Wednesday, 31 December 2014
Tuesday, 30 December 2014
Why ‘life will go on’ thesis about global economy might not pass muster in 2015
{http://www.theguardian.com/business/economics-blog/2014/dec/28/global-economy-2015-2014-1999-problems}
Junk Bond Risk Appetites Imply Stocks Should Fall At Least 13%
{http://thefelderreport.com/2014/12/23/junk-bond-risk-appetites-imply-stocks-should-fall-at-least-13/}
A Pessimist's guide to the World in 2015
{http://www.bloomberg.com/graphics/2015-flash-points/?hootPostID=8ac47b59f9f297f5aa7664a1fc7b7a8a}
Big questions for markets for 2015
{http://www.reuters.com/article/2014/12/27/us-markets-stocks-usa-weekahead-idUSKBN0K414E20141227}
What’s Next for World Oil as Lower Prices Extend Into ‘15
{http://www.bloomberg.com/news/2014-12-23/what-s-next-for-world-oil-as-lower-prices-extend-into-15.html}
Brazil's Economy Just Imploded
{http://www.zerohedge.com/news/2014-12-29/brazils-economy-just-imploded}
Why Greece’s Spillover Across Euro Area Will Probably Be Contained This Time
{http://www.bloomberg.com/news/2014-12-29/why-greece-s-spillover-across-euro-area-will-probably-be-contained-this-time.html}
Business Cycle Theories and All That
{http://pragcap.com/business-cycle-theories-and-all-that?utm_source=dlvr.it&utm_medium=twitter}
Ten Investing Facts of Life
{http://www.bloombergview.com/articles/2014-12-26/ten-investing-facts-of-life}
Invest in a Potato Before These Four Things
{http://blogs.cfainstitute.org/investor/2014/12/23/invest-in-a-potato-before-these-four-things/}
{http://www.theguardian.com/business/economics-blog/2014/dec/28/global-economy-2015-2014-1999-problems}
Junk Bond Risk Appetites Imply Stocks Should Fall At Least 13%
{http://thefelderreport.com/2014/12/23/junk-bond-risk-appetites-imply-stocks-should-fall-at-least-13/}
A Pessimist's guide to the World in 2015
{http://www.bloomberg.com/graphics/2015-flash-points/?hootPostID=8ac47b59f9f297f5aa7664a1fc7b7a8a}
Big questions for markets for 2015
{http://www.reuters.com/article/2014/12/27/us-markets-stocks-usa-weekahead-idUSKBN0K414E20141227}
What’s Next for World Oil as Lower Prices Extend Into ‘15
{http://www.bloomberg.com/news/2014-12-23/what-s-next-for-world-oil-as-lower-prices-extend-into-15.html}
Brazil's Economy Just Imploded
{http://www.zerohedge.com/news/2014-12-29/brazils-economy-just-imploded}
Why Greece’s Spillover Across Euro Area Will Probably Be Contained This Time
{http://www.bloomberg.com/news/2014-12-29/why-greece-s-spillover-across-euro-area-will-probably-be-contained-this-time.html}
Business Cycle Theories and All That
{http://pragcap.com/business-cycle-theories-and-all-that?utm_source=dlvr.it&utm_medium=twitter}
Ten Investing Facts of Life
{http://www.bloombergview.com/articles/2014-12-26/ten-investing-facts-of-life}
Invest in a Potato Before These Four Things
{http://blogs.cfainstitute.org/investor/2014/12/23/invest-in-a-potato-before-these-four-things/}
Tuesday, 23 December 2014
Busting the Myth About Size
{http://www.researchaffiliates.com/Our%20Ideas/Insights/Fundamentals/Pages/284_Busting_the_Myth_About_Size.aspx}
Year of man v machine for hedge funds
http://www.ft.com/cms/s/0/aded4aa4-86e0-11e4-8a51-00144feabdc0.html#axzz3MjWEaJaM
Wednesday, 17 December 2014
In 2015, Vladimir Putin may witness his empire’s death knell
{http://blogs.reuters.com/great-debate/2014/12/16/in-2015-vladimir-putin-may-witness-his-empires-death-knell/}
Dual-listed shares now cost 23% more in China
{http://www.ft.com/fastft/252451}
Global Crude Plunges Through $60 as Producers Fail to Curb Glut
