Mario Draghi’sWorstMonetary Zombie-InfestedNightmareJustGotWorse… InTwoCharts http://feedly.com/k/1drKANt As frequent readers will recall, one of our favorite series of posts describing the "Walking Dead" monetary zombie-infested continent that is Europe is the one showing the abysmal state Europe’s credit creation machinery, operated by none other than the Bank of Italy’s, Goldman’s ECB’s Mario Draghi, finds itself in. As a reminder, it was as recently as Septemberwhenwefoundthat "Mario Draghi’s … Seguir leyendo Mario Draghi’s Worst Monetary Zombie-Infested Nightmare Just Got Worse… In Two Charts

No estoy para nada de acuerdo Cassandra’slegacy: Crudeoil: anothercollapseahead? http://feedly.com/k/16zqARF shared via http://feedly.com Seguir leyendo Cassandra’s legacy: Crude oil: another collapse ahead?

LA areaPortTrafficinSeptember http://feedly.com/k/18cCRLf Container traffic gives us an idea about the volume of goods being exported and imported – and possibly some hints about the trade report for September since LA area ports handle about 40% of the nation’s container port traffic. The following graphs are for inbound and outbound traffic at the ports of Los Angeles and LongBeach in TEUs (TEUs: 20-foot equivalent units … Seguir leyendo LA area Port Traffic in September

AtlantictradedealatriskfromNSAbuggingAngela Merkel phone http://feedly.com/k/16zqdGK Key political leaders in Germany have warned that the Trans-Atlantic free trade pact may be in jeopardy after claims the US has been spying on Chancellor Angela Merkel’s mobile phone. shared via http://feedly.com Seguir leyendo Atlantic trade deal at risk from NSA bugging Angela Merkel phone

Europealready has onefootin ‘Japanese’ deflation grave http://feedly.com/k/16u622n Europe is sliding into a deflationary trap, displacing Japan as the world’s epicentre of policy error. The effect is already causing debt ratios in half a dozen countries to ratchet upwards to the point of no return, making a mockery of the EMU debt crisis strategy. shared via http://feedly.com Seguir leyendo Europe already has one foot in ‘Japanese’ deflation grave

Are MiningCostsAbouttoFall? http://feedly.com/k/16zpV2z Capital ExpendituresPlummet Already in May this year, Macquarie reported that globally, mining capex plans have been slashed by over 20% in 2013. From a WSJreport: “Miners‘ capital expenditurelevelswillfallwellover 20% thisyear, amiddepresseddemandformineralsandmetalsinmanymarkets, MacquarieCommodities‘ ResearchsaidWednesday. Miningcompanies are likelytospendaround $100 billionin capital expenditureonprojectsthisyear, downfrom $140 billionin 2012, Colin Hamilton, Macquarie’s global head of commodities research, said in a press briefing. The level foreseen for this … Seguir leyendo Are Mining Costs About to Fall?

CriticismbyArchitectofJapaneseQuantitativeEasingofFedPolicy http://feedly.com/k/19yC8bd ArchitectofJapaneseQuantitativeEasingPolicySaysQEHARMStheEconomyIntheLong-Run … andthattheFedIsStuckIn a QE Trap FedPolicyIsFailing Many top economists have said that quantitative easing doesn’thelptheeconomy. But many argue that – without QE – the economy would be muchworse. How do we reconcile those opinions? One of the mainarchitects of Japan’s QE program – Richard Koo – Chief Economist at the Nomura Research Institute – explains that QE helps in the short-run … … Seguir leyendo Criticism by Architect of Japanese Quantitative Easing of Fed Policy

U.S. “WarOn Terror” Has INCREASEDTerrorism http://feedly.com/k/17Hfomk The National Consortium for the Study of Terrorism and Responses to Terrorism (START) Global Terrorism Database – part of a joint government-university program on terrorism – is hosted at the University of Maryland. START is the most comprehensive open source terrorism database, which can be viewed by journalists and civilians lacking national security clearance. A quick review of charts … Seguir leyendo U.S. “War On Terror” Has INCREASED Terrorism

Análisis de una obra literaria: Galdós y España http://feedly.com/k/18LFPuB En ocasiones encontramos en novelas, cuentos o escritos literarios fragmentos en los que se aborda la realidad socio-política de la época en la que se inscribe la novela. En este caso Benito Pérez Galdós, uno de nuestros literatos más importantes que no obtuvo el Premio Nobel de Literatura por presiones de la iglesia y del gobierno … Seguir leyendo Análisis de una obra literaria: Galdós y España

BasedOn 100 Yearsof Data, We Are LikelyNearing a MajorPeak http://feedly.com/k/1bcyeUw Today I’m going to tell you about the single most important metric for long-term investing. That metric is the cyclicallyadjustedprice-to-earnings ratio or CAPE ratio. Generally speaking, most investors price a company based on its current Price to Earnings or P/E ratio. Essentially what you’re doing is comparing the price of the company today to its … Seguir leyendo Based On 100 Years of Data, We Are Likely Nearing a Major Peak