Tuesday, October 29, 2013

More on Krugman's Theory of Interstallar Trade

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This is odd. In the intro to last Friday's " Why we should actually build the Death Star " I noted in passing: No mention of...

Shanghai's Gold Has Been Trading at a Discount to London the Last Couple Days

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From Reuters: Asia Gold-Chinese prices at a discount on credit crunch fears Chinese gold prices closed lower than global prices on Tuesda...

Chartology: Tesla Breaks Down

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Following up on last Wednesday's " Chartology: Tesla's Head and Shoulders Formation (TSLA) ". $156.52 down $6.34. From i...

Technical Analysis: Louise Yamada Says Commodities Are In A Death Cross

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As I said in 2012's " Louise Yamada Sees a Big Bear ": Louise was very sharp during her time at Smith Barney but had a stumb...

There is So Much Corn and It Is Being Harvested So Fast That There Is A Shortage of Propane to Dry It

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Today's $4.29 print was a life of contract low. From Agrimoney: Rapid US corn harvest fuels propane shortage fears US farmers are ...

"The 'triviality' of the Efficient Market Hypothesis"

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From The Physics of Finance: By way of Lars Syll , some comments from Robert Shiller on the difference between the obviously true (and n...

Patent Troll, Nathan Myhrvold's Intellectual Ventures, May Have Their Entire Business Model Upended in Court

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From Reuters via peHUB: Intellectual Ventures faces novel attack on patent business — Reuters Seven years ago, Intel...
Monday, October 28, 2013

Climateer Line of the Day: "Serve in Place of" Edition

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I came upon this, first concurred and then couldn't stop laughing: "...bank money would trade heterogeneously and at different va...

Wash Your Money In a Vineyard: "Money laundering taints wine trade"

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From the South China Morning Post: Avi Jorisch says while vineyards in France are favoured investments for Chinese and Russian money laun...

Diamonds: Have You Been Depressed Since DeBeers Was Delisted? Hangdog Since Harry Winston Split? Cheer Up Bunky, There's Always Alrosa

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Common sense tells us that the only way to increase the value of  diamonds is to make them scarce, that is to reduce production . - Ern...

Long Time Horizon's: The Methuselah Trust of Hartwick College

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The post immediately below, " From Rob Arnott's Research Affiliates: What Assets Should Go Into a Portfolio You Can't Touch for...

From Rob Arnott's Research Affiliates: What Assets Should Go Into a Portfolio You Can't Touch for Three Years

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Alternate title: No news is good news. From Research Affiliates:   The Deserted Island Portfolio Leave it to Tom Hanks. Only the most ...

New Website Generates Haiku from the NSA’s Watchlist of Badwords

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And if everyone doesit at the same time, emailing, texting and phoning the results there will be a meltdown of such proportions that it coul...

Oil Boom: U.S. Ship Builders Thriving With Tankers

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This is one part of the economy where you see the velocity of money is greater than the 1.5 or whatever the Fed is reporting. From CNBC via...

Commodity Market Squeezes of the Past decade

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From Reuters: ...TRADER: Arcadia, with assistance MARKET: Dated Brent PERIOD: 2000 STRATEGY: Tosco claimed in a lawsuit, later settle...
Sunday, October 27, 2013

"The Financial Crisis and the Systemic Failure of Academic Economics"

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From the WEA's Pedagogy blog : Kiel Working Paper 1489 | February 2009 David Colander, Hans Föllmer, Armin Haas, Michael Goldberg, K...

Probabilistic Investing

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The only thing that makes sense for long haul commitments right now is "Own the cash flow" which means private equity or some othe...

"Here We Go: SocGen Warns There Is 'Possibility' Fed May Increase QE Next Week"

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This is a few days old but really demonstrates how far down the rabbit hole we've fallen when a Jean-Paul Sartre play, " Huis Clos ...

Take a Walk on the Wild Side: Lou Reed Dies at 71

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He's fortunate he lived that long. What to post? Sweet Jane? Heroin? From Rolling Stone: Lou Reed, Velvet Underground Leader and ...

"Are real rates too high or too low?"

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From The Economist's Free Exchange blog: Something Wicksell this way comes  If the government fixes the price of petrol, apartments ...