Banks are not lending

by Mish

IMF

IMF Working Paper: The Federal Reserve System Balance Sheet:
What Happened and Why it Matters

Morgan Stanley: 30 for 2013

30 for 2013

Buiter: What's left on central bank independence

Buiter

Barron's Hedge Fund Ranking

Ranking

BA_HF100_090511

Publish at Scribd or explore others: Finance Business & Law hedge fund 100

Heinsohn FAZ

Heinsohn: Die nächste Blase schwillt schon
http://tinyurl.com/heinsohn-faz

Hussman - Anything but Academic

Hussman - Anything but Academic

ZDF Nachtstudio - Heinsohn

Heinsohn ZDF Nachtstudio

Hussman - Equilibrium

http://www.hussmanfunds.com/wmc/wmc090518.htm

In order to understand the impact of these interventions, you have to think in terms of equilibrium - recognizing that all securities that are issued must also be held by someone - and then follow the money. Initially, suppose you have a banking system with $12 trillion in assets, financed with about $7 trillion in deposits and other liabilities to customers, about $4 trillion in debt to the bondholders of the banks, and about $1 trillion in shareholder equity as a buffer against insolvency.

Robert Merton : MIT Lecture

Robert Merton about risk: Lecture MIT World

Duration of stocks and bonds

Hussman

Finally commodities feel the recession

Trendline broken in DOW

the long term uptrend in the Dow is clearly broken
http://globaleconomicanalysis.blogspot.com/

Crude Oil

Crude Oil is supposed to break out of its consolidation pattern established in the last three weeks...

Airlines

i agree with Jim Rogers: this looks more like a bottom than a top...

Strategic Economic Decissions: Horace Brock

in the context of record oil prices: "Woody" Brock's GOOD LISTENS and GOOD READS are a must, especially "An arbitrage bet on commodities". And "The truth about energy prices and volatility" from September 2005!!!. He knewwww it years ago...

commodities gone wild
all grains (corn, wheat, oats, soybean meal, soybean oil, soybeans) limit up today, energy (crude oil, heating oil, RBOB up 5%), sugar up 8%

Prechter sounds the alarm

Elliott Wave's Prechter sounds the alarm (marketwatch.com)