I warn you, Mr Carney – a housing bubble is coming
{http://www.telegraph.co.uk/finance/comment/kamal-ahmed/10235529/I-warn-you-Mr-Carney-a-housing-bubble-is-coming.html}
Hacks
HOWTO: Ultra-cheap Sous-vide
{http://boingboing.net/2013/08/11/howto-ultra-cheap-sous-vide.html}
How to Make Free Ringtones in iTunes
{http://mashable.com/2013/08/08/free-itunes-iphone-ringtones/#_}
Monday, 12 August 2013
Friday, 9 August 2013
Friday 9th Aug
The changing debate over China’s economy
{http://blog.mpettis.com/2013/08/the-changing-debate-over-chinas-economy/}
How to Convince Investors
{http://www.paulgraham.com/convince.html}
Defend Europe, if you still dare
{http://blogs.telegraph.co.uk/finance/ambroseevans-pritchard/100025311/defend-europe-if-you-still-dare/}
Mark Carney: banks need to reconnect with society
{http://www.theguardian.com/business/2013/aug/08/mark-carney-banks-need-to-reconnect-with-society}
{http://blog.mpettis.com/2013/08/the-changing-debate-over-chinas-economy/}
How to Convince Investors
{http://www.paulgraham.com/convince.html}
Defend Europe, if you still dare
{http://blogs.telegraph.co.uk/finance/ambroseevans-pritchard/100025311/defend-europe-if-you-still-dare/}
Mark Carney: banks need to reconnect with society
{http://www.theguardian.com/business/2013/aug/08/mark-carney-banks-need-to-reconnect-with-society}
Thursday, 8 August 2013
That was Thursday
'Critical phase' for Iter fusion dream
{http://www.bbc.co.uk/news/science-environment-23408073}
Coming Collapse of China? (excerpt)
{http://blog.yardeni.com/2013/08/coming-collapse-of-china-excerpt.html}
Ritholtz
Blame the Economists . . .
{http://www.ritholtz.com/blog/2013/08/blame-the-economists/}
& reference piece
{http://www.ritholtz.com/blog/2009/01/why-economists-suck/}
Manipulating Bad Financial Data
{http://www.ritholtz.com/blog/2013/08/manipulating-bad-financial-data/}
{http://www.bbc.co.uk/news/science-environment-23408073}
Coming Collapse of China? (excerpt)
{http://blog.yardeni.com/2013/08/coming-collapse-of-china-excerpt.html}
Ritholtz
Blame the Economists . . .
{http://www.ritholtz.com/blog/2013/08/blame-the-economists/}
& reference piece
{http://www.ritholtz.com/blog/2009/01/why-economists-suck/}
Manipulating Bad Financial Data
{http://www.ritholtz.com/blog/2013/08/manipulating-bad-financial-data/}
Wednesday, 7 August 2013
7th August
Analysis: China risks following Japan into economic coma
{http://www.reuters.com/article/2013/07/29/us-china-economy-japan-analysis-idUSBRE96S10P20130729}
Indo, most undervalued EM market in the world?
{http://goodnewsfromindonesia.org/the-most-undervalued-emerging-market-in-the-world/}
India Rupee Recovers From Record Low
{http://online.wsj.com/article/SB10001424127887323968704578651082347376760.html}
Aykroyd: Let Me Explain the End of `Trading Places'
{http://www.businessweek.com/videos/2013-08-06/aykroyd-let-me-explain-the-end-of-trading-places}
{http://www.reuters.com/article/2013/07/29/us-china-economy-japan-analysis-idUSBRE96S10P20130729}
Indo, most undervalued EM market in the world?
{http://goodnewsfromindonesia.org/the-most-undervalued-emerging-market-in-the-world/}
India Rupee Recovers From Record Low
{http://online.wsj.com/article/SB10001424127887323968704578651082347376760.html}
Aykroyd: Let Me Explain the End of `Trading Places'
{http://www.businessweek.com/videos/2013-08-06/aykroyd-let-me-explain-the-end-of-trading-places}
Tuesday, 6 August 2013
Aug 06
{http://humblestudentofthemarkets.blogspot.co.uk/2013/08/market-perception-of-china-macro-risk.html}
Should you delete all emails you get while you are on holiday?
{http://www.bbc.co.uk/news/magazine-23547802}
The 25 Best Bloggers, 2013 Edition
{http://techland.time.com/2013/08/05/the-25-best-bloggers-2013-edition/}
RBS Market Manipulator Got Canned Because Some Janitor Posed As A Bond Guy And For No Other Reason, Says RBS Market Manipulator
{http://dealbreaker.com/2013/08/rbs-market-manipulator-got-canned-because-some-janitor-posed-as-a-bond-guy-and-for-no-other-reason-says-rbs-market-manipulator/}
Miners return to hedging as gold prices lose shine
{http://www.ft.com/cms/s/0/3dcc8ecc-fd0e-11e2-955a-00144feabdc0.html#axzz2bAUXrMQ6}
Should you delete all emails you get while you are on holiday?
