Linkfest: Slow start to holiday shopping; Shiller warns of bubbles; QE and deflation

Categories: Linkfest

Today’s most shared: Holiday shopping off to slow start… Shiller utters the B-word… QE and deflation… These are the good old days… Bitcoin fever… Glamour-built on the free labor of highly educated interns.

Shoppers Spent Less During Black Friday Weekend, NRF Says
Bloomberg
The average U.S. shopper spent less during the Black Friday weekend than last year, according to a survey commissioned by the National Retail Federation.
shared by @RoubiniGlobal, @Nouriel, Reformed Broker
 
Nobel Prize economist Shiller warns of U.S. stock market bubble
Reuters
An American who won this year’s Nobel Prize for economics believes sharp rises in equity and property prices could lead to a dangerous financial bubble and may end badly.
shared by @mark_dow, @MacroScope, @ProSyn, @edwardnh, @AmyResnick, @saraeisenFX
 
The risk that dare not speak its name
The Economist
THE stockmarket ploughs ahead in its merry way, in the serene confidence that the US economy has regained some momentum, the eurozone has avoided a turbulent break-up and, if all else fails, the central banks can be relied upon to keep the party going.
shared by Abnormal Returns, @ReformedBroker, FT Alphaville
 
Quiet Boss at Citigroup Setting Tone for Wall Street
New York Times
In an era of chastened Wall Street egos, Michael L. Corbat, the chief of Citigroup, has cultivated a workmanlike demeanor out of the spotlight.
shared by @EpicureanDeal, @MattGoldstein26, Here Is The City
 
Andy Haldane: The coming man of British banking
The Independent
Haldane is very much front and centre of the Bank’s programme of detoxifying the financial sector in the wake of the catastrophic meltdown of five years ago.
shared by @jasonzweigwsj, @TheUncorrelated, @creditplumber, @D_Blanchflower
 
Lunch with the FT: Ha-Joon Chang
Financial Times
Over fish curry in Cambridge, the Korean economist and bestselling author says the time is right to embrace moral dilemmas as well as mathematical models.
shared by reddit/Economics, @JustinWolfers, Marginal Revolution
 
Colleges are teaching economics backwards
Washington Post
Reversing the order in which introductory econ classes are taught today might be the easiest way to respond to the crisis in undergraduate education.
shared by @TheStalwart, @brianmlucey, reddit/Economics, @Noahpinion
 
Gains for Einhorn and Loeb Could Bode Well for Hedge Funds
New York Times
David Einhorn’s Greenlight Capital reported a 4.7 percent gain in the month of November, while Daniel Loeb’s Third Point Partners fund was up 2.7 percent for the month.
shared by @jennablan, @hedge_funds, @JacobWolinsky
 
Mortgages Without Risk, at Least for the Banks
New York Times
A part of the Dodd-Frank financial overhaul law is being challenged by a coalition that wants to drop risk retention for mortgage loans.
shared by @NickTimiraos, @DavidSchawel, @moorehn, @Kiffmeister
 
Thousands Demand Resignation of Ukraine Leader
New York Times
The largest showing of fury in 11 days over President Viktor F. Yanukovich’s refusal to sign political and trade accords with the European Union came as signs of fissure emerged within the government.
shared by @interfluidity, @TheStalwart, @volatilitysmile, @kairyssdal
 
Silicon Valley catches Bitcoin fever
Financial Times
Silicon Valley is starting to catch Bitcoin fever — though the entrepreneurs and venture capitalists being drawn to the virtual currency claim that the biggest profits will come from using it to build a new digital finance industry rather than just as a vehicle for speculation.
shared by Naked Capitalism, @saraeisenFX, @DavidSchawel, @wonkmonk_
 
Bitcoin under pressure
The Economist
ALL currencies involve some measure of consensual hallucination, but Bitcoin, a virtual monetary system, involves more than most.
shared by @TheStalwart, @EmanuelDerman, reddit/Economics, @Techmeme
 
Internment Camp
The Intern Economy and the Culture Trust
thebaffler.com
shared by @counterparties, @AntDeRosa, @mccarthyryanj
 

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