What does QE2's end mean for various asset classes? Part I & The end of QE: Part II. Barry Ritholtz. Part III to come.
Richard Koo: the strange world of a balance sheet recession. interview posted on Economist's View.
The seven immutable laws of investing. James Montier, GMO.
Slowing China. Barry Eichengreen.
It's pretty obvious how China can achieve its top economic priority of price stability. Rebecca Wilder.
More on China. Mish.
What will Saudi Arabia do? Jim Hamilton.
other fare:
What scientists believe. The New Atlantis.
Richard Koo: the strange world of a balance sheet recession. interview posted on Economist's View.
The seven immutable laws of investing. James Montier, GMO.
Slowing China. Barry Eichengreen.
It's pretty obvious how China can achieve its top economic priority of price stability. Rebecca Wilder.
More on China. Mish.
What will Saudi Arabia do? Jim Hamilton.
If all of Libyan production gets knocked out, we'd need 1.8 mb/d to replace it. If the Saudis weren't able or willing to go above those production levels in 2008 when oil was selling for over $140 a barrel, why would you expect them to do so now with West Texas only at $106? My answer is, I don't.
other fare:
What scientists believe. The New Atlantis.
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