Link Archives    rss feed

February 04, 2012

    
voxbaby


  Samwick Media Watch

    
econhopeful


  The UCLA Fly-Out

    
benmuse


  Daniel Libby visits King Island, 1867 (Construction of the trans-Atlantic telegraph cable pushed the limits of 19th Century technology. In the 1860s construction was begun on an alternative telegraph...)

    
benmuse


  King Island and the Russian Fur Traders, 1822 (When westerners began to visit the Bering Strait, they were touching the jugular of a thriving trade in furs between America and Asia. Furs from central...)

    
rcf


  College towns

    
rcf


  Problem solved

    
federalist


  Solar Tsunami: Nature?s EMP Attack (Forecasters are see an increase in solar storms over the next few years. Power Magazine explains the devastation that a powerful solar storm would wreak on our...)

    
econlog


  My University of Rochester Talk, by David Henderson (On Thursday evening, Feb. 9, I'll be giving a public talk at the University of Rochester in Rochester, New York. It will go from 7:30 to 9:00,...)

    
econlog


  The Wisdom of Robin Hanson, #n, by Arnold Kling (He writes, My guess is that most intellectuals underestimate just how dysfunctional most firms are. This is part of a discussion of why businesses pay...)

    
econlog


  My PSST Papers, by Arnold Kling (The Adam Smith Institute has just released a paper of mine on patterns of sustainable specialization and trade. An excerpt: The PSST approach drops the assumption...)

    
cafehayek


  Family Values and the ?War on Drugs? (Here’s a letter to Washington, DC’s, WTOP Radio: During today’s 11am hour you interviewed a Nevada GOP official who listed “strong...)

    
cafehayek


  Arnold Kling on PSST (In today’s European Wall Street Journal, Arnold Kling eloquently and concisely explains his idea of “PSST” – patterns of sustainable specialization and...)

    
cafehayek


  Quotation of the Day? (… is from page 61 of Frank Trentmann’s important 2008 book Free Trade Nation – a book that I thank Walter Grinder for bringing to my attention.  In the section...)

    
theoildrum


  The 2012 BP Energy Outlook 2030 (pThere are many unintended consequences as fuel supplies become more scarce and expensive. (With a h/t to Rune Likvern), I see that those Greeks who are being starved...)

    
theoildrum


  Drumbeat: February 3, 2012 (PBRa href=http://www.guardian.co.uk/environment/2012/feb/03/fossil-fuels-slaveryOnce, men abused slaves. Now we abuse fossil fuels/a blockquoteIntriguing similarities...)

    
uraniumblog


  Pinetree Capital Ltd. Acquires Securities of Mega Uranium Ltd.

    
uraniumblog


  Energy Fuels and Titan Uranium Provide Update on Merger Status

    
uraniumblog


  Nuclear industry in limbo after disasters

    
uraniumblog


  Kazakhstan Says Uranium Production Increased by 9% Last Year

    
mymarketiva


  The Future of Marketiva in 2009 (Well, Marketiva has been established at least 3-4 years ago, many have changed with this virtual online forex trading. Specially the Streamer, it has been changed and...)

    
mymarketiva


  Forex Toolbar - Gateway to Forex (Now, you can download free tools to get latest information about forex and realtime forex trading news. By Install the Forex Toobar on your browser, you can quickly...)

    
globaleconomicanalysis


  Greek Leaders (All 3 Coalition Parties) Oppose New Austerity Measures; Words of the Day: "Hardball", Followed by "Meeting Cancelled" and the Always Popular "Meeting May be Scheduled Later in the Week"

    
globaleconomicanalysis


  Nonfarm Payroll +243,000 ; Unemployment Rate 8.3%; Those Not in Labor Force Rose an Amazing 1,177,000 (bQuick Notes About the "Falling" Unemployment Rate /bbr / br / ulliIn the last year, the...)

