Sunday, September 27, 2015

The Tree Climbing Goats of Morocco, Layee-o-dl layee-o-dl lay ee-o

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We're no goat-fanbois-come-lately. (words I never thought I'd type) From 2014's " Goat Towers: An Idea Whose Time Has Co...

Pssst, Are You In The Market For Sovereign Bearer Bonds? The Real Deal? Good as Gilt(s)?

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I'm not talking the Bank of Sierra Leone * here, fine as their instruments may be. Rather, as Izabella Kaminska tips us, Bank of freaki...

The VW Evidence Was Public Knowledge For A Year and Every Analyst In The World Missed It

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Dear plaintiffs bar, I'm giving you this one gratiis. (that's Latin) From IEEE Spectrum: How Engineers at West Virginia Univers...

Naked Capitalism: The Economist on Porn (PORN)

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From The Economist: IT WAS 2012, and Fabian Thylmann’s goal was world domination. The man who had put together Manwin, an emerging online...
Saturday, September 26, 2015

Attention Creatives: eBooks and Aggregation Theory

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Following up on Sept. 6's " E-Book Sales Tank ". From stratechery: Disconfirming Ebooks UPDATE: There is a question as t...

"Oligarchs and Orchestras: Inside Luxembourg’s Secretive Low-Tax ‘Fortress of Art’ Warehouse"

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We'll have more on the art/finance nexus tomorrow or Monday, for now a primer. See also links below for some stuff on the Geneva and Zu...

Friday's Action: Biotechs Blow Up

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As we've noted a couple times in the last two weeks: Early and late stage bulls must have the financials participating. In the middl...

"A report from a future where genetic engineering has sabotaged society."

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From Nautil.us: What If Tinder Showed Your IQ? The not-so-young parents sat in the office of their socio-genetic consultant, an occupat...

New York Fed Historical Echoes: "The Woman Who Would Be Bank"

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From the Federal Reserve Bank Of New York's Liberty Street Economics blog: Mary Roebling (1904-94) was the first woman to serve as pre...
Friday, September 25, 2015

Headlines That Comfort When Long

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Following up on September 10's " The One Market Sector That Really Matters Right Now (XLF) ": If you had to have only one in...

Russia Increases Natural Gas Deliveries To Europe

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So much for the dream of U.S. LNG heading off to, well anywhere. Maybe Chanos is right to short Cheniere. From the U.S. Energy Information ...
Thursday, September 24, 2015

Glencore As the Lehmann of Our Time (or the AIG, maybe the monoline? Northern Rock. yes, Glencore as the Northern Rock)

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But I'm never going to be able to repeat headlines like " Northern Rocked, City Shocked " or " Rock Paper Scissored ...

Lessons in Money, Fungibility and P.R.

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From Dilbert.com :

UPDATED--"Yellen: “Will Likely Be Appropriate” to Raise Rates “Sometime Later This Year”"

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Update below. Original post: From Barron's Income Investing: U.S. Federal Reserve Chair Janet Yellen said pretty much the same thi...

"Private companies are overvalued OR public companies are undervalued"

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From Mahesh VC: ...The public data is fun to look at so I went ahead and compiled my own index of consumer internet companies across the f...

As Three More New Economy Companies Are Sued For Employee Misclassification, Uber Thinks It Has the Golden Ticket

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First up, yesterday's Los Angeles Times: GrubHub, DoorDash and Caviar face lawsuits over worker misclassification On--demand food d...

My Favorite Things: Eurodollar Futures Curves

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I may have been doing this too long. From Alhambra Investments: Eurodollar To Fundamental By most accounts the Asian “dollar” was quiet...

Let the Good Times Roll! Evans-Pritchard Calls The End Of Deflation SuperCycle; Partaaay!

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From the Telegraph: Deflation supercyle is over as world runs out of workers The demographic 'sweet spot' is vanishing. We are on...

Société Générale's Albert Edwards: We Are Doomed

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I swear Albert is looking more deranged in each new picture. From Business Insider (Aus): ALBERT EDWARDS WARNS: The next US recession wil...

"A Big Bet That China’s Currency Will Devalue Further"

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Following up on last week's " IDEAGlobal: China is mulling a 15-20 percent devaluation by 2016 ". From the New York Times...