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Reinhart & Rogoff Publish A Correction

May 9, 2013

[pageview class=”PDFViewer” url=”https://www.biancoresearch.com/bianco/wp-content/plugins/PDFViewer/plugin.php?id=126″] The Financial Times – Reinhart and Rogoff publish formal correction Harvard economists Carmen Reinhart and Kenneth Rogoff have published an errata to their 2010 paper on public debt and growth, acknowledging more errors in the figures, but leaving their basic conclusion unchanged. The release of the formal correction is the latest move… Continue reading Reinhart & Rogoff Publish A Correction

Newsclips

Hedge Fund Managers Discuss Bernanke

May 9, 2013

Reuters – Billionaire investors take aim at Fed’s policies at Sohn event Wealthy money managers bashed Federal Reserve Chairman Ben Bernanke’s easy money policies at a closely watched annual investment conference and charitable event on Wednesday. The Sohn Investment Conference, which raises money for pediatric cancer research, gets big name hedge fund managers to share… Continue reading Hedge Fund Managers Discuss Bernanke

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Newsclips

John Paulson

May 9, 2013

Bloomberg.com – Paulson Bid to Resurrect Reputation Hurt by Gold Gone Bad On a conference call with investors last month, billionaire John Paulson boasted that one of his biggest hedge funds would have been up 15 percent this year — if only he hadn’t owned gold stocks. The wishful computation of returns highlights the challenge… Continue reading John Paulson

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Investment Ideas From The Hedge Fund Community

May 9, 2013

The Wall Street Journal – From the Titans, a Tip or Two Billionaire investor Stanley Druckenmiller said the Australian dollar’s skid is far from over and recommended investors bet against the currency. The prediction, and pitch, were one of a slew Wednesday at the Sohn Investment Conference in New York, where some of the world’s… Continue reading Investment Ideas From The Hedge Fund Community

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Newsclips

Booyah Cramer!

May 9, 2013

The Onion (Satire) – Everyone Who Started Watching ‘Mad Money’ In 2005 Now Billionaires According to a report released this week by Forbes magazine, every person who has regularly watched CNBC’s financial program Mad Money since its 2005 premiere is now a multibillionaire. “[Host] Jim Cramer turned out to be 100 percent accurate with every… Continue reading Booyah Cramer!

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Cartoons

May 9, 2013

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Charts of the Week

Charts of the Week

May 8, 2013

Charts of the Week Topics Covered This Week Include: Earnings Update – Still Disappointing Earnings Update – Still Disappointing – 2 Earnings Update – Still Disappointing – 3 Earnings Growth Slows The S&P 500 Crosses Above 1600 Forward P/E Ratios Stock Investors Celebrate New All-Time Highs By Selling Stock Market Sentiment – Still No One… Continue reading Charts of the Week

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The Problem With FOMC Policy – Temporary Versus Permanent

May 8, 2013

CNBC – Demystifying the Economy-Stock Market Divide Call it the “great” recession. Lombard Street insists the U.S. slipped into recession in the second quarter as the full brunt of the budget cuts known as the sequester hit. Even the rosiest of forecasters acknowledge growth slowed sharply from the first three months of the year. And… Continue reading The Problem With FOMC Policy – Temporary Versus Permanent

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Newsclips

S&P 500 Enters Bull Market Territory, Dow Closes Above 15,000

May 8, 2013

<Click on chart for larger image> The Wall Street Journal- Dow Closes Above 15000 The Dow Jones Industrial Average closed above 15000 points for the first time Tuesday, piercing another record threshold as investors’ fear of missing out on the rally has replaced potential concerns about the risk of a selloff. The Dow is off… Continue reading S&P 500 Enters Bull Market Territory, Dow Closes Above 15,000

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Ground Zero For Jobs – The Bakken Oil Field

May 8, 2013

<Click on chart for larger image> Minneapolis Federal Reserve – Bakken activity has a wide ripple effect The Bakken oil boom had led to strong growth in employment and record low unemployment rates in that region. Tight labor markets and high wages in the Bakken have also given rise to countless anecdotes from business owners… Continue reading Ground Zero For Jobs – The Bakken Oil Field

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Newsclips

More On The Federal Reserve

May 8, 2013

The Financial Times –Fed warns of fire sale risk for US repo A disorderly liquidation of assets that could fuel financial contagion is a major risk from an important funding market for US banks, according to a paper published on Tuesday by the Federal Reserve Bank of New York. Fire sales, where assets are sold… Continue reading More On The Federal Reserve

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Stock And Bond Volume

May 8, 2013

<Click on chart for larger image> <Click on chart for larger image> Traders Magazine – Equities Volume Down 2.4%, Year Over Year Volume on all public and non-public exchanges was 6.4 billion shares in April, according to Nasdaq OMX Group statistics. That is up 3.9 percent from the 6.1 billion shares recorded in March, but… Continue reading Stock And Bond Volume