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Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media
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04 июня 2011, 18:00

Economic Whiplash

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Economic Whiplash By John Mauldin June 2, 2011 > Non-Farm Payrolls Even Worse than the Headline Velocity Rolls Over Intolerable Choices for the Eurozone And It Just Gets Worse Tuscany > Do you feel as if you are suffering from some sort of economic whiplash? Between focusing on the European crisis (and it is a [...]

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04 июня 2011, 17:00

Apple vs. W(i)ntel: 1998 vs 2011

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Daring Fireball: As of the close of markets Friday, Apple was worth more than Microsoft and Intel combined. This leads to another classic LOL Bill Gates rewind, this time, a quote via Bob Cringely, circa June 1998, regarding Steve Jobs’s return to Apple as CEO: “What I can’t figure out is why he [Steve Jobs] [...]

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04 июня 2011, 16:00

Mercedes-Benz SLS AMG Roadster

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Very sexy looking SLS coming soon from MB: Ola Källenius, Chairman of Mercedes-AMG: “Systematic lightweight construction, outstanding performance and a breathtaking design combined with sensuous open-air driving pleasure – the new SLS AMG Roadster perfectly embodies the AMG philosophy of German engineering and craftsmanship. The gullwing model has already thrilled sports car fans all over [...]

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04 июня 2011, 15:00

Groupon Investor Marc Andreessen: ‘No Tech Bubble’

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In an interview with WSJ’s Kevin Delaney, Groupon and LinkedIn investor Marc Andreessen insists that the recent popularity of tech companies does not constitute a bubble. He also stressed that both Apple and Google are undervalued and that “the market doesn’t like tech.” 6/3/2011 12:48:59 PM

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04 июня 2011, 13:30

Congressional Research Service Confirms Big Banks Borrowed Cash For Next To Nothing, Then Lent It Back to the Federal Government at Much Higher Rates

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As I’ve noted for years, the government has been guaranteeing that the big banks make money at taxpayer expense by loaning money at very low interest rates, and then letting the banks loan the money back to the government at much higher interest rates. For example, as I pointed out in January: Bloomberg notes: “The [...]

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04 июня 2011, 13:00

Weekend Reading List

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Some interesting reads for your weekend pleasure: • Dissecting the stock market’s P/E (Market Watch) • Option Market-Share Data Is in Doubt as Group Calls for Review (Bloomberg) • The big fraud in Chinese stocks (MSN Money) • Pushing for a return to the gold standard (LA Times) • A healthy dynamic in job creation: [...]

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04 июня 2011, 02:34

Report: Economy Failing Because U.S. Built On Ancient Indian Burial Grounds

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In The Know panelists discuss a new congressional report linking all of America’s problems to the fact that our entire nation was built on top of Native American graves. Report: Economy Failing Because U.S. Built On Ancient Indian Burial Grounds

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04 июня 2011, 00:00

Did the Fed Print Money in QE1 and QE2?

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Did the Fed Print Money in QE1 and QE2? June 3, 2011 Bob Eisenbeis Bob Eisenbeis is Cumberland’s Chief Monetary Economist. Prior to joining Cumberland Advisors he was the Executive Vice President and Director of Research at the Federal Reserve Bank of Atlanta. Bob is presently a member of the U.S. Shadow Financial Regulatory Committee [...]

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03 июня 2011, 23:30

Succinct Summation of Week’s Events (6.03.11)

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Succinct summation of week’s events: Positives: 1) ISM services bounce a touch off lowest level since Aug 2) China services indices hang in better than mfr’g 3) Greece gets another bailout, short term end to current fire, Greek 2 yr yield falls to lowest since Apr Negatives: 1) Job growth anemic, average duration of unemployment [...]

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03 июня 2011, 23:00

Groupon’s IPO’s “Novella of Risks”

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Via Paul Kedrosky’s Bloomberg blog, comes this Wordle cloud of Groupon’s IPO filing Risk section: >

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03 июня 2011, 21:02

Tom Keene interviews Bill Gross on Fed Policy

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Bill Gross, manager of the world’s biggest bond fund at Pacific Investment Management Co., discusses the outlook for Federal Reserve monetary policy after today’s U.S. May jobs report showed payrolls rose less than forecast. Gross speaks with Tom Keene on Bloomberg Radio’s “Bloomberg Surveillance.” Lakshman Achuthan, managing director at the Economic Cycle Research Institute, also [...]

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03 июня 2011, 20:24

How To Tell If We Are In A Stock Market Bubble

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Joseph Saluzzi (jsaluzzi-at-ThemisTrading.com) and Sal L. Arnuk (sarnuk-at-ThemisTrading.com) are co-heads of the equity trading desk at Themis Trading LLC (www.themistrading.com), an independent, no conflict agency brokerage firm specializing in trading listed and OTC equities for institutions. Prior to founding Themis, Sal and Joe worked for more than 10 years at Instinet Corporation, pioneers in the [...]