Monday, November 25, 2013

Wrap up: "Oil price reaction muted to Iran nuclear deal"

›
Following up on yesterday's " Société Générale: Initial Impact on Oil Prices From Iran Deal Should Be 'Muted' ". From...

"Latest Taper Consensus: March, Or January, Or December"

›
From Barron's: For fixed-income markets, the waning weeks of 2013 remain a game of watching incoming economic data and waiting on the...

It's Probably Nothing: Major Copper Producer Tracing Out Head-and-Shoulders Stock Pattern

›
As go the equities, so goes the product. As goes the product, so goes the economy. Or something. The last two times we  posted on head-a...

Prince Alwaleed: "Saudi Government Doesn't Get that Shale Oil Poses a Real Threat"

›
From Arabian Business: 'I will make them get it', says Alwaleed Saudi billionaire businessman Prince Alwaleed Bin Talal said the...

Media: "PandoDaily acquires NSFWCORP to double down on investigative reporting"

›
Pando has developed into a solid little news source, this next step should be interesting. From PandoDaily: There are three people who ha...

Monty Python Reunion Show Sells Out in 43.5 Seconds

›
I guess we know who should have been hired to do the Affordable Care Act website. From Variety : Monty Python Extends Run of Stage Show ...

North Korea Achieves 80% CO2 Reduction

›
From the Carbon Dioxide Information Analysis Center at Oak Ridge National Laboratory: Fossil Fuel CO 2 Emissions »  Regional »  Centr...

"Iran and the oil markets"

›
Brent futures are trading down 1.6% at $109.31, WTI off 1.3% at $93.61. From FT Alphaville: Here to explain why refiners in Asia aren’t g...

Natural Gas: Interesting Week Ahead

›
There was a reason we posted the temperature anomaly map last week, the first time since January 2013. $3.77 settle, up 7 cents. From RBN...
Sunday, November 24, 2013

Magnitude 7.3 Tokyo earthquake could cost $3 trillion in economic losses

›
Note that's 3 Trillion dollars not ¥ 3 Trillion. From the Artemis blog: A professor of civil engineering at Kansai University, who is...

If You Absolutely Have to Have Precious Metals Exposure, Consider Platinum (HSBC)

›
I mean beyond the silver and lead you will use to make everyday transactions when the apocalypse hits. (enough lead and you can take the ot...

A Fine Whine: "Attacks on mainstream economics and reforming economics teaching"

›
Claret? I usually like Professor Wren-Lewis' thinking but this piece points up the fact that there is an awful lot of navel-gazing goin...

Banks Warn Federal Reserve They May Have To Start Charging Depositors

›
Scoopage from the Financial Times: US banks warn Fed interest cut could force them to charge depositors Leading US banks have warned t...

Study Suggests Link Between Silk Road's Dread Pirate Roberts and Bitcoin Inventor Satoshi Nakamoto

›
Via Economic Policy Journal: NYT reports: Two Israeli computer scientists say they may have uncovered a puzzling financial link between...

"Policy: Twenty tips for interpreting scientific claims"

›
Be very careful quoting anything from The Lancet. Both the Iraq war deaths scandals of 2004 and 2006 and the MMR vaccine/Wakefield paper sc...

RepoWatch Says: "Financial Times key to understanding repo and U.S. default"

›
I wish he'd get off the default horse, our readers could give him a half-dozen reasons it won't happen but suffice to say; IT WON...

Société Générale: Initial Impact on Oil Prices From Iran Deal Should Be 'Muted'

›
From Bloomberg via the Washington Post: Oil Prices Seen Showing ‘Muted’ Impact From Iran Nuclear Accord Iran’s promise to limit nuclear...
Saturday, November 23, 2013

The Fed is Desperate to Taper

›
After the bursting of the dotcom bubble and the terrorist attacks of 2001 Greenspan did the right thing and brought rates, in this chart Fe...

JP Morgan on the Sweet Smell of Euro Trash

›
I'm getting a bit far from my area of expertise posting this because most of these trades depend on either a deep understanding of Europ...
Friday, November 22, 2013

The #1 and #2 Best Performing Stocks in the Russell 1000 Have the Same Chairman

›
It's Elon Musk. I'm pretty sure this has never happened before. From Bespoke Investment Group :