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Daily
Review: How My Ten Surprises for 2012 Fared
Last year, I started my weekly newsletter out with Ten Surprises for 2012. The goal was to give you a list of things that investors only assigned one in three odds of occuring that I believed had a fifty percent or better chance of…
Links: 2013-01-08
North America
Consumers Take on More Debt - Real Time Economics - WSJ
"U.S. consumers’ overall borrowing expanded in November at a quicker pace than the previous month, led by bank loans and student borrowing.The total outstanding dollar…
Links: 2013-01-07
I have a ton of links here since I haven't been able to post since New Year's Eve. I hope to have a bit more link commentary coming forward in upcoming links posts. A few of the Spain links are older articles I thought relevant to today.
…
Links: 2012-12-31
Here is the last links post for 2012. See you on the other side.
Links: 2012-12-29
America’s Deceptive 2012 Fiscal Cliff | Michael Hudson
"The reality is that when banks load the economy down with debt, this leaves less to spend on domestic goods and services while driving up housing prices (and hence the cost of living)…
Links: 2012-12-27
I hope to be commenting on some of these links over the next few days. Today and tomorrow, will be in transit and won't be able to post. But afterwards I will have a lot to say, especially on Japan.
Best,
Edward
Housing
The echo…
Links: 2012-12-26
Happy Boxing Day! These are the links from the past few days. I will have more to say about individual stories sometime later today. I hope you are enjoying the holiday season.
Edward
P.S. - I don't agree with the thrust of all of these…
Bank fraud, Japanese and Australian economic woes and other sad tales
I have a panoply of links today. There is no one over-riding theme though I do want to address the Japan question in more depth at some point. I have seen some commentary from Kyle Bass and Jeffrey Gundlach on the dire straits Japan finds…
Bakken shale oil fields and peak oil
The top two stories in today's links are on shale oil and the fiscal cliff. I will concentrate on the shale oil issue and say a few parting words about the fiscal cliff. We have three articles on shale oil here and I think the lead article…
Daily: Amazon to release a smartphone in 2013
I have been predicting that Amazon would launch a smartphone in 2013 for some time. And now we have more evidence that this is going to happen. See my September post "Is the Amazon Phone a Boon or Threat for Google and Android?" for when I…