{http://www.bbc.co.uk/news/magazine-23547802}
The 25 Best Bloggers, 2013 Edition
{http://techland.time.com/2013/08/05/the-25-best-bloggers-2013-edition/}
RBS Market Manipulator Got Canned Because Some Janitor Posed As A Bond Guy And For No Other Reason, Says RBS Market Manipulator
{http://dealbreaker.com/2013/08/rbs-market-manipulator-got-canned-because-some-janitor-posed-as-a-bond-guy-and-for-no-other-reason-says-rbs-market-manipulator/}
Miners return to hedging as gold prices lose shine
{http://www.ft.com/cms/s/0/3dcc8ecc-fd0e-11e2-955a-00144feabdc0.html#axzz2bAUXrMQ6}
Friday, 2 August 2013
Friday 2nd August
Japan has not learnt the lessons of its lost decade
{http://www.ft.com/cms/s/0/f80a2eba-fa8a-11e2-87b9-00144feabdc0.html#axzz2amU9FYZj}
County in Shaanxi in a Deep Hole as Mining Bubble Pops
{http://english.caixin.com/2013-08-01/100564292.html}
Economists Behaving Badly, Redux
{http://krugman.blogs.nytimes.com/2013/08/01/economists-behaving-badly-redux/?_r=0}
Asset Allocation Strategies
{http://www.mebanefaber.com/2013/07/31/asset-allocation-strategies-2/}
{http://www.ft.com/cms/s/0/f80a2eba-fa8a-11e2-87b9-00144feabdc0.html#axzz2amU9FYZj}
County in Shaanxi in a Deep Hole as Mining Bubble Pops
{http://english.caixin.com/2013-08-01/100564292.html}
Economists Behaving Badly, Redux
{http://krugman.blogs.nytimes.com/2013/08/01/economists-behaving-badly-redux/?_r=0}
Asset Allocation Strategies
{http://www.mebanefaber.com/2013/07/31/asset-allocation-strategies-2/}
Thursday, 1 August 2013
Thursday 1st August
China Stocks World’s Worst Losing $748 Billion on Slump
{http://www.bloomberg.com/news/2013-07-30/china-stocks-world-s-worst-losing-748-billion-on-slump.html}
We could very well be entering into a multi-decade period of much lower price-to-earnings (P/E) ratios.
{http://www.marketwatch.com/story/pe-ratios-to-drop-20-in-coming-years-2013-07-31}
Gold
China launches two new gold ETFs
{http://emergingmoney.com/china/china-launches-two-new-gold-etfs/}
On Au
{http://johnhcochrane.blogspot.co.uk/2013/07/on-au.html}
On-On Au; What is the payoff structure of gold?
{http://noahpinionblog.blogspot.co.uk/2013/07/what-is-payoff-structure-of-gold.html}
{http://www.bloomberg.com/news/2013-07-30/china-stocks-world-s-worst-losing-748-billion-on-slump.html}
We could very well be entering into a multi-decade period of much lower price-to-earnings (P/E) ratios.
{http://www.marketwatch.com/story/pe-ratios-to-drop-20-in-coming-years-2013-07-31}
Gold
China launches two new gold ETFs
{http://emergingmoney.com/china/china-launches-two-new-gold-etfs/}
On Au
{http://johnhcochrane.blogspot.co.uk/2013/07/on-au.html}
On-On Au; What is the payoff structure of gold?
{http://noahpinionblog.blogspot.co.uk/2013/07/what-is-payoff-structure-of-gold.html}
Wednesday, 31 July 2013
Wednesday 31st July
Russian Potash Producer Signals End to Global Cartel
{http://online.wsj.com/article/SB10001424127887324354704578637613345900562.html}
Some Investing Stories Sound Good Until You Analyze Them
{http://www.nytimes.com/2013/07/29/your-money/some-investing-stories-sound-good-until-you-analyze-them.html?_r=1&}
China Is Set to Suffer the Skyscraper Curse
{http://www.bloomberg.com/news/2013-07-29/china-is-set-to-suffer-the-skyscraper-curse.html}
{http://online.wsj.com/article/SB10001424127887324354704578637613345900562.html}
Some Investing Stories Sound Good Until You Analyze Them
{http://www.nytimes.com/2013/07/29/your-money/some-investing-stories-sound-good-until-you-analyze-them.html?_r=1&}
China Is Set to Suffer the Skyscraper Curse
{http://www.bloomberg.com/news/2013-07-29/china-is-set-to-suffer-the-skyscraper-curse.html}
Tuesday, 30 July 2013
Tuesday 30th July
5 reasons the Fed's taper will begin in September
{http://soberlook.com/2013/07/5-reasons-feds-taper-to-begin-in.html}
A great China reckoning might not happen in quite the way you’d expect
{http://ftalphaville.ft.com/2013/07/30/1585282/a-great-china-reckoning-might-not-happen-in-quite-the-way-youd-expect/}
Will China's economy crash?
