views on markets, equities, bonds, derivatives, finance, investing, the economy

Doom Scenario, US and EU are not different

At least read the final paragraphs. (source)

John Melloy, Stocktwits, Financial Web Future

Welcome John Melloy our New Stocktwits CEO...and The Future of The Financial Web - The 'Richest Niche'! | Trends... Find them, ride them and get off.Trends… Find them, ride them and get off.: "In 2008, there was no GNIP, no Zapier (wicked cool Stocktwits integrations) and I did not know an API from an RBI. The iPhone was just getting started and there was no Android. Today, I can consume trending tickers all day on my iPhone and work through ideas in real time with some of the best investors in the world. Today, Stocktwits has over 400 API partners pulling our streams and data to build and display. The niche will be big in 2014 (I say that every year), but this time Fred Wilson agrees (read all the comments as it is a great conversation). In 2014, you will see us improve/expand our search features, use email and mobile alerts in more interesting ways and make it easy for anyone that wants to share financial ideas or just banter, do so. If you want to be a good investor, you journal. It’s our job to make Stocktwits the best place to do that and the good news is, it helps us become the place for everyone who does not want to journal, to browse for ideas." (read more at link above)

Michael Steinhardt, Reinventing Investing

Michael Steinhardt, Wall Street's Greatest Trader, Is Back -- And He's Reinventing Investing Again - Forbes: " . . .  Exchange-traded funds typically charge lower fees and have tax-advantages over traditional mutual funds. They are also completely transparent: An obsessive-compulsive ETF investor can check his fund’s holdings daily, rather than quarterly, as is the norm for most mutual funds. This magic combination–cheaper with lower taxes and greater transparency (and often for the same underlying investment)–means that over time ETFs will eat the lunch of the $12.1 trillion (assets) mutual fund industry...." (read more at the link above)

Reshoring Manufacturing

Not your father's Offshoring -

As Overseas Costs Rise, More U.S. Companies Are 'Reshoring' : Parallels : NPR: "For decades, American companies have been sending their manufacturing work overseas. Extremely low wages in places like China, Vietnam and the Philippines reduced costs and translated into cheaper prices for consumers wanting flat-screen TVs, dishwashers and a range of gadgets. But now a growing number of American companies are reversing that trend, bringing manufacturing back to the United States in a trend known as "reshoring."..." (read more at the link above)

QE, Stock Market Bubbles, Bond Market Bubbles

Past time to quit QE --

Mish's Global Economic Trend Analysis: Fed Admits It's Clueless How QE Works; Radical Suggestion: " . . . While these Fed governors are grasping at straws in a tornado bickering over whether to taper or not, let me propose a simple idea: The Fed cannot figure out how QE works because QE doesn't work. Two decades of Japanese QE is sufficient  proof. In the US, the Fed did ignite massive stock and bond market bubbles, but who in their right mind thinks bubbles are a measure of success? All of the Fed's modeling is nothing more than a chasing one's tail exercise of economic stupidity.  Simply put, the Fed is nothing more than a bunch of Soviet-style central planners with inflated opinions about what they can or cannot do. . . ."

Business - Google News

Credit Writedowns

Central Banking