23/09/18

Understanding The Volatility Storm To Come, Part 1: Fragility In The Market's Medium



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Understanding The Volatility Storm To Come, Part 1: Fragility In The Market's Medium
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Authored by Christopher Cole via Artemis Capital Management,

What Is Water In Markets? Volatility and the Fragility of the Medium

There are these two young fish swimming along, and they happen to meet an older fish swimming the other way, who nods at them and says, "Morning, boys, how's the water?" And the two young fish swim on for a bit, and then eventually one of them looks over at the other and goes, "What the hell is water?".

-David Foster Wallace, This is Water (2005)

"This is Water" is the title of a commencement speech delivered by David Foster Wallace that has become a .....

Bank Of America Calls It: "The Peak In Home Sales Has Been Reached; Housing No Longer A Tailwind"



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Bank Of America Calls It: "The Peak In Home Sales Has Been Reached; Housing No Longer A Tailwind"
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Bank of America is ringing the proverbial bell on the US real estate market, saying existing home sales have peaked, reflecting declining affordability, greater price reductions and deteriorating housing sentiment. In the .....

WARNING: Greyerz – The Financial Doomsday Clock Is Close To Midnight



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WARNING: Greyerz – The Financial Doomsday Clock Is Close To Midnight
// King World News

As the world edges closer to the next crisis, today the man who has become legendary for his predictions on QE and historic moves in currencies, told King World News that the final doomsday clock is close to midnight.

The post WARNING: Greyerz – The Financial Doomsday Clock Is Close To Midnight appeared first on King World News.


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Roberts: "We Are Near The Point Where Rates Will Matter"



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Roberts: "We Are Near The Point Where Rates Will Matter"
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Authored by Lance Roberts via RealInvestmentAdvice.com,

Bulls Push To All-Time Highs

Get out your party hats ladies and gentlemen, the markets hit all-time highs this past week.

After increasing equity exposure in portfolios on the 11th, as the markets pulled back to the previous break-out support levels, I suggested a push to new highs was likely.

"The pullback to the previous breakout support level did allow us to add further exposure to our ...

Goldman Warns Of A Default Wave As $1.3 Trillion In Debt Is Set To Mature



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Goldman Warns Of A Default Wave As $1.3 Trillion In Debt Is Set To Mature
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Ten years after the Lehman bankruptcy, the financial elite is obsessed with what will send the world spiraling into the next financial crisis. And with household debt relatively tame by historical standards (excluding student loans, which however will likely be forgiven at some point in the future), mortgage debt nowhere near the relative levels of 2007, the most likely catalyst to emerge is corporate debt. Indeed, in a NYT op-ed penned by Morgan Stanley's, Ruchir Sharma, the bank's chief global strategist made the claim that "when the .....

Market mover della settimana: la riunione Fed sarà solo l'inizio



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Market mover della settimana: la riunione Fed sarà solo l'inizio
// Money.it

I market mover della settimana dal 24 al 28 settembre torneranno finalmente ad interessarsi di politica monetaria.

Tutti gli occhi del mercato saranno infatti puntati sull'attesissima riunione della Federal Reserve nel corso della quale Jerome Powell e la sua squadra potrebbero anche decidere di alzare ancora una volta i tassi di interesse, attualmente al 2,00%.

Le decisioni sui tassi saranno ....

Decretando le Sanzioni, gli Stati Uniti hanno reso la Cina il loro “Nuovo Nemico”, Afferma l’Esperto



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Decretando le Sanzioni, gli Stati Uniti hanno reso la Cina il loro "Nuovo Nemico", Afferma l'Esperto
// controinformazione.info

di  Paul Antonopoulos Ieri Pechino ha lanciato un severo monito a Washington, dopo che gli Stati Uniti hanno introdotto nuove sanzioni a causa della cooperazione sino-russa nel campo degli armamenti. Secondo l'esperto cinese Wu Dahui, queste misure significano che gli Stati Uniti hanno iscritto la Cina nella loro lista dei nemici nazionali. In risposta alle misure restrittive avanzate dalla Casa Bianca per l'acquisto da parte della Cina dei sistemi missilistici russi S-400 e aerei da caccia Su-35, il ministero degli Esteri cinese ha espresso "estrema indignazione" sul comportamento degli Stati Uniti, definendolo una ....

William Vickrey, premio Nobel: i 15 errori fondamentali della visione finanziaria dell’economia. Perchè le banalità che sentite in TV sono dei falsi economici. (ARTICOLO COMPLETO)



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William Vickrey, premio Nobel: i 15 errori fondamentali della visione finanziaria dell'economia. Perchè le banalità che sentite in TV sono dei falsi economici. (ARTICOLO COMPLETO)
// Scenarieconomici.it

 

 

William Vickrey è stato premiato nel 1996 , purtroppo postumo, con il premio Nobel per l'economia. Esperto della Teoria dei Giochi, soprattutto legati alle aste, è stato un economista di scuola keynesiana estremamente critico sulla visione della scuola di Chicago e si concentrò sulla lotta alla disoccupazione , piuttosto che sull'inflazione. Al contrario di tanti economisti che non misero mai in pratica le proprie idee, lui partecipò al rinascita economica del Giappone progettandone ed applicandone una radicale riforma fondiaria durante il governo del generale MacArthur .

Uno dei suoi ultimi scritti, pochi giorni prima di ....

India's NPL Crisis Erupts: A Major Shadow Bank Defaults On Three Debt Payments



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India's NPL Crisis Erupts: A Major Shadow Bank Defaults On Three Debt Payments
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IL&FS Investment Managers, a unit of India's Infrastructure Leasing & Financial Services (IL&FS) - an Indian infrastructure development and finance company and one of the nation's largest "shadow banks" - which announced three debt defaults on Friday, said on Saturday morning its Managing Director Ramesh Bawa had resigned as managing director and chief executive officer as a management exodus begins. The company's independent directors - Renu Challu, Surinder Singh Kohli, Shubhalakshmi Panse and Uday Ved - had also submitted their resignation papers.

The company first defaulted on commercial paper, then on short-term borrowings known as inter-corporate deposits according to Bloomberg. It has also failed to pay Rs 4.5 billion ($62 million) in ICDs to government-backed lender Small Industries Development Bank of India.

As we noted on Friday, IL&FS revealed a series of three defaults on its non-convertible debt obligations and inter-corporate deposits.

With the meltdown of IL&FS in motion, another unit, IL&FS Transportation Networks, reported that its ...

The 800 Pound Gorilla In The Room Is The Bond Market (Not The Stock Market)



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The 800 Pound Gorilla In The Room Is The Bond Market (Not The Stock Market)
// Silver Doctors

The stock market is extremely expensive by any number of measures, but it's really the bond market that will be the real crisis. Here's why… Gordon Long interviewed by Jason �…�

The post The 800 Pound Gorilla In The Room Is The Bond Market (Not The Stock Market) appeared first on Silver Doctors.


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Recensione libro: La ragazza con la Leica - Helena Janeczek

Recensione libro: La ragazza con la Leica - Helena Janeczek Il 1° agosto 1937 una sfilata piena di bandiere rosse attraversa Parigi. E il corteohttps://www.finanzaelambrusco.it/articoli/articoli/cultura/recensione-libro-la-ragazza-con-la-leica-helena-janeczek/