This Week’s Most Popular Posts: 2010-10-09

By Edward Harrison On Oct 9, 2010

How a financial crisis morphs into a currency war: A history of the crisis to date and how it has led to the escalating rhetoric of a so-called currency war.
Bubble Trouble In Finland?: Edward Hugh analyses the above-trend house price appreciation in Scandinavia, Finland in particular.
First the rate reductions, then money printing, then the currency war, then the tariffs, then….: How competitive dynamics in a stagnant global economy escalate into a ‘currency war’ and beyond.
David Tice: "You Can’t Print Your Way To Prosperity": Bloomberg’s interview with bearish fund manager David Tice. He takes a fairly Austrian view of the economy and why this is bearish over the medium-to-longer-term
Meredith Whitney: Next Shoe to Drop Is Municipal Bonds: Celebrated bank analyst Meredith Whitney turns her sights to the state governments. She believes this will be the next area to watch for concerns about systemic risk in the US economy.
The Technology-Driven Consumption Trap: Outside-the-box thinking by Rick Bookstaber on how technology is a major enabler in reducing consumption demand due to its reducing the demand for labour.
Rosenberg: "I love gold but…": Gold bull David Rosenberg believes gold is overbought and expects a near-term pullback. He remains bullish on bonds.
The Fiat Currencies Are Headed into Crisis: A view from David Galland of Casey Research on why gold bugs are suspicious of the post-1971 fiat currency standard and why now is the critical time for the demise of that system.
Nouriel Roubini’s Talk at Google’s Zeitgeistminds: A thorough-going unfiltered analysis by Nouriel Roubini of the current economic environment and his outlook based on this analysis.
Stiglitz on the Fed: "The flood of liquidity is going abroad and causing problems all over the world": Joseph Stiglitz is concerned that the easy money policy of the US Federal Reserve is exporting a flood of liquidity to create bubbles worldwide.
The Wheel of Death: A video and interview with a master knife thrower. Pretty cool stuff.
Mier: Whitney is wrong on the need for State Government bailout: A partial rebuttal of Meredith Whitney’s view that states will be a flashpoint for systemic crisis in the coming year. Mier sees municipalities as the weakest link.