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As channeled by Saudi billionaire investor Prince Alwaleed bin Talal, here is the Dubai defense. It amounts to saying “you’re all big boys”, while stomping nastily on investors’ feet. These banks are very mature banks, and they have to differentiate between a corporate loan and a sovereign ...
Other
The following two charts are hugely appealing to my inner contrarian. One “shows” that the U.S. is less reliant on retail sales than commonly supposed; the other “shows” that debt loads of U.S. consumers by income decile isn’t altogether troubling. I like both arguments and find them ...
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Ocean liners getting bigger and bigger ( The Economist ) Morgan Stanley Euroletter on U.K. default risk ( Scribd ) After Dubai, Wondering Where the Next Debt Bombs Lurk ( NYT ) Analysts getting squeamish about RIM earning estimates ( Barron’s )
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Scribd
Nice graph from Morgan Stanley showing the pace of technology adoption this time around in the case of wireless ‘net access. Mobile Internet has ramped dauntingly faster than prior technologies, from AOL to Netscape.
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AOL
Netscape
It takes only a couple of paragraphs in his latest bit of opinioneering before historian Niall Ferguson goes after economist Paul Krugman again. He deploys a combination of econo-name-calling (“deficit-loving-economist”) and quotes out of context (a favorite Ferguson gambit is to take an ...
Other
I mentioned this paper in passing earlier, but it really deserves a closer read. The idea? That societal norms cause people to act against their best interests – and disfavor them versus lenders in mortgager/mortgagee relationships – by preventing them from sending in “key mail” when they owe ...
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One of the way that quant sorts and academic researchers mess about with financial filings is by studying the relationship between words found in a financial filing and subsequent performance. While the relationship is loose, at best, it sometimes points to important changes faster than human ...
iPhone
A few links from my weekly Weekend Reading column: Woman Who Sank Galleon Was Beauty-Queen-Turned-Analyst Insider ( Bloomberg ) Japan's appreciating currency: Time for action ( The Economist ) Dry Lands: Water and irrigation in America ( LRB ) On Wall Street: Apocalypse how? ( FT ) ...
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Why I am an optimist ( Mauldin ) What the iPod tells us about Britain’s economic future ( Telegraph ) The dollar and the budget deficit ( Source ) Organic mechanics in economics ( FT ) Girls can’t trade ( EH ) John Paulson's Future Performance: No Guarantees ( HedgeTracker ) ...
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What is it about golfers, spouses, cars and golf clubs? First we had the Nick Faldo incident back in 1998, and now we apparently have a similar sort of craziness happening with Tiger Woods. Do we need to start licensing golf clubs as deadly weapons? Then again, you don’t see this sort of ...
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Dubai Debt Delay Rattles Confidence in Gulf Borrowers ( Bloomberg ) Mystery buyer spends $1.5-million for Russia.com ( TechCrunch ) Why media tell climate story poorly ( TheStar ) Is Global Warming Unstoppable? ( Utah ) Repairing China’s financial system ( Pettis ) ...
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Give us fiscal austerity, but not quite yet ( FT ) Banks: The world is weary of the past, but boy, was it exciting! ( Source )
What bling really does to you ( EH )
TLS Books of the Year 2009 ( TLS )
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I'm assuming they're not asking for requests -- because I'd say please bust and go away -- but a good infographic from Mint on this Friday's shopping silliness.
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A new BofA report names various market tail risks -- big scary things that could happen in an outlier scenario -- and then suggests ways of hedging against them. Here is the list, which doesn't feel all that tail-like to me: Inflation/ $100bbl oil Double dip China bubble Protectionism ...
