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Tuesday, September 30, 2014

Some Tuesday news


Busy at work, but now I'm waiting for someone to correct their mistake on this oh-so-important job that they can keep me hanging.

So here's some news:

New Deal Demoncrat - stagnation in housing. He expects it to feed through into deceleration in the broader economy over the next few quarters. Stick that in your pipe and smoke it, Michael Shaoul and your inflation fear!

Reformed Borker (Bork Bork Bork!) - nobody's actually panicking yet. Sure, and I knew that already because $VIX is only 16 and the term structure isn't even inverted yet.

FT Alphaville - holy cow does Santander suck. They're paying out 1.5x earnings in divvies, thus the 9.2% yield. But Europeans are happily taking their divvies in shares, so the company instead is simply diluting itself. And you call European investors conservative?

FT beyond brics - EMs are bad, LatAm is the worst. Do any of those "buy EMs" bloggers out there ever look at the underlying weakness in the economies, and do any of them know that EMs die when the US goes into a secular bull market?

New Deal Demoncrat - Ed Yardeni is a wanker. Yup, he's set his sights on a higher level of economoblogginating clown now. Keep it up, ya pinko!


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