Linkfest: Real stagnation and chronic asset bubbles; Luck and fate; Modelers and models

Categories: Linkfest

Today’s most shared: Fed worries about secular stagnation… “I knew the Internet bubble. The Internet bubble was a friend of mine. Gentlemen, this is no Internet bubble.” … Interdealer chats under fire… Luck and fate… The fault lies not in our models, but in ourselves… The perils of not backing up your Bitcoin.

Fed Reveals New Concerns About Long-Term U.S. Slowdown
Bloomberg
Federal Reserve Chairman Ben S. Bernanke and his colleagues are suffering through their own form of cognitive dissonance: revealing new concerns about the economy’s long-term prospects even as they forecast faster growth in 2014.
shared by @mccarthyryanj, @RoubiniGlobal, reddit/Economics
 
Back to Housing Bubbles by Nouriel Roubini
Project Syndicate
What we are witnessing in many countries looks like a slow-motion replay of the last housing-market train wreck. And, like last time, the bigger the bubbles become, the nastier the collision with reality will be.
shared by @DanielAlpert, @AmyResnick, @Nouriel, @counterparties, @RoubiniGlobal
 
Former Fed Chief Greenspan Sees No Bubble in Dow 16,000
Bloomberg
Former Federal Reserve Chairman Alan Greenspan said the U.S. economy probably will grow more slowly next year than some forecasters predict and indicated that a record U.S. stock market isn’t in a bubble.
shared by @ritholtz, reddit/Economics, @aarontask, @Nouriel, @JohnLothian, @DougKass
 
Trader Messages Scrutinized as UBS Bans Chats Among Firms
Bloomberg
Messages between traders in a commodities chat room last week ranged from the dating habits of Kim Kardashian’s mother to West African pirates plundering oil and gas reserves to a riddle.
shared by @fiatcurrency, @JohnLothian, reddit/Economics, Here Is The City
 
Luck
Stumbling and Mumbling
Rick’s lovely account of how computers enabled him to write should remind us of a more general point – that luck determines pretty much all of our economic fate.
shared by @TheStalwart, @MarkThoma, @CardiffGarcia, @EpicureanDeal, @moorehn
 
Missing: hard drive containing Bitcoins worth £4m in Newport landfill site
theguardian.com
A digital ’wallet’ containing 7,500 Bitcoins that James Howells generated on his laptop is buried under four feet of rubbish
shared by @firstadopter, @izakaminska, @spignal, @prchovanec
 

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