Econintersect: Click Read more >> below graphic to see today’s list.
The top of today’s reading list starts with the proposition that Japan may be more important than Fed tapering …….. and the tenth article says that rising inventories introduce uncertainties into near-term U.S. economic growth. A bonus article at the end introduces the question as to whether the current secular bear market (2000-?) will continue to parallel the last one (1966-1983).
- Why Japan May Matter More Than Tapering (James Gruber, Asia Confidential)
- A messy banking union (Robert Peston, BBC News) See three part series by Cliff Wachtel (GEI Analysis).
- Seven 2013 Year-End Tax Planning Ideas (Suzanne L. Shier, WealthManagement.com, 16 December 2013)
- Thoughts on Student Debt (Doug Short, Advisor Perspectives dshort.com)
Click on graph for larger image at Advisor Perspectives dshort.com.
- The Puzzle of the Fed’s Tools (Matthew C. Klein, Blommberg) Another perplexed observer notes that data correlates QE with less inflation, not more – which is the Fed’s stated objective.
- Americans Suddenly Discovering How Insurance Works (Paul Waldman, The American Prospect)
- Why Do Forecasters Keep Forecasting? (Barry Ritholtz, Bloomberg) Below are the forecasts for 2013 (Above the Market):
- Bubble? Schmubble. Real Problem Is Markets Don’t Work Anymore. (Michael J. Casey, The Wall Street Journal)
- NSA Fallout Hits American Business to the Tune of Four Billion Dollars: Brazil Ditches Boeing, Buys Gripen (Rick Falkinge, Infopolicy) Hat tip to Roger Erickson
- Inventories pose near-term risks to US growth (Walter Kurtz, Sober Look)
BONUS
- An Army of Robotic Workers (Dave Gonigam, 5 Min. Forecast)
