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12 March 2014

Linkfest: How much slack? Weakening economy, or bad weather? US CFOs hoard foreign cash

By Druce Vertes, CFA

Today’s most shared: How close is US to full employment? NAIRU is as NAIRU does. Weakening economy, or just severe weather? (and mortgage rate rebound/housing weakness) US companies’ hoard of cash trapped overseas grows. A primer on money creation. The … Read more

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11 March 2014

Linkfest: Push to wind down Fannie, Freddie; Stock exchanges seek wider spreads; Deflation in Japan, US

By Druce Vertes, CFA

Today’s most shared: Senate leaders in bipartisan push to wind down Fannie Mae, Freddie Mac. NYSE, NASDAQ push for wider tick spreads. Deflation mindset hard to break in Japan; Coming soon to USA? The down of an age of drones, … Read more

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10 March 2014

Linkfest: The $100T debt pile; Ackman v. Herbalife; Bad Banks; The ‘Truman Show’ market

By Druce Vertes, CFA

Today’s most shared: Really Big Numbers: Global debt exeeds $100 trillion Ackman’s lobbying examined…is he the most questionable character in Washington lobbying and rent-seeking? Certainly Herbalife thinks so. Soros blasts ‘parasite’ banks, NY AG promises to name and shame Wall … Read more

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7 March 2014

Linkfest: Gross vs. El-Erian; Tapering on track after strong jobs; Housing recovery little help to hardest-hit

By Druce Vertes, CFA

Today’s most shared: Bill Gross points finger at Mohamed El-Erian over WSJ article on tensions at Pimco. US housing wealth recovers, but little boon seen to consumption spending as investors, aged reap benefits. Fed seen committed to tapering QE, tightening … Read more

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7 March 2014

Why Should You Invest in Emerging Markets?

By Gregg S. Fisher, CFA

Over the past 20 years, from January 1992 to December 2012, China’s GDP per capita grew about 17 times and India’s GDP per capita grew about 4 or 5 times. These are astronomical increases. Now, think about what this might mean for … Read more

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6 March 2014

Linkfest: Fed committed to unwinding QE; Bad brokers; Bitcoin inventor revealed?

By Druce Vertes, CFA

Today’s most shared: Fed officials don’t want to get behind the curve, set high bar to taper delay. Brokers who don’t make required reports of criminal charges, bankruptcies often get away with it. Pseudonymous Bitcoin inventor possibly unmasked, not as … Read more

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5 March 2014

Linkfest: Did JPMorgan block Madoff probe? ‘Smart beta’ wins over investors; @GSelevator confesses

By Druce Vertes, CFA

Today’s most shared: Did JP Morgan employees obstruct Madoff inquiry, perjure themselves? ‘Smart beta’ attracts cash. @GSelevator wiseguy confesses. Bank of England conducts internal probe into whether its officials condoned FX market manipulation. Putin seen looking for leverage over Ukraine … Read more

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4 March 2014

Linkfest: Ukraine crisis; Market efficiency; Income inequality; Fannie Mae debate

By Druce Vertes, CFA

Today’s most shared: Ukraine crisis remains at center stage as Putin remarks ease tensions. Asness on market efficiency. Income inequality, the economy and markets. Why are we even still debating over the carcasses of Fannie Mae and the GSEs? The … Read more

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3 March 2014

Linkfest: Ukraine crisis; Yuan’s drop; Icahn v. Andreessen; Citi’s Mexican problem

By Druce Vertes, CFA

Today’s most shared: Ukraine crisis sparks volatility. What does yuan’s fall mean? Carl Icahn, Marc Andreessen face off over eBay. Citibank’s Mexican bank enmeshed in $400m fraud. Mt. Gox Bitcoin heist deemed likely to be an inside job; Why Bitcoin, … Read more

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28 February 2014

Linkfest: The fix was in on gold fixing; Argentina’s long decline; Signs of froth

By Druce Vertes, CFA

Today’s most shared: Gold fix study shows 10-year pattern of manipulation. “Argentina is a unique case of a country that has completed the transition to underdevelopment.” The zeitgeist starts to feel a little bubbly, as the 15-year anniversary of the … Read more

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All posts are the opinion of the author. As such, it should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute or the author’s employer.

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