martes, 25 de junio de 2013

Today’s articles on Macro View

Market Outlook

Welcome To The Desert Of The Real by Mercenary Trader

Making Hay Revisited by Thomas Sobon

Allocation For Hard Times: Sector Relative Strength In The Current Sell-Off by Emmet Kodesh

Wall Street Breakfast: Must-Know News by Wall Street Breakfast

Fed Pullback: Warning Or Opportunity? by Bill Maurer

Too Many Bearish Flags To Ignore by Chris Ciovacco

Think It's A Level Playing Field In The Financial Sector? Think Again by Bespoke Investment Group

Nothing New With China by Bespoke Investment Group

June 2013 Float Shrink Review by AdvisorShares

5 Things That Will Shape The Direction Of Wall Street For The Rest Of The Summer by BubbleBustInvesting

All About The Pullback From SPX 1687 by Bill Luby

The Fed's Money Mirage by Lawrence Fuller

Daily State Of The Markets: A Not-So Subtle Shift by David Moenning

Today's Market: China, The U.S. And Stocks To Buy by Matthew Smith

Return Of The All Or Nothing Day by Bespoke Investment Group

Gold & Precious Metals

Owners Of The iShares Silver Trust Are A Persistent Bunch by Tim Iacono

3 Investments For When The Gold Sell-Off Ends by StreetAuthority

Will Diamonds Stage A Once-In-A-Century Bull Run Like Gold? by Martin Vlcek

Colossus Minerals: The Small-Cap Gold Miner That Will Soon Be A Cash Cow by Hyperinflation

Silver Wheaton Shares May Still Collapse by JJ Butler

Bursting Asset Bubbles In Equities And Bonds Boost PM Sector Values by Emmet Kodesh

Commodities

Carbonate Triangle's Cold Lake Investment Guide: Southern Pacific Resource Edition by Stephan Dube

The Copper Oversupply by Commodity Market Intel

Bakken Update: Halcon Well Results Improve While Kodiak Buys The Best In West Williams County by Michael Filloon

Carbonate Triangle's Cold Lake Investment Guide: Pengrowth Energy Edition by Stephan Dube

Commodities Today: Still A Buy In This Market, But Metals Under Pressure by Matthew Smith

Economy

Markets Calmer, But Precariously So by Marc Chandler

The Global Insider Country Focus: Turkey by AdvisorShares

How The World Benefits From Chinese Piracy by Felix Salmon

Murder By The Orient Economies? by Scott Sumner

Interview With Natalie Trunow: Stocks To Correct 5-10% And Recover After Summer by Harlan Levy

Yes, Hand-Offs Are Messy by Hale Stewart

The Fed's Targeting Inflation At 1%; It Just Doesn't Know It Yet by Scott Sumner

The Chicago Fed National Activity Index: May 2013 by Sold At The Top

The Fed's Bad Timing by Felix Salmon

Bernanke Drops A Bomb - Then Tries To Control The Damage by Navellier & Associates

Uncle Sam's Trillion-Dollar Portfolio Partly Offsets The Public Debt by Donald Marron

How China Can Avoid A Meltdown by Modeled Behavior

The Inflation Hoax by Tim Ayles

Shifting Tectonic Plates Under Global Banking by Otaviano Canuto

Central Banks In Uncharted Waters by QFinance

The New 'Conundrum' by Pater Tenebrarum

Exit Is Easy, Revisited by Scott Sumner

What If The Fed Really Does Think It's Monetizing The Debt? by Cullen Roche

The Efficient Market Has Spoken: This Is A Mistake by Markos Kaminis

Macro-Markets Risk Index Shows Continued Deterioration by James Picerno

Our Economic Emperor Has No Clothes by Markos Kaminis

What's Not To Understand About Bubbles? by John M. Mason

The Decline Of The West? by Shareholders Unite

The End Of The Great Carry: Winners And Losers In A Post-QE World by Francesco Checcacci

The Minimum-Wage Stimulus by Felix Salmon

Panic In China: Malinvestment, Deflation, And The Next Emerging Market Crisis by Jake Huneycutt

Forex

Emerging Market Currencies Are Not Expensive by Emerging Money

Missed The Move? Be Prepared For Turnaround Tuesday by Marc Chandler

Will Chinese Growing Pains Undermine The Aussie Dollar? by Andrew_Keene

Yield Developments And The Dollar by Marc Chandler

EUR/USD: The Week Ahead by Vision Capital M.

Global Asset Class Rout: It's Time To Pay The Piper by Dean Popplewell

Real Estate

Good Economic News Means Rocky Road For Builders by Richard Evans

Real Estate - The Next 6 Months by Pater Tenebrarum


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