Econintersect: Click Read more >> below graphic to see today’s list.
The top of today’s reading list questions whether gold can have a sustained rally for here …….. and the last two articles are about the decoupling of developed market stocks from those for emerging markets.
- Gold ETFs Rebound: New Uptrend Or Just A Bull Trap? (Trang Ho, Investors Business Daily) Via Global Economic Intersection discussion group at LinkedIn.
- A bear bath (David Keohane, FT Alphaville) Albert Edwards (SocGen): Ben Bernanke will be even more ruinous than Alan Greenspan.
- Negative Emotions Are Key to Well-Being (Tori Rodriguez, Scientific American)
- Will Mortgage Bonds Enter the Vortex? (Matthew C. Klein, Bloomberg)
- Georgia Not on New York’s Mind (John McDermott, National Mortgage News) Hat tip to Michael Haltman via Global Economic Intersection Discussion Group. The is no consistency in foreclosure processing from state to state.
- How cutting employee hours due to health reform may infringe federal law (Craig J. Davidson, Employee Benefit Advisor)
- The Wisdom of Crowds (Niels Jensen, Credit Writedowns) “Those who have knowledge don’t predict. Those who predict don’t have knowledge.” Lao Tzu, Chinese philosopher, 6th century BC
- The Trouble With a ‘China Model’ (Jennie Rothenberg Gritz, The Atlantic) Short video. Hat tip to Roger Erickson. James Fallows argues here that the modern Chinese model is unique to China.
- The Real Great Rotation (Richard Bernstein, Advisor Perspectives) Why are U.S. stocks outperforming emerging markets?
- The Real Problem (Josh Brown, The Reformed Broker) Decoupled developed market stocks and emerging market stocks cannot continue.