truthingold.com / Dave in Denver / October 21, 2014 at 08:37
Holdings in the SPDR Gold Trust, the biggest exchange-traded product backed by the metal, shrank by the most in 12 months as investors cut assets even after prices rebounded from the lowest level this year.
The assets contracted 1.2 percent to 751.96 metric [...]
zerohedge.com / by Tyler Durden on 10/19/2014 20:11
Remember when the Fed (and their Liesman-esque lackies) tried to convince the world that it was all about the ‘stock’ – and not the ‘flow’ – of Federal Reserve Assets that kept the world afloat on easy monetary policy (despite even Bullard admitting that was not the [...]
charleshughsmith.blogspot.com / by Charles Hugh Smith / OCTOBER 18, 2014
Fortune will instead favor a third group: those who can innovate and create new products, services, and business models.
A recent issue of Foreign Affairs sported a catchy cover teaser: Our New Robot Overlords. This brings to mind various sci-fi scenarios, but the actual article [...]
arabianmoney.net / 15 October 2014
CNBC’s Rick Santelli reports on the major action in bonds, after the 10-Year yield fell below two per cent. Is this a capitulation bottom for yields before the bond market really blows up?
These are dangerous times for what should be the safest of investment assets. No wonder gold and [...]
globaleconomicanalysis.blogspot.com / Mike “Mish” Shedlock / Wednesday, October 15, 2014 1:18 AM
In 2009 and 2010 “Walking Away” was the rage. (skip the adds and scroll down to my list of articles).
Back then, I frequently cautioned Before Walking Away Consult An Attorney, advice repeated in nearly every reference to the practice.
Walking away [...]
marctomarket.com / by Dr. Win Thin and Ilan Solot / October 13, 2014
A better mood in equity markets and a softer dollar at the start of the week gives us some hope for a bounce in EM assets, even if short lived. While the focus remains on major markets for now, several local [...]
zerohedge.com / by by Matthew Corso on 10/11/2014 12:04
Monetary Policy and Impact on Assets
The last note briefly addressed the benefits associated with the reverse repurchase facility (RRF). Indeed liabilities have increasingly moved from bank balance sheets to the Fed, freeing lending capacity. One must recall reserves are not fungible outside of the banking [...]
wallstreetexaminer.com / by Jesse Felder / October 10, 2014
This is a syndicated repost courtesy of The Felder Report. To view original,click here.
Recently there have been numerous major economic agencies warning of the growing and severe risks in the debt markets. Investors have shrugged them off as they seem to think that [...]
zerohedge.com / by Tyler Durden / 10/10/2014 07:48 -0400
Since stock “market” fundamentals haven’t mattered in about 6 years, maybe it is the technicals that do (not really: only the Fed’s $4.455 trillion in “assets” matters but that’s a different story). In which case, here is a chart of the SPX with the key 50 [...]
libertyblitzkrieg.com / Michael Krieger / Thursday Oct 9, 2014 at 11:51 am
Most Liberty Blitzkrieg readers will be familiar with the common fee structure for hedge funds known as “2 and 20.” What this simply refers to is the fact that a manager will take as a fee 2% of the assets under management, [...]
globaleconomicanalysis.blogspot.com / By Mike “Mish” Shedlock / October 07, 2014
Talk is in the air, but it’s not to the liking of eurozone Nannycrats. Please consider Idiosyncratic Risk Looms For Greek Assets, Citi Says.
Citi Research said in a note today that: “Possible deadlock in the early-2015 vote among MPs to choose the next Greek [...]
zerohedge.com / by Tyler Durden on 10/07/2014 13:51
Via Deutsche Bank’s George Saravelos,
Euroglut: a new phase of global imbalances
This report argues that both “secular stagnation” and “normalization” are incomplete frameworks for understanding the post-crisis world. Instead, “Euroglut” – the global imbalance created by Europe’s massive current account surplus will be the defining [...]
gold-eagle.com / by Mark J Lundeen / October 5, 2014
On Wednesday, October 1st the stock market was experiencing a little selling pressure. There was some concern with CNBC’s talking heads that a market correction could be imminent. Well that could be, but so far the chart below shows no indication of any market [...]
armstrongeconomics.com / by Martin Armstrong / October 2, 2014
This whole idea of socialism has created a system that is way beyond what anyone in their right mind would have created. The Swiss pension system is at risk no different from anyone else. Swiss life insurance companies guarantee one part of the pensions of [...]
dollarvigilante.com / Jeff Berwick / September 30th, 2014
If you solely pay attention to the mainstream media headlines you will be so woefully misinformed that you would be better off not reading them at all.
Here is a sample of recent headlines:
“US dollar surges to record high,” the headlines screamed in unison. As the [...]
zerohedge.com / by Tyler Durden / 09/30/2014 08:49 -0400
Things are rapidly shifting from bad to worse for PIMCO. In a triple whammy this morning, Bloomberg reports the Total Return Fund ETF (managed previously by Bill Gross) has suffered $446 million outflows (or over 12.5% of assets) so far; Morningstar downgrades the fund from [...]
charleshughsmith.blogspot.com / CHARLES HUGH SMITH / TUESDAY, SEPTEMBER 30, 2014
The pool of greater fools willing and able to buy assets at higher prices with leveraged free money has been drained by six years of credit/risk expansion.
Is the top in U.S. stocks in? The consensus is “no”–corporate profits are rising, the U.S. economy is [...]
marctomarket.com / By Dr. Win Thin and Ilan Solot / Septmeber 28, 2014
Several variables are changing simultaneously which are hurting the prospects for Brazilian assets. The main ones are: (A) Dilma is gaining ground and Marina losing momentum faster than we expected, (B) the broad strong dollar trend hitting EM across the board, and [...]
zerohedge.com / by Tyler Durden on 09/26/2014 12:07
“Despite the robust investment returns since 2004, annual growth in unfunded pension liabilities has outstripped these returns,” Moody’s warns in its latest report on the state of public pension systems. As Bloomberg reports, the 25 biggest systems by assets averaged a 7.45% return from 2004 to [...]
zerohedge.com / by Tyler Durden on 09/25/2014 14:29
Just last week, we explained why Blackrock – the largest asset manager in the world – is gravely concerned about the ‘broken’ corporate bond market. Simply put, thanks to The Fed’s continued presence in the Treasury market has left the corporate bond market a liquidity-starved ticking [...]