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What We Read Today 30 January 2014

Econintersect: Every day our editors collect the most interesting things they find from around the internet and present a summary "reading list" which will include very brief summaries of why each item has gotten our attention. Suggestions from readers for "reading list" items are gratefully reviewed, although sometimes space limits the number accepted.

Today we focus on investing articles including several for commodities, gold and emerging markets.

  • China factory output slows in January (Josh Noble, Financial Times) The HSBC-Markit PMI final reading was 49.5 for January, down from 50.5 in December. Readings below 50 indicate a manufacturing contraction. The final reading was little changed from the 49.6 reported last week (GEI News).

... the researchers gathered some of the best design rules and practices generated by players of the online EteRNA design challenge and, using machine learning principles, generated their own automated design algorithm, EteRNABot, which also bested prior design algorithms. Though this improved computer design tool is faster than humans, the designs it generates still don't match the quality of those of the online community, which now has more than 130,000 members.

All ten articles behind the wall are about investing, five are on commodity markets and relationships between commodities and other markets (including two about gold).

nat-gas-2010-2014

  • Emerging Markets Emerging Crisis or Media Hysteria? (Chris Puplava, Financial Sense) Emerging markets lost significantly in 2013 (the emerging market ETF was down about 13%) and capital flight continues. But the author points out this doesn't mean the end o f the world necessarily and may actually have positive implications for developed market stocks and for commodities.

Click on either graph below for larger image at Financial Sense.
emerging-commod-sp500-chris-puplava-2014-jan-29-600px

emerging-commod-sp500-chris-puplaava-2014-jan-29-600px

  • Commodities: Light at the End of the Tunnel (Ashley Kindergan, The Financialist) Credit Suisse economists expect 2014 to be a flat year for commodity prices. But if stocks pull back commodities may be a valuable portfolio holding - the cyclical pattern of stock-commodities correlations indicate an uncoupling is due.

ommodities-stocks-correlation

gold-inductrialcommodities-doug-ramsey-adv-perspectives-2014-jan-28

gold-10-year-treasury

treasury-market-past-projected-600px

Click on graph for larger image.
stocks-bonds-2007-2013

  • NYSE Margin Debt Hits an All-Time High (Doug Short, Advisor Perspectives dshort.com) If a picture is worth a thousand words then this note is worth 2,000. (There are two more good graphics in the article.)

margin-debt-2013-dec

margin-debt-2-2013-dec

dow-sector-performance-past-year-2014-jan-29


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