News

My general take on the economic outlook is more bullish of late. I believe the data are surprising to the upside now so much that you can forget about a real economy-based double dip. This is also a major reason bonds are getting whacked.…

Links on the money supply, BIS, China, and the European debt crisis plus a whole lot more. See the two links on Google and the building scrutiny Google is getting in the tech link section. Fred Sheehan's post on prior statements by former…

Links on Madoff, bailouts, potential long-term fixes for the European Sovereign Debt crisis and more.

Here are today's financial links including posts on robosigners, WikiLeaks and Goldman's win in high frequency trading case.

Here's the daily links post. Before I send you off to the links I wanted to mention that I will be on Howard Green's show on BNN at 12:15 ET to talk about China and Wells Fargo amongst other topics. I really haven't been that good about…

Today's daily links include finance-related news articles on gold, WikiLeaks, China, LDS legal woes and more. Credit Writedowns articles of note are on Italy, Emerging Markets and the recent tax cut deal.

These first posts are on QE. My view is that QE won't work. The fundamentals are negative for a lot more credit growth and the Fed has concentrated on QE quantity instead of QE price i.e. rate. The result, predictably, is that rates are not…

Daily links today include more on quantitative easing, the inflation-deflation debate and the European debt crisis. Also see a number of bullish data reports that point to recovery. The key obstacles remain housing, commodity price…

The lead post here is from CW contributor John Lounsbury on the seduction of America. He wrote the original version in the Spring of 2009; yet, this piece is as relevant today as it was then – a must read. Then there is Felix Salmon's post…

Below are today's links. The must-read links are from Edward Chancellor on Japan and the two links on state debt woes fron the New York Times and the Atlanta Journal-Constitution. I also recommend the Baseline Scenario link which goes…