    
globaleconomicanalysis


  Providence Rhode Island Faces "Bankruptcy by June" says Mayor; Pension Plan 32% Funded (and About to Get Worse) (Untenable pension promises made by corrupt politicians to corrupt unions in an unholy...)

    
globaleconomicanalysis


  EU says "Strict Application of Budget Rules Doesn't Make Sense"; Spain Kicks Off the Year Destroying 9,000+ Jobs a Day, 283,700 for Month; Impossible Dream (On January 30, 25 of 27 nations signed the...)

    
globaleconomicanalysis


  American Airlines Went Bankrupt in November; Are Taxpayers on the Hook for Pension Benefits? What is the Equitable Solution? (American Airlines filed for bankruptcy in November 2011. Here is the...)

    
ataxingmatter


  Swiss Bank Weigelin Indicted (On Feb. 2, 2012, a grand jury in the Southern District of New York indicted Weigelin Co, a Swiss bank founded in 1741 that provided various asset management and private...)

    
taxprof


  Law Schools Shrink Part-Time Programs After U.S. News Closed Rankings Loophole (National Law Journal, Part-Time Law School Losing Allure: [E]nrollment in, and applications to, part-time programs has...)

    
taxprof


  Monahan: Fairness v. Welfare in Health Insurance Regulation (Amy B. Monahan (Minnesota), Fairness Versus Welfare in Health Insurance Content Regulation, 2012 U. Ill. L. Rev. 139: Regulating the...)

    
taxprof


  Grinberg: Beyond FATCA: An Evolutionary Moment for the International Tax System (Itai Grinberg (Georgetown), Beyond FATCA: An Evolutionary Moment for the International Tax System: The international...)

    
taxprof


  Corporate Tax Revenues Are at 40-Year Lows (Wall Street Journal, With Tax Break, Corporate Rate Is Lowest in Decades: U.S. companies are booking higher profits than ever. But the number crunchers in...)

    
taxprof


  Maule: The Frequent Flyer Tax Flap (Following up on my prior posts (here and here): Jim Maule (Villanova), The Frequent Flyer Flap: Is a taxpayer required to include in gross income the value of...)

    
taxprof


  Plecnik: Abolish the Inflation Tax on the Poor Middle Class (John T. Plecnik (Cleveland State), Abolish the Inflation Tax on the Poor Middle Class, 29 Quinnipiac L. Rev. 925 (2011). Inflation erodes...)

    
taxprof


  Haneman: Changing the Estate Planning Malpractice Landscape (Victoria J. Haneman (La Verne), Changing the Estate Planning Malpractice Landscape: Applying the Constructive Trust to Cure Testamentary...)

    
taxprof


  Tax Policy Center UCLA Host Conference Today on Federal Tax Reform Beyond the Beltway (The Tax Policy Center and UCLA host a tax policy conference today at UCLA on Federal Tax Reform Beyond the...)

    
taxprof


  Tax Prof Amicus Brief in Affordable Care Act Litigation (Jordan Barry (San Diego), Patricia Cain (Santa Clara), Bryan Camp (Texas Tech) Keith Fogg (Villanova) have filed Amicus Curiae Brief in Health...)

    
taxprof


  Call for Speakers: CALI Conference -- Some Assembly Required (The 22d Annual Conference for Law School Computing will be held Thursday, June 21 through Saturday June 23 in San Diego at Thomas Jefferson...)

    
taxprof


  Lederman Presents Measured Tax Enforcement at Florida (Leandra Lederman (Indiana-Bloomington) presents Measured Tax Enforcement (with Ted Sichelman (San Diego)) at Florida as part of its Tax Policy...)

    
taxprof


  DOJ Indicts Swiss Bank for Hiding $1.2 Billion from the IRS (The Justice Department yesterday indicted Swiss bank Wegelin on tax charges: DOJ Press Release Bloomberg Financial Times New York Times...)

    
babypipspipsychology


  Dont Give up on Your Trading Resolutions! (With the first month of the year in the books, now is as good a time as any to evaluate your trading resolutions for 2012. Were you able to stick to them? If...)

    
babypipspiponomics


  4 Reasons Why the RBA Will Cut Rates Next Week (After cutting rates twice in the last two months, market players are speculating that the RBA will go for strike three next week. Here are four reasons...)


