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Links 1-27-2011

January 27, 2011 1 comment
  1. Moody’s Assumed 4% Annual Home Price Rises in Bond Rating Model – Bloomberg
  2. In Norway, Start-ups Say Ja to Socialism:
  3. Stagflation: BoE cheers | money supply | News, data and opinions on market-moving economics from the Financial Times – FT.com
  4. The German consumer mood | money supply | News, data and opinions on market-moving economics from the Financial Times – FT.com
  5. America’s Middle Eastern Puppet Regimes Are Falling Like Dominoes → Washington’s Blog
  6. A Physicist Turns the City Into an Equation – NYTimes.com
  7. Apple
  8. Fed Likely to Press On With QE Even as Business Lending Rises – Bloomberg
  9. Businessmen Regret Leaving Merkel in Peril Over Euro’s Benefits – Bloomberg
  10. Obama Spending Drive Will Suffocate Job Growth: Amity Shlaes – Bloomberg Yeah right.
  11. U.K. Economy Unexpectedly Shrinks as Cold Hits Services – Bloomberg
  12. Wall Street Partying in Davos as Bankers Overcome Crisis – Bloomberg
  13. And Now, For The Real Sh$% Show… Life Insurance Companies v Countrywide, Mozilo, Bank of America, et al « Foreclosure Fraud – Fighting Foreclosure Fraud by Sharing the Knowledge.  Thesis of “BAC exposed to massive charges due to fraud” getting more proof everyday.
  14. Drunk scientists pour wine on superconductors and make an incredible discovery: Hell yeah!
  15. BUSTED: Texas Was The #1 Stimulus Moocher
  16. A gentler and more logical economics « Blog Archive « Dan Ariely
  17. Italian scientists claim to have demonstrated cold fusion (w/ Video):  Color me skeptical. only proof is on free energy sites.  I loved these magazines and then sites back in the day – pseudoscience, ufos, cults, and fringe beliefs always got my attention, and this stinks of pseudoscience.  Freaky, true story: I made a call to a very strange free energy guy, and that night the strangest car I’ve ever seen – ALL black, huge, brand new, without any model or make identifiers, weird federal government license plates, and a freaky bumper sticker that said something like “I kill people” parked outside my apartment!  It looked like the move bad guy cars.  This cold fusion could be true, most likely isn’t true.
  18. China Financial Markets » The real cost of Chinese NPLs
  19. Super-Cycle Leaves No Economy Behind Before Davos Summit – Bloomberg Wow!  We’re gonna be rich!
  20. Faulty Foreclosure May Mean Massachusetts Buyer Isn’t Owner – Bloomberg
  21. World needs $100 trillion more credit, says World Economic Forum – Telegraph
  22. Banks Halting Foreclosures in Parts of Florida « naked capitalism
  23. The New Federal Reserve 1-10-11 | Institute for New Economic Thinking
  24. BMW, Audi Expand Factories as Record Sales Constrain Capacity – Bloomberg
  25. IAS 107: Reading: Jared Diamond’s Provocation: The Invention of Agriculture as a Big Mistake – Grasping Reality with Both Hands
  26. Robert Skidelsky – The relevance of Keynes:  This guy is great.  I am going to start reviewing Keynes General theory along side of Mises Human action.
  27. interfluidity » Endogenize ideology:

 

Why do I get the feeling that if Mises was an engineer, he would refuse to build bridges because gravity is a strong force, and steel eventually rusts if you don’t take care of it?

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Fat Fingers: Links 1-18-2011

