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The Fractured Fed And Other Links
Topic of the Day: The Federal Reserve The Fed Is Fractured| Pragmatic Capitalism Paul Krugman - The Feckless Fed - NYTimes.com The Usual Fare US is not AAA in new Chinese-made ratings -- Shanghai Daily BBC News - Santander…
Market Monday: Equities Mixed, Dollar Recovers, Bond Safe Havens Sought
Highlights The US dollar is generally firmer against most of the major and emerging market currencies to start the new week. It has staged a reversal of sorts before the weekend and there has been follow through today. The euro…
Links: 2010-07-11
Paul Volcker Pushes for Reform, and Regrets His Past Silence - NYTimes.com World Cup final: Wesley Sneijder set to win place in Holland hearts | Simon Kuper | Football | guardian.co.uk World Cup 2010: Holland's new football…
Time to Board the Gold Stocks Train?
By Jeff Clark, Senior Editor, Casey’s Gold & Resource Report One of the big hints that gold stocks will be ready for take-off is when they stop following the broader markets and strictly track gold, particularly if the market falls and…
Annaly: Soft Economic Data Has Meant Increased Risk Aversion
The July 2010 Monthly Commentary By Annaly Capital Management The Economy The S&P 500 finished June down 5.4%, while Treasuries enjoyed a significant rally. The yield on the 10-year shed more than 30 basis points and ended the month…
On Apple’s Strategy To Beat Google And Other Links
Topic of the Day: Apple's Strategy How Apple Dominates (In Slides) - Tech Crunch The iPad's Threat to PCs - Barrons.com How Google's Android Could Overtake Apple's iPhone - Barrons.com The Usual Fare Jesse's Café Américain:…
Roach: 40% chance of a double dip
Stephen Roach was the third interviewee in the Wall Street Journal's new video format "the Big Interview." He sees a weak recovery and believes a double dip is more likely than the consensus. Roach also talks about the…
The Month In Review At Credit Writedowns: July 2010
For those of you who only receive updates via the weekly newsletter, we have been posting over the last few weeks but I have dropped the ball on crafting a weekly newsletter. So this week I will make this week in review post a month…
About Those Virgins
I don't buy the arguments David Galland gives about the shamans and the virgins when talking about financial reform. He says: dancing around open fires bedecked in certain animal skins or allowing shamans to sacrifice virgins were seen…
Save the Virgins!
By David Galland, Managing Editor, The Casey Report This morning I read an interesting story in Soundings magazine. It recounted the final voyage of the S.S. Morro Castle, purportedly one of the safest ships afloat back in 1934 when it…