February 03, 2012

    
abnormalreturns


  Friday links: gold theology (Quote of the day Floyd Norris, “More than almost any other dispute in economics, gold often seems to be a matter of theology. “  (NYTimes)...)

    
abnormalreturns


  Friday 7atSeven: bull market stages (Here are seven (or so) links at 7AM Eastern.  We will see you later with the daily linkfest.  Good luck out there. Where are we...)

    
macroblog


  Employment: Some good news, some bad news (Comparisons can be useful in determining where the economy is at any given point in time, and today's Employment Situation report from the U.S. Bureau of...)

    
capitalspectator


  Private Payrolls Post A Surprisingly Strong Gain In January (Today's employment report from the U.S. Labor Department delivered a hefty blow against the idea that recession risk is high for the...)

    
financeprofessorblog


  Senate OK?s bill barring Congress from insider trading - Nation - The Boston Globe

    
economistsview


  Fed Watch: Good News on Employment (Tim Duy: Good News on Employment, by Tim Duy: With only a minimal drag from the government sector, the February employment report shined on the back of a solid gain...)

    
economistsview


  Dean Baker: Strong Job Growth (With all the cheering about the jobs report this morning showing 243,000 jobs created last month and a fall in the unemployment rate to 8.3 percent, I thought it might be...)

    
economistsview


  NBER EFG Research Meeting (I am here today: NBER EFG Research Meeting Nir Jaimovich and Guido Lorenzoni, Organizers February 3, 2012 Federal Reserve Bank of San Francisco PROGRAM 8:30 am Continental...)

    
economistsview


  Paul Krugman: Romney Isn?t Concerned (Who does Romney care about?: Romney Isn?t Concerned, by Paul Krugman, Commentary, NY Times: ...Earlier this week, Mr. Romney told a startled CNN interviewer, ?I?m...)

    
economistsview


  Fed Watch: How This Gets Even Uglier (Tim Duy: How This Gets Even Uglier, by Tim Duy: At this risk of beating a dead horse, I reiterate that I don't see how the European situation comes to a happy...)

    
economistsview


  Links for 2012-02-03 (S.E.C. Is Avoiding Tough Sanctions for Large Banks - NYTimes.com I Still Don?t Get Why the ECB Hiked Rates - Rebecca Wilder Which Romney Is Romney? - Brad DeLong Sociology of...)

    
lobg2


  Charles Nenner says long term cycle bottoms soon.

    
lobg2


  When good (lefty) papers go bad.

    
seekingalpha


  Macerich's CEO Discusses Q4 2011 Results - Earnings Call Transcript ( Macerich (MAC) Q4 2011 Earnings Call February 3, 2012 1:30 p.m. ET Executives Art Coppola - CEO and Chairman of the...)

    
seekingalpha


  Why Apple Stock Floats Above Problems ( By Dana Blankenhorn: A market-average PE for a fast-growing company will cause a lot of seeming trouble to go away. Even with its recent run-up, Apple...)

    
seekingalpha


  Method To The Zynga Madness ( By Paulo Santos:In the last 10 days, Zynga (ZNGA) managed to go from $8.53 to $13.34, for a full 56% return. Given how overvalued the stock seemed even before...)

    
seekingalpha


  4 Ways To Have Fun In The Stock Market (Besides Making Money) ( By Arne Alsin:For many investors, investing in stocks and having fun just don't go together. Investing is serious stuff, after...)

    
seekingalpha


  Friday ETF Roundup: XLY Surges On Jobs Report, VXX Tumbles On Market Strength ( By Jarred Cummans:Today was one of the best trading days in recent memory. The Dow rose 1.2%, hitting its...)