{http://edition.cnn.com/2013/07/29/opinion/pettis-china-economy}
{http://soberlook.com/2013/07/5-reasons-feds-taper-to-begin-in.html}
A great China reckoning might not happen in quite the way you’d expect
{http://ftalphaville.ft.com/2013/07/30/1585282/a-great-china-reckoning-might-not-happen-in-quite-the-way-youd-expect/}
Will China's economy crash?
{http://edition.cnn.com/2013/07/29/opinion/pettis-china-economy}
Friday, 26 July 2013
Friday 26th
Worries about China
{http://www.econbrowser.com/archives/2013/07/worries_about_c.html}
Is China's debt nightmare a province called Jiangsu?
{http://www.reuters.com/article/2013/07/24/china-economy-debt-idUSL4N0FQ02820130724}
Broad-Minded? London Mayor Spurs Berlin Public Sex Debate
{http://www.spiegel.de/international/zeitgeist/london-mayor-boris-johnson-sparks-berlin-debate-on-sex-in-public-a-913112.html}
{http://www.econbrowser.com/archives/2013/07/worries_about_c.html}
Is China's debt nightmare a province called Jiangsu?
{http://www.reuters.com/article/2013/07/24/china-economy-debt-idUSL4N0FQ02820130724}
Broad-Minded? London Mayor Spurs Berlin Public Sex Debate
{http://www.spiegel.de/international/zeitgeist/london-mayor-boris-johnson-sparks-berlin-debate-on-sex-in-public-a-913112.html}
Thursday, 25 July 2013
July 25
Explaining the commodity warehouse trade with scripture
{http://ftalphaville.ft.com/2013/07/23/1578802/explaining-the-commodity-warehouse-trade-with-scripture/}
Goldman on who’s really wagging the oil market
{http://ftalphaville.ft.com/2011/10/04/691986/goldman-on-whos-really-wagging-the-oil-market/}
Gold stocks, What The Heck Happened?
{http://www.indexuniverse.com/hot-topics/19372-gdx-what-the-heck-happened.html}
{http://ftalphaville.ft.com/2013/07/23/1578802/explaining-the-commodity-warehouse-trade-with-scripture/}
Goldman on who’s really wagging the oil market
{http://ftalphaville.ft.com/2011/10/04/691986/goldman-on-whos-really-wagging-the-oil-market/}
Gold stocks, What The Heck Happened?
{http://www.indexuniverse.com/hot-topics/19372-gdx-what-the-heck-happened.html}
Wednesday, 24 July 2013
Wednesday 24th July
China capitulates
{http://blogs.telegraph.co.uk/finance/ambroseevans-pritchard/100025237/china-capitulates/}
Some Thoughts on Recent Chinese GDP Growth
{http://www.econbrowser.com/archives/2013/07/some_thoughts_o_4.html}
{Six Reasons to Expect Inflation}
{http://blogs.wsj.com/moneybeat/2013/07/23/six-reasons-to-expect-inflation/?mod=WSJBlog}
{http://blogs.telegraph.co.uk/finance/ambroseevans-pritchard/100025237/china-capitulates/}
Some Thoughts on Recent Chinese GDP Growth
{http://www.econbrowser.com/archives/2013/07/some_thoughts_o_4.html}
{Six Reasons to Expect Inflation}
{http://blogs.wsj.com/moneybeat/2013/07/23/six-reasons-to-expect-inflation/?mod=WSJBlog}
Tuesday, 23 July 2013
Tuesday 23rd July
When have econ blogs changed your mind about something?
http://noahpinionblog.blogspot.co.uk/2013/07/when-have-econ-blogs-changed-your-mind.html
on the back of this...
Smaller, cheaper, faster: Does Moore’s law apply to solar cells?
http://blogs.scientificamerican.com/guest-blog/2011/03/16/smaller-cheaper-faster-does-moores-law-apply-to-solar-cells/
The SEC’s important case against Stevie Cohen
http://blogs.reuters.com/felix-salmon/2013/07/21/the-secs-important-case-against-stevie-cohen/
http://noahpinionblog.blogspot.co.uk/2013/07/when-have-econ-blogs-changed-your-mind.html
on the back of this...
