Archive for January, 2013

The Peter Principle Revisited: A Computational Study

Category: Think Tank

Have Stock Market Bears Gone Extinct Because Of QE?

Hussman Funds – John P. Hussman, Ph.D.: Capitulation Everywhere The bears are gone, extinct, vanished. Among the ones remaining, many are people whom even I would consider to be either permabears or nut-cases. And yet, the historical evidence for major defensiveness has rarely been stronger. The newest iteration of the bullish case is the idea…Read More

Category: Federal Reserve, Psychology, Think Tank

Negative GDP. Discuss

Not much reaction to the negative GDP -0.1%. Was this a one off, special circumstances, or the start of something more significant. Discuss . . .    

Category: Markets

10 Mid Week PM Reads

My afternoon train reading: • Fund manager betting on a bear market in government (Philly.com) • naked capitalism: Bank of America Foreclosure Reviews: Why the Cover-Up Happened (Part IIIA) (Part IIIB) • A Warning to Wall St. About Misleading Clients (DealBook) • Home Prices Surge More Than 5%, the Most Since 2006 (NYT) but see…Read More

Category: Financial Press

Fisher Says Fed Constantly Reassessing Stimulus

Federal Reserve Bank of Dallas President Richard Fisher talks about monetary policy and the impact of the Dodd-Frank financial-regulatory overhaul on the banking industry. He speaks with Michael McKee on Bloomberg Television’s “Bottom Line.”


Source: Bloomberg, Jan. 17 2012

Category: Bailouts, Federal Reserve, Video

Why Are Corporations Holding So Much Cash?

Why Are Corporations Holding So Much Cash? By Juan M. Sánchez and Emircan Yurdagul January 2013       U.S. corporations are holding record-high amounts of cash. Understanding this phenomenon, many argue, may help us tease out the reasons for the slow recovery from the Great Recession. A close look at the balance sheets of…Read More

Category: Think Tank, Valuation

BBC: Tomorrow’s World

Via the Beebs, we see this monster graphic showing what the future might hold
 
click for complete expanded graphic

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Category: Digital Media, Venture Capital

Time Wasting Productivity Tools

Interesting article in WSJ personal journal: How Productivity Tools Can Waste Your Time:    

Category: Weekend

US Q4 GDP -0.1% Lower – a Rogue Number

Ms Gillard, the Australian PM, has announced that the next general elections will be held on 14th September. The announcement of the elections, so early on is a huge surprise – PM’s normally announce such decisions about 1 month ahead. Ms Gillard’s Labour Party is trailing the opposition, the Liberal-National Party coalition, though the gap…Read More

Category: Think Tank

10 Mid Week AM Reads

My morning reads: • Economy in U.S. Shrinks as Defense Spending Slumps (Bloomberg) see also U.S. Economy Unexpectedly Contracts in Fourth Quarter (WSJ) • Meaning is Expensive (Above the Market) • 3 Bond Strategies for 2013 (iShares Blog) see also Why is There Still a Shortage Safe Assets? (Macro and Other Market Musings) • MF…Read More

Category: Financial Press