insi...

» Bill Black: Douthat’s Mendacious Meritocracy Myth
11/12/18 10:27 from naked capitalism
Debunking the notion of meritocracy.

» France’s Macron Makes Concessions While ‘Yellow Vest’ Protests Continue
11/12/18 09:00 from naked capitalism
Some background on the demands the gilets jaunes are presenting to French president Macron.

» Further reading
11/12/18 09:00 from FT Alphaville
Strategic philanthropy; recovering Madoff money; interest deductibility and corporate debt; Joni Mitchell at Christmas; and more.

» The Reality Is Everything Must Change
11/12/18 08:28 from naked capitalism
Why we need the biggest change program in history and must deploy state-created money to mobilize resources.

» The financial plumbing of university education
11/12/18 06:00 from FT Alphaville
Speculating on the future of student loans.

» The only Brexit chart you need to see
11/12/18 05:00 from FT Alphaville
This is what happens when you ask people to vote on something they don’t care about.

» “Severe Collapse” of Home Prices Might Trigger a “Financial-Institution Crisis” in Australia: OECD Frets about the Banks
11/12/18 01:12 from Wolf Street
“Authorities should prepare contingency plans." The big four banks are too exposed to mortgages. Even if they don’t topple, the economy will get hit.

» Cool Video: Bloomberg Economic Discussion
10/12/18 23:16 from Marc to Market
I joined Chris Wolfe from First Republic Wealth Management on the set of Bloomberg's Daybreak to discuss market developments and the outlook for the US economy.    We generally agreed that while the economy is slowing it i...

» "Mortgage rates at their lowest levels in several months"
10/12/18 22:22 from Calculated Risk

» 2:00PM Water Cooler 12/10/2018
10/12/18 19:00 from naked capitalism
By Lambert Strether of Corrente. Trade “Why Trump’s trade war is pushing China to become smarter and stronger, faster” [Hellenic Shipping News]. “The final communiqués at these lovefests must usually be written be...

» Mortgage Equity Withdrawal slightly positive in Q3
10/12/18 18:10 from Calculated Risk

» BBRG: Donald Trump Owns This Stock Market
10/12/18 18:00 from The Big Picture
Donald Trump Owns This Stock Market It wasn’t smart to dump a dovish Fed chief, run up the deficit, and start a trade war. Trump did all three. Bloomberg, December 10, 2018         For those of you who are looking for...

» AAR: November Rail Carloads Down 0.2% YoY, Intermodal Up 2.5% YoY
10/12/18 17:15 from Calculated Risk

» Prolonging the Pain, Postponing the Inevitable: The EU Just Gave Its Crumbling Banks Two Extra Life Lines
10/12/18 16:56 from Raging Bull-shit
Despite the trillions of euros thrown at Europe's banks since 2008, the old continent's banking system is as rickety as ever… Read More Prolonging the Pain, Postponing the Inevitable: The EU Just Gave Its Crumbling Banks Two Extra ...

» Cool Video: Bloomberg Economic Discussion
10/12/18 15:53 from Marc to Market
I joined Chris Wolfe from First Republic Wealth Management on the set of Bloomberg's Daybreak to discuss market developments and the outlook for the US economy.    We generally agreed that while the economy is slowing it i...

» BLS: Job Openings increase to 7.1 Million in October
10/12/18 15:08 from Calculated Risk

» Senators Press for Expanded Probe of FEMA Hurricane Maria Puerto Rico Relief Efforts
10/12/18 14:55 from naked capitalism
Senators Warren, Sanders, Blumenthal, and Durbin, has asked the DHS IG to expand an investigation into misallocation of funds budgeted for repair of hurricane-damaged homes and profit-skimming in Puerto Rico

» Partisan Bias of Financial Analysts
10/12/18 14:00 from The Big Picture
Don’t Like Trump? Your Financial Analysis Might Be Biased Partisanship should have no place in a corporate-credit rating. A new study says it does. Bloomberg, December 3, 2018       The dangers of political bias for invest...

» Chart crime as a measure of crypto-desperation
10/12/18 13:00 from FT Alphaville
Because who doesn't love a dreadful, misleading, four-month old chart.

» Black Knight Mortgage Monitor for October
10/12/18 13:00 from Calculated Risk

» 10 Monday AM Reads
10/12/18 12:55 from The Big Picture
My back-to-work morning train reads: • Bogle: RIAs Are the Future; Trading Is Investors’ Enemy (ThinkAdvisor) • Lessons From the Bernie Madoff Fraud, 10 Years Later (Barron’s) see also Madoff’s Victims Are Close To Getting Their $1...

» Snap AV: security concerns at Twitter
10/12/18 12:25 from FT Alphaville
MoffettNathanson think it's underspending on security, and that's bad news for future profits.

» Links 12/10/18
10/12/18 11:55 from naked capitalism

» Lack of Closure Weighs on Sentiment
10/12/18 11:06 from Marc to Market
Overview:  Investors angst over trade tensions and Brexit continue remains elevated, and poor Chinese and Japanese economic news played on global growth fears.  Equities continue to slog lower.  Bond yields are little chan...

» Madoff’s Victims Are Close to Being Made Whole
10/12/18 11:00 from The Big Picture
This is quite astonishing: A decade after Bernard Madoff was arrested for running the world’s biggest Ponzi scheme, the bitter fight to recoup investors’ lost billions has astounded experts and victims alike. While no one will ever colle...

» Gibraltar slaps £250k fine on WaveCrest; CEO stands down
10/12/18 10:58 from FT Alphaville
“In several respects its AML/ CFT systems and controls...fell below the standard expected of it for regulatory purposes.”

» Criticizing the “Free Trade Delusion”: Havana Charter’s Progressive Trade Vision Subverted
10/12/18 10:55 from naked capitalism
UNCTAD’s latest World Development Report criticises the free trade delusion. This short post considers the trade alternative put forward seventy years ago in the Havana Charter -- one that was neither nationalist nor neoliberal.

» Brexit: May’s Handbag
10/12/18 09:56 from naked capitalism
Big Brexit events of the week are underway, starting with the ECJ ruling on unilateral reversal of an Article 50 notice.

» Fight for Federal Right to Education Takes a New Turn
10/12/18 07:28 from naked capitalism
Can a series of lawsuits with new legal arguments persuade the Supreme Court to reverse a long-standing decision against a federal right to education?

» Further reading
10/12/18 06:36 from FT Alphaville
Love; Love, Actually; replacing religion; Bloomberg vs Bloomberg; Bolsonaro; Christmas decorations and much more...

» Monday: Job Openings
10/12/18 01:32 from Calculated Risk

» THE WOLF STREET REPORT
10/12/18 01:19 from Wolf Street
The West Coast Housing Bubble Bursts Even Without Tech Bust, which is still to come.

» How to Get to Mars.
09/12/18 23:00 from The Big Picture
“How To get to Mars” is a clip from the IMAX documentary “Roving Mars” from 2006. This is an edited short version. Thanks, Norm! The post How to Get to Mars. appeared first on The Big Picture .

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