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• Santa Rally or Rally of a Lifetime?

  Created: Thursday, 03 December 2009 Author: Leo Kolivakis

  Let's have some fun for a change. Now that I bored you to death with all my relentless posts on the great pension plunder, let's talk markets. ...

• Venezuela Faces Liquidity Crisis

  Created: Thursday, 03 December 2009 Author: David Spurr

  Chavezs' threat of nationalizing banks roiled markets as bank customers look to pull funds prior to a nationalization.  There's an article that appears in the WSJ that highlights what's going on within the country. ...

• PIMCO’s Gross Bullish on Utilities

  Created: Thursday, 03 December 2009 Author: Eric Roseman

  Montreal, Canada The world's greatest bond fund manager is bullish on utility stocks. Bill Gross, who runs the world's largest bond fund complex out of Newport Beach, California, is musing about the merits of owning relatively high-yielding utilities in ...

• The Most Depressing Thing I Read Today

  Created: Thursday, 03 December 2009 Author: Warren Meyer

  I hope JD is wrong: Further complicating this picture is that Sheriff Joe Arpaio, despite erratic and confrontational conduct that has repeatedly put him at the wrong end of lawsuits and press coverage, is immensely popular with Maricopa County voters. I...

• A (Fed) house divided

  Created: Thursday, 03 December 2009 Author: Cam Hui

  Abraham Lincoln famously said that “a house divided against itself cannot stand.”Today, we may have that exact state at the Federal Reserve. I finally go around to reading the last FOMC minutes. While there was great debate between the hawks and the...

• Mirage in the Desert

  Created: Wednesday, 02 December 2009 Author: John Browne

  In recent days, world attention has focused on the potential debt default of Dubai World, the main government-owned corporation in the emirate of Dubai. The transformation of the city-state from a Persian Gulf backwater into the glittering financial capit...

• Exit/Enter QE?

  Created: Wednesday, 02 December 2009 Author: Claus Vistesen

  If the theoretical discussion in the context of monetary policy, through most of 2009, has been centered on the different tools disposable to central banks in the form of unconvetional measures it seems almost certain that 2010 will be all about putting t...

• New York Takes a Bite Out of Pensions?

  Created: Wednesday, 02 December 2009 Author: Leo Kolivakis

  Quelle surprise! Bloomberg reports that N.Y. Raises Pension Requirements to Save $48 Billion: New York state’s pension program will raise the retirement age and financial contributions for new workers to save the state and local governments about $48 bi...

• "The Wrong Jobs Summit"

  Created: Wednesday, 02 December 2009 Author: Mark Thoma

  Brad DeLong says the wrong people are meeting at the jobs forum: The wrong jobs summit, by Brad DeLong, Commentary, The Week: The White House is hosting a jobs summit this week. I, however, cannot but think that ... it will be the wrong people talking ab...

• Climate Updates

  Created: Wednesday, 02 December 2009 Author: Warren Meyer

  Believe it or not, I am not going to update on the CRU emails.  The insights into the science process are illuminating, and confirm much that we have suspected, but faults in transparency do not automatically win the game — they lead to [hopefully] fut...

• Canada in a Sweet Spot

  Created: Wednesday, 02 December 2009 Author: Eric Roseman

  Montreal, Canada Is a strong currency a good thing? Ultimately, a strong currency is bullish for domestic capital markets since it reinforces legitimacy of government fiscal policies, trends in domestic consumption and boosts foreign direct inflows. Glo...

• The Ascent, Fall, and Limits of Dubai

  Created: Wednesday, 02 December 2009 Author: Mark Thoma

  Kenneth Rogoff and Edward Glaeser on Dubai. They are both more optimistic about Dubai's future than I thought they'd be: The Limits of Dubai, by Kenneth Rogoff, Commentary, Project Syndicate: Global investors are in a giant huff over Dubai’s decision t...

• Are Public Sector Pensions Better?

  Created: Tuesday, 01 December 2009 Author: Leo Kolivakis

  The UK Press Association reports that public sector pensions are better: Public sector workers have more generous pensions than those working in the private sector who belong to similar schemes, research has claimed. ...

• "A Lost Decade for Private Sector Jobs"

  Created: Tuesday, 01 December 2009 Author: Thomas

  Private sector employment is lower than it was a decade ago: A Lost Decade for Private Sector Jobs, by Jon Hilsenrath, Real Time Economics: To mark this week’s focus on the dismal state of the U.S. job market, check out the following chart, which shows...

• Don’t Buy Mutual Funds or ETFs until January

  Created: Tuesday, 01 December 2009 Author: Eric Roseman

  Every year at this time I make it a point to warn investors about the pitfalls on investing in mutual funds and exchange-traded-funds, or ETFs. That's because under most market conditions the end of the year means per share distributions – usually in th...

• Are You Using Technical Analysis?

  Created: Tuesday, 01 December 2009 Author: Mike Swanson

  There are two major schools of thought among stock traders: one group strongly believes fundamental analysis is the only way to predict future price movements of a market instrument, while the second group is of the opinion that the best way is to use tec...

• Corporate Bonds Keep On Rolling - Are They Still Really Cheap ?

  Created: Tuesday, 01 December 2009 Author: David Spurr

  One of the charts that I look at as a proxy for the corporate bond market is LQD.  It has been a steady mover and performer in this current rebound.  Prices have moved higher, yet again today - perhaps as fears about sovereign default and over leverag...

• Sovereign Default Could Be Looming In 2010

  Created: Tuesday, 01 December 2009 Author: David Spurr

  Interesting excerpt from the FT discussing the possibility that the Dubai situation could be opening our eyes to the possibility of other sovereign defaults that may be lurking in the wings. ...

• The Warren Buffett Strategy

  Created: Tuesday, 01 December 2009 Author: Mike Swanson

  World wide the Warren Buffett strategy is known for being very successful in stock picks. His value investment philosophy is from the Benjamin Graham school, and in 1965 he invested $10000 in Berkshire Hathaway. Today this investment is worth nearly $30 m...

• Why I am an Optimist

  Created: Monday, 30 November 2009 Author: John Mauldin

  I admit that of late my writings have had a rather dark tone. There are certainly a number of severe long-term problems that we must deal with, and they're going to serve up a lot of economic pain. But the Thanksgiving weekend with the kids has me in a re...