financial news

News links for 23 February 2013

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…

I haven't done the daily for a few days because I have been trying to get out a few more lengthy posts. But today I wanted to highlight the inflation issue because I will be speaking on a Euromoney panel about investing in inflation later…

Here is today's daily note. I have three main topics to highlight in the links: Romney, Apple and QE infinity.   Romney The Pawlenty defection is a big deal. I don't think I have ever seen anything like it. It's a total meltdown for…

Amazon's announcement yesterday was a very big deal. Here's my daily today. It's on Amazon.  I am doing this in two parts with tech articles in this one because I meant to post this part yesterday but I wasn't able to post after 2PM. The…

Tim Duy has an interesting piece out that dovetails with something I had been saying in the comments here just yesterday. It has to do with austerity as an economic policy response in this post-crisis world. According to Bloomberg News,…

I want to concentrate on the popped Web 2.0 bubble in the wake of Groupon's earnings and subsequent share price slide. Web 2.0 is for real. I know that may be a strange way to start a post on Groupon and the Web 2.0 IPO bubble but it's…

I'm back from vacation! The links are light today so let me give you an added few tidbits from this week's Gold member post on the euro zone.

The headline story here points out very clearly why Japan has two lost decades behind it. The country tries to gin up growth via fiscal and monetary stimulus when it lapses into recession. A gaping hole opens up in the government's books.…

The data pointing to the synchronised global slowdown continues. This time we have a string of data from the United States, the United Kingdom, India and China telling us that the economy is not doing well. Here I am leaving Europe aside.…