    
seekingalpha


  7 Healthcare Stocks Undervalued By Earnings Growth And Cash Flows ( By Kapitall:Interested in finding stocks that may be trading below their fair value? If so, here are some ideas to get...)

    
seekingalpha


  The Current State of Munis ( By Russ Koesterich: Complete Story » ...)

    
seekingalpha


  Among Oil ETFs, CRUD Crushing Competition ( By Michael Johnston:For advisors utilizing ETFs in client portfolios, the details matter. Whether it be the difference in product structure,...)

    
seekingalpha


  Walgreen Stock Continuing Collapse In ExpressScripts Fallout ( By Dana Blankenhorn: The last time I wrote about Walgreens (WAG), I was long Medco (MHS), which ExpressScripts (ESRX) was...)

    
seekingalpha


  5 Crisis-Proof Stocks That Outperform The Market ( By Eric Parnell:This is the first of two articles following from my original post entitled Stock Outlook: Capturing Upside While Bracing For...)

    
seekingalpha


  5 Unique Energy Stocks For Big Dividend Income ( By Dividend Kings:Energy prices can be extremely volatile and react to a great number of events such as natural disasters, the political unrest...)

    
seekingalpha


  Jobs Don't Matter: Inflation Expectations Suggest Higher Highs To Come ( By...)

    
seekingalpha


  5 Great Plays With Yields As High As 9.0% ( By Sol Palha:Investors would do well to pay attention to the following key metrics as they could prove to be very useful in the selection...)

    
seekingalpha


  The Clorox's CEO Discusses Q2 2012 Results - Earnings Call Transcript ( The Clorox (CLX) Q2 2012 Earnings Call February 03, 2012 1:30 pm ET Executives Steve Austenfeld - Former Vice...)

    
seekingalpha


  5 Metals Stocks Performing Well And Worth A Look ( By Kinetic Investments: By Bert Wilkison Below is a list of five NYSE-exchange traded metals mining, manufacturing and distributing...)

    
seekingalpha


  4 Undervalued Takeover Targets For Consideration ( By Rougemont: Many corporations have huge amounts of cash sitting on the balance sheet, and that money is earning close to nothing in this low...)

    
seekingalpha


  Kellogg Fueling Top-Line Growth Ahead ( By Dutch Trader: Kellogg (K) is the worldwide leading manufacturer and marketer of ready-to-eat cereals and the second largest biscuits maker in the US....)

    
seekingalpha


  New IPO Filings And What's On The Horizon ( By IPO Candy:The New Year crawled in with the pricing of Renewable Energy below the filing range, and traded down from there. Things picked up with...)

    
seekingalpha


  Earnings Preview: Cisco Reports Fiscal Q2 Results Wednesday ( By Robert Weinstein:Cisco Systems, Inc. (CSCO) is expected to report earnings for last fiscal quarter after the closing bell on...)

    
seekingalpha


  Dr. Reddy's Laboratories' CEO Discusses Q3 2012 Results - Earnings Call Transcript ( Dr. Reddy's Laboratories (RDY) Q3 2012 Earnings Call February 03, 2012 8:00 am ET Executives Kedar...)

    
seekingalpha


  5 Attractive Companies With Little Debt ( By Pey Shadzi:When I was in college, I worked three jobs while jugging 18 units at San Diego State University and doing my best to maintain a long...)

    
seekingalpha


  Domtar's CEO Discusses Q4 2011 Results - Earnings Call Transcript ( Domtar Corporation (UFS) Q4 2011 Earnings Conference Call February 3, 2012 11:00 AM EST Executives Pascal Bossé ? VP,...)

    
seekingalpha


  Today In Commodities: Upbeat Expectations ( By Matthew Bradbard: With a positive jobs number and things heating up in Iran, Crude is back on the move, advancing 1.5% today. We may see a bounce...)

