Emerging Market Risk Factors; Austerity Myth; Hard Landing Underway in China

May 16, 2012

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"Sustained high returns on equity in institutional banking are a sign of trouble " ~ Sallie Krawcheck – Barbarian Capital

Research:

"Moving from wood to coal took 75 years, which was the fastest substitution in history. Coal to oil took 100 years" – Financial Sense

Telomerase Gene Therapy increase mice lifespan by 24% without increasing cancer ~ next big future

EM correlations, charted ~ FT Alphaville

Book Review: The Little Book of Emerging Markets ~ alephblog

US:

US Senate Oks Export-Import Bank Renewal, Obama to Sign ~ forex live - being broke still does not stop corporate welfare 

Buffett hops into GM by buying 10 million more shares. ~ ForbesBuffet likes having the government backing his bets – consummate Crony Capitalist 

"Multi-employer plans in the U.S. are underfunded by some $369 billion." It’s not just state and federal pensions: WSJFed 

‘Fiscal cliff’ worries may be overstated ~ Washington Postkicking the can will save the day, the author alleges

More evidence of housing boom underway in the US ~ Carpe Diem – #operationnewbubble

Farmland values surge in Midwest, up 19% year-over-year ~ WSJ – #operationnewbubble

World:

Tide Turning in Japan Deflation Fight, BOJ’s Top Economist Says ~ Bloombergcareful what you wish for…

Austerity is a myth to con the financial markets, City firm tells David Cameron ~ Telegraph

‘Austerity’ Promotes Growth, Government Spending Doesn’t – Nancy Pfotenhauer ~ US News

Euro Chiefs May Offer Leniency to Greece. ~ Bloombergthey’ll keep taking and making false promises so long as Germany allows 

Italian banks are vulnerable to asset quality deterioration, earnings pressure, and restricted market funding access,” Moody’s downgrades 26 

China:

Chinese Listed firms offer bleak outlook ~ China Daily

  • Of 23 listed property developers 16 of them expect to see a slump in net profit or suffer a loss

"Total net new loans by the "big four" state banks were around zero in the first two weeks of May" ~ Deutsche Borse Group

China Investment Boom Starts to Unravel ~ CNBC

 

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