Shiller

20 November 2013

Linkfest: JPMorgan’s big settlement; Lonely shorts; Secular stagnation

Today’s most shared: JPMorgan’s $13b settlement dissected… Shorts see big opportunities after big down years… Secular stagnation, world Japanification, liquidity traps, bubbles, and changes in corporate behavior… Bloomberg News restructuring tilts away from news chief… READ MORE ›

04 November 2013

Linkfest: Marks likes China; Jamie Dimon: The Lance Armstrong of Wall Street? Gentlemen, start your iPhones; Info overload

Today’s most shared: Howard Marks likes China… JPMorgan was supposed to be above the crowd, but is Jamie Dimon now the Lance Armstrong of Wall Street? … US government investment in infrastructure falls … How… READ MORE ›

28 October 2013

Linkfest: Does Wall Street taper expectation misread dovish Fed? Euro in the eye of the storm; Is Amazon really ‘profitless?’

Today’s most shared: Wall Street focuses on Fed, but few listen when doves cry… Euro not out of the woods… Amazon keeps swallowing the retail world, without reporting a profit… Goldman Sachs buys redemption…… READ MORE ›

21 October 2013

Linkfest: Economics v. science; Greenspan’s tua culpa; Cradle-robbing seniors

Today’s most shared: Is economics a science? Greenspan’s self-serving look at the financial crisis…The baby boomer’s last generation gap: an inter-generational great train robbery? JPMorgan’s monster settlement…Physicists and financial markets.

… READ MORE ›

15 October 2013

Linkfest: House GOP balks at Senate deal; A financial markets Nobel; China steel binge resumes

Today’s most shared: Tea party faction dislikes compromise deal…Steel boom suggests China maybe not rebalancing so much…Shiller of ‘irrational exuberance’ fame shares Nobel with unrepentant housing-bubble-denying Fama (plus Hansen)…the Nobel committee could have just used Niall Ferguson’s Twitter… READ MORE ›