STILL RETHINKING THE FED / JOHN MAULDIN´S WEEKLY NEWSLETTER

  Still Rethinking the Fed By John Mauldin   Back before clocks went digital, you could say “a stopped clock is right twice a day” and e...

THE RICH WORLD´S HOUSING CRUNCH IS FAR FROM OVER / THE ECONOMIST

Pain to come The rich world’s housing crunch is far from over Markets can be split into three camps: early adjusters, bullet-dodgers and slo...

THE BREAKING AND MAKING OF UKRAINE / THE FINANCIAL TIMES OP EDITORIAL

The breaking and making of Ukraine Trauma and exhaustion are balanced by pride and hope Gideon Rachman © James Ferguson In a crowded Kyiv re...

AFTER CREDIT SUISSE, CHINESE BANKS AREN´T A GREAT SAFE HARBOR / THE WALL STREET JOURNAL

After Credit Suisse, Chinese Banks Aren’t a Great Safe Harbor Chinese banks will likely avoid the troubles of their global peers, but they a...

PLAN B / CREDIT BUBBLE BULLETIN

Plan B Doug Nolan  It was an interesting week.  The S&P500 traded little change and within a narrow range.  The VIX (equities volatility...

THE FUTURE OF INTEREST RATES IS A RIDDLE / THE FINANCIAL TIMES OP EDITORIAL

The future of interest rates is a riddle Inflation’s comeback has changed the world — but how much we don’t yet know Martin Wolf  © James Fe...