finance news

I wrote a blurb about Ray Dalio yesterday afternoon based on his talk at the Council on Foreign Relations. And I always enjoy Ray Dalio's perspective because the macro framework he uses is based on debt and credit stocks across business…

There are no big stories in today's links so I am going to leave it as is. Tomorrow at 10AM German time we get the German Constitutional Court ruling. That's the big piece of news that we are waiting on. Most people think the court will…

No huge commentary today. But what struck me about the links in today's edition was how many were related to the loss of jobs and income both in the US and Europe. Rick Bookstaber's post about the Great Labor Reset has me thinking about how…

The Kindle Fire was a master stroke by Amazon to entrench it's content and shopping platform in consumer households, especially because Apple's premium pricing left the door open for Amazon to fill a void at a lower price point as the…

I am a bit pressed for time, so the like will be short today. The key issue is the ECB's bond buying. I wrote up the key variables in the weekly earlier but here are some general thoughts. The IMF says that Spain and Italy's bonds have…

The big news is still Apple vs. Samsung. The lead story here from Groklaw is very interesting because it credibly identifies reasons why the jury's verdict was flawed legally and why that will give Samsung the right to appeal. The key was…

I am a macro guy and so I usually discount the importance of single events when thinking about the bigger picture. That said, this is a momentous decision and a stunning defeat for Samsung. And it should be clear that Samsung was copying…

Note: I missed a few articles here, so I may be updating this post with them later today. Or I may put them in the next daily links post As I said last year about the Troika's coming occupation of the periphery, none of these countries is…

I just wrote up a post on Goldman's thoughts on coming ECB policy moves. Goldman's musings are credible because the author is their chief European economist, who was until a year ago at the top of the ECB's Monetary Policy Stance Division.…

The accelerating decline of Dutch house prices puts the Netherlands into a group with the US, the UK, Spain, Ireland and the Baltics that have seen housing bubbles pop as a result of the Great Financial Crisis. Dutch house prices are now at…