    
seekingalpha


  7 Defensive Stocks Insiders Recently Bought ( By Insider Monkey: During the past few years, the financial markets have been crashed by one crisis after another. In order to stimulate the...)

    
seekingalpha


  3 Hot Picks On The Way Up ( By James Stocklasar Thomas Jr.:Investors need to "live in the moment," but that's not always easy to do. Nevertheless, three stocks from various sectors are on my...)

    
seekingalpha


  Friday Options Briefs: F, GM, MAS, GILD ( By Interactive Brokers: Ford Motor Co. (F) ? The better-than-expected jobs number out this morning revved up investor appetite for automobile stocks,...)

    
seekingalpha


  A Protective Investment In Pitney Bowes ( By PowerOptions:Pitney Bowes (PBI) has been providing postage-related products since the early 1900s, but the horse they've been riding on is starting...)

    
seekingalpha


  Caterpillar Still Has Room To Run After Early 2012 Rally ( By Ray Merola:Caterpillar, Inc. (CAT) trades at about $110 a share after a 22 percent pop thus far in 2012. Is this stock washed out,...)

    
seekingalpha


  Germany's Dilemma And The Future Of The Eurozone: Part 2 ( << Return to Part I 5. German national character. To invoke culture in a discussion of economic or political policy...)

    
seekingalpha


  Downward Revisions At Arch Coal, Peabody Won't Deter Growth ( By Takeover Analyst:For investors looking to benefit from a recovery and a shift back into the industrial economy, coal producers...)

    
pippinainteasy


  Long Cable

    
pippinainteasy


  Close Cable trade

    
marginalrevolution


  The Chinese fapioa, or reverse tip (In China a fapioa ? the official receipt used for expense claims has a resale face value of 2 ? 10% of face value ? leaving one behind in a restaurant or taxi is the...)

    
marginalrevolution


  Assorted links (1. Markets in everything bride price decomposition the culture that is Nigeria. 2. David Cronenberg interview. 3. How exactly do we know, from the photo, that she is on the political...)

    
marginalrevolution


  A fragment to ponder (The RGDP growth rate has been 1.6% in the 4 quarters since late 2010, which is below everyone?s estimate of trend growth (except perhaps Tyler Cowen… There is much more at...)

    
marginalrevolution


  The new jobs report (All good news, 243k up but lots more information in the numbers, try @JustinWolfers or @BetseyStevenson for details and interpretation.  The “big loser” here?: Old...)

    
marginalrevolution


  Thomas Sargent on federal bailouts (In 1789, the political price for our federal constitution included a bailout of the 13 indebted states. But it was by refusing to bail out the states a second time...)

    
marginalrevolution


  How is immigration different in 2012? (Loyal MR reader V has a request: 1. Engage with the arguments by Sailer and his ilk that Mexican immigration is different than the waves of the 1920?s, 1880?s,...)

    
commoditytrader


  Prepare for NFP

    
calculatedrisk


  Construction Employment, Duration of Unemployment, Unemployment by Education and Diffusion Indexes

    
calculatedrisk


  ISM Non-Manufacturing Index indicates faster expansion in January

    
calculatedrisk


  Employment Summary, Part Time Workers, and Unemployed over 26 Weeks

    
calculatedrisk


  Graphs: Unemployment Rate, Participation Rate, Jobs added

    
calculatedrisk


  January Employment Report: 243,000 Jobs, 8.3% Unemployment Rate

    
calculatedrisk


  Mortgage Rates fall to record low

    
calculatedrisk


  Lawler: Home Builder Results for Last Quarter

    
bigpicture


  Succinct Summation Of Week?s Events (02/03/12) (Succinct summation of week#8217;s events: Positives: 1) Jan Payroll gains show big upside surprise of 243k, about 100k more than expected, unemployment...)

