Archive for October, 2011

Monday PM Trick or Treat Reads

Here is today’s train reading home for Trick or Treat:

• Say What? In 30-Year Race, Bonds Beat Stocks (Bloomberg)
Stephen Roach: America’s Other 87 Deficits (Project-Syndicate)
• Crumbling Bridges’ Leaves Business Paying (Bloomberg)
Hussman: Whipsaw Traps   www.hussmanfunds.com/wmc/wmc111031.htm
• What Does ‘Recapitalizing Banks’ Actually Mean? (Economix) see also Getting Over Our Over-Levered Selves (Forbes)
Bill Gross: Pennies from Heaven (Pimco)
• Consumer ’Scared to Death’ But Still Spending (Bloomberg) see also 10.4 Million American Families Slide Toward Losing Their Homes (Alter Net)
• ECRI Recession Watch: Growth Index Virtually Unchanged (Advisor Perspectives)
• Apple spending big next year on retail and cloud (Gigaom)
• ‘Once you get beyond a million dollars, it’s still the same hamburger’: Bill Gates says being a billionaire is overrated (Daily Mail) see also Millionaires Support Warren Buffett’s Tax on the Rich (WSJ)

What are you reading?

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Category: Financial Press

Cartman Is the 1%

Wall Street fat cats and Eric Cartman are already pretty similar. They’re greedy and gluttonous, and they’ve probably all killed and served a nemesis’s parents for dinner at least once or twice. And on this Wednesday’s all-new South Park, they’ll have one more thing in common when Cartman is criticized for being the 1% at…Read More

Category: Humor, Television, Weekend

Back of the envelope on Italy

REVISED: Here’s a back of the envelope calculation on Italy, highlighting the impact that a rise in financing costs coupled with a lack of growth can have on their finances. Italy needs to refinance about 310b euros of debt in 2012. I estimate the average interest rate they are paying on this maturing debt is…Read More

Category: Bailouts, MacroNotes

Navigating Volatile Markets

Stanley Crouch, Aegis Capital, and Josh Brown, Fusion Analytics, discuss how to navigate confusing markets


Source: CNBC.com Mon 31 Oct 11 | 02:11 PM ET

Category: Video

The World At Seven Billion

The world’s population is expected to hit seven billion in the next few weeks. After growing very slowly for most of human history, the number of people on Earth has more than doubled in the last 50 years. Click below to find out where you fit into this story of human life? Source: The World…Read More

Category: Philosophy, Science

The October Rally Everyone Hates

Source:
Overbought Market? The Case for Chasing Stocks in Q4
Matt Nesto
Breakout October 31, 2011
http://finance.yahoo.com/blogs/breakout/overbought-market-case-chasing-stocks-q4-152221297.html

Category: Markets, Video

Category: Economy, Markets, Regulation, Think Tank

Has America Become an Oligarchy?

Source: Has America Become an Oligarchy? Spiegel Online, October 28, 2011

Category: Employment, Politics, Wages & Income

Bonds Beat Stocks: 1981-2011

Got Bonds? Since 1981, long-term government bonds have gained an average of 11.5% per year, handily besting equities. The S&P 500 index gained the 10.8% per year over the same period, with much more risk and greater volatility (data from Jim Bianco, president of Bianco Research in Chicago). Here’s Bloomberg: “The biggest bond gains in…Read More

Category: Fixed Income/Interest Rates, Investing, Markets

10 Halloween Monday AM Reads

My morning reads start your week : • A Historical Perspective of Recessions and Bear Markets (TBP) see also Stocks Going By the Book (WSJ) • Commodity Funds Adding to Bullish Bets Fueling Biggest Rally Since 2009 (Bloomberg) • Crony Capitalism Comes Home (NYT) • All Eurozone, All the Time: …..-The two halves of the…Read More

Category: Financial Press