Wednesday, March 28, 2012

Stephen S. Roach: "China’s Stability Gambit"

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One of the brighter guys in the biz. From Project Syndicate: The first principle that I learned when I started focusing on China in the l...

AdSense Creator: "Time machines, robots and silicon gods"

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From Information Processing: The NY Times has a great profile of Gil Elbaz, founder of the startup which eventually became Google AdSense....
Tuesday, March 27, 2012

"Did a Tax-Budget Battle Almost Kill the US in 1812?"

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Bloomberg via at CNBC's NetNet: The myth that the United States government is—or soon will be—desperately short of tax revenues got a ...

Look For Pink Paper Readers in Grand Central Terminal

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From Capital New York: Anyone passing through Grand Central Terminal's golden-hued Vanderbilt Hall over the next couple of days w...

Here We Go: "US spot natgas prices drop for fourth time in 5 days"

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Actually we've been heading this way for a while but now you can start to hear a moan coming from the longs.* From Reuters:  Expectat...

"Barclays Gas ETN Plummets..." (GAZ)

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Following up on Friday's " Psst, Wanna Know Another ETN Trading at a Premium To Indicative Value? (TVIX) ". You're welco...

"13F & Listed Hedge Funds ETFs On The Way"

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Freude, schoener Goetterfunken Tochter aus Elysium Wir betreten feuertrunken Himmlische, dein Heiligtum. From World Beta : Way back i...

Facebook Asserts Trademark on Word ‘Book’ in New User Agreement

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From Wired's Danger Room blog: Facebook is trying to expand its trademark rights over the word “book” by adding the claim to a newly r...

ObamaCare in the Supreme Court: Hanging Out at the SCOTUS Blog

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Five years ago, during Mass. v. EPA I realized that if you could have only one Supreme court blog this would be it. From SCOTUSblog: Edi...

Rabobank Raises Average Soybean Price Call by 10%

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Rabobank has a pretty solid ag research team. From Agrimoney: Need to ration demand to lift soybean price to $14 Rabobank became the se...

"How to Think About Corporate Personhood" Parts I and II

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A bit of formerly esoteric law/history thrust into the limelight by the Citizens United decision and bound to become more important going f...

"Bill Gross on Risk Seeking Return and Safe Carry"

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I'll do a little advertising for Edward* Harrison. From Credit Writedowns: Bill Gross is out with his monthly commentary. Because his...

"Damit ist Eine Katastrophe Vorprogrammiert"*.Is Ausralia's GrainCorp Looking for Another Malting Barley Acquisition

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*It's a recipe for disaster. This is one business that doesn't need much more consolidation/pricing power. We follow the barley...

"FDR's `Dictatorship Plan': Echoes"

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From Bloomberg's Echoes column: In February 1937, Franklin D. Roosevelt was beginning his fifth year as U.S. president. His first ter...

Equity derivatives senior salesman: 'You can't bully a hedge fund'

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Lower level but prima facie honest if a bit whiny. As much as anything I wanted to bookmark the writer, Luyendijk. From The Guardian's...

Coal: "Is Peabody Energy Poised for a Contrarian Backlash?" (BTU)

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The stock is down another 1.25% at $30.02. From Schaeffer's Investment Research: In the latest installment of Monday Morning Outlook ...

The Volatility of Volatility is Not as Volatile as the Volatility (VIX;VVIX)

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We first looked at the VVIX SM   Index in " Behold! Fear Squared! CBOE Launches VIX of VIX Index! (VVIX) " wherein we saw the biza...

European Banks Will be Having The Biggest Fire Sale in History

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This article is a bit flippant and has a whiff of tout about it but the core message is worth considering. From The Daily Reckoning: It...
Friday, March 23, 2012

TVIX Last Word (for today)

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Ha! FT Alphaville's Izabella Kaminska (she of our earlier link, " A Virtuoso Discusssion of the Recent Action in the VelocityShare...

Bummer Dude: Memo Says MF Global’s Corzine Ordered Funds Moved to JPMorgan

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Jon, man up and do the "Non, je ne regrette rien" thing. [ sing Edith Piaf tunes? -ed ] From Bloomberg: Jon S. Corzine, MF Gl...