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Futures Rise On Cliff Deal, German Confidence
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 - Dec 20, 2012

U.S. equity futures rose slightly in pre-market trading as Congressional leaders appear closer to a deal to at least manage the fiscal cliff and mute some of the effects of the tax hikes and spending ...

 
Residential Building Sector Continues To Expand In November 2012
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 - Dec 20, 2012

Residential building permits and construction completions in November 2012 continues to show the industry rebound, with the data again being relatively good.Our analysis is worse than the headline ...

 
Why Reported Inflation Seems Different Than Reality
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 - Dec 20, 2012

The subject of inflation has remained an emotionally charged topic of debate over the last several years. As rising prices for individuals and businesses have negatively impacted their ...

 
Book Review: Nassim Taleb’s Antifragile
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 - Dec 20, 2012

We all know what “fragile” means. But what is the opposite of fragile? If you are like me, your instinctive response would be “robust” or perhaps “durable.” But you would be wrong. Something that is ...

 
China's Coming Crisis: An interview With Bert Dohmen
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 - Dec 19, 2012

When Bert Dohmen talks, smart investors listen. In 2007 when most investment analysts and economists were downplaying the developing credit market troubles, Bert warned investors that the probability ...

 
World Markets Higher On Balance
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 - Dec 19, 2012

“FORECAST”STOCKS: The European debt contagion has been “kicked down the road” as Spanish and Italian short-and-long term bond yields have moderated recently given the ECB ...

 
A Revolt Against Corporate Welfare For Multinationals In France
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 - Dec 19, 2012

“Paradox” is what the New York Times called France’s ability to attract €42.5 billion in foreign investment through October this year. Only China and the U.S. were ahead for the first two quarters. A ...

 
Macro Critic: Crank Or Great Thinker?
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 - Dec 19, 2012

As critic of modern economics, I am often contacted by other critics or fans of other critics. Alas, I often find them more right than wrong, as in 2 + zebra ÷ glockenspiel = homeopathy works! ...

 
November Housing Starts Fall, But Outlook Remains Bright
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 - Dec 19, 2012

Housing starts fell 3% last month, the Census Bureau reports. The retreat is the first monthly setback since July, although the drop isn't a big surprise, as I discussed earlier today, before the ...

 
D.C.'s Must-Have Gift...For Xbox
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 - Dec 19, 2012

Everybody -- Inside The Beltway -- Is Playing It!Title: 'The Fiscal Cliff' -- The Goal to avoid all of the following while in search of the one object that can save us -- The Moral Compass.Part I: ...

 
Germany Sees Improvement In Confidence According To The IFO Survey
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 - Dec 19, 2012

In December, the IFO business climate index for industry and trade (to 102.4) has increased for the second time in a row in line with the rise in the expectations index. It even recorded its largest ...

 
German IFO Survey Mixed But Shows Improvement In Its Business Climate
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 - Dec 19, 2012

Risk appetite continues to weigh upon USD and JPY currenciesNotes/ObservationsUS House remains open to broader negotiations to avert the so-called fiscal cliff; negotiations and in-fighting ...

 
Nikkei Rises Above 10,000
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 - Dec 19, 2012

Asian markets bullish on possibility of US fiscal resolution, more easing by the BoJEconomic Data(JP) JAPAN NOV MERCHANDISE TRADE BALANCE TOTAL: -¥953.4B V -¥1.04TE; ADJUSTED MERCHANDISE TRADE...

 
Germany: Ifo Points To Further Improvement‏
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 - Dec 19, 2012

The Ifo expectations is rebounding in December and points to further improvement in the coming months. The current condition index decreased but overall today's release is somewhat better than ...

 
Housing Starts: November 2012 Preview
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 - Dec 19, 2012

The November update on housing starts is scheduled for release today (8:30 am eastern) and a decline is widely expected vs. October's 3.6% rise. The Capital Spectator's average econometric forecast ...

 
European Currencies Rally, Dollar-Bloc Heavy
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 - Dec 19, 2012

This week's pattern remains intact. The US dollar continues to trend lower against the European currencies, but is firmer within the dollar-bloc and against the yen. Spanish and Italian bond yields ...

 
Paulin Buyout
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 - Dec 19, 2012

The oldest stock on my site's Stock Ideas page has finally made its mark. Three and a half years ago, I wrote about a little company called H. Paulin that traded at a massive discount to its net ...