Smaller, cheaper, faster: Does Moore’s law apply to solar cells?
http://blogs.scientificamerican.com/guest-blog/2011/03/16/smaller-cheaper-faster-does-moores-law-apply-to-solar-cells/
The SEC’s important case against Stevie Cohen
http://blogs.reuters.com/felix-salmon/2013/07/21/the-secs-important-case-against-stevie-cohen/
Monday, 22 July 2013
22nd July
China super cycle not ending, just shifting
{http://www.theage.com.au/business/china-super-cycle-not-ending-just-shifting-20130719-2q9wt.html}
China’s Ponzi Bicycle Is Running Into A Brick Wall
{http://krugman.blogs.nytimes.com/2013/07/19/chinas-ponzi-bicycle-is-running-into-a-brick-wall/}
G20 report warns of global tax chaos
{http://www.guardian.co.uk/world/2013/jul/19/g20-report-warns-global-tax-chaos}
Quad Highlights
{http://linkseffect.blogspot.co.uk/2013/07/perth-and-kinross-20130713-00046jpg.html}
Quad pics
Times

Right to left, Munro 1 (Meall Greigh), 4 (Ben Lawers), 5 (Beinn Ghlas) & 7 (Maell nan Tarmachan)


All photos here
Tuesday, 9 July 2013
9th July
China Cash Squeeze Seen Creating Vietnam-Size Credit Hole
Monday, 8 July 2013
Monday the 8th
The need for less speed. High-frequency trading may be about to slow down.
{http://timharford.com/2013/07/the-need-for-less-speed/}
Are the stock markets manipulated or are they truly a mathematical outcome of buyers and sellers?
{http://online.wsj.com/article/SB10001424127887324328204578574150803209498.html}
A Dozen Things I’ve Learned About the Psychology of Investing
{http://25iq.com/2013/07/01/a-dozen-things-ive-learned-about-the-psychology-of-investing/}
Do Not Go Gently Into That Pig Roast
Friday, 5 July 2013
5th July
Independence day for central banks
{http://www.bbc.co.uk/news/business-23190168}
Herbal stimulant khat to be banned
{http://www.bbc.co.uk/news/uk-23163017}
Close up: Urban shrimp fishing in Taiwan
{http://www.bbc.co.uk/news/magazine-20181132}
Wednesday, 3 July 2013
3 July
Does China Have Enough Water to Burn Coal?
{http://www.scientificamerican.com/article.cfm?id=does-china-have-enough-water-burn-coal}
Bitcoin: how I made a virtual fortune
{http://www.guardian.co.uk/technology/blog/2013/jul/01/bitcoin-virtual-fortune-crypto-currency}
&
A Bitcomedy
{http://ftalphaville.ft.com/2013/07/02/1553302/a-bitcomedy/}
Unclean at Any Speed, Electric cars don’t solve the automobile’s environmental problems
{http://spectrum.ieee.org/energy/renewables/unclean-at-any-speed}
On ongoing protests in Brazil, Turkey and elsewhere..
{http://whynationsfail.com/blog/2013/7/2/middle-class-rising.html}
Exclusive: Greece has three days to deliver or face consequences - EU officials
{http://www.reuters.com/article/2013/07/02/us-eurozone-greece-idUSBRE96107A20130702}
{http://www.scientificamerican.com/article.cfm?id=does-china-have-enough-water-burn-coal}
Bitcoin: how I made a virtual fortune
{http://www.guardian.co.uk/technology/blog/2013/jul/01/bitcoin-virtual-fortune-crypto-currency}
&
A Bitcomedy
{http://ftalphaville.ft.com/2013/07/02/1553302/a-bitcomedy/}
Unclean at Any Speed, Electric cars don’t solve the automobile’s environmental problems
{http://spectrum.ieee.org/energy/renewables/unclean-at-any-speed}
On ongoing protests in Brazil, Turkey and elsewhere..
{http://whynationsfail.com/blog/2013/7/2/middle-class-rising.html}
Exclusive: Greece has three days to deliver or face consequences - EU officials
{http://www.reuters.com/article/2013/07/02/us-eurozone-greece-idUSBRE96107A20130702}
Monday, 1 July 2013
Monday 1st July
Why China's Economy May Be Heading for a Crash
{http://www.cnbc.com/id/100849458}
New threats to China's property bubble
{http://soberlook.com/2013/06/new-threats-to-chinas-property-bubble.html}
Top five pens
{http://penaddict.com/top-5-pens/}
Jimmy Wales Is Not an Internet Billionaire
{http://www.nytimes.com/2013/06/30/magazine/jimmy-wales-is-not-an-internet-billionaire.html?pagewanted=2&_r=2&ref=magazine&pagewanted=all&}
A Test to Measure How Rational You Really Are
{http://io9.com/a-test-to-measure-how-rational-you-really-are-609412488}
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