January 18, 2011 Comments off
  1. Thousands of Sports Fans Drunk After Football, Baseball Games – Bloomberg: Seems more like an Onion headline, but found this on Bloomberg
  2. Treasury Fat Finger? | zero hedge: I was a bit shocked at the selloff this AM, this could be a possible reason.
  3. Tradeweb Denies Fat Finger Rumors | zero hedge: or not.  Maybe someone had to sell 100,000 futures in a hurry.
  4. Fed Officials Signal Growth Pickup Won’t Alter Bond Purchases – Bloomberg:
  5. Ripple effect of mortgage changes may slow economy – The Globe and Mail: Goodbye, Canada housing bubble.
  6. Watch the Watson Computer Kick Jeopardy’s Ass (video): IBM executives claim it could read all of the world’s medical files in a few seconds.
  7. YouTube – IBM’s Watson AI Jeopardy practice match: Terrifying.  At some point really soon, we will be asking it questions with unknown answers.
  8. FT Alphaville » Charting CPI:
  9. FT Alphaville » Fix the EFSF – lose the triple-A?: Then they could use all the bits to buy bonds, instead of just 86% of the bits
  10. FT Alphaville » Oil shock-ed
  11. Hedge Funds Reduce Bullish Gold Bets as `Big Boys Are Starting to Get Out’ – Bloomberg: Really?
  12. Apple CEO Jobs Takes Medical Leave, Cook to Fill In – Bloomberg:  Get Well Soon, Steve!
  13. Robert Skidelsky – The relevance of Keynes:  The General Theory slams you over the head with how much it talks about uncertainty and risk.   This is only one of the reasons I like the book and find myself turning to it over and over again for trading related insights.
  14. interfluidity » Endogenize ideology: The dudes I used to beat up on the playground are getting beat up on the playground again because they do not understand the metarules.
  15. United States Map of Title Theory States and Lien Theory States; What’s the difference between a Title and a Lien State?:  Good to know.
  16. Demand Side Blog: Transcript: 419B Non-Events of 2010, Part II:
  17. Macro and Other Market Musings: Is the UK Secretly Targeting NGDP?: This slope of the trend line indicates an average nominal GDP growth rate of 5.3%.  It seems plausible, then, that the Bank of England is actually targeting nominal GDP.  This is not entirely surprising given there are respected economic commentators in the UK like Martin Wolf and Samuel Brittan that endorse the idea.
  18. The Grossman-Stiglitz Paradox | WhereDoesAllMyMoneyGo.com
  19. What the science of human nature can teach us : The New Yorker
  20. The Only Economic Datapoint We’re Going To Worry About This Week
  21. Here’s The #1 Most Clichéd Piece Of Conventional Wisdom That Everyone Believes Right Now: What are the other options?  Screwed now, ok in long run.  Screwed now, screwed in the long run.  Ok in the now, ok in the long run.
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Links 1-11-2011

January 11, 2011 Comments off

The Traders Crucible Must Read:

FT Alphaville » The end of the taxpayer put: It appears that the Eurozone banks are under a huge amount of pressure – they may not last much longer if these spreads are any indication.  Is this the beginning of the end?  How does this end well for the banks?  There is unlikely to be a bailout, and without the bailout, the only option is nationalization and restructuring.

And I do not see this impacting the real economy much either. Note that this is Commerz, a German bank. Clearly, Germany isn’t suffering due to this bank being insolvent and just continuing to do business.  Interesting. What if there is a wave of bank nationalizations and nobody notices?

If the Eurobanks go, what does this mean for the U.S. banks?  Will the U.S. banks be able to stall or extend? I think not.  The political will for handing over bags of money has ended, and with the fed effectively nationalizing much of the former repo market by paying interest on reserves, the impact to liquidity should be muted no matter what happens to the large banks.

  1. Indonesia May Sell Dollar Bonds to Local Market to Curb Risks – Bloomberg: Just a matter of time before they default, eh?  These dollar denominated loans nearly always end in default.
  2. http://libertarianpapers.org/articles/2010/lp-2-43.pdf
  3. Job Openings in U.S. Decrease for Third Time in Four Months – Bloomberg: Oops!
  4. Financialization Economics: On Big Bank and Big Government: If you pay attention to MMT, you already know this. • (1) additional bank reserves do not enable or encourage greater bank lending;
  5. Charles Ferguson on the Financial Crisis
  6. Number of Swiss prisoners increases again in 2010. – swissinfo: around 6,000 prisoners
  7. The return of the Zeppelin: not just a flight of fancy – Telegraph: In the light: “So why aren’t the skies darkened with fleets of these behemoths? The answer is simple: money. With few investors willing to take the risk of building something new, the technology is being pushed forward – as is so often the case – by the military. “
  8. Daredevil completes jet pack loop-the-loops – Telegraph: This guy has a death wish
  9. Mish’s Global Economic Trend Analysis: Australia’s “Tulip Mania” About to Crash; 44% Jump in Property Listings Proves the Proposed Housing Shortage is Gargantuan Myth; Playable Actions: Australia’s luck just ran out.  😦
  10. ECB Drains E74.0 Bn In 1-Week Term Deposit Tender,As Intended | iMarketNews.com: The drained amount this week matched the total volume of government bonds purchased by the ECB and settled as of last Friday and matched the intended amount from last week, given that the central bank purchased only E113 million last week under the SMP, its lowest total since October.
  11. Bloggers’ word choice bares their personality traits, study finds: Wow! Sky Blue: News at 10
  12. $2.6 Billion to Cover Bad Loans: It’s a Start – Yahoo! Finance:  A 1% downpayment?
  13. Greece sells 1.95 bln eur T-bills, 26-week yield 4.90% | Reuters: Bid to Cover, baby!

(forgot to put in the new Perry Mehrling book)

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