{http://www.bloomberg.com/news/2014-12-16/oil-drops-as-u-s-producers-seen-standing-ground-amid-opec-fight.html}
{http://blogs.reuters.com/great-debate/2014/12/16/in-2015-vladimir-putin-may-witness-his-empires-death-knell/}
Dual-listed shares now cost 23% more in China
{http://www.ft.com/fastft/252451}
Global Crude Plunges Through $60 as Producers Fail to Curb Glut
{http://www.bloomberg.com/news/2014-12-16/oil-drops-as-u-s-producers-seen-standing-ground-amid-opec-fight.html}
Thursday, 11 December 2014
The most important thing you need to know about commodities
{http://adamhgrimes.com/blog/important-thing-need-know-commodities/}
Sometimes Markets Are Stupid
{http://www.bloombergview.com/articles/2014-12-10/sometimes-markets-are-stupid}
{http://adamhgrimes.com/blog/important-thing-need-know-commodities/}
Sometimes Markets Are Stupid
{http://www.bloombergview.com/articles/2014-12-10/sometimes-markets-are-stupid}
Wednesday, 10 December 2014
Macro Horizons: China Markets Tank, Greece Risks Rise, Fed Preps Rates Signal
http://blogs.wsj.com/moneybeat/2014/12/09/macro-horizons-china-markets-tank-greece-risks-rise-fed-preps-rates-signal/?mod=WSJBlog
This is why the middle class can’t get ahead
{http://www.pbs.org/newshour/making-sense/middle-class-cant-get-ahead/}
and
The Pitchforks Are Coming… For Us Plutocrats
http://www.politico.com/magazine/story/2014/06/the-pitchforks-are-coming-for-us-plutocrats-108014_full.html#.VIgo2SusUYu
and
TED Banned This Billionaire For Exposing Capitalism’s Biggest Lie
http://www.trueactivist.com/ted-banned-this-billionaire-for-exposing-capitalisms-biggest-lie/LUXEMBOURG LEAKS: GLOBAL COMPANIES' SECRETS EXPOSED
http://www.icij.org/project/luxembourg-leaks
Thursday, 4 December 2014
The A to Z of Behavioral Biashttp://www.psyfitec.com/p/the-to-z-of-behavioral-bias.html
Tuesday, 2 December 2014
Real Conversations: A Dire Appraisal of Our ‘Broken Global Economy’
https://app.hedgeye.com/insights/40718-real-conversations-a-dire-appraisal-of-our-broken-global-economy
Time to scrap the Stability and Growth Pact
http://www.voxeu.org/article/time-scrap-stability-and-growth-pact
Oil Prices and Deflationary Bias
http://krugman.blogs.nytimes.com/2014/12/01/oil-prices-and-deflationary-bias/?_r=1
A glut of oil?
http://econbrowser.com/archives/2014/11/a-glut-of-oil
https://app.hedgeye.com/insights/40718-real-conversations-a-dire-appraisal-of-our-broken-global-economy
Time to scrap the Stability and Growth Pact
http://www.voxeu.org/article/time-scrap-stability-and-growth-pact
Oil Prices and Deflationary Bias
http://krugman.blogs.nytimes.com/2014/12/01/oil-prices-and-deflationary-bias/?_r=1
A glut of oil?
http://econbrowser.com/archives/2014/11/a-glut-of-oil
Monday, 1 December 2014
Prepare for a long-term fall in energy prices
{http://blogs.ft.com/nick-butler/2014/11/30/prepare-for-a-long-term-fall-in-energy-prices/}
How He and His Cronies Stole Russia
{http://www.nybooks.com/articles/archives/2014/dec/18/how-he-and-his-cronies-stole-russia/}
Russian Money Suspected Behind Fracking Protests
{http://www.nytimes.com/2014/12/01/world/russian-money-suspected-behind-fracking-protests.html?partner=rss&emc=rss&smid=tw-nytimes&_r=0}
{http://blogs.ft.com/nick-butler/2014/11/30/prepare-for-a-long-term-fall-in-energy-prices/}
How He and His Cronies Stole Russia
{http://www.nybooks.com/articles/archives/2014/dec/18/how-he-and-his-cronies-stole-russia/}
Russian Money Suspected Behind Fracking Protests
{http://www.nytimes.com/2014/12/01/world/russian-money-suspected-behind-fracking-protests.html?partner=rss&emc=rss&smid=tw-nytimes&_r=0}
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