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

May 16, 2012


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


"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 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


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 


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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