Monday, January 6, 2014

Some evening news

Blah blah, yadda yadda.

Bonddad - 2014 forecast: US deceleration. I dunno, we'll see.

Bespoke - earnings season cometh. It starts on Thursday with Alcoa. I guess that's why everyone is selling right now?

FT Alphaville - on China debt. On the one hand, yes that chart for 10Y BBB+ corporates looks scary. But on the other, Bill Bishop at Sinocism says "good luck to those betting on a debt crisis"; apparently it's just people getting worked up over nothing again. I'll take Bishop for now. - shorts could be behind today's gold price flash crash. To me it seemed fishy that the collapse stopped right at yesterday's close. So were they just probing to determine how weak the long conviction is?

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