    
bigpicture


  NYAG Sues MERS, BAC, JPM, WFC (A.G. SCHNEIDERMAN ANNOUNCES MAJOR LAWSUIT AGAINST NATION?S LARGEST BANKS FOR DECEPTIVE #38; FRAUDULENT USE OF ELECTRONIC MORTGAGE REGISTRY Complaint Charges Use Of MERS...)

    
bigpicture


  IPOs: From Netscape To Facebook (In case you were unaware, IPOs are terrible investments #8212; at least most of the time. The lottery ticket dreams keeps hope alive that this next one is going to be a...)

    
bigpicture


  In response to Floyd Norris? defense of the virtues of unitary executives managing capitalism (Mr. Norris: It so happens our friend, Thane Rosenbaum, interviewed Larry Summers last night at the 92nd...)

    
bigpicture


  Tearing Apart January 2012 NFP data (Despite the cries of the permabears and Rick Santelli, this was unequivocally a strong NFP report. The headline numbers were 243,000 net jobs, as unemployment...)

    
bigpicture


  10 Friday AM Reads (Here#8217;s a look at what I was reading before I started taking apart the BLS NFP data (more on that later): ? Senate Votes To Ban Its Members From Insider Trading? Kind Of (TPM) ?...)

    
bigpicture


  Payroll data a great surprise, do we really need more QE? (The US economy added a net 243k jobs in Jan, 257k of which was in the private sector and both are well above expectations of 140k and 160k...)

    
bigpicture


  NFP: Outliers Are Where Investing Risks Lay (Today we find out just how seasonal those 200,000 new jobs were in December 2011. Consensus is for employment to grow by 140,000 #8212; about par with...)

    
bigpicture


  Is It True: The Dangers of the Double-Dip (As Super Bowl fans gather around the TV and the chip bowl, some will probably be guilty of double-dipping those chips. In this latest #8220;Is It True#8221;...)

    
bigpicture


  Jellyfish Population Blooms? (Anecdotal evidence of enormous Jellyfish population blooms are raising questions: Are we seeing the population suddenly boom? From Futurity, we learn that these...)

    
voxbaby


  Samwick Media Watch

    
econhopeful


  The UCLA Fly-Out

    
benmuse


  Daniel Libby visits King Island, 1867 (Construction of the trans-Atlantic telegraph cable pushed the limits of 19th Century technology. In the 1860s construction was begun on an alternative telegraph...)

    
benmuse


  King Island and the Russian Fur Traders, 1822 (When westerners began to visit the Bering Strait, they were touching the jugular of a thriving trade in furs between America and Asia. Furs from central...)

    
federalist


  Solar Tsunami: Nature?s EMP Attack (Forecasters are see an increase in solar storms over the next few years. Power Magazine explains the devastation that a powerful solar storm would wreak on our...)

    
econlog


  My Two Favorite Graphs From Coming Apart, by Bryan Caplan (I have a predictably optimistic take on Charles Murray's Coming Apart.  But these two graphs did indeed shock me.  The first...)

    
econlog


  My PSST op-ed, by Arnold Kling (in the WSJ European edition. Unfortunately, the patterns of specialization and trade that had emerged five years ago were not sustainable. Many jobs in home...)

    
econlog


  The Case for More Skilled Immigrants, by Arnold Kling (Nick Schulz makes it. According to recent estimates, the stock of human capital is over $750 trillion.6 According to a research report from JP...)

    
econlog


  Concerns with the CBO, by Arnold Kling (The Wall Street Journal reports The inquiries of the Congressional Budget Office, which haven't been made public, concern the CBO's analyses of some of...)

    
econlog


  How Deserving Are the Poor?: My Opening Statement, by Bryan Caplan (Thanks to everyone who attended last night's debate, and especially to Karl Smith for being such a good sport.  In the near...)

    
econlog


  Rena Henderson on the Komen Controversy, by David Henderson (If you've followed the news on the Susan G. Komen for the Cure controversy lately, you know that it has been getting a